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How to adjust the visibility of smart fields?

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This article will explain how to adjust the visibility of smart fields based on specific conditions so they can be visible, hidden, or deleted when generating the template.

Prerequisites

 

 

 
  • Please note that the Template tab is only available in Word and PowerPoint, injecting information into a Spreadsheet for Excel can be done through the Header Footer in the Advanced tab using the binding syntax. 

 

How to adjust the visibility of smart fields? 

Often, when building smart templates some elements might require to be visible, hidden, or deleted based on specific conditions. The Visibility option on the smart field level can be utilized for that purpose and requires the utilization of the binding syntax. Adding a Visibility expression can be achieved following these steps: 

  1. Created the necessary smart field
  2. Open the Advanced section
  3. Select Custom visibility  in the Visibility dropdown
  4. Type in the desired binding in the Visibility expression to adjust the smart field visibility
 
  • It should be noted that using VisibilityType.Delete will prevent Allow updates option to work as it will delete the content control on document generation which will effectively disable the document content updater for this group.
  • VisibilityType.Delete is not supported in PowerPoint.

 

 
  • In Word, the Group smart field can be utilized to group several elements together and adjust their visibility.

 

Visbility Expression examples

Show or hide the smart field based on the value of a checkbox in the response form

Using the IfElse() function with checkbox to determine visibility of a binding based on the value of Form.Introduction.

Binding {{IfElse(Form.Introduction, VisibilityType.Visible,VisibilityType.Hidden)}}
Input Checkbox is not checked Checkbox is checked
Condition False True
Output VisibilityType.Hidden VisibilityType.Visible

 

Show or hide the smart field based on the value of a question in the response form

Using the IfElse() function to set visibility of a binding based on the value of Form.Subject

Binding {{IfElse(Equals(Form.Subject, "Introduction"), VisibilityType.Visible, VisibilityType.Hidden)}}
Input Form.Subject = "Introduction" Form.Subject = "Product"
Condition True False
Output VisibilityType.Visible VisibilityType.Hidden

 

Show or hide the smart field based on the value of a dropdown question in the response form

Using the IfElse() function to set visibility of a binding based on a dropdown.

Binding {{IfElse(Equals(Form.Confidentiality.Name, "Public"), VisibilityType.Visible, VisibilityType.Hidden)}}
Input Form.Confidentiality.Name = "Public" Form.Confidentiality.Name = "Confidential"
Condition True False
Output VisibilityType.Visible VisibilityType.Hidden

 

Show or delete the smart field based on the value of a dropdown question in the response form

Using the IfElse() function to set visibility of a binding based on a dropdown.

Binding {{IfElse(Equals(Form.Confidentiality.Name, "Public"), VisibilityType.Visible, VisibilityType.Delete)}}
Input Form.Confidentiality.Name = "Public" Form.Confidentiality.Name = "Confidential"
Condition True False
Output VisibilityType.Visible VisibilityType.Delete

 

Show or hide the smart field based on the value of a dropdown question originating from the user profile

Using the IfElse() function together with Contains() to display or hide some text based on the value of the "Office.Name" originating from the user profile

  • If "the Office.Name" is "Copenhagen" or "Berlin", the text should be hidden
  • If the "Office.Name" is anything else, the text should be shown
Binding {{IfElse(Contains("Copenhagen, Berlin", UserProfile.Office.Name), VisibilityType.Hidden, VisibilityType.Visible)}}
Input

UserProfile.Office.Name = "Berlin"

 UserProfile.Office.Name = "Copenhagen" UserProfile.Office.Name = "Eindhoven"
Output Hidden text Hidden text Visible text

 

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