Inline condition and repeat in Interactive Communications and letters inline-condition-and-repeat-in-interactive-communications-and-letters

In the relevant text module, select the part of text that you want to conditionalize and select Condition.

The Condition dialog appears with an empty condition.

Do the following to construct a condition for evaluating whether the selected/conditionalized text appears in the letter and then select the check mark to save the expression:

Double-select a DD element to insert it in the condition. Insert the appropriate operator and construct the following condition in dialog.

${DD_creditcard_Gender=="Male"}

For more information on creating the expression, see Creating expressions and remote functions with expression builder in Expression Builder. The value specified in the expression must be supported for the element in the data dictionary. For more information, see Data Dictionary.

Once the condition is inserted, you can hover over the handle on the left of the condition to view the condition. You can select the handle to view the pop-up menu of the condition, which lets you edit or remove the condition.

Insert similar condition by selecting the text Ma'am.

${DD_creditcard_Gender == "Female"}

Preview the relevant letter and notice that the text is rendered according to the inline condition. You can input the value of DD element Gender using:

• A sample XML data file created based on the relevant data dictionary while previewing the letter with sample data.
• An XML data file attached to the relevant data dictionary.

For more information, see Data Dictionary.

In a form data model-based text document fragment, insert the relevant form data model objects (and embedded text required for the labels, as in this example):

Select the content on which to apply repeat.

Select Repeat.

The Repeat dialog appears.

Select Line Break as separator and, if necessary, select Add Condition to create a rule. You can also use text as separator and specify the text charaters to be used as separator.

The Create Rule dialog appears.

Create a rule to display transactions dated after Feb 28, 2018 to include the transactions only for the month of March in the Interactive Communication.

Save the condition/rule and then save the repeat. Conditional repeat gets applied to the selected content.

On mouse over, the text document fragment displays the Condition and the separator used in the repeat applied to the content.

Save the text document fragment and preview the relevant Interactive Communication. Depending on the data in the form data model, the repeat applied on the elements renders the transaction details similar to the following in the preview:

Open (while editing or creating) a text module that has DD elements that render repeated/dynamic data and embed the required text around the DD elements. For example, a text module has the following DD elements to create a statement of transactions on a credit card:

{^DD_creditcard_TransactionDate^} {^DD_creditcard_TransactionAmount^}
{^DD_creditcard_TransactionType^}

These DD elements render a list of the transactions made on the credit card with the following information:

Transaction date, Transaction amount, and Transaction type (Debit or Credit)

Embed the text within the DD elements to make the statement more readable, such as following:

Date: {^DD_creditcard_TransactionDate^} Amount (USD): {^DD_creditcard_TransactionAmount^} Transaction Type: {^DD_creditcard_TransactionType^}

The job of rendering a well formatted statement, however, is not done yet. If you render a letter based on the work done so far, it appears as the following:

To repeat the static text along with the DD elements, you need to apply repeat as explained in the further steps.

Select the static text and the DD elements that you want to repeat, as shown below:

Select Repeat. The Repeat dialog appears with an empty inline condition.

If necessary, insert a condition to selectively render the transactions, such as to render transaction amounts bigger than 50 cents:

${DD_creditcard_TransactionAmount > 0.5}

Otherwise, if you do not need to render the information (here transactions) selectively, keep the condition empty by deleting the following in the dialog: ${}. Saving a repeat expression gets enabled either when the repeat expression window is empty (without ${} when no repeat is needed) or when it contains a valid condition for repeat.

Select a separator for formatting the dynamic text and select the check mark to save:

• Line Break: Inserts line break after each transaction entry in the output letter.
• Text: Inserts the specified text character after each transaction entry in the output letter.

Once the condition is inserted, the text with repeat is highlighted in red and a handle appears on its left. You can hover over the handle on the left of the repeat to view the repeat construct.

You can select the handle to view the pop-up menu of the repeat, which lets you edit or remove the repeat construct.

Preview the relevant letter and notice that the text is rendered according to repeat. You can input the value of DD elements using:

• A sample XML data file created based on the relevant data dictionary while previewing the letter with sample data.
• An XML data file attached to the relevant data dictionary.

For more information, see Data Dictionary.

The static text repeats with the transaction details. Repeating static text is facilitated by the repeat applied to the text in this procedure. The condition, ${DD_creditcard_TransactionAmount > 0.5}, ensures that the transactions below USD .5 are not rendered in the letter.