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Sometimes, you may need the language of a document to change based on the information entered. For example, if a client owes outstanding fees, then you’ll need language communicating the existence, amount, and due date of those fees. Smokeball’s If/Then/Else feature allows you to create conditional statements based on any Field or Ask, providing further customization and control over the documents you create.
A variety of If/Then/Else Statements may be in Smokeball forms. It is an advanced form of automation so talk with your account manager about advanced automation training.
What is a If/Then/Else Statement?
An If/Then/Else statement says, “if Condition A is true, then X. If Condition A is false, then Y.” When you insert a conditional If/Then/Else statement into a document, it looks like this:
The If/Then/Else statement can insert text based on whether or not a client has any outstanding balances. The completed If/Then/Else statement based off of an Ask.
If the client owes more fees --> then --> the automation will ask "What is the outstanding balance" and insert the proper text:
If the client does not owe any more fees (ELSE) --> the automation inserts different text:
From the Automate Toolbar, click the If/Then/Else tab and select desired option to create based off of: (1) Field (2) Ask
Did you know...
- You can switch between showing the values and fields in your document
- Smokeball will automate unlimited amounts of Court and Authority prescribed forms. Submit additional forms to you Account Manager.
- As part of your onboarding process, your Smokeball Account Manager/Trainer will teach you how to automate your own documents. If you would like additional training at any point or find your need a refresher, reach out and we would gladly provide additional training.