Setting Conditions within your FVDA template can be incredibly helpful when looking to maximize your document generating via Filevine Document Assembly.
Conditions can be used to combine multiple documents that you would have previously needed to separate, say because of Case Type or Jurisdiction. Utilizing conditional logic that is driven by Filevine also allows for a decrease in manual efforts by your team.
Below are the available fields types within Filevine that are available to set conditions for.
|
Field Type |
Supported / Not-Supported |
|
Amount-currency |
Supported |
|
Amount-decimal |
Supported |
|
Amount-number |
Supported |
|
Amount-percentage |
Supported |
|
Calc-currency |
Not-Supported |
|
Calc-decimal |
Not-Supported |
|
Calc-number |
Not-Supported |
|
Calc-percentage |
Not-Supported |
|
Case number |
Supported |
|
Date / Deadline / Incident date |
Supported |
|
Dropdown list |
Supported |
|
Text - multiple lines |
Supported |
|
Text - single line |
Supported |
|
URL |
Not-Supported |
|
Yes/no |
Supported |
How to set a Condition from a Filevine Field
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Bring the Filevine Field into your FVDA template - We will be using the example of "Incident Type"
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To search for a Filevine field, begin by typing
[+fvand then searching the field name or the section name
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You an then delete the field from the section you typed it into
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Select (Click Into) the section you would like to have conditional upon this Filevine Field
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Select the determining variable from the Conditions dropdown on the right
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Select the Criteria for the determining variable. Criteria will vary depending on your determining variable type
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Determine the Appropriate Scope for Determining Variable
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Conditional Color
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Gold/Yellow: Conditional is properly set
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Red: Information/Selection is Missing for Set Up
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Conditions based on multiple variables
Conditions can be based on more than one determining variable. In that case, a second determining variable, could be identified by selecting a new variable from the drop down menu and setting an appropriate response for this second variable.
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