Rally Knowledge Base

Conditional Logic in Documents

Conditional logic can be implemented to display and hide content in the Word document output depending on how questions are answered.


IF Conditional Statements


Example 1: 


Question: Will the employee be subject to a non-compete clause?

ID: hasNonCompete

Answer Options: Yes, No


If there is a clause in the agreement that should only appear if the answer to the question is "Yes", it would be encoded the following way:


{#hasNonCompete == "Yes"}The employee will not, without the prior written consent of the employer, at any time for a period of 12 months, compete with the employer.{/}


Notice that the opening of the tag includes a "#" followed by the condition with no space in between the # and the ID. The tag is closed with a {/}.


If the answer to the question is "Yes", the clause will be generated. If the answer to the question is "No", the clause will be omitted from the output document.



Example 2:

 

Question: Do you own a business?

ID: ownsABusiness

Answer Options: Yes, No


Question: What type of business do you own?

ID: businessType



If there is additional information that should be displayed if the response to this question is "Yes", encode it the following way: 


{#ownsABusiness =="Yes"}Business Name: {businessName}

Business Type: {businessType}{/}


This will output the name of the business and type of business as collected from the Questionnaire. 

These questions would also be ideal candidates for the Visibility Conditions. 


Learn more about Visibility Conditions in Questionnaires. 



IF NOT Conditional Statements


If you are looking for your document to display an output if the dropdown answer is equal to everything except one option, you can use the IF NOT conditional statement type. 


It is the same as the IF statements above except instead of == it would be !=


Here is an example: 

Question: 
What type of business are you? 
  • Corporation 
  • Partnership 
  • Sole Proprietor
ID: businessType

In the document if you want to output the jurisdiction for all options except the Sole Proprietor it would look like this. 

{#businessType!="Sole Proprietor"} Jurisdiction: {jurisdiction}{/}

So the Jurisdiction will only populate if an option from the dropdown is selected that IS NOT "Sole Proprietor".



AND Conditional Statements


If you would like to output information in your document based on answers to two questions, you can use an AND conditional statement as shown below. 

{#id == “Option A” && id == “Option B”} {/}


Here is an example: 


Questions: 

Do you Own a Business? Yes/No

What type of business are you? Sole Proprietor/Partnership/Corporation


In this scenario, we only want to output information if the answers are both "Yes" and "Partnership".


{#ownsABusiness == “Yes” && businessType == “Partnership”} Name of Partner Here {/}



OR Conditional Statements


If you would like to output information in your document based on an answers being one of two options, you can use an OR conditional statement.

{#id == “Option A” || id == “Option B”} {/}


Here is an example: 


Questions: 

What type of business are you? Sole Proprietor/Partnership/Corporation


In this scenario, we only want to output information if the answer is either "Partnership" or "Corporation".


{#businessType == “Partnership”  businessType == “Corporation”} Shareholder Information {/}



Important Tips


All conditional statements being with a "#" in the first tag of the statement and end with a {/}.


When specifying the answer, it must be typed EXACTLY the same as it is represented in the questionnaire. 

For example, if the answer in the questionnaire is "Yes" with a capital Y, you must include that capital letter in the code tag. 


You can put a conditional statement inside another conditional statement (nesting conditionals). Ensure you have all of the tags starting with the "#' and ending with the {/}.



See some conditional statement examples in action in our video below: 





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