How It Works
Configure conditions to control when a placeholder value is displayed or hidden in the generated document.Available Conditions
Operators adapt to the field type:| Type | Operators |
|---|---|
| Text | equals, does not equal, contains, does not contain |
| Presence | exists, does not exist |
| Number | greater than, less than, greater than or equal, less than or equal |
| Date | is after, is before, is on or after, is on or before |
| Checkbox | is true, is false |
Compare against
The value you compare to can be a literal value, another mapped placeholder, or a raw field from your data source (including unmapped fields, and the parent record’s field when used inside line items). This makes dynamic comparisons possible, such as showing a value only when it is greater than another field.Multiple conditions
When a placeholder has more than one rule, choose ALL (show only when every condition passes) or ANY (show when at least one passes).Configuration
Open Placeholder Settings
Click the gear/settings icon next to the placeholder you want to configure
Choose What to Compare Against
Enter a literal value, or pick another placeholder or a source field to compare against
Example
Scenario: Show a discount message only when discount is greater than 0- Set placeholder
{{discount_message}} - Configure condition: Show when
{{discount}}does not equal “0” - Result: Discount message only appears when there’s an actual discount
Combining with Row Deletion
Related Features
Hidden Values
Always hide values while using them elsewhere
Conditional Styling
Apply styles based on conditions
Sections
Control entire section visibility
Row Deletion
Remove empty lines/rows