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Condition Fields (Dynamics 365)

The Condition field functionality property allows you to define  dynamic content
that is either displayed or removed form the final document based on a certain condition.
This webinar also convers this topic in detail.
A condition block is represented by a  placeholder in the tempalte and is also called content control (1).
The following step by step description will show you how to insert a condition field
with the DocumentsCorePack Client in your template.

The example below shows a template that contains two conditions fields (if else)
and the the result with the one remaining field.
Figure 1: Example of a if else statement

If you are not sure how to get to the insert fields option, please take a look at this article first.
  1. Use the Condition field option
    Figure 2: Insert Condition field

  2. Give your condition a descriptive name.
    A descriptive name makes it easy to re-user exsting conditions in a template.


  3. Configure the setup of your condition fields
    Enable or disalbe the automatic creation of an else block (1).
    If an else block is created you can define the layout of the
    inserted condition fields (2)(3).
    Figure 4: Condition field layout options

    Below you can see an example of the two formatting options when using an else block. 
    The else block is inserted next to each other (1) and below each other (2)

    Figure 5: Appearance of the fields in a template when using belwo each other

    PLEASE NOTE: A else block is always the negated version of your real condition.
    You always can identify such an element by the prefix "<!>" before the actual name.

  4. Create your condition with the condition designer
    The condition designer has a similar look and feel
    as the Advancded find in Dynamics 365. 
    A more detailed description about the condition
    designer can be found here

    Figure  6: Condition Designer

  5. Apply with [OK]
    After you applied with [OK] a placeholder (ContentControl) with the name  of your condition
    is inserted. This is the "IF" block, if you also selected to insert an "ELSE" block you will find a second 
    placeholder (F7-1). Within this placeholder you can set your custom text block


    Figure 7: Two place holders in the tempalte

    Figure 8: An "ELSE" block or a negated Condition always startes with "<!>" 

  6. Special functionalities

    1) Re-use an already existing condition. 
    Use existing condition (1) allows you use the same condition for several fields in the template.
    So also if you change the condtion (4) it will be applied to all other fields that 
    use the condition with the same name.

    2) Copy an existing condition
    If you have variations of the same condition in your template you can use
    "Copy and New" (2) on exsiting condition. This action will create a new condition that does not 
    share the condition with other fields you have already inserted.

    3) Negate condition (3)
    This option inverts a condition. Each automatically inserted else block is the inverted version
    of your created condition.


    Figure 7: Special functionalities highlighted 

  7. Save your template
    Before you can use or test your template you have to save it.
    Either you save your template locally with the standard Save or Save as
    the functionality of Word or you use the Save template-option of the
    DocumentsCorePack client in order to publish the template to Dynamics 365.

  8. Test your template [optional]
    As you have made changes to your template you might want to test them quickly.
    A step by step description of how to test your template can be found here.

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