Use Conditional Logic to Show or Hide Content in Your Streamline Documents

Want to dynamically show or hide content in your documents based on data collected earlier in your workflow? The Conditional Logic feature in Intellistack Streamline lets you control which parts of a document appear depending on values provided in previous steps. This means you can create documents that adapt automatically to different scenarios, without duplicating templates or manually editing content.

Note: Conditional Logic is available in both document builders — the Overlay (PDF) builder used for signing documents and the Dynamic (DOCX) builder. The same rule options apply in both.

How it works

Step 1: Select content and open the Logic tab

In the Document step, select the content you want to make conditional. You can select any text, including fields, and wrap it in a condition. From the left-hand panel, switch to the Logic tab, where you can add and see all logic rules configured in the document.

Step 2: Create a rule and add conditions

Give the rule a Label, then under If, add one or more conditions to a Conditions group. Each condition has three parts:

• Field — choose a variable from previous workflow steps
• Operator — the available operators depend on the field type
• Value — the value to compare against

For text fields, operators are Equals, Does not equal, Is empty, Is not empty, Contains, and Does not contain:

For number fields, operators include numeric comparisons — Greater than, Greater than or equal to, Less than, and Less than or equal to — in addition to Equals, Does not equal, Is empty, and Is not empty:

Step 3: Combine conditions and groups

Within a group, choose whether All conditions must be true or Any condition being true will trigger the rule. To build more advanced logic, add another Conditions group and join the groups with AND or OR.

Step 4: Choose the action

Under Then, choose whether to Show or Hide the selected content when the rule evaluates to true. You can add more than one action to a single rule.

Feature considerations

• Available in both builders — Conditional Logic works in both the Overlay (PDF) and Dynamic (DOCX) document builders.
• Field-type operators — the operators available in a condition depend on the type of field selected (for example, number fields add Greater than / Less than comparisons).
• Isolated text placement — when you wrap an isolated piece of text in a condition, it may be inserted as a standalone paragraph rather than in place within the surrounding paragraph. Keep this in mind when applying logic to text inside a larger block.