Use If expressions in templates

Use <<If>> expressions to conditionally include or exclude portions of a template. You can use <<If>> expressions in:

• Google Docs templates
• Microsoft Word templates
• Email Subject, Body, and PreHeader templates
• Notify Title and Body templates
• SMS Body templates
• Webhook Body templates

Each <<If>> expression begins with <<If: yesno-expression>> and ends with <<EndIf>>. If the yesno-expression evaluates as TRUE, the template content between <<If>> and <<EndIf>> tags is included; otherwise, it is excluded.

The following sections describe ways that you can use If expressions:

• Conditionally display a field using If expressions
• Conditionally format a field using If expressions
• Display an updated field using If expressions
• Nest If expressions
• Include Start expressions in If expressions
• Include If expressions in Start expressions
• Include images in If expressions
• Include If expressions in table cells

Conditionally display a field using If expressions

You can use an <<If>> expression to conditionally display a column value.

For example, you can display the Address column value if the person is at least 21 years old; otherwise, the Address column value is omitted:

<<If: ([Age] >= 21)>>
Address: <<[Address]>>
<<EndIf>>

 

Or, all in a single line:
<<If: ([Age] >= 21)>>Address: <<[Address]>><<EndIf>>

In the following example, the Sales Tax is included if Total is $1.00 or more.

{
   "Action": "Edit",
   "Properties": {
      "Locale": "en-US",
      "Location": "47.623098, -122.330184",
      "Timezone": "Pacific Standard Time"
   },
  "Rows": [
    <<Start: Filter(OrderDetails, true)>>
    {
      "Name": "<<[Name]>>",
      "Qty": "<<[Qty]>>",
      "Price": "<<[Price]>>",
      "Total": "<<[Qty]*[Price]>>",
      <<If: [Qty]*[Price] >= 1.00>>
      "Sales Tax": "<<[Qty]*[Price]*0.085>>",
      <<EndIf>>
      "Email": "<<[Email]>>",
      "Product Image": "<<[Product Image]>>"
    },
    <<End>>
  ]
}

Conditionally format a field using If expressions

You can use an <<If>> expression to conditionally format a field. For example, you can display a column's value as normal text if its value is small, or in bold text if its value is large:

<<If: ([Amt] < 100)>>
Amount: <<[Amt]>>
<<EndIf>>
<<If: ([Amt] >= 100)>>
Amount: <<[Amt]>>
<<EndIf>>

As another example, you can display a field value in red text if it is a negative value or in green text if it is positive:

<<If: ([Amt] < 0)>>
Amount: <<[Amt]>>
<<EndIf>>
<<If: ([Amt] >= 0)>>
Amount: <<[Amt]>>
<<EndIf>>

Display an updated field using If expressions

You can use an <<If>> expression to display a field when its value has changed. For example:

<<If: ([_THISROW_BEFORE].[Address] <> [_THISROW_AFTER].[Address])>>
Old Address: <<[_THISROW_BEFORE].[Address]>>
New Address: <<[_THISROW_AFTER].[Address]>>
<<EndIf>>

Nest If expressions

You can nest <<If>> expressions to arbitrary depth. For example:

<<If: ([Age] >= 21)>>
<<If: ([Gender] = "Male")>>
<<If: ISNOTBLANK([Address])>>
Address: <<[Address]>>
<<EndIf>>
<<EndIf>>
<<EndIf>>

 

Or, more concisely:

<<If: AND(([Age] >= 21), ([Gender] = "Male"), ISNOTBLANK([Address]))>>
Address: <<[Address]>>
<<EndIf>>

Include Start expressions in If expressions

You can include <<Start>> expressions in <<If>> expressions. For example:

<<If: COUNT([Related OrderDetails])>0>>

Order Detail Records

<<Start: [Related OrderDetails]>>

Product: <<[Product]>>
Qty: <<[Qty]>>
Amount: <<[Amount]>>

<<End>>

<<EndIf>>

Include If expressions in Start expressions

You can include <<If>> expressions in <<Start>> expressions. For example:

Order Detail Records

<<Start: [Related OrderDetails]>>

Product: <<[Product]>>
<<If: ([Qty] > 1)>>Qty: <<[Qty]>><<EndIf>>
Amount: <<[Amount]>>
<<End>>

Include images in If expressions

You can include images in <<If>> expressions. This allows you to include or exclude an image based on the value of the <<If>> expression. For example:

<<If: ISNOTBLANK([Image])>>
Image: <<[Image]>>
<<Endif>>

Include web images in If expressions

You can include web images in <<If>> expressions. This allows you to include or exclude an image obtained from the web based on the value of the <<If>> expression.

For example, when using a Google Docs template, you can conditionally include a web image as follows:

1. Open the template in Google Docs.
2. From the Insert menu, select Image, then choose an image. For example, you could select By URL to enter a URL, such as:
   http://cdn0.iconfinder.com/data/icons/harmonicons-02/64/check-box-512.png
3. Click the inserted image and resize as desired.
4. Insert an <<If>> before the image:
   <<If: ([Answer] = TRUE)>>
5. Insert an <<Endif>> after the image. For example:
   <<Endif>>

This will include a marked checkbox image if the Answer column value is TRUE.

You can include an unmarked checkbox image if the Answer column value is FALSE, as follows:

1. Repeat the first three steps in the previous procedure, but enter the following URL:http://chittagongit.com//images/square-icon/square-icon-13.jpg
2. Insert an <<If>> before the image. For example:
   <<If: ([Answer] = FALSE)>>
3. Insert an <<Endif>> after the image. For example:

<<Endif>>

Include If expressions in table cells

You can include <<If>> expressions in table cells to include or exclude content within the cell.

The following example displays the person's Age if they are an adult and Minor otherwise.

The following example displays the Count in bold italics if it negative and in normal text otherwise.