Word Add-in – Conditions on Hidden Fields

Business Background

Use the Titan add-in for Microsoft Word to add conditions to hidden fields in a document template with access to Salesforce.

Titan Solution

Titan lets you add conditional logic based on a Salesforce field or record to the hidden fields in documents with dynamic data from Salesforce directly in Microsoft Word.

How to Guide

1. Add static text, or a dynamic field or table to the document. The condition will be added to this text.
2. Highlight the text or the dynamic element/s and select the Insert/Edit conditions button. The Insert Conditions screen opens.

8. Use the drop-down list to select the object/field. The options are:
   • The hidden field that you created. (In this example, the hidden field is used.)
   • True: Boolean
   • False: Boolean
   • Object: Select an object that you already have in the document.
   • Other: Select a static field.

9. Use the drop-down list to select the condition. Some of the options are:
   • Equals
   • Not equal
   • Contains
   • Not contain
   • Includes
   • Excludes
10. Use the drop-down list to select the value. The options are:
    • One of the hidden fields
    • True
    • False
    • Other
11. Add a value in the field if you selected “Other”.

12. Click the Insert button.

13. Preview the document.

When the IF clause is true, the value inside the red IF brackets will be shown.

The value inside the red IF brackets will be hidden when the IF clause is false.