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Automation on Headers, Footers and footnotes
Automation on Headers, Footers and footnotes
Jade avatar
Written by Jade
Updated over a year ago

How to Automate Headers Footers and Footnotes

You can add automated placeholders, conditions and operations to your headers, footers or footnotes.

Using our mark-up language, you will be able to customise headers and footers and footnotes with elements you would want in a document, such as a conditional text or a date.

Placeholders and operations

  • For placeholders you just need to include the placeholder text (your attribute) in brackets: [Placeholder].

  • You will need to make sure that the attribute already exists in your questionnaire

    If the placeholder is not in the document

  • You have to create a custom question using explanatory text:

  • e.g. [AttributeName]

Conditions

  • The functionality supports text inside conditions.

  • Uses this format for conditions: [IF:Condition]Text you want to be conditional[:FI]

  • If a condition has non-true/false options, slightly different markup language will have to be used. For example, if you want a condition to equal to Yes, you write the condition like [IF:Equals(YourAttribute, "Yes")]Your text[:FI]

  • These conditions can be nested and include placeholders within.

  • For conditions, you also need to make sure the condition exists in the document.

    How to write condition logic as plain text in Avvoka

    Equals(Attribute, "Yes"): [IF:Equals(Attribute, "Yes")]Your text[:FI]

    Equals(Attribute, "No"): [IF:Equals(Attribute, "No")]Your text[:FI]

    Equals(Attribute, "Option X"): [IF:Equals(Attribute, "Option X")]Your text[:FI]

    Present(Attribute): [IF:Present(Attribute)]Your text[:FI]

    Contains(Attribute): [IF:Contains(Attribute)]Your text[:FI]

    Equals(Attribute): [IF:Equals(Attribute)]Your text[:FI]

    NotEquals(Attribute): [IF:NotEquals(Attribute)]Your text[:FI]

    NotContains(Attribute): [IF:NotContains(Attribute)]Your text[:FI]

    If the condition is not in the document

  • You need to create it with an operation.

  • You can also do this where conditions are nested or too complex (to simplify what you need to write).

  • To do this, create a new operation in the operations tab and build the condition as you intend for it to work:

  • Next, export the document and edit the header/footer identically to how you would insert a condition, filling in the name of the operation and setting the value it equals to "true".

  • Satisfy the condition, and then export the document as a .docx to see the header:

Worked examples

  1. Simple "Condition" = Yes example: You will include: [IF:Equals(YourAttribute, "Yes")]Your text[:FI]

    If your questionnaire item related to your condition is answered with "Yes" then Your text will drop in. If not, this will not be included in your document.
    ​
    Example:
    ​


    ​

  2. Nested Conditions: Where you have a nested condition that you want to apply to a header or footer, you will first have to build it as an operation. When applying the markup language in the .docx, use the following format: [IF:Equals(Operation, "true")]Your text[:FI]

  3. Nested condition and placeholder: This will be the same as above, but replace the text with your placeholder like this: [Placeholder]. In the example below, we are using a date as a placeholder.

Coming soon...

A full editor for Footnotes, so that you can use Avvoka's intuitive and no-code automation builder to include this type of conditionality.

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