Conditions

What are conditions?

Conditions let you show or hide parts of your Word document based on your data.
For example, you can display a section only when a customer’s country is France.

Create a new condition

Step 1: Open Conditions

  1. On the Tools page, select Add conditions.

Step 2: Choose what happens when the condition is true

At the top of the editor, choose one of the following:

  • Show: The selected content is shown when the condition is true. Otherwise, it is hidden.
  • Hide: The selected content is hidden when the condition is true. Otherwise, it is shown.

Step 3: Build the condition

Below the Show/Hide choice, you’ll see the condition builder. It uses groups to combine rules:

  • Groups
    • Or +: Add another group. The overall condition is true if at least one group is true.
    • And +: Add another rule inside the current group. A group is true only if all its rules are true.
  • Rules (each line)
    1. Smart Field: Choose a Smart Field that represents the data you want to compare.
    2. Operator: How to compare the field to the value. Currently, only “Equals” is available.
    3. Value: Enter the value to compare. It must match the type of data in your Smart Field (text, number, decimal,
      or date).

Example

You want to show a section only if:

  • Company Country Equals “France”
    AND
  • Contact Language Equals “French”

How to set it up:

  1. Choose Show.
  2. In one “And” group, add two rules:
    • Company Country Equals “France”

    • Contact Language Equals “French”

  3. The section appears only when both rules are true.

If you want the section to appear when either rule is true, set it up like this:

  • Company Country Equals “France”
    OR
  • Contact Language Equals “French”
  1. Choose Show.
  2. Create two separate “And” groups (each group contains just one rule):
    • Group 1: Company Country Equals “France”

    • Group 2: Contact Language Equals “French”

  3. Result: The section appears when at least one group is true—either the company country is France, or the contact
    language is French.

Step 4: Apply the condition

  • Click Apply condition.
  • The condition is applied to the selected content.
  • If no content is selected, a placeholder is inserted at your cursor. Click the placeholder to add content inside the
    condition. 

Update a condition

Step 1: Select a Condition to Update

  1. Find the Condition Content Control in your document that you want to update. You can identify conditions by their red
    color.

  2. Click the label of the content control to select it.
  3. The selection automatically opens the condition editor and pre-fills all fields with the current values.

Step 2: Update the condition

  1. Make the changes you want in the editor.
  2. Click the Apply condition button.
  3. Your changes will be applied to the selected condition in the document.

Requirements and limitations

  • Values must match the Smart Field type (e.g., valid dates for date fields, valid numbers for number fields, etc.).
  • Conditions support two levels: OR groups containing AND rules. Deeper nesting is currently not supported.
  • You cannot apply an empty condition (each condition must include at least one rule).

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