Working with the Template Designer gives you the possibility to customize a document in a number of ways. One feature from the Template Designer is to group elements. This feature can be accessed by opening the Template Designer and in the "Element" tab choose the first drop down menu and here click "group":
Accessing the "group" feature in elements will let you choose different visibility elements such as:
- Is where you can either "hide" or "delete" elements based on the binding and operator
- Binding is a referral to either a UserProfile or Forms element which you can add or edit in your admin interface (tenant.templafy.com/admin). A binding can for example be Form.YourRef etc.
- Grouping in Template Designer works with four types of operators: equals, notEquals, in and notIn.
- Is the value which is linked to the operator. CompareValue is used when you are using either equals or notEquals because compareValue is only applicable with a single value.
- compareValues (List)
- Is used when you either choose in or notIn from the operator menu. Values which can be added to the compareValues is string based and several values can be added. Values added to the compareValues will let an element (content control) either be hidden or disable if one of the select values are met. Where the compareValue works only with one value, the compareValues work with multiple values.
Practical example of working with groups in Template Designer
In this example we're using the binding YourRef as content control and in the document. We start by inserting the content control:
Now we select the content control and in the Template Designer we choose the "group" section. If we want the Form.YourRef to only be visible if actual text is inserted when creating the document, we need to set the action to "hide" and the operator to "equals". We do not type anything in the compareValue because we want the group to be hidden if nothing is entered when creating the document. Another way of thinking about this example of grouping is:
If YourRef = empty
else insert YourRef
This will look the following in the Template Designer:
Creating this grouping will look like the following in the actual document:
When you are creating the document and have the possibility to fill in YourRef you can either choose to type and keep the content control or leave it empty and hide the content control in the document: