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Using Filter Block to Display Account Information

Dynamic Resources

Introduction

Filter Block is a powerful feature in docu2.me that allows you to conditionally display information related to a record, such as contracts or quotes. This example demonstrates how to use Filter Block with an Account record.

Objective

Create a document that displays Account information using Filter Block, and observe how changes in the record affect the document’s content.

Step-by-Step Guide

1. Prepare the Account Record

Select an Account record to use as an example. In this case, we’re using “United Oil & Gas Corp.”

2. Create a New docu2.me Document

  1. In “docu2.me Files”, click “New” to create a new document.
  2. Title the document “Filter Block”.

3. Add Dynamic Fields for Account Information

Create tables for different categories of information and add dynamic fields:

Filter Block Example:

Account Info

  • Account Name: {!$Record.Name}
  • Account Number: {!$Record.AccountNumber}
  • Type: {!$Record.Type}

Customer Priority

  • SLA: {!$Record.SLA__c
  • SLA Serial Number: {!$Record.SLASerialNumber__c}

Rating

  • Industry: {!$Record.Industry}
  • Account Owner: {!$Record.Owner.Name}

Client Type

  • Website: {!$Record.Website}
  • Phone: {!$Record.Phone}

4. Implement Filter Blocks

Apply Filter Blocks to specific tables:

Customer Priority Table

  • Right-click on the table and select “Filter Block”

Configuration:

  • Field: Customer Priority
  • Condition: CustomerPriority__c == (‘High’)

Rating Table

  • Filter: Rating == (‘Hot’)
  • Client Type Table
  • Filter: Type == (‘Customer – Direct’)

5. Save and Preview the Document

  • Save the document and use the print function to preview it as a PDF.
  • Observing Filter Block Behavior

Initial State

  • In the initial state, all information should be visible as the conditions match the record data.
  • Demonstrating Dynamic Behavior

Modify the Account record:

  • Change “Customer Priority” from “High” to “Low”
  • Change “Rating” from “Hot” to “Cold”
  • Regenerate the PDF document

Result

  • After modifying the record:
  • The “Customer Priority” and “Rating” tables will disappear from the document.
  • This occurs because the Filter Block conditions are no longer true for these sections.

Key Takeaways

  • Filter Blocks allow conditional display of information based on field values.
  • When conditions are true, the data is shown; when false, the entire section is hidden.
  • This feature is useful for creating dynamic documents that adapt to record changes.
  • You can use Filter Blocks to show or hide specific fields, text sections, or entire tables based on record data.

Best Practices

  • Carefully consider which fields to use in Filter Block conditions.
  • Test your document with various record states to ensure it behaves as expected.
  • Use clear and specific conditions to avoid unexpected results.
  • Consider combining Filter Blocks with other docu2.me features for more complex document logic.

This revised structure provides a clearer, more organized approach to explaining the Filter Block feature in docu2.me. It guides the user through the process step-by-step and highlights the key points of the feature’s behavior and usage.