Conditional tag setup subtab

Conditional tags let you set the text used in a collection table based on the value specified in a custom list. The conditional tags are based on Line item Custom list 1 and Line item Custom list 2. You can then configure template text based on each value of the field. For example, if Line item Custom list 1 is set up with values for line item, lump sum, and cost item, you can set up contract document text for line items, text for lump sums, and text for cost items. The text that populates the table cell depends on the value of the Line item Custom list 1 field.

You can configure the conditional tag text on the Conditional tag setup page (Organization settings > Contract > Contract templates > Conditional tag setup).

You can set up two conditional fields each for conditional tags for contracts, schedule of values, VCOs, and payment forms.

Step by Step — Set up conditional text

  1. From the Conditional tag setup page, select a conditional tag in the Conditional tags column.

  2. Click the Download conditional collection table tags icon to download instructions and lists of valid tags for each conditional tag.

  3. Click the Add conditional tag icon.

  4. In the slide-out panel, select one of the field values for the conditional field. If applicable, select the template language.

  5. In the Conditional language filed, enter the text or tags for the condition. Refer to the conditional collection table tags you downloaded in step 2 for a list of available tags. The image below shows a mix of text and tags, with tags highlighted in yellow.

To use conditional tags in a template, follow the instructions for setting up a collection table. In one of the columns, enter the tag for the custom list such as, <<Contract: Line item custom list 1>>. In another column enter the conditional tag such as, <<Contract: Line item Conditional tag 1>>. Refer to the Conditional tag setup spreadsheet for a detailed example.

When you generate a contract document, Contact fills in the text that is specific to the condition of the custom list.