Insert Special Field is a function that allows you to map a data field to your Document that is not simply a native, available field in the Data Model.
There a number of functions under Insert Special Field - only IF and Date are currently useful in Document Manager.
Insert Special Field: Date
This allows you to insert a date field, so that when the document is generated, the date that it is generated will populate onto the Document.
You need to ensure your cursor is where you want to add the Date on your Document:
When you select this function, a popup will appear and you can select/insert the Date format that you want on your Document:
Click OK and the Date field will be added to your document:
Insert Special Field: IF
IF is a very useful Special Field that can be used to:
change the native payload of the data element
make a data payload NOT appear under certain circumstances
Working example: Changing True/False to Yes/No
An example of how this is useful is where there is not a 'cover' version of a field and you want to make the payload data more suitable for the document.
For the field "IsExistingCustomer", the native payload data is either True or False:
In order to change the payload data to Yes or No, which is more suitable for my Document, I can put my cursor in the cell and click Insert Special Field - IF:
This then gives me a popup that allows me to set the logic that:
where IsExistingCustomer = True, then change the payload data to Yes
where IsExistingCustomer = anything else (ie False), then change the payload data to No
Note it is important that you get the exact structure of the Field Name and Compare to correct (spaces, capitals etc)
This will then insert an IF on your cell. The original field will still be there as well:
You will need to remove (Delete) the original field so that you only have the IF special field in your cell:
This will then populate Yes/No rather than True/False when you generate your document:
Working example: Using IF to make only a selected 'option' appear on your Document
In this example, in Loanapp an applicant can select a "reason" why they want Principle and Interest repayments:we want to map only the selected 'option' an applicant has chosen for the
On our document, we want only the selected item to appear. To do this, we can set a series of IF Special Fields, so that only where Yes (True) is chosen, will the Reason be populated onto the Document:
An example of the logic:
And when we generate our document, only the selected option (ie True) is populated:
