Learn more about creating conditional table rows in templates to ensure certain rows are included only if conditions are met
Creating automated templates in Precisely can be done using many smart features, such as setting up formulas, conditions, or different types of questions.
Likewise, it is possible to set up a conditional table row in a contract that will appear only when certain conditions are met.
- Example: You want to create and automate a table with a pricing list. For Product X, you want to include all information - such as name and price - in a separate table row. You'd like this row to appear only if Product X is selected in the first place.
To make a table row conditional, simply:
- Click the grey bar above a selected column to reveal the in-context menu,
- Click the Conditional row button, select which reference the row should depend on, set the criteria, and click the blue 'Apply' button.
P.S: In a similar way, you can also set up conditional blocks - textual parts of your contract that will appear only when certain conditions are met.