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Use Tables Fields in Conditions

zuhair_saadat

Hi all, currently, we're using Contract Properties in Conditions which control both which product/pricing are displayed in our order forms, as well as the corresponding legal language which backs up that particular product or pricing.

We're working towards a future where all products and pricing are selected in Salesforce (line items) and are mapped to Ironclad via the Workflow Sync. However, we understand we're not able to use a Table field in a condition, so when a particular product is selected in Salesforce, we can ensure the corresponding language is displayed in the order form.

Our challenge is not all language applies to each product/pricing configuration, so we don't want to display all language related to each product. Therefore, our idea would be to use fields in Tables in conditions, as we also feel formulas wouldn't be the most elegant method for addressing our use case.

How have others solved for this, given conditions are not an option currently? We are invested in using Salesforce line items, but we want to ensure our order forms can be customized to display the relevant language as the products/pricing are selected.

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Comments

Jason Brown

Hi @zuhair_saadat ,

If I follow correctly you can use the following formula in a condition to check whether a specific product is included in a table. Here I am matching by Product Name, but you could also match by SKU or another property if desired.

You can find more on the GetColumn() function in our formula library and in the help center.

zuhair_saadat

Thanks, @Jason_Brown, this makes sense. We will explore incorporating formulas into our conditions as suggested, but can confirm the end-result would get us what we need.

Best,
Zuhair

David_Wieseneck

This is cool!
@Andrew_Smith - did you know this too?

Andrew_Smith

I did! Amazing feature for conditional approvals based on presence of specific products or types of products.

zuhair_saadat

Hello @Jason_Brown, following up to report we had a successful test of this method today, thank you. Based on the `Product Name`, as described above, we now have a condition which ensures certain text displays only if the Product Name matches a certain criteria. Thank you again for your help!