Editing Document Body - Clause Looping & Complex Clause Conditions
The body of RealtiWeb documents are made up of different clauses. These clauses can be controlled with conditions and clause loops. You can easily see each new clause as the clause colours alternate between white and light blue.
Understanding how clauses work is critical to customizing documents in RealtiWeb. While this article deals exclusively with clause looping and complex clause conditions, you can find additional information about Clause Properties, Conditions, and other document customization tips in the following articles:
Clause Looping
To avoid repetition in the document customization process, you may want to consider clause looping. Clause looping is a method for creating separate, individual clauses for field types where there is more than one entry (i.e mortgages, tenants, purchasers, vendors, etc.). To loop a clause, you must first right-click a clause on a document and select Properties/Conditions. A popup will appear. Navigate to the Looping section.
Choose whether or not the clause needs to loop (one clause for each of….). If looping is required, choose the appropriate looping condition from the pulldown menu (e.g needs to loop based on: Purchasers). Note that when selecting fields in mapping you must to identify the correct fields to use when a document or clause is looped.
Check out this article for more information about looping clauses and documents.
Multiple Conditions When Evaluating a Clause
In some cases, you may need to evaluate a clause on the basis of several conditions. For example, in the image below, the clause is applicable if there is a condominium and no new mortgages on the file.
Clause conditions can be added and edited on the Clause Properties/Conditions screen (as before, with looping), in the Conditions box. Use the Add... and Add Field to add the conditions.
Brackets are used to keep the two conditions separate with ‘and’ or ‘or’ between the two conditions. Nesting each of the fields in brackets, as shown below, is critical to ensuring that the clause is evaluated correctly. You can use the Check button to ensure that you condition syntax is correct.
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To view the complete Clause library, click the attachment at the bottom of this article (ClauseLibrary.pdf) to view and download the complete list.