Conditional Logic in Salesforce Documents with Dochly
Dochly's Conditional Logic lets you build smart document templates that automatically show or hide sections, apply formatting and include dynamic tables based on any Salesforce field value — 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
Dynamic 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 tables that dynamically show or hide rows and columns based on Salesforce field values — perfect for pricing tables, line items and conditional product lists.
Intermediate
9 min
5
How to Apply Conditional Formatting to Documents in Salesforce with Dochly
Apply different fonts, colours, styles and formatting to document content based on Salesforce field values — highlight urgent items, flag statuses and style content dynamically.
Intermediate
7 min
6
How to Use Conditional Logic with Related Lists in Dochly
Apply conditional logic to related list data — show or hide related object sections, filter which related records appear and control related list content based on field values.
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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