All content (text and images) within a document template can be set as optional, and will be included or excluded based on data from the workflow, policy, or system. This is achieved using triggers configured within the Bridge system and inserted into the template.
•Document Triggers are evaluated once during document generation, and control a block on content.
•Repeater Triggers are used in repeater structures. They are evaluated for each row in the grid, and if the trigger evaluates as false the entire row is skipped.
Document Triggers contain the optional content. During document generation, the trigger is evaluated to be true or false and the appropriate content is inserted in place of the trigger.
1. In the document window, place the cursor at the point where the optional text should appear. If the optional content already exists in the document, place the cursor at the beginning or end of the content (it will be moved within the trigger in a later step).
2. See the section on Inserting Placeholders Into Document Templates for instructions on finding and inserting placeholders. When the trigger is inserted, it will appear as follows:
<<OW_TRIGGER_START>>Please Insert Your Content Here<<OW_TRIGGER_END>>
3. In order to configure the trigger, the field codes must be displayed. Press Alt+F9 to enter "Edit Mode", displaying the structure of the trigger field. The field will appear as follows:
{ MERGEFIELD OW_TRIGGER_START }{ IF { MERGEFIELD "Trigger Name" } = "Invalid" "" "Please Insert Your Content Here" }{ MERGEFIELD OW_TRIGGER_END }
This is essentially an If/Then logic structure. IF "Trigger Name" is False, display the "False Content" (the empty quotes), otherwise display the "True Content" (the "Please Insert Your Content Here" quotes). The false content is blank by default, meaning nothing will be displayed if the trigger evaluates as false.
4. The appropriate content should be entered in the true content area, in place of the Please Insert Your Content Here text (be careful not to remove the quotes). Any alternate content can be added to the false content area. If the text was already in the document when the trigger was inserted, the text should be moved into the appropriate area.
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Note: The only parts of the field code that can be altered are the False Content and the True Content. All other text, including quotes, brackets, and the "Invalid" condition, must not be changed. |
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Any such changes could break the field code, preventing the proper generation of the document. | |
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In addition, the content cannot include quotes or some of the content will be lost. |
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Tip: Any characters that are not within the trigger will be left in the document whether the trigger evaluates as true or false, including hidden characters such as line breaks (¶). This could cause blank lines within the document. To ensure proper formatting in the final generated document, line breaks may need to be included within the trigger. |
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Example: In this example, two paragraphs are linked to triggers. A return is entered at the end of the first paragraph within the quotes, causing the trigger to end on the next line. The next trigger begins immediately after the first ends, with no space or return. This may seem counter-intuitive, but if the first trigger evaluates as false there will be no blank line before the second paragraph. In fact, two returns can be entered at the end of the first paragraph text, so that the text will skip a line before the next paragraph. |
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{ MERGEFIELD OW_TRIGGER_START }{ IF { MERGEFIELD "Trigger Name" } = "Invalid" "" "First Paragraph " }{ MERGEFIELD_TRIGGER_END }{ MERGEFIELD OW_TRIGGER_START }{ IF { MERGEFIELD "Other Trigger " } = "Invalid" "" "Second Paragraph " }{ MERGEFIELD_TRIGGER_END } |
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To make it easier to track special characters, you can use the Show/Hide option in Microsoft Word. In the Paragraph section of the Word Ribbon, click the Show/Hide icon.
All special characters will be displayed, allowing you to verify the position of the line breaks (¶). The above example is shown below, with the formatting characters displayed.
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5. All content within the quotes for the true content and false content areas can be formatted. All standard Word formatting options are supported, and will be applied to the text in the generated document.
6. Right-click anywhere within the trigger field and select Update Field.
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Warning: If you do not “Update Field”, all changes to the trigger configuration will be lost as the field will revert to default values when you save your document. |
7. Press Alt+F9 to exit "Edit Mode". The field codes are hidden and the new content is displayed within the start and end placeholders.
<<OW_TRIGGER_START>>New Content<<OW_TRIGGER_END>>
