Docusign Gen conditional display using a Salesforce checkbox field

You can add conditional logic blocks to Gen template Anchor Text Tags. Conditional logic creates "if-then" statements that add or exclude text from a generated agreement. You can also use conditional logic with checkboxes, picklists, fields, and more.

Important: Content is case-sensitive.

Check box example:

Only display content if a check box field is marked True:

Picklist examples

• Option 1: Only display content if a multi-picklist contains certain values:

  <# <Conditional Test="//Opportunity/Preferred_Color__c[contains(., ‘Green;Blue’)]" /> #>

• Option 2: Only display content if a multi-picklist contains certain values:

  <# <Conditional Test="//Opportunity/Preferred_Color__c[text() = ‘Green;Blue’]" /> #>

Field examples

• Only display content if a field matches certain values:

  <# <Conditional Test="//Opportunity/Type[text() = 'New Customer' or text() = 'Existing Customer']"

  /> #>CONDITIONAL CONTENT HERE<# <EndConditional /> #>

• Only display content if two fields match certain values:

  <# <Conditional Test="//Opportunity/Type[text() = 'New Customer'] and //Opportunity/Industry[text() =

  'Technology']" /> #>CONDITIONAL CONTENT HERE<# <EndConditional /> #>

• Only display content if at least one item matches some value:

  <# <Conditional Test="count(//Quote//QuoteLineItems/Base_Product__c[text() = 'Digital Display']) > 0" />

  #>CONDITIONAL CONTENT HERE<# <EndConditional /> #>

• Only display content if at least one item contains certain values:

  <# <Conditional Test=“count(//Opportunity//OpportunityLineItems/Name[contains(., ‘Product XYZ’)

  or contains(., ‘Product ABC’)]) > 0” /> #>CONDITIONAL CONTENT HERE<# <EndConditional /> #>

• Only display content if one field (Field 1) is empty and another (Field 2) is not empty:

  <# <Conditional Test="not(//Opportunity/Field_1__c/text()) and //Opportunity/Field_2__c/text()"/>

  #>CONDITIONAL CONTENT HERE<# <EndConditional /> #>