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 added condition later on, you'll have to change it for each of the paragraphs or list items individually.

2. The Add condition dialog will appear. Under Find in, select Message field.
   • Choose a field 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", "is equal to", "matches", or "doesn't match".
   • Enter the text or regular expression that the add-in will look for when checking whether your condition is met.

     Note. Such conditions as "matches" and "doesn't match" require a regular expression.

   Click OK.
   

   Note. You can select the Case-sensitive checkbox for such conditions as "contains", "doesn't contain", and "is equal to".

   

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.

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 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 added condition later on, you'll have to change it for each of the paragraphs or list items individually.

2. In the Add condition dialog (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", "is equal to", "matches", or "doesn't match".
   • Enter the text or regular expression that the add-in will look for when checking whether your condition is met.

     Note. Such conditions as "matches" and "doesn't match" require a regular expression.

   When you're done, click OK.
   

   Note. You can select the Case-sensitive checkbox for such conditions as "contains", "doesn't contain", and "is equal to".

   

   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.

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, click Save.

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, click Save.