Add an If/Then/Else statement

Use If/Then/Else statements to automate fields or asks in a document. They're an advanced type of automation but with some training and practice, you can use this feature to create powerful templates.

Table of Contents

• What is an If/Then/Else statement
• Add an If/Then/Else statement to a document
• Create an If/Then/Else Dependent on Field Existing
• Create an If/Then/Else Dependent on Field Equalling
• If/Then/Else Dependent on Greater Than or Equal
• Create an If/Then/Else Dependent on Ask
• Identifying errors in If/Then/Else statements

What is an If/Then/Else statement

An If/Then/Else statement solves for situations where certain conditions lead to a certain outcome. For example:

• If Condition A is true, then show X.
• If Condition A is false, then show Y.

triConvey's Precedent Creation/Modification mode helps you build If/Then/Else statements in precedent templates. Below, you'll find some examples of If/Then/Else statements and how to insert them into your documents. 

Add an If/Then/Else statement to a document

1.    Open a Matter from the triConvey Desktop App.

2.    Select Precedent from the Matter Bar. 

3.    Select the Add a precedent tab and create a new precedent. 

4.    Navigate to the Precedent Creation/Modification panel on the right-hand side. 

5.    Select Show Fields.

6.    Click the If / Then / Else tab.

7.    Select whether the If / Then / Else is dependent on an Automation Field or Ask from drop-down menu.

Create an If/Then/Else Dependent on Field Existing

A variable can be created in a document where, if a finance approval due date exists on the Matter, the required wording will be displayed in the document but, if there is no finance approval due date on the Matter, then no information will be displayed in the document.

1.    Navigate to the Precedent Creation/Modification panel on the right-hand side. 

2.    Select Show Fields. 

3.    Click the If / Then / Else tab.

4.    Expand Conveyancing Details and click the Finance Approval Due Date Automation Field.

5.    From the Is drop-down, select Exists.

6.    Place the cursor at the end of the directly preceding paragraph.

7.    Select Insert.

8.    Highlight the paragraph that you want to appear if there is a finance approval due date and cut this information.

9.    Delete the word True.

10.  Paste the paragraph about the finance approval due date where the word True was (between THEN and ELSE).

11.  Delete the word False (in between ELSE and END IF) (as there is no information to show if there is no finance approval due date).

12. END IF indicates the end of the variable and should be included after the information you want to show if there is no finance approval due date.

Create an If/Then/Else Dependent on Field Equalling

A variable can be created in a document where if 'Nature of Property' equals 'Residential Vacant Land', a paragraph is to show about vacant land and if the 'Nature of Property' is equal to anything else, a paragraph about final inspections is to show.

1.    Navigate to the Precedent Creation/Modification panel on the right-hand side. 

2.    Select Show Fields. 

3.    Click on the If / Then / Else tab.

4.    Expand Property Details and click the Nature of Property Automation Field.

5.    From the Is drop-down, select Equal.

6.    In the Equal box, type 'Residential Vacant Land' exactly as it is worded and formatted in the Property Details window of the matter.

7.    Place the cursor at the end of the directly preceding paragraph.

8.    Select Insert.

9.    Highlight the paragraph that you want to appear if the property is Residential Vacant Land and cut this information.

10.  Delete the word True.

11.  Paste the paragraph about Residential Vacant Land where the word True was (between THEN and ELSE).

12.  Highlight the paragraph that you want to appear if the property is anything other than Residential Vacant Land and cut this information.

13.  Delete the word False.

14.  Paste the paragraph about anything other than Residential Vacant Land where the word False was (between ELSE and END IF).

15.  END IF indicates the end of the variable and should be included after the information you want to show if it is not Residential Vacant Land.

If/Then/Else Dependent on Greater Than or Equal

A variable can be created in a document for, when the Purchase Price is equal to or greater than $750,000.00 a paragraph will show about Capital Gains Withholding, and if the Purchase Price is less than $750,000.00 no information will show.

1.    Navigate to the Precedent Creation/Modification panel on the right-hand side. 

2.    Select Show Fields. 

3.    Click the If / Then / Else tab.

4.    Expand Coneyancing Details and click the Purchase Price Automation Field.

5.    From the Is drop-down, select Greater Than or Equal.

6.    In the Greater Than or Equal field, enter '750,000.00' exactly as it is worded and formatted in the Conveyancing Details window of the matter.

7.    Place the cursor at the end of the directly preceding paragraph.

8.    Select Insert.

9.    Highlight the paragraph that you want to appear if the property is equal to or greater than $750,000.00 and cut this information.

10.  Delete the word True.

11.  Paste the paragraph about Capital Gains Withholding where the word True was (between THEN and ELSE).

12.  Delete the word False, as there is no information to show if the purchase price is less than $750,000.00.

13.  END IF indicates the end of the variable and should be included after the information you want to show if the purchase price is equal to or greater than $750,000.00.

Create an If/Then/Else Dependent on Ask

A variable can be created in a document dependent on a custom field or Ask, such as if there is an Easement on the property a paragraph can show about Easements, and if there is no Easement on the property no information will show.

1.    Navigate to the Precedent Creation/Modification panel on the right-hand side. 

2.    Select Show Fields. 

3.    Click the If / Then / Else tab.

4.    From the If drop-down, select Ask.

5.    Select the relevant Ask Name.

6.    From the Is drop-down, select Equal.

7.    In the Equal field, enter 'Yes' exactly as it is worded and formatted in the Ask.

8.    Place the cursor at the end of the directly preceding paragraph.

9.    Select Insert.

10.  Highlight the paragraph that you want to appear if there is an Easement on the property and cut this information.

11.  Delete the word True.

12.  Paste the paragraph about Easements where the word True was (between THEN and ELSE.)

13.  Delete the world False, as there is no information to show if there is no Easement on the property.

14.  END IF indicates the end of the variable and should be included after the information you want to show if there is no Easement on the property.

Identifying errors in If/Then/Else statements

If/Then/Else statements can become complicated, especially when there are several in a single document. If you are running into errors when generating If/Then/Else statements, refer to our troubleshooting guide.