Skip to content Skip to main navigation Skip to footer

Use conditional section merge feature to display different text based on object conditions

Use Case:
Display different text based on different related list conditions on Account record. For example, display different currencies depending on what country the specific account is from (GBP or USD).

Feedback: You can accomplish this by using conditional section merge feature. For more information, see this article:
https://kb.opero.com/documents/knowledge-base/conditional-section-merge/

In short, you can create two formula checkbox fields on Account object. One that will return true if currency is GBP and the other one that will return true if currency is USD (or vice versa). Then, you would use those formula fields to merge sections in Template Builder on Document Action.

Let’s say that formula fields are called IsGBP and IsUSD. Part of the template in question would look like this:

{!Account.IsGBP[SECTION_START:GBP]}
Bank 1 Details
{!Account.IsGBP[SECTION_END:GBP]}
{!Account.IsUSD[SECTION_START:USD]}
Bank 2 Details
{!Account.IsUSD[SECTION_END:USD]}

There are some additional tips in the article above for conditional merge section for more detail.