Configuring Advanced Condition Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Document Composition

Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

An Advanced Condition Placeholder is a conditional equation that contains one or more if/then/else statements (conditions). Together, the conditions yield one value, which becomes the value for the Advanced Condition Placeholder.

Conditions follow this basic formula: When a statement is true, then a value is inserted into the template. When a statement is false, a different value is inserted into the template. The main difference between a standard Document Composition condition and an advanced condition is that an advanced condition allows for multiple conditions.

Before you begin, understand the following concepts in the Advanced Conditions dialog box:

  • Each if and else if row by itself denotes the start of a new condition and is referred to as either a conditional statement or an if statement. Whether the if statement is true or false during template creation determines how the Advanced Condition Placeholder gets its value.

  • Each then insert and else insert row is a possible value for the Advanced Condition Placeholder. A then insert value indicates the solution if the related if statements are true. An else insert value indicates the solution if one or more of the related if statements are false.

  • Each bracketed group of rows makes up a condition. Together, all rows make up the advanced condition.

To create an Advanced Condition Placeholder:

  1. From the Create New drop-down list, select Advanced Condition.
  2. The Advanced Condition dialog box is displayed. Each component is described below. For additional information about these components, see the subsequent sections.

    Component

    Description

    A

    An if statement denotes the start of a new condition. Select a source Placeholder from the Select Source Placeholder drop-down list.

    In this example, this statement also represents a parent condition, since it contains a child condition.

    B

    Denotes the start of a child condition. Select a source Placeholder from the Select Source Placeholder drop-down list.

    C

    Denotes the start of a sibling condition. Select a source Placeholder from the Select Source Placeholder drop-down list.

    D

    Add a sibling condition button—Click to add a sibling condition to another condition. Sibling conditions are on the same level.

    A sibling condition is only evaluated if a sibling condition before it is false.

    E

    A then insert statement is the value for the Advanced Condition Placeholder if the preceding condition is evaluated as true.

    Click the hyperlink to select how the value is determined. Options include Nothing, Text, Placeholder, and Fragment.

    Note:

    Inserting a fragment into itself or any dependent fragments is not supported. For example, fragment "HR - Offer" cannot be inserted into fragment "HR - Offer". Additionally, fragment "HR - Offer" cannot be inserted into fragment "Application Approved" if fragment "Application Approved" is inserted into fragment "HR - Offer".

    F

    An else insert statement is the value for the Advanced Condition Placeholder if the preceding condition is evaluated as false.

    Click the hyperlink to select how the value is determined. Options include Nothing, Text, Placeholder, and Fragment.

    Note:

    Inserting a fragment into itself or any dependent fragments is not supported. For example, fragment "HR - Offer" cannot be inserted into fragment "HR - Offer". Additionally, fragment "HR - Offer" cannot be inserted into fragment "Application Approved" if fragment "Application Approved" is inserted into fragment "HR - Offer".

    G

    Select operator button—Click to change the operator used in the conditional statement. The operator determines how entered Placeholder values are compared against the Placeholder values used in template creation.

    H

    Enter the value to compare against the Placeholder value used in template creation.

    If a multiple-value operator is selected, multiple values can be entered by either using the Edit button or by separating values with a semicolon (;).

    I

    Row options button—Click to access options for the row. Options include Delete, Move Up, and Move Down.

    J

    Add a child condition button—Click to add a child condition to the corresponding condition. Child conditions are indented one level.

    K

    Edit button—Click to enter more than one value for the source Placeholder. This option is only available when a multiple-value operator is selected.