Using Lists and Conditions in Correspondence Management to create complex template rules

The Correspondence Management Solution presents unique concepts of List and Condition assets (aka modules), to enable advanced correspondence template design. These asset types allow defining rules for content inclusion, that may be quite complex by using a combination of (nested) Lists and Conditions.

Lists

Lists are a great way to group content, i.e. Texts, Images, nested Lists and Conditions (read on, if you are new to Conditions) together into logical groups. For instance, when you wish to mandate the inclusion of a Text paragraph A with Text paragraph B, you could create List, and include Texts A and B within the List, marking them as mandatory content.

Apart from this, you could also set advanced Styles on Lists, so as to specify if and how the content should be bulleted or numbered, set indentation on individual content, and much more. You could also specify advanced rules for the List to control whether the List can accept more content than what is originally assigned to it (during correspondence creation), or whether content within it can be re-ordered, and so on.

Visit the official document to see how to work with Lists using the List Editor.

 

Conditions

Conditions are a great way to specify inclusion rules of content within a correspondence. One could define expressions on control variables (placeholders and/or Data Dictionary elements), such that appropriate content may be selected into the correspondence,  based on runtime values of these variables. Content may be Texts, Images, Lists or Conditions (thereby allowing deeply nested conditions).

Conditions are defined similar to SWITCH-CASE statements. Each expression has a result content associated with it. The first expression that evaluates to TRUE is chosen as the result and the content associated with it is included in the final correspondence.

Note that you can choose to return multiple content against an expression by wrapping (grouping) them within a List and then select the List as the result of that expression.

Visit the official document to see how to work with Conditions using the Condition Editor.

 

As you can see, Lists can be included within other Lists or Conditions and vice-versa. Thus allowing users to create complex rules for their templates, optionally combined with styles.

3 Responses to Using Lists and Conditions in Correspondence Management to create complex template rules

  1. Lisa says:

    Sounds great but how? I have a text that I want concatenated with text that a user picks from a list. I have a list of phone numbers. I have a text that says
    “If you have any questions, please contact us at ” . I want the end result to be

    “If you have any questions, please contact us at 1-888-123-1234”

    How can I do this? If I put the text asset and then the phone list, it ends up as

    “If you have any questions, please contact us at
    1-888-123-1234”

    • sakagarw says:

      As of now, any texts that are part of a List, are added as new paragraphs. Hence, you see them (phone number texts in your case) in a new line.

      Were do these phone numbers come from?
      – I believe (and ideally) the Data Dictionary? If yes, then you should rather use the repeat syntax, which will allow you to enlist the items in the same line (using a delimiter/separator) or multiple lines (possibly bulleted).

      In fact, if there are a list of numbers, wouldn’t it make sense to show them as a bulleted list?

      Anyways, we are already looking to add the capability to stitch texts in a list within the same line (users would be able to make this choice).

      • Lisa says:

        No, this is not coming from the Data Dictionary. We have to manually create a list, display it to the user to allow them to pick one number and then include that one number in the line (1 line) to the user. So does that mean that there is no way to do this right now?