# Conditional Logic Working Examples ## Basic Structure: **Scenario:** Render only if Opportunity stagename is ‘Closed Won’: ``` This is opportunity is currently in the Prospecting phase. ``` *** **Scenario:** Render ‘No phone number on record. Please update.’ if contact phone number is missing. Otherwise, display the phone number. ``` No phone number on record. Please update. Phone number: {{!Contact.Phone}} ``` *** **Scenario:** Render ‘This contact is marked active.’ if Contact record is active. ``` This contact is marked active. ``` ## AND / OR Structure: **Scenario:** Render only if Opportunity stagename is ‘Closed Won’: ``` This is opportunity is currently in the Prospecting phase. ``` *** **Scenario:** Render ‘No phone number on record. Please update.’ if contact phone number is missing. Otherwise, display the phone number. ``` No phone number on record. Please update. Phone number: {{!Contact.Phone}} ``` *** **Scenario:** Render ‘This contact is marked active.’ if Contact record is active. ``` This contact is marked active. ``` *** **Scenario:** Add special terms for customers in restricted regions with active agreements. ``` Customer is in a West Coast region (CA/NV) and currently has an active contract. ``` *** **Scenario:** Escalation or special reporting for high-impact cases. ``` This high-priority case either has a documented root cause or is categorized as Security. ``` *** **Scenario:** Add fulfillment or onboarding sections only when both monetary and readiness conditions are met. ``` This opportunity meets major criteria (Closed Won or >$20k) and has a confirmed delivery date. ``` *** ### **Scenario:** Show a message if the customer is in CA or NV **and** either has an active contract or a pending renewal. ``` Customer is in CA or NV and has an active contract or a pending renewal. ``` *** **Scenario:** Display partner-specific compliance, data handling, or NDA sections. ``` This partner operates in the Finance or Legal industry. ``` ## Nested Structure: **Scenario:** Specialized clauses for California Healthcare companies. ``` This customer is located in California. They operate in the Healthcare industry. ``` *** **Scenario:** Post-sale documentation where deeper sections only apply when prerequisites exist. ``` Congratulations on your purchase! Installation is scheduled for {{!Opportunity.Install_Date__c}}. You qualify for our **Premium Warranty** coverage. ``` *** **Scenario:** Multi-level logic based on contract type, term length, and settings. ``` This is a renewal contract. This is considered a long-term renewal. The contract will renew automatically unless written notice is provided. ``` *** **Scenario:** Progressive detail based on available phone data. ``` Primary Phone: {{!Contact.Phone}} Mobile Phone: {{!Contact.MobilePhone}} Mobile number has been verified. ``` *** **Scenario:** Complex account summaries in executive-level reports. ``` This is a high-value customer. Customer is located in North America. This account is marked as **Strategic**. ``` *** **Scenario:** Escalation or RCA documentation. ``` This case is high priority. Root Cause: {{!Case.Root_Cause__c}} This information is visible to the customer. ``` *** **Scenario:** Automated pricing or approval sheets. ``` Renewal opportunity. This renewal includes a discount. Discount has been approved by the manager. ``` *** **Scenario:** Line-item logic inside S-Docs loops. ``` The quote includes products. Software product identified. Order qualifies for volume pricing. ``` *** **Scenario:** Shipping detail blocks or packing slips. ``` Shipping to New York. This order is set to Ground Shipping. Expedited ground delivery requested. ``` *** **Scenario:** Billing, compliance, or financial management templates. (4 Levels Deep) ``` Account is active. Risk level is high. Customer has an overdue balance. Customer is currently in collections. Immediate action required. ``` ## CONTAINS Structure: **Scenario:** Include a greeting paragraph if the contact’s name contains “Tim”. ``` Hello Tim! We’re excited to connect with you. ``` *** **Scenario:** Highlight special handling instructions if the opportunity description does not contain the word “Urgent”. ``` This opportunity requires immediate attention. ``` *** **Scenario:** Show a refund clause if any case comment mentions “Refund”. ``` Please follow the refund procedure outlined in the company policy. ``` *** **Scenario:** Include financial compliance instructions for accounts in industries containing the word “Finance”. ``` Please ensure all regulatory compliance forms are completed. ``` *** **Scenario:** Add a note if a product in the quote contains “Professional” in its name. ``` This is a Pro version product and includes additional premium support. ``` ## Complex Solution: ### **Scenario:** You want to generate a customer communication that includes: {% stepper %} {% step %} Only for **active accounts**. {% endstep %} {% step %} If the account is in **California or New York** **AND** either has a **“Premium” contract** or the account **name contains “Enterprise”**. {% endstep %} {% step %} Include a **special note** if the **opportunity description contains “Urgent”**. {% endstep %} {% step %} Nested logic: inside that, include a **custom greeting** if the contact’s **title contains “Manager”**. {% endstep %} {% endstepper %} *** ### **Complex Nested RENDER Example** ``` This message is for an active account. Special terms apply for your account based on location and contract status. Note: This opportunity is marked as urgent. Immediate action is recommended. Dear Manager, we have tailored recommendations for your review. ``` --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.sdocs.com/developer-hub/template-configuration-and-styling/conditional-logic-reference/conditional-logic-working-examples.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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