Conditional Sections

Show or hide parts of your document based on field values. Create dynamic templates that adapt to your data.


Overview

Conditional sections let you create one template that works for multiple scenarios:

  • Show payment terms only for unpaid invoices
  • Display discount info only when a discount exists
  • Include specific clauses based on contract type
  • Show different content for different customer types

Instead of maintaining multiple templates, you have one smart template that adapts.


Template Setup

Step 1: Identify Conditional Content

Decide which parts of your document should be conditional.

Step 2: Wrap with Section Tags

In your Google Doc, wrap the conditional content with opening and closing tags:

{{section_discount}}
Discount Applied: {{Discount Amount}}
Thank you for being a valued customer!
{{/section_discount}}

Syntax

TagPurpose
{{section_name}}Start of conditional section
{{/section_name}}End of conditional section

Replace name with a unique identifier (no spaces, use underscores).

Example Template

INVOICE #{{Invoice Number}}

Customer: {{Customer Name}}
Total: {{Total Amount}}

{{section_discount}}
---
DISCOUNT APPLIED
Amount: {{Discount Amount}}
{{/section_discount}}

{{section_notes}}
---
NOTES
{{Notes}}
{{/section_notes}}

Thank you for your business!

TypeFlow Configuration

After mapping your fields, TypeFlow will detect your conditional sections.

Step 1: Find Conditional Sections

In TypeFlow, scroll to the Conditional Sections area.

Step 2: Set Conditions

For each section, configure:

SettingDescription
FieldWhich Airtable field to check
ConditionThe comparison (equals, not empty, contains, etc.)
ValueThe value to compare against (if applicable)

Common Conditions

ConditionShows Section When
Is not emptyField has any value
Is emptyField has no value
EqualsField matches exact value
ContainsField includes the text
Greater thanNumber is above threshold

Use Cases

ScenarioCondition
Show discount sectionDiscount field is not empty
Show overdue noticeStatus equals "Overdue"
Show premium featuresPlan equals "Premium"
Show notesNotes field is not empty
Show tax infoTax Amount greater than 0

FAQ

What are conditional sections?

Conditional sections are parts of your document that only appear when specific conditions are met. For example, show a discount section only if a discount was applied.

What conditions can I use?

You can check if a field equals a value, is not empty, contains text, or matches various comparison operators (greater than, less than, etc.).

Can I have multiple conditional sections?

Yes. Use unique names for each section like {{section_discount}}, {{section_notes}}, {{section_terms}}.

Can I nest conditional sections?

Currently, conditional sections cannot be nested inside each other. Each section should be independent.



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