Placeholders: Conditional - and inverted conditional placeholders

This guide will elaborate on the short placeholder guide you can find in the document template guide. More specifically this guide will go over conditional placeholders and inverted conditional placeholders.

You can add conditional - and inverted conditional placeholders to your document template. In short, they are placeholders you can switch on or off in the final document. For example, if you need a paragraph for salary bonuses in a contract. You can add this paragraph if it is relevant to your document.

On the contrary, should it not be relevant you can deselect it by using inverted conditional placeholders.

Follow these steps if you wish to use conditional placeholders in your document:

1. Use the mouse to click on where in the text you want to place the conditional placeholder

2. To insert the inverted conditional placeholder click on the green icon in the formatting line

3. A window appears where you will need to type in a name for the conditional placeholder

4. In the actual text, the conditional placeholder will now appear. It will be displayed with the name you gave it earlier like this: {{#name}}{{/name}}. To fill in your text, place your mouse between the two curlybrackets like this {{#name}}WRITE-TEXT-HERE{{/name}}.

5. Write your text

6. Click on save and close and go to the data card of the employee in question and click on documents > add file or map > generate document

7. Choose the document from the list

8. On the right side of the document you will now see a sliding bar where you can select the conditional placeholder

If you choose to use inverted conditional placeholders you have the option of removing content from a document. Follow these steps:

1. Use the mouse to click on where in the text you want to insert the inverted conditional placeholder.

2. To insert the inverted conditional placeholder click on the red icon in the formatting line.

3. Assign a name to the placeholder. This could be 'company car'.

4. The placeholder will now appear in the text like this {{^company-car}}{{/company-car}}. To fill in the text, place the mouse between the two curlybrackets like this: {{^Firmabil}}WRITE-TEXT-HERE{{/Firmabil}}.

5. Write your text

6. Click on save and close. Go to the data card of the employee in question and click on documents > add file or map > generate document.

7. Choose the document on the list

8. On the right side of the document you can now deselect the inverted conditional placeholder concerning the company car from the example above. It will look like this:

If you need to manage a series of placeholders in a document template, you may consider grouping the placeholders by headlines to make it easier to command.

Lets say you have created a template for an employment contract, and to this template you have added two placeholders. You can select or deselect these accordingly. In a case like this it would be useful to group these placeholders under the headline 'Employment'. In the final document it would appear this way:

Follow these steps to create your headline:

1. Create your conditional placeholders (follow the steps above). This could be a permanent employment option conditional placeholder, which will then become: {{#PermanentEmployment}}{{/PermanentEmployment}}.

2. Next, add the headline in the placeholder code. In the example from above we use the headline Employment, which will make the condtional placeholder and the headline look like this:

{{#Employment:¤¤PermanentEmployment}}Your text about permanent employment{{/Employment:¤¤PermanentEmployment}}

3. If you wish to add a second conditional placeholder this must also be include the headline. If we use the project employment example from above it should look like this:

{{#Employment:¤¤ProjectEmployment}}Your text about permanent employment{{/Employment:¤¤ProjectEmployment}}

4. Simply put, you can add a headline for your placeholders by writing the headline into the placeholder by using # and then ¤¤.

In this guide you have learned how to use conditional - and inverted conditional placeholders. These are useful tools when working with document templates.