Insert-if sections: Add, change, and remove conditions

How to add a condition

You can base your condition on some text in an email message field or on the result returned by the WhatToEnter macro.

Adding a condition based on text in a message field

1. Start creating or editing your template, right-click a section that you want to add a condition to (a paragraph, a list, a list item, a table, or a table row), and then select Add condition.
   

   Note. If you select several paragraphs or list items, right-click, and then select Add condition, your condition will be added to each of the selected paragraphs or list items separately. So, if you decide to change the condition later on, you'll have to change it for each of the paragraphs or list items individually.

2. Under Find in, keep Message fields selected.
   • Choose fields that will be checked for your condition: body, from, to, cc, bcc, subject, location, recipient's or sender's first, last, or full name.
   • Select the condition itself: "contains", "doesn't contain", "contains any of", "contains none of", "is equal to", "is equal to any of", "is equal to none of", "is empty", "is not empty", "matches regex", or "doesn't match regex".
   • Enter the text or regular expression that the add-in will look for when checking whether your condition is met.

   Click OK.
   

   Note. You can select the Case-sensitive checkbox for such conditions as "contains", "doesn't contain", "contains any of", "contains none of", "is equal to", "is equal to any of", and "is equal to none of".
   

3. The section that your condition is applied to will be marked with a green indicator. Save your template.
   

   Note. If you add a condition to a list item, you won't be able to add a condition to the whole list, and vice versa. If you add a condition to a table row, you won't be able to add a condition to the whole table, and vice versa.

   Note. If you copy a paragraph from another source and paste it into your template, <p> tags might be missing there, and it won't be possible to add a condition to such a paragraph.

When you insert such a template into an email message, the add-in checks the specified email message field(s) for the condition and the section that the condition is applied to is inserted only if the condition is met.

Adding a condition based on the WhatToEnter macro result

1. In a template you're creating or editing, right-click a section where a condition is needed: a paragraph, a list, a list item, a table, or a table row. Then select Add сondition.
   

   Note. If you select several paragraphs or list items, right-click, and then select Add condition, your condition will be added to each of the selected paragraphs or list items separately. So, if you decide to change the condition later on, you'll have to change it for each of the paragraphs or list items individually.

2. Under Find in, select WhatToEnter result.
   • Choose a WhatToEnter macro that will be checked for your condition. There must be at least one WhatToEnter macro with the Text field, Dropdown list, or Dataset option in your template. The Date and Time options of the WhatToEnter macro are not supported.
   • Select the condition itself: "contains", "doesn't contain", "contains any of", "contains none of", "is equal to", "is equal to any of", "is equal to none of", "is empty", "is not empty", "matches regex", or "doesn't match regex".
   • Enter the text or regular expression that the add-in will look for when checking whether your condition is met.

   When you're done, click OK.
   

   Note. You can select the Case-sensitive checkbox for such conditions as "contains", "doesn't contain", "contains any of", "contains none of", "is equal to", "is equal to any of", and "is equal to none of".
   

   Tip. You can use the AND and OR buttons to combine conditions.

   Tip. To avoid inserting the result returned by the WhatToEnter macro into an email message along with the whole template and use that result to simply check your condition, select the For Insert-if sections only checkbox when inserting the WhatToEnter macro into your template.
   

3. A green indicator shows the section that your condition is applied to. Click Save.
   

   Note. If you add a condition to a list item, you won't be able to add a condition to the whole list, and vice versa. If you add a condition to a table row, you won't be able to add a condition to the whole table, and vice versa.

   Note. If you copy a paragraph from another source and paste it into your template, <p> tags might be missing there, and it won't be possible to add a condition to such a paragraph.

When inserting such a template into an email message, you'll see a WhatToEnter macro dialog prompting you to select or enter some data. As soon as you do that and click OK, the data you've selected or entered—the WhatToEnter result—will be checked for the condition you applied.

If the condition is met, the section that the condition is applied to will be inserted into the email message along with the whole template.

How to change a condition

If you want to modify a condition, right-click the section it's applied to and opt for Change condition.

After you make the necessary changes, save them.

How to remove a condition

Right-click a section where the condition is not needed. Then select the Remove condition option.

After removing the condition, save your changes.