Custom and Conditional Fields

Contents

Overview

This demonstrates how to use custom and conditional fields for commonly requested scenarios.

Checkboxes

This section illustrates how to create checkboxes on documents using custom and conditional fields.

Creating the custom field

Admin/Documents and Templates/Custom Fields

Click Add and enter a Name as needed.
Select the Type as Checkbox from the dropdown menu.
Click Save.
Click Close.

Creating the Conditional Field

Add a conditional field that will populate an X if the user selects the custom field and will return a blank if the user does not select the custom field.

Admin/Documents and Templates/Conditional Fields

Enter a Name as needed to correspond with the custom field added in the prior step.
Select the Type as Custom from the dropdown menu.
Select the custom field created in the step above from the Match On dropdown menu.
Highlight the Checked Value and click Edit.
- Enter an X in the Insert field.
- Click Save.
Highlight the Unchecked Value and click Edit.
- Enter 3 spaces in the Insert field.
- Click Save.
Click Save to save the conditional field.

Inserting into the template

Admin/Documents and Templates/Templates

Highlight the template where checkboxes are needed and click Edit Document.
Create a checkbox area using two brackets.

Place the cursor between the brackets and insert the conditional field created above.

Generating the document

When generating the document in a file, the user will be presented with the custom field created above. If the checkbox is unchecked, the document will show an empty checkbox.

If the checkbox is checked, the document with show a marked checkbox.

Printing Blank Values

This section illustrates how to use conditional fields to populate a blank value when a merge field returns N/A or based on a custom field selection. This allows for continuous numbering in documents that use Word numbering and allows documents to insert new paragraphs without adding blank lines between paragraphs.

Creating the conditional fields based on Resware fields

Admin/Documents and Templates/Conditional Fields

Click Add to create a conditional field for each Resware Field that will be used to pull information into a document. The first conditional field’s values will be set up a little differently than those on the following conditional fields.
Enter a Name for the first conditional field.
Select the Type as Matches from the dropdown menu.
Click Merge Field to select the desired merge field for the Match On value.
- Select the Resware Field from the dropdown menu.
- Select a Subcategory if applicable.
- Click Insert.

Click Add in the Values area.
- Select the blank field Match option and enter N/A.
- Leave the Insert textbox blank.
- Click Save.

NOTE: The N/A value should be set up the same way for all conditional fields.

For the first conditional field only, add a value, select the Match option as Default, and insert the conditional field’s Match On value.

For all subsequent conditional fields, add a value, select the Match option for Default, and insert a hard return followed by the conditional field’s Match On value. The hard return before the Resware merge field will ensure this set of requirements is inserted on the next line in the document.

Creating the custom fields and conditional fields based on custom fields

Admin/Documents and Templates/Custom Fields

Create custom fields for any text that should be pulled into the document. For this example, checkbox custom fields are being used. The user will be able to select whether a deed restriction is printed on the warranty deed by checking a box.

Admin/Documents and Templates/Conditional Fields

Create a conditional field for each custom field that will be used to pull information onto the document.
Set the conditional field Type to Custom and select the custom field for the Match On value from the dropdown list.

Fill in values for each of the custom field’s possible selections. When inserting text, add a hard return before the text to create a new paragraph when it’s inserted into the document.

Inserting the conditional fields into the document template

Admin/Documents and Templates/Templates

To use optional text in fields with numbering, assuming that at least one of the values will be returned, insert the first conditional field created above on a numbered line.

Insert the remaining conditional fields immediately after the first conditional field, without any spaces or returns.

To have optional text inserted as new paragraphs in a non-numbered document, insert the conditional fields created at the end of the paragraph after which the optional text should be inserted. Do not add any spaces or returns between the conditional fields.