{"id":274,"date":"2025-01-01T20:00:15","date_gmt":"2025-01-01T17:00:15","guid":{"rendered":"https:\/\/docu2.me\/help\/?p=274"},"modified":"2025-04-07T01:48:23","modified_gmt":"2025-04-06T22:48:23","slug":"using-filter-block-to-display-account-information","status":"publish","type":"post","link":"https:\/\/docu2.me\/help\/using-filter-block-to-display-account-information\/","title":{"rendered":"Using Filter Block to Display Account Information"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p><em><strong>Filter Block<\/strong><\/em> is a powerful feature in <strong>docu2.me<\/strong> 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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Objective<\/h2>\n\n\n\n<p>Create a document that displays Account information using Filter Block, and observe how changes in the record affect the document&#8217;s content.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step-by-Step Guide<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Prepare the Account Record<\/h3>\n\n\n\n<p>Select an Account record to use as an example. In this case, we&#8217;re using &#8220;<em><strong>United Oil &amp; Gas Corp.<\/strong><\/em>&#8220;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-940x1024.png\" alt=\"Account record page for United Oil &amp; Gas Corp showing basic information fields\"\/><figcaption class=\"wp-element-caption\">Account record example showing basic information<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">2. Create a New docu2.me Document<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In &#8220;docu2.me Files&#8221;, click &#8220;New&#8221; to create a new document.<\/li>\n\n\n\n<li>Title the document &#8220;Filter Block&#8221;.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">3. Add Dynamic Fields for Account Information<\/h3>\n\n\n\n<p>Create tables for different categories of information and add dynamic fields:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Filter Block Example:<\/h4>\n\n\n\n<p><em><strong>Account Info<\/strong><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Account Name: {!$Record.Name}<\/li>\n\n\n\n<li>Account Number: {!$Record.AccountNumber}<\/li>\n\n\n\n<li>Type: {!$Record.Type}<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-fields.gif\" alt=\"Animation showing how to add dynamic fields for account information\"\/><figcaption class=\"wp-element-caption\">Adding dynamic fields for account information<\/figcaption><\/figure>\n\n\n\n<p><em><strong>Customer Priority<\/strong><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>SLA: {!$Record.SLA__c}<\/li>\n\n\n\n<li>SLA Serial Number: {!$Record.SLASerialNumber__c}<\/li>\n<\/ul>\n\n\n\n<p><em><strong>Rating<\/strong><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Industry: {!$Record.Industry}<\/li>\n\n\n\n<li>Account Owner: {!$Record.Owner.Name}<\/li>\n<\/ul>\n\n\n\n<p><strong>Client Type<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Website: {!$Record.Website}<\/li>\n\n\n\n<li>Phone: {!$Record.Phone}<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-table-fields.gif\" alt=\"Animation demonstrating how to add multiple tables with different field categories\"\/><figcaption class=\"wp-element-caption\">Creating tables with different categories of account information<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">4. Implement Filter Blocks<\/h3>\n\n\n\n<p><em><strong>Apply Filter Blocks to specific tables:<\/strong><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-insert-filter-block.gif\" alt=\"Animation showing the process of applying filter blocks to tables\"\/><figcaption class=\"wp-element-caption\">Inserting and configuring filter blocks on tables<\/figcaption><\/figure>\n\n\n\n<p><strong>Customer Priority Table<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Right-click on the table and select &#8220;Filter Block&#8221;<\/li>\n<\/ul>\n\n\n\n<p>Configuration:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Field: Customer Priority<\/li>\n\n\n\n<li>Condition: CustomerPriority__c == (&#8216;High&#8217;)<\/li>\n<\/ul>\n\n\n\n<p><strong>Rating Table<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Filter: Rating == (&#8216;Hot&#8217;)<\/li>\n<\/ul>\n\n\n\n<p><strong>Client Type Table<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Filter: Type == (&#8216;Customer \u2013 Direct&#8217;)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-print-filter-block-1024x776.png\" alt=\"Screenshot showing the filter blocks applied to different sections of the document\"\/><figcaption class=\"wp-element-caption\">Document with filter blocks applied to different tables<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">5. Save and Preview the Document<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Save the document and use the print function to preview it as a <strong>PDF<\/strong>.<\/li>\n\n\n\n<li>Observing Filter Block Behavior<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-print-filter-block-pdf.png\" alt=\"PDF preview showing all sections visible when filter conditions are met\"\/><figcaption class=\"wp-element-caption\">PDF preview with all filter conditions met<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Initial State<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the initial state, all information should be visible as the conditions match the record data.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Demonstrating Dynamic Behavior<\/h3>\n\n\n\n<p><strong>Modify the Account record:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Change &#8220;Customer Priority&#8221; from &#8220;High&#8221; to &#8220;Low&#8221;<\/li>\n\n\n\n<li>Change &#8220;Rating&#8221; from &#8220;Hot&#8221; to &#8220;Cold&#8221;<\/li>\n\n\n\n<li>Regenerate the PDF document<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-record-filter-block.gif\" alt=\"Animation showing how modifying account record fields affects the filter conditions\"\/><figcaption class=\"wp-element-caption\">Modifying account record fields to test filter conditions<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Result<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>After modifying the record:<\/li>\n\n\n\n<li>The &#8220;Customer Priority&#8221; and &#8220;Rating&#8221; tables will disappear from the document.<\/li>\n\n\n\n<li>This occurs because the Filter Block conditions are no longer true for these sections.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-print-filter-block-pdf-final.png\" alt=\"PDF preview showing how sections are hidden when filter conditions are not met\"\/><figcaption class=\"wp-element-caption\">PDF with sections hidden after filter conditions changed<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Key Takeaways<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Filter Blocks allow conditional display of information based on field values.<\/li>\n\n\n\n<li>When conditions are true, the data is shown; when false, the entire section is hidden.<\/li>\n\n\n\n<li>This feature is useful for creating dynamic documents that adapt to record changes.<\/li>\n\n\n\n<li>You can use Filter Blocks to show or hide specific fields, text sections, or entire tables based on record data.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Best Practices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Carefully consider which fields to use in Filter Block conditions.<\/li>\n\n\n\n<li>Test your document with various record states to ensure it behaves as expected.<\/li>\n\n\n\n<li>Use clear and specific conditions to avoid unexpected results.<\/li>\n\n\n\n<li>Consider combining Filter Blocks with other docu2.me features for more complex document logic.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to use docu2.me Filter Blocks to conditionally display account information in Salesforce documents. Create dynamic content that automatically updates when record values change.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"<!-- wp:paragraph -->\n<p><\/p>\n<!-- \/wp:paragraph -->\n<!-- wp:paragraph -->\n<p><strong>Introduction<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><em><strong>Filter Block<\/strong><\/em> is a powerful feature in <strong>docu2.me<\/strong> 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.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>Objective<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Create a document that displays Account information using Filter Block, and observe how changes in the record affect the document\u2019s content.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>Step-by-Step Guide<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>1. Prepare the Account Record<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Select an Account record to use as an example. In this case, we\u2019re using \u201c<em><strong>United Oil &amp; Gas Corp.<\/strong><\/em>\u201d<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":450,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-940x1024.png\" alt=\"\" class=\"wp-image-450\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>2. Create a New docu2.me Document<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true} -->\n<ol class=\"wp-block-list\"><!-- wp:list-item -->\n<li>In \u201cdocu2.me Files\u201d, click \u201cNew\u201d to create a new document.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Title the document \u201cFilter Block\u201d.<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p><strong>3. Add Dynamic Fields for Account Information<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Create tables for different categories of information and add dynamic fields:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>Filter Block Example:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><em><strong>Account Info<\/strong><\/em><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Account Name: {!$Record.Name}<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Account Number: {!$Record.AccountNumber}<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Type: {!$Record.Type}<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":451,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-fields.gif\" alt=\"\" class=\"wp-image-451\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><em><strong>Customer Priority<\/strong><\/em><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>SLA: {!$Record.SLA__c<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>SLA Serial Number: {!$Record.SLASerialNumber__c}<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p><em><strong>Rating<\/strong><\/em><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Industry: {!$Record.Industry}<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Account Owner: {!$Record.Owner.Name}<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p><strong>Client Type<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Website: {!$Record.Website}<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Phone: {!$Record.Phone}<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":452,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-table-fields.gif\" alt=\"\" class=\"wp-image-452\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>4. Implement Filter Blocks<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><em><strong>Apply Filter Blocks to specific tables:<\/strong><\/em><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":453,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-insert-filter-block.gif\" alt=\"\" class=\"wp-image-453\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>Customer Priority Table<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Right-click on the table and select \u201cFilter Block\u201d<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>Configuration:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Field: Customer Priority<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Condition: CustomerPriority__c == (\u2018High\u2019)<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p><strong>Rating Table<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Filter: Rating == (\u2018Hot\u2019)<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Client Type Table<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Filter: Type == (\u2018Customer \u2013 Direct\u2019)<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":454,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-print-filter-block-1024x776.png\" alt=\"\" class=\"wp-image-454\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>5. Save and Preview the Document<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Save the document and use the print function to preview it as a <strong>PDF<\/strong>.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Observing Filter Block Behavior<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":455,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-print-filter-block-pdf.png\" alt=\"\" class=\"wp-image-455\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>Initial State<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>In the initial state, all information should be visible as the conditions match the record data.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Demonstrating Dynamic Behavior<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p><strong>Modify the Account record:<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Change \u201cCustomer Priority\u201d from \u201cHigh\u201d to \u201cLow\u201d<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Change \u201cRating\u201d from \u201cHot\u201d to \u201cCold\u201d<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Regenerate the PDF document<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":456,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-account-record-filter-block.gif\" alt=\"\" class=\"wp-image-456\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>Result<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>After modifying the record:<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>The \u201cCustomer Priority\u201d and \u201cRating\u201d tables will disappear from the document.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>This occurs because the Filter Block conditions are no longer true for these sections.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":457,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2024\/11\/resource-manager-print-filter-block-pdf-final.png\" alt=\"\" class=\"wp-image-457\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p><strong>Key Takeaways<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Filter Blocks allow conditional display of information based on field values.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>When conditions are true, the data is shown; when false, the entire section is hidden.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>This feature is useful for creating dynamic documents that adapt to record changes.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>You can use Filter Blocks to show or hide specific fields, text sections, or entire tables based on record data.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p><strong>Best Practices<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>Carefully consider which fields to use in Filter Block conditions.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Test your document with various record states to ensure it behaves as expected.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Use clear and specific conditions to avoid unexpected results.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Consider combining Filter Blocks with other docu2.me features for more complex document logic.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>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\u2019s behavior and usage.<\/p>\n<!-- \/wp:paragraph -->","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-274","post","type-post","status-publish","format-standard","hentry","category-dynamic-resources"],"_links":{"self":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/comments?post=274"}],"version-history":[{"count":10,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/274\/revisions"}],"predecessor-version":[{"id":733,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/274\/revisions\/733"}],"wp:attachment":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/media?parent=274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/categories?post=274"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/tags?post=274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}