Working with conditions

Conditions allow you to choose an item of content based on the value of control variables.

  1. Open the Manage Assets user interface. If you have installed the solution template and sample users, you can go to the sample portal at http://<server>:<port>/cm/manageassets.html. Log in using your appropriate credentials (such as user name as tgoldman and password as your password).

  2. Click New > Condition or select a condition asset and click Edit.

  3. Specify the following information for the condition:

    • Name: Type a unique name for the condition asset. No two assets (text, image, condition, or list) in any state can exist with the same name.

    • Description: Type a description of the asset.

    • Category: Select a category for the condition. The System Administrator defines the categories.

    • Subcategory: Select a subcategory for the condition. The System Administrator defines the subcategories.

    • Data Dictionary: (Optional) Select the data dictionary to which to connect. Only assets that use the same data dictionary as the letter, or assets that have no data dictionary assigned, can be selected. Assigning a data dictionary to a condition makes it easier for the person creating a letter template to find the appropriate condition.

    • Comment: Enter an optional comment. If you are editing an existing asset, you can use this box to indicate the reason for the edit.

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    New Condition Window
  4. Click OK.

  5. You can create new assets or select existing ones. The Content Library pane on the right lists all of the existing resources available. You can filter the resources you need by selecting the appropriate filter (text, image, list, or condition). If no filter is selected, then all resources are displayed. You can also search using the basic and advance search features.

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    Condition Editor
  6. To add an asset to the list, select it in the Resource pane and click Insert.

  7. The asset is added to the Expression pane.

  8. To change the order of the assets within the list, select an asset in the Expression pane and use the arrows to move the asset.

  9. You can delete an expression by clicking the delete button.

  10. You can edit an expression by clicking the edit button.

  11. You can copy an expression by clicking the copy button.

  12. You can add expressions by clicking Add Expression to open the Expression Builder.

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    Add a new expression

  13. In the Expression Builder view, you can create complex expressions. Insert items from the Data Elements view, apply operators, and when completed click Validate to ensure that the expression is valid.

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    Expression Builder
  14. Click OK.

  15. Click Done.