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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.
- Community Moderator
Thanks so much for your idea,
- Multiple templates + Salesforce Dynamic Actions: add one button per template and conditionally show the right button based on record data (keeps user choice simple without nested rules).
- Keep one template and use conditional XML tags in the Word doc to show/hide sections based on record fields (including “Does Not Match”) instead of splitting logic across multiple rules.
You can get more details on that here.
https://support.docusign.com/s/document-item?language=en_US&bundleId=uqj1643324072491&topicId=zyb1674499096426.html&_LANG=enus
https://support.docusign.com/s/document-item?language=en_US&bundleId=ysk1643667858834&topicId=vqd1589553864435.html&_LANG=enus
https://support.docusign.com/s/document-item?language=en_US&bundleId=ysk1643667858834&topicId=pru1586134359720.1.html&_LANG=enus
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