Conditional rules can customise document content based on an address field. This guide walks you through the process of setting up conditional rules for address-based questions, such as displaying state-specific information.
Instructions
1. Go to the Form
- Open the form where you want to add the conditional rule.
2. Create the Date Question
- Add a date field, for example: “What is the settlement date?”
3. Access the Conditional Rules Tab
- In your form editor, click Document.
- Select Conditional Rules
4. Create a New Conditional Rule
- Click + New Conditional Rule.
5. Set the Rule Criteria for Date Values
- Name the rule (e.g., Settlement_Before_July_1).
- Select the date field and set the criteria, such as “Before July 1.” You can then insert specific content based on this date range.
6. Save the Rule
- Click Save to create the rule.
7. Create a Rule for the Alternate Date Outcome
- Create a second rule for dates after July 1 (e.g., Settlement_After_July_1).
8. Apply the Conditional Rule in the Document
- Highlight the relevant text in your Word template.
- From the Word Add-In, select the conditional rule and click Add.
Common Issues & Solutions
- Issue: The rule isn’t working as expected for certain states.
- Solution: Double-check that each conditional rule corresponds to the correct state and that the operator used is correct (e.g., Equals).