Conditional Logic in Salesforce Documents with Dochly
Dochly's Conditional Logic lets you build smart document templates that automatically show or hide sections and content based on any Salesforce field value, and pull table rows directly from related lists all without writing code. These 7 guides cover everything from adding your first condition to using advanced if-else logic with related lists.
No Developer Needed
Any Salesforce Field
Related List Tables
If-Else Conditions
100% Native Salesforce
All Guides
7 articles
1
How to Add Conditional Logic to a Document Template in Dochly
Get started with conditional logic in Dochly add your first condition to a document template and control which content appears based on Salesforce field values.
Beginner
7 min
2
How to Show or Hide Document Sections Based on Salesforce Fields
Conditionally show or hide entire document sections based on any Salesforce field value display the right clauses, terms and content for each specific record automatically.
Beginner
6 min
3
How to Use If-Else Conditions in a Dochly Document Template
Build if-else logic into your document templates show one block of content if a condition is true and a different block if it's false, all driven by Salesforce data.
Intermediate
8 min
4
How to Create Dynamic Tables with Conditional Logic in Dochly
Build a table in your document template that pulls every row directly from a Salesforce related list, with a fixed set of columns — perfect for line item lists, pricing tables, and related record listings.
Intermediate
9 min
5
Conditional Formatting in Dochly: What's Supported (and What Isn't)
Colour, bold, and border formatting driven by field values isn't currently supported. See what is supported for adapting a document's content — conditionally showing or hiding sections and text.
Reference
2 min
6
How to Use Conditional Logic with Related Lists in Dochly
Apply conditional logic to related list sections show or hide an entire related list table based on Salesforce field values. Once shown, the table lists every record from the related list in a fixed set of columns — there's no built-in way to filter which individual rows appear.
Advanced
10 min
7
Conditional Logic Troubleshooting Common Errors and Fixes in Dochly
Fix the most common Dochly conditional logic errors conditions not triggering, wrong sections showing, formatting not applying and related list logic issues.
Reference
8 min
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