Layered and grouped conditions let you combine several rules in one condition, so a clause or placeholder only appears when the right mix of answers is given. You add extra rules (conditions) and bundle rules together (groups), then choose whether all of them must be met (And) or just one (Or). Groups can sit inside other groups, which is what "layered" means. This lets you build logic such as "show this clause if A or B is Yes, and C is also Yes" in a single condition.
What This Feature Enables
Handle complex scenarios without duplicating rules. Combine multiple conditions into a single structured block instead of creating separate rules for every possible combination.
Keep templates readable as they grow. Group conditions into logical blocks that are easier to understand, maintain, and troubleshoot.
Support strict and flexible logic. Use AND when all conditions must be met and OR when any condition can trigger the logic.
Build nested logic for advanced document flows. Create groups within groups to reflect real-world complexity while keeping logic organized and easy to follow.
How It Works
Open the Condition Editor
Navigate to the clause, text block, or placeholder that you want to make conditional, then open its condition settings.
Use Add Condition to create rules within a layer.
Create a Condition Group
Click Add Group to create a set of related conditions within a single logical block. Conditions inside a group are evaluated together, and the group's result is then combined with the rest of the rule.
You can define how conditions and groups interact by selecting a logic operator between them:
AND - All conditions must be met for the rule to trigger.
OR - The rule will trigger if any condition is met.
By combining groups with AND and OR operators, you can build more advanced logic structures while keeping your conditions organized and easy to manage.
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