Conditional logic (IF fields)

Example 1: Display Text or a Merge Field Value

The IF field in this example tests InvoiceItem.ExtendedPrice to see if the value of the merge field equals 0. If the value equals 0, the test returns true and the IF field displays "FREE" on the invoice. If the value of the field does not equal 0, then the IF field displays the value of the merge field InvoiceItem.ExtendedPrice on the invoice instead.

{ IF {MERGEFIELD InvoiceItem.ExtendedPrice \* MERGEFORMAT​} = 0 "FREE" {MERGEFIELD InvoiceItem.ExtendedPrice \* MERGEFORMAT​} }

Here is what the invoice might look like when the IF field in this example is used in the TOTAL column of a Rate Plan Summary table:

RATE PLAN SUMMARY
Subscription Identifier	Rate Plan Name	Subtotal	Tax	TOTAL
A- S00000010	Data Plan	$39.99	$0.00	$39.99
A- S00000010	Cable Plan	$0.00	$0.00	FREE
A- S00000011	Data Plan	$19.99	$0.00	$19.99
A- S00000011	Cable Plan	$0.00	$0.00	FREE

Example 2: Display Nothing or a Merge Field Value

The IF field in this example tests Invoice.Discount to see if the value of the merge field equals 0. If the value equals 0, the test returns true, and the IF field does not display anything on the invoice. If the value of Invoice.Discount does not equal 0, the test returns false, and the IF field displays "You saved $X this month" (where X is the value of Invoice.Discount).

{ IF {MERGEFIELD Invoice.Discount \* MERGEFORMAT} = 0 "" "You saved {MERGEFIELD Invoice.Discount \* MERGEFORMAT} this month." }

 

Here is what the invoice might look like when this IF field is used to display the Invoice Discount in an Invoice Summary table:

Example 3: Hide Empty Tables

If you want to hide an empty table on a billing document, you can use the TableNameTable.Size merge field to control its visibility.

For example, the following IF clause can be used to hide an empty tax summary table from an invoice PDF file.

{ IF “{MERGEFIELD TaxSummaryTable.Size \* MERGEFORMAT}” = "0" "" "

TAX SUMMARY
Tax Name	Tax Rate	Tax Rate Type	Tax Amount
{MERGEFIELD TableStart:TaxSummary \* MERGEFORMAT}{MERGEFIELD TaxSummary.TaxName \* MERGEFORMAT}	{MERGEFIELD TaxSummary.TaxRate \* MERGEFORMAT}	{MERGEFIELD TaxSummary.TaxRateType \* MERGEFORMAT}	{MERGEFIELD TaxSummary.TaxExtendedAmount \* MERGEFORMAT}{MERGEFIELD TableEnd:TaxSummary \* MERGEFORMAT}

" \* MERGEFORMAT }

If tax summary data exists, the tax summary table is displayed as follows. Otherwise, the table is hidden.

TAX SUMMARY
Tax Name	Tax Rate	Tax Rate Type	Tax Amount
tax1	0.1	Percentage	$10.00

How to Create an IF Field

This example shows you how to construct the following IF field:

{ IF {MERGEFIELD InvoiceItem.ExtendedPrice \* MERGEFORMAT} = 0 "FREE" "" \* MERGEFORMAT }

The IF field displays the text "FREE" if the value of InvoiceItem.ExtendedPrice equals 0. Otherwise, the IF field displays nothing.

To construct this IF field:

1. Move the cursor to where you want to insert the IF field. Press Ctrl + F9 (or command + fn + F9 on a Mac)  to insert curly braces. Then type IF into the braces:

{ IF } 

2. Type a space after IF, then insert the InvoiceItem.ExtendedPrice merge field. Insert the merge field as described in Customize Invoice Templates Using Word Mail Merge. You cannot just type the merge field into the curly braces. 

{ IF {MERGEFIELD InvoiceItem.ExtendedPrice \* MERGEFORMAT}​ }

3. Type in the rest of the merge field:

{ IF {MERGEFIELD InvoiceItem.ExtendedPrice \* MERGEFORMAT}​ = 0  "FREE" "" \* MERGEFORMAT }