Did You Know: Using Conditional Logic in Nintex DocGen

Business documents often need to be customized due to a variety of changing conditions. Within a quote proposal, for example, the terms of payment, terms of agreement and SLAs are often different for different customers. Legal documents might need clauses that are product- or location-specific.

If you are still creating your business documents manually, you might need to create a separate document for each of those scenarios. But with Nintex DocGen for SharePoint, you can have a single document designed for a business purpose, and then customize it based on the different conditions that you specify.

Consider an HR department that is using Nintex DocGen to prepare welcome packets for new employees. The welcome packets simplify the orientation process by providing the information the employees need to hit the ground running and be successful in their new jobs.

The key to this process is making sure that everything in the welcome packet is tailored to the new employee in terms of job description, location, and the like. Rather than have a separate workflow and document generation process for each of these options, Nintex Document Generation lets you specify conditions so that only the relevant information will be included.

Take the new employee’s location as an example.

In this case, the company has offices in Melbourne and Seattle. To cater for this, the customer creates two templates, one for Melbourne and another for Seattle, that have the location-specific information.

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Nintex Document Generation lets you combine multiple templates into a single output file (or multiple files), so we will include both templates when we configure the Document Generation action. As you can see below, each template lets you specify whether to include it always, or based on a certain condition.

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Conditional logic determines which city template to include, based on the employee location specified by HR:nintex

If Melbourne is selected, the welcome packet will include the Melbourne Detail.pptx template. If Seattle is selected, the Seattle Detail.pptx template will be included instead.

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And there you have it. You can add conditions to multiple templates within a single Document Generation configuration so that your final document is customized based on exactly the conditions you have specified. Get started today with Nintex Document Generation, which is available to you as part of your Nintex Workflow license.

 

Visit the Nintex Community today to learn more and engage in conversations with fellow Nintex users!