Triggering Conditions from Multiple Choice Fields

In addition to triggering conditions from text fields, you can also trigger them from multiple choice fields.

To do so, you just build the condition around the multiple choice text to merge using the contains (or does not contain) or equals (or does not equal) condition function.



When Would you Trigger a Condition from a Multiple Choice?

Imagine a scenario where you would want to have multiple choice options (to include or not include a certain provision) but the text that merges contains fields.

This is the perfect scenario to build a condition that triggers from the multiple choice.

Let's go through this sample declination letter together...



Screen Shot 2020-11-08 at 2.08.03 PM.png

Example

Let's say we want to add a multiple choice option that references any previous consultation.

We can add a field titled "Previous Consultation" and add the following three different multiple choice options.

Screen Shot 2020-11-08 at 2.14.45 PM.png
Screen Shot 2020-11-08 at 2.14.53 PM.png
Screen Shot 2020-11-08 at 2.15.03 PM.png

Triggering Conditions from Multiple Choice

Next, let's build a condition around these multiple choice options.

In this example, we want the text to appear if the options for in-person meeting or phone meeting are selected. But we do not want the text to appear if the no meeting option is selected.

For the no meeting option, we included "Intentionally Omitted" in the text to merge field, but we don't actually want that text to appear in the document.

So the appropriate condition would be - If "Previous Consultation" does not contain "Intentionally Omitted." This way the language will only appear if it is either the in-person or phone consultation options are selected. Stated differently, if the no meeting option is selected the "Intentionally Omitted" text to merge will trigger the condition to skip the section.

Be Precise with the Text

If you are setting up a condition that is triggered by multiple choice, you want to make sure you are precise with the text to merge and triggering language. If the text to merge language is capitalized, then the corresponding condition must also be capitalized. The condition will not function if the condition value capitalization or the spacing does not exactly match up with the triggering multiple choice text.

In the previous example, if the text to merge was "intentionally omitted" and the condition was triggered using "does not contain" function and "Intentionally Omitted", it would not function.

That doesn't mean you have to the entire text to merge language in your condition, just that whatever portion you do include is an exact match.

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