Skip to main content
Conga Support

Conditional Content

What

Conga Collaborate’s Conditional Content feature allows you to create content in your documents that will show or hide based on specific criteria. Our conditional content tool provides a simple point-and-click interface that enables you to build your logic statements without code. Conditional content statements can leverage any type of variable in your document: document variables, CRM variables, metadata variables, or survey form variables.

Why

Using Conditional Content speeds document creation time and reduces user error. For example, many Conga Collaborate administrators want to create sections of content in a template that will show only if a prospect is purchasing a specific product or operates in a specific industry. In that case, they may create a block of conditional content that uses logic based on Opportunity Line Item data or an Opportunity Account Industry variable coming in from a Salesforce Opportunity record.

Conditional content blocks are represented in Conga Collaborate documents with blue dotted lines that appear as you are drafting or re-versioning a document or template.

In the above example, the paragraph regarding “Gold Package Services” will only show if the customer is purchasing a “Gold Package” product.

Conditional Content is only available for Conga Collaborate Proposals and Contracts. It is not available for Conga Collaborate Presentations.

How

To create conditional content:

  1. In a template, put your cursor where you want to include a conditional content block.

  2. From the editor menu, select Insert > Conditional Content. The content block is inserted where your cursor is positioned, represented by blue dotted lines.

  3. Enter or copy/paste the text you wish to apply logic to into your conditional content block.

  4. Click the gear icon in the top right of the conditional content block to write your conditional logic statement. A modal will appear to guide you through writing the logic statement.

  5. Use the first drop-down to select a variable to be evaluated.

  6. Use the second drop-down to select an operator.  

  7. Use the third drop-down to define a value to act as the operand.

  8. You will now see the full expression. Click Save.

Here are a few examples:

Behavior

Variable

Operator

Value

Show If

proposal_value
(Document Variable)

>

10000

Show If

Opportunity_Type
(Salesforce Variable)

equals

New Customer

Hide If

metadata_terms
(Metadata Variable)

contains

Auto-Renew

 

When building logic statements using CRM variables, you must use variables that are related to your launching object.  For example, when launching from an Opportunity but using the Industry field on the Account object, you need to use the variable that gets mapped from the Opportunity up to the Account, Opportunity_Account_Industry.

Notes on logic based on data arrays:

Some Conga Collaborate administrators may want to write logic statements that are not based on fields on the launching object, but instead use fields from a child object of the launching object, such as Opportunity Line Items present on an Opportunity in their CRM.  In this case, the fields are treated as a data array filled with key value pairs. If a child object is selected in the variable drop-down, additional logic builder fields become present.

Here’s an example of writing such a logic statement:

Behavior

Variable

Operator

A Record Where

Equals

Show If

OpportunityLineItems

equals

PricebookEntry.Product2.Name

Gold Package

 

In this example, the conditional content would show if any of the products in the Opportunity Line Items on the Salesforce Opportunity record that the document is launched from have a product name equal to “Gold Package.”

Going Further with Conditional Content

Admins can use the  “Show Advanced” option in the conditional content logic builder to write more advanced logic statements with other operators or AND/OR statements. Conga Collaborate does not currently support a combination of AND and OR statements.


Examples:

Opportunity_Type LIKE ‘Renewal’ OR Opportunity_Type LIKE ‘Upsell’

Some Conga Collaborate administrators who are comfortable with HTML may want to place conditional content rules on more specific HTML elements in their documents. Conga Collaborate conditional logic statements can be placed on any HTML element; however, the point-and-click conditional content logic builder only works on <div> elements. By navigating to Edit > Source Code, admins can edit the document HTML and place logic statements on more specific elements:

Examples

Showing a list item:

<ol>
<li>List Item 1</li>
<li>List Item 2</li>
<li data-show-if=”PricebookEntry.Product2.Name LIKE ‘Consulting Services’” data-source=”OpportunityLineItems”>Conditional List Item 3</li>
</ol>
 

Showing a word in a paragraph:

<p>This is a paragraph that contains a <span data-show-if=”Opportunity_Type == ‘New Customer’”>conditional</span> word. </p>

  • Was this article helpful?