How to use conditional logic in DoxFlowy Documents

Within DoxFlowy, you can control how your document is created using tags.

Conditional logic takes that a step further by allowing you to use the responses received from the questionnaire to add or remove elements within the document.

These conditional statements can be simple if/then statements or compound if/then and/or statements.

Let’s look at how to access conditional logic and use it.

How to use conditional logic

The first step is to set up your document. That is, add all the content you want, include your roles, and insert your tags. After you’ve done that, you’ll be ready to add conditional blocks.

At the top right of the screen, next to the tags option, you’ll see a tab labeled conditional. Click it.

Click on the purple button that says add conditional. It’ll open an interface in the right menu for you to create conditional logic for your document.

There are many aspects to be aware of here so let’s look at them in turn.

Creating a conditional

The first thing you want to do is name the conditional so it’ll be easy for you to reference and edit if the need arises.

Below that is the ‘IF’ condition. The ‘IF’ conditionals are tied to tags. What that means is when something happens to a tag you select, the conditions may be met and a change will occur in the document.

Any tag you’ve added to the document can be the trigger for the rest of the conditional logic. For the ‘IF’ statement, choose a single tag from the dropdown list.

In the image above, I only have 4 tags in my test document and they all appeared for me to choose from.

After that, you want to choose the condition under which the change you want will be triggered. The options include:

• Is
• Is not
• Contains
• Does not contain
• Etc.

Choose the one that makes the most sense in your situation.

Next, you’ll determine what ‘IF’ condition needs to be met for the entire sequence to trigger. You’ll fill it out in the ‘enter a value’ space.

In the image above, I’ve set it to fire IF the last name tag is Johnson.

Whenever someone fills out the questionnaire attached to this document their last name happens to be Johnson, this conditional logic will be triggered.

Under the ‘IF’ statement, you’ll notice that there’s text that says, add condition. Clicking it will expand the interface and allow you to get more granular with how the trigger works.

You have the option of added a second potential trigger (OR statement) or a compound trigger (AND statement).

With an or statement, either the original trigger or the extra trigger you add here can be true for the process to be initiated.

With an AND statement both the original trigger and the new trigger need to be true for the process to be initiated.

The AND/OR part of the trigger is optional and you don’t need to use it for your conditional trigger to work.

Next up you have the action part of the conditional logic.

This determines what happens when the process is triggered. There are two options. You can hide or display specific content within the document.

Note: If you choose the display option, that means whatever your displaying will be hidden by default until the conditions are met.

Next, you choose what you want to hide or display. This can be individual tags or blocks of text.

Note: Text blocks are a specific feature for conditional logic. You can create them by highlighting text, right clicking, and selecting the option ‘create custom block’. You’ll be able to name it before it’s created.

If you choose to hide or display a text block, you’ll have the option of choosing the specific block before proceeding. 

Once you’re done with the action section, save your conditional logic and you’re good to go.

Whenever the conditions are met, your conditional logic will run and the document will be altered accordingly.