Advanced Document Automation
Unleash the full potential of document automation. Learn about styles, instructions, complex conditions, and translations.
25 min | 6 Tasks
Task 5: Conditions Based On a Repetition Of a Clause
This task is a follow-up to Document drafting automation basics, Task 6. Having already applied the Repeat function to installments, in this task, you will enhance the clause with additional Elements, and apply Conditions specific to the Repeated clauses.
First, add the following system name to represent Subparagraph 4.2.1, (the sub-paragraph that repeats) “installment-clause”.
Now, insert three separate Text Elements at the start of Subparagraph 4.2.1. The Text Elements should have the following text within it:“First”, “Second” and “Third”(one word for each Element).
Add a Condition to the Text “First”. The reasoning here is that the word First shall be inserted to the first repetition of this clause only.
The Conditions Phrase should be revised as follows:
Dropdown No. 01: Choose “Clause”
Dropdown No. 02: Choose “Loan Agreement”
Dropdown No. 03: Choose “installment clause”
Dropdown No. 04: Choose “is”
Text Field: 1
Repeat these steps for the next two Text Elements, but change the entry to the text field to correspond with the text in the Text Element, i.e., Second – 2; Third – 3.
Then do the same thing for word Second, just insert number 2 instead of 1.
And the same with word Third, just insert number 3 at the end of the condition.
Now, add another Text Element to the end of the Subparagraph 4.2.1, and insert the text,” (together“installments”).” into the Element. Next, apply the same Condition to this Text Element that was applied to the “First”, “Second”, & “Third” Text Elements, except in this instance, the final dropdown in the Conditions Phrase should read, “Last”:
Test: Save and Publish the template and test it. If the result resembles the image below, you completed this task correctly:For more “Extra Credit”, you can add a Warning (/courses/instructions-helps-task-1/) should the user attempt to permit more than 3 installments.