That formula field is then simply merged into your S-Docs template just like any other merged field. This technique works by using a formula field which returns either text or a blank value based on the conditional logic you set in the formula. You can achieve simple rendering using only Salesforce formula fields.

Conditional Logic With Salesforce Formula Fields The Advanced Render feature uses Salesforce APEX syntax to evaluate complex and compound logical statements. We suggest this approach first because it is simple and can meet most requirements.įor more complex requirements where advanced logic is needed, the S-Docs Advanced Render feature can be leveraged.

The Basic Render feature can be used to show or hide a block of your S-Docs template based on a single condition. To address these limitations, S-Docs provides two levels of Rendering: Basic Render and Advanced Render. While you can also achieve simple dynamic rendering within your S-Docs templates by only using Salesforce formula fields (without the S-Docs Render feature), this approach has limitations and can be difficult to scale. This provides a mechanism to create a single template that can dynamically show and hide portions of the document based on conditional logic. Keep in mind that you must use fields API Names, not labels, so it's Company_c.S-Docs Conditional Logic is a powerful feature that permits sections (or blocks) of text and data to display in your generated document only when a condition is met. The documentation pages about Formula Operators and Functions might be useful too. I would suggest Use Formula Fields and Advanced Formulas.

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