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Hello all, 

As part of a Work Location Change Request workflow the IT Team is building for our HR Team, I am trying to generate a document (which I have done successfully) that depending on the response of a form or perhaps editing a ticket/service request field, it will only show one section of the document rather than the whole document. For example: 

If an employee is filling out the Work Location Change Request form and they state they are moving outside of Canada, and their work status will become Virtual, when I generate the document, I want it to only show the section of the Document that pertains to Virtual, rather than the entire document. I am getting the placeholders such as Name, Date and Location but displaying certain sections based on a form or ticket/service request field, I cannot seem to figure out.

FreshService Help Desk said it’s not possible, however, the IT Tech who built the Work Location Change Request workflow managed to do it before he went on Paternity Leave and wasn’t able to document everything in time. When he pushed everything to production from the Sandbox (and destroyed the sandbox), it appears the document generating portion broke. I cannot seem to figure out how he got it to work. Has anyone

Has anyone tried this and been able to successfully display or hide certain parts of the Generated Document based on either a form response or ticket/service request field? 

Hi @rsaad 

 

Have you tried using liquid filters in the document, to show and hide the placeholderS?

 

Roxanne

Hi Roxanne, 

This is what I am currently trying and perhaps I don’t have the right Syntax, but I can’t seem to get it working. 

For example, if a user is filling out the form and they select Canada as their work location, this is how the document is setup as of right now:

 

{{Relocating within Canada}} You will be taxed as an employee of Ontario and will be required to reconcile taxes in {{Province/Territory/State, Country}}. 

You are responsible for determining any income tax implications of maintaining a home office environment. Axonify will not provide tax guidance, nor assume any additional tax liabilities. You are encouraged to consult with a qualified tax professional to discuss income tax implications.

 

But if the user picks “International” in their form response, the above section still appears on the form, which is information that becomes irrelevant to the user who selected International. 

My question is, does the whole section need to be wrapped in some sort of “if” statement? I have been trying many different methods but it doesn’t seem to work

 

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