Mastering Conditional Logic in Google Docs: A Step-by-Step Guide

Mastering Conditional Logic in Google Docs: A Step-by-Step Guide

Discover how to leverage Google Docs’ conditional content with Document Studio to generate unique versions of documents based on user answers. You can create conditional sections in your templates for an automated and dynamic document generating process by following the instructions in this beginner’s tutorial.

Welcome! In this article, we’ll use Document Studio, a potent Google add-on that automates document generation, to explore the world of conditional content in Google Docs. You can modify your Google Docs templates and create various versions of the same document based on the user’s responses by using conditional content. Let’s dive in and learn how to utilize this feature to the fullest!

Don’t worry if this is new to you. We’ll walk you step-by-step through the full process of creating papers using data in Google Sheets and responses to Google Forms.

Conditionally Display Content:

Consider yourself a recruiter who wants to use a Google Docs template to deliver job offer letters to applicants. You should incorporate particular information based on the candidate’s job title and location in each letter to make it more personalized.

The conditional statements that we wish to incorporate into the document template are as follows:

  • San Francisco is where you have your office. For candidates who live outside of San Francisco, the offer letter should include a section on relocation benefits.
  • Candidates are qualified for basic benefits if they are given an Associate position.
  • The candidate is eligible for additional benefits, such as a 401(k) retirement plan, if they are hired for a senior position, such as Manager or Director.
Define the Conditional Sections:

First, construct your job offer letter template in a new Google Docs document. Include areas for the applicant’s name, job title, place of employment, pay scale, and perks.

Next, we’ll define the conditional parts of the template using the if and endif expressions. Use the following expressions, for instance, to display or conceal the relocation package part according to the candidate’s location:

<<If: ({{Location}} != 'San Francisco')>>
We are pleased to offer you a relocation package to assist with your move from {{Location}} to our main office.
<<EndIf>>

Similarly, wrap the benefits paragraph with the <> and <> expressions to display or hide the benefits package section based on the candidate’s job title:

<<If: OR (({{Job Title}} == 'Manager'), ({{Job Title}} == 'Director'))>>
As {{Job Title}}, you will be eligible for our comprehensive benefits package, which includes health, dental, and vision insurance, a 401(k) retirement plan, and more.
<<EndIf>>

You are welcome to use the contains operator for partial matches, such as {{Job Title}} ~ ‘Manager’ for the job title, which will match titles like Sales Manager and Senior Manager.

A sample of your final job offer letter format is shown below.

Using scriptlets, you may also include conditional text in email templates in addition to document templates.

Recall the following:
  • In order to keep things simple and clear, avoid layering IF statements inside of each other.
  • To develop more complicated logic, combine several conditions using the OR, AND, or NOR operator.
  • If your document has a table that needs to be displayed conditionally, don’t forget to place the wrapper if>> and endif>> tags outside the table.
  • Currently, it is not feasible to hide or reveal particular rows or columns of a table based on the user’s responses.

Conclusion:

You have a strong tool in Google Docs’ Document Studio for using conditional content. You may create customized, dynamic documents that satisfy different demands and tastes. You can design documents that intelligently adapt to the reactions of your users by following the step-by-step instructions and using the  <>  and <> expressions.

So go ahead and take full advantage of conditional content in Google Docs to speed up the process of creating documents and provide recipients with superb customised material.

Happy automating and designing documents!

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