How to group elements and adjust their visibility in a document?

About this article

This article will explain how to group elements in a document based on specific conditions so they can be visible, hidden, or deleted when generating the template.

• How to group elements and adjust their visibility in a document? 
• Group smart field examples

Prerequisites

How to group elements and adjust their visibility in a document? 

Often, when building smart documents some elements should be visible, hidden, or deleted based on specific conditions using IfElse statements, the Group smart field can be utilized for that purpose. Creating a Group smart field can be achieved following these steps: 

1. In the Template Designer, navigate to the Template tab
2. Select the elements that should be grouped together
3. Click Add smart field
   This step doesn't apply if you are adding the very first smart field in the template 
4. Click on More
5. Click on Group
6. Enter a Display Name
   The display name will be displayed in the Template tab once the smart field has been added.
7. Select the desired Visbility 
   • Always shown: the group will always be displayed without any conditions.
   • Custom visibility: the group will be displayed based on the Visbility expression appearing below. 
8. Specify the Visbility expression for the group
   Visibility expressions are built using the binding syntax along with IfElse statements. 
9. Optionally, perform an additional action on the smart field 
   • Allow updates: Allow the smart field to be updated after its generation when edited by the user through the document content updater. This option will not be visible if the document content updater is not enabled on the smart template. 
10. Click Add to template
    
    • The smart field will be injected into the template and will be displayed in the Template tab

Group smart field examples

Hide the references in my document based on a checkbox in the response form

Create a Checkbox question in the response form using " IncludeReferences" as the Reference Name. Then, select the references in your document and create a Group smart field using a custom visibility and the following binding syntax in the Visbility expression: 
{{IfElse(Form.IncludeReferences, VisibilityType.Visible, VisibilityType.Hidden)}} 

• If the checkbox is checked, the references will be visible in the document
• If the checkbox isn't checked, the references will be hidden in the document

Hide the reference in my document based if the reference question in the response form is empty

Create a Text question in the response form using " YourRef" as the Reference Name. Then, create a Form responses smart field where the answer to " YourRef" question should be inserted into the document. Finally, create a Group smart field using a custom visibility and the following binding syntax in the Visbility expression: 

{{IfElse(Equals(Form.YourRef, " "), VisibilityType.Visible, VisibilityType.Hidden)}} 

• If the question is filled by the user, the reference will be visible in the document
• If the question isn't filled by the user, the reference will be hidden in the document

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