This article discusses how to use "hidden" variables to trigger a conditional section--learn more about how to set up conditional sections.
What is a Hidden Variable?
Recall that a "conditional" section appears in a contract only if a determining variable is responded to in a way that triggers its inclusion. But if the determining variable is not present anywhere in the contract, it isn't available to serve as a trigger. For example, imagine a company that sends out NDAs from multiple departments, which are identical except for a couple clauses with department-specific content. "Department" would seem to be the determining variable--but it would be a little odd to mention in a contract which department in your company sent out the agreement.
In this case, what you need is a "hidden" variable--one that doesn't appear in the body of the contract, but which is still available to be triggered.
Create a Hidden Variable
- Open the Elements Panel (upper left of template editor) and add a new variable. This variable is now available for interaction with conditionals, but doesn't appear anywhere embedded in contract text.
- Set up your conditionals using hidden variable.
- When you are filling out a new contract, this hidden variable is present in the "Manage Variables" panel (lightning bolt icon).
Responding to the hidden variable in this panel will trigger the conditional!