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Applying Logic to Template Selection

Learn how to apply logic to a template section in Smarter Drafter Pro.

You can attach multiple document templates to a single form and use logic to control which templates are generated based on the answers provided. This allows a single form to support multiple document types or outcomes.

Instructions

1. Attach multiple templates to your form

  1. In the form builder, go to the Templates tab.
  2. Click + Add Template to attach each document you may want to generate.
  3. Repeat this process for all applicable templates.



2. Apply logic to each template

  1. For each attached template, click the Logic tab.
  2. Click + Rule to add a condition.
  3. Select the controlling field (e.g. Document Type), choose the operator (e.g. =), and enter the value that should trigger that template.
  4. Save the logic.
  • Example:
    • Template A is only generated if Document Type = Lease
    • Template B is generated if Document Type = Sale Agreement

3. Repeat for other templates

  • Apply logic to each template individually to define when it should or shouldn’t be generated.
  • You can use single rules or more complex rule sets if needed.

4. Preview and test

  • In Preview, fill out the form using different input combinations.
  • When the document is generated, only the templates that match the logic conditions will be included.

Common Issues & Solutions

  • Issue: All templates generate regardless of answers
  • Solution: Make sure logic is applied to each template. If no logic is applied, the template will always be included.
  • Issue: No template generates
  • Solution: Confirm the controlling field values match exactly and the logic conditions return TRUE. Use Preview mode to test.