Not all data that you need to populate on a Print Form will be available in the Document Engine Data.
Where this is the case, you can 'construct' the data element you need, as a "Rule Based Data Point".
This means...you can create 'anything' to be available in your data for mapping to print forms 🤩
Create a "Rule Based Data Point"
First you need to create your Rule Based Data Point in the Policy Engine. Go to Solutions/ Loan Data/Policy & Decisioning:
Put your Policy Engine into Draft, and in the Event dropdown, navigate to the "Print Form rule based data points" section:
Next construct your rule. Click Add and build your rule. In this example, I want to create a Data Point that will tell me where there are NO conditions in the Assessment Data:
Save, and enable the rule in the Policy Engine, and Release your draft:
Check the Data Point is now in your Data Model
Go to Account/Document Manager:
The Rule Based Data Points are in the top-most layer of the data model - and so will appear at the start of an applications' data - you can search for RuleBasedDataPoints to see if your new Data Point is now there:
Map the Data Point to your Print Form
Now that you have constructed your new data point, you will be able to map it onto your Print Form. Make sure your Print Form is in draft; and then select "RuleBasedDataPoints" to drill down to that part of the datamodel:
Put your cursor on the section of the document that you want to populate your new data element;
go to Reporting;
go to Insert Merge Field
select RuleBasedDataPoints, and then the new Data Point:
This will then map the output of my new data point (true) onto the form:
And when I test and generate:
Use an IF statement to populate something different than the output
In this example, I actually want to say that where there are no conditions; I want the wording to say something like that (not just 'true). To do this, add an IF statement.
go to Reporting;
go to Insert Special Field
select IF:
You will then need to construct your IF statement - where RuleBasedDataPoints.NoConditionOfApproval = True, instead add XXX:
When tested, this then adds the Insert Text where the new DataPoint = True:
