Summary

Synopsis

Discussion

In addition to the template language which supports conditional content based on the existence of a certain field, Flexera Software has extended the email template functionality in the Producer Portal to support conditional content based on the actual value of the field. Only simple string comparisons are supported, for example, we do not support greater than or less than comparisons.

Email template preview will only show one of the possible options as the sample data can only have a single value. Validation of the email template should be performed in the UAT environment by submitting transactions with the various data values followed by reviewing the resulting emails through the Producer Portal.

Additional Information

There are 4 conditional ?if? operators:

· The field exists

· The value of a field equal to the test value

· The value of a field NOT equal to the test value

· The value of a field is null

Specifications

[[IF TAG=?x?]] text to display if field x exists, including merge tags [[END IF]]

[[IF TAG=?x? VALUE=?y?]] text to display if value = y, including merge tags [[END IF]]

[IF TAG=?x? VALUENOT=?y?]] text to display if value <> y, including merge tags [[END IF]]

[[IFNULL TAG="x"]] text to display if value of x is null, including merge tags [[END IFNULL]]

Samples:

[[IF TAG="FIRST_NAME" VALUE="Brian"]]

You are a cool guy!

[[END IF]]

[[IF TAG="FIRST_NAME" VALUENOT="Brian"]]

You are OK too.

[[END IF]]

To account for the 'Yes' vs. all other data scenarios for non-required values, users will need to include the following three conditions:

[[IF TAG="ORDER_UDF" CODE="ShipPhysical" VALUE="Yes"]] Here is the content for the order emails with the ShipPhysical UDF set to Yes. [[END IF]]

[[IF TAG="ORDER_UDF" CODE="ShipPhysical" VALUENOT="Yes"]] Here is the content for the order emails with the ShipPhysical UDF not set to Yes. [[END IF]]

[[IFNULL TAG="ORDER_UDF" CODE="ShipPhysical "]] Here is the content for the order emails with no value (null) for the ShipPhysical UDF (when no ShipPhysical UDF exists for the Order). [[END IFNULL]]