Home Composer Functionality Description in Composer

Conditions

Dynamically show, hide, or format output content for personalized, data-driven document generation with Conditions.

What Are Conditions?

Conditions act as intelligent editors, operating on:

an if-then-else principle

They allow you to customize how data is displayed in your templates based on dynamic field values - without skipping records that don’t meet criteria. Instead, you can control what is shown, hidden, or replaced for each scenario.

Where Can You Use Conditions?

Any element (for Printable & Microsite templates).
Dynamic Text (for Email templates).

THEN and ELSE Option for Content Modification

THEN and ELSE blocks work the same, and the only difference they have is in the case of execution: THEN works when the scenario mentioned in the IF block is “true”, and ELSE works when the scenario mentioned in the IF block is “false”.

Both settings have the following content modification capabilities:

Replace Content: the content mentioned in this section will replace the content that comes from the data source in case the scenario works.
Change Visibility: there are 2 options - “Keep Visible” and “Hide”, meaning you can adjust the content visibility and fully hide it/keep visible in case the scenario works.

How to Add and Configure Conditions

1. Select an Element:
In the template editor, select the element you want to apply a condition to (e.g., a text field, image, block of content, etc.).

2. Open Conditions:
Click the “Add Conditions” button in the Data tab on the right sidebar. This opens the Conditional Values popup.

3. Set the IF Block:

The field to compare is set in the “IF” block and is the major one to control the “IF” part in case you add ELSE-IFs to diversify scenarios.
Choose the operator (equals, not equal, contains, etc. - see below for full list).
Enter the value to compare against (manual entry or pick from dropdown/calendar).

4. Set THEN and ELSE Actions:

THEN: What to do if the condition is met (replace content, change visibility, etc.).

ELSE: What to do if the condition is not met (nothing if ELSE is deleted, replace content, change visibility, etc.).

5. Add ELSE-IF Blocks (Optional):

Click “+Add ELSE-IF” to add alternative scenarios for the same field.
You can have up to 10 IF-THEN/ELSE-IF-THEN blocks per condition.
Drag and reorder blocks; the first block is always the main IF.
Only the first matching block is applied (top-down evaluation). In other words, if the system finds a match for the Nth ELSE-IF scenario, this scenario will be applied, and the following options will be skipped.

6. Visibility Control:

In THEN/ELSE, you can now set Change Visibility:

Hide: Removes the element from the generated document if the condition is met.
Keep Visible: Keeps the element visible.

7. Validation & Saving:

The Save button is only enabled if at least IF+THEN or IF+ELSE is set and all required fields are filled.
If you reset or remap the IF field, all ELSE-IFs will be lost while THEN/ELSE values will be saved.
You can reset or delete THEN/ELSE settings individually.

Best Practices & Tips

Multiple Scenarios: Use ELSE-IFs to handle complex logic for the same field.
Unchanged content: Fully remove THEN or ELSE block to keep the content unchanged if one of these scenarios happen.
Visibility: Use “Hide” in THEN/ELSE to remove elements based on data (e.g., hide a section if a value is missing).
Date Logic: Use “In the Last”, “Ago”, “Between”, and “Range” for advanced time-based rules.
Validation: If you see a disabled Save button, you missed to fill the crucial fields; hover for a tooltip explaining what’s missing.
Reset/Delete: Use Reset to clear a block, Delete to remove THEN/ELSE actions or ELSE-IF blocks. Main IF blocks can only be reset, not deleted.

Examples

Example 1: Show Custom Text if Status is “Closed”

IF: Status equals “Closed”
THEN: Replace content with “Deal Closed”
ELSE: is fully deleted (you can see the “+Add” button) - this state means that the content will not be modified if “ELSE” scenario happens.

Example 2: Hide Section if Amount is Blank

IF: Amount “is blank”
THEN: Change Visibility → Hide

Example 3: Show “Recent” Label for Records Created in Last 7 Days

IF: Created Date “in the last 7 days”
THEN: Replace content with “Recent”

Example 4: Multi-Scenario with ELSE-IF

IF: Priority equals “High” → THEN: Replace content with “Urgent”
ELSE-IF: Priority equals “Medium” → THEN: Replace content with “Normal”
ELSE: Replace content with “Low”

Supported Field Types and Operators

Text-type fields' conditions function in the following way:

Equals: only processes records that exactly match the entered value in the conditioned field. It's case-sensitive, so the value must match the database case.
Is not equal: processes records that do not exactly match the entered value in the conditioned field. The match must be exact, and it's also case-sensitive.
Contains: processes records that contain the value entered in the conditioned field. An exact match isn't necessary, and it's not case-sensitive.
Does not contain: processes records that do not contain the entered value in the conditioned field. An exact match isn't required, and it's not case-sensitive.
Is blank: handles records with an empty conditioned field.
Is not blank: handles records with data in the conditioned field.

Number-type fields' conditions function in the following way:

Equals: only processes records that exactly match the entered value in the conditioned field.
Is not equal: processes records that do not exactly match the entered value in the conditioned field.
Greater: processes values greater than the entered number (without including it).
Less: processes values less than the entered number (without including it).
Greater than or equal to: processes values greater than or equal to the entered number.
Less than or equal to: processes values less than or equal to the entered number.
Is blank and Is not blank work as they do for text fields.