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Idea Submitted

Allow Compound Conditional Logic in Document Rules (Doc Gen)

Categories:Agreement Preparation
  • May 13, 2025
  • 0 replies
  • 10 views

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In Doc Gen within Salesforce you currently can only use AND logic or OR logic, not a combination of both ie. 1 AND (2 OR 3). I would like to be able to use more complex compounding/grouping logic in document rules to select which document to generate. This allows a single process to handle all versions of an Order Form as an example, instead of having to break it out to different Gen templates. This is not related to compound logic in the Word file, but under the Document Rules to choose which document to create specifically.