#STATEMENT TEMPLATES FOR MICROSOFT WORD PDF#
#STATEMENT TEMPLATES FOR MICROSOFT WORD CODE#

You can create conditional statements that consider multiple scenarios/conditions. To accommodate picklists with more than 2 options, see the section below, 'Nesting Conditional Statements'. IF '>' = ' option1' 'You selected option 1.' 'You did not select option 1.' The second Expression will match the custom option that should be selected. Using Clio Custom Fields, you can add custom picklists to your Contacts and Matters that can be used to determine what is displayed in your generated document. To reference a Clio picklist, use the merge field tag in the place of the first Expression. IF '>' = 'true' 'This box is checked.' 'This box is not checked.' The second Expression will be either 'true' or 'false' - 'true' if the box is checked, 'false' if the box is not checked. To reference a Clio checkbox, use the merge field tag in the place of the first Expression. Using Clio Custom Fields, you can add custom checkboxes to your Contacts and Matters that can be used to determine what is displayed in your generated document. To display text that contains quotation marks or special characters, you will have to add that information to Clio Custom Fields then use those merge fields for your TrueText and FalseText. IF '>' = 'guilty' 'The defendant pleads 'guilty'.' 'The defendant pleads 'not guilty'.'

Conditional statements do not support special characters or quotation marks in the text that you use for your TrueText or FalseText.įor example, the following statement will not work properly:.

Use Clio Custom Fields containing the long text that you want to pull in to your document.

#STATEMENT TEMPLATES FOR MICROSOFT WORD CODE#

With the field code visible, click into the TrueText or FalseText quotes (where the long piece of text applies) then start typing in the text or paste it from another source. If the field code is not already visible in your document (if you are seeing the field's Expression or FalseText instead), right click on the field and select 'Toggle Field Codes'. Use with both text and numeric Expressions For example, are they equal/the same, or not? The operator defines how the expressions relate to each other. To indicate that a value is empty (specifically for the second Expression), use 2 quotation marks with nothing between them '' in place of the second Expression.Įxamples of Merge Tags with a Numeric Value Note that Expressions (or merge field tags) that have a value that is in plain text need to be surrounded by quotation marks but Expressions that have a numeric value should not be surrounded by quotation marks. A conditional statement has 2 Expressions, or values, that are compared in order to determine what information is displayed. In the example of Document Automation, a merge field tag can be an expression. IF Expression1 Operator Expression2 ' TrueText' ' FalseText'Įxpressions are something with a value. In MS Word, the conditional statement format looks like this: IF custom_field_1 is true, THEN display custom_field_2, ELSE display custom_field_3.

IF the trust balance is 0, THEN display a message asking for another prepayment, ELSE display a thank you message.

In the most basic language, a conditional statement says that: if some condition is applicable, then do something.Ĭonditional statements follow the general format: IF this THEN that or ELSE some other thing. For example: Understanding Conditional Statements in MS Word Troubleshooting Document Generation in MS Word Nesting Conditional Statements (Multiple Conditions)Īdding Line Breaks to TrueText and FalseText Using Clio Picklists to Determine what is Displayed Using Clio Checkboxes to Determine what is Displayed Tips and Examples of Useful Conditional Statements ContentsĪdding Conditional Fields to a Word Template If you want to use your conditional templates to generate MS Word documents, please follow the troubleshooting steps HERE.

#STATEMENT TEMPLATES FOR MICROSOFT WORD PDF#

Important Note: Due to the order in which MS Word updates fields, templates with conditional statements work best when generating PDF documents with Document Automation. Document Automation: Uploading Templates and Generating Documents.Document Automation: Creating a Template.It allows you to create a template which has information that changes based on the values of different merge fields.įor general assistance with Document Automation, see here:

This is an advanced article for creating Document Automation templates that use conditional statements.

Statement templates for microsoft word