Note: You can check only categories of the main record for which a document is being generated.

1.Open the RTF in the Data Mapping tool. See Opening an RTF in the Data Mapping Tool.

2.Select the if@ merge field that you want to map from the Merge Field drop-down list.

The option Map to an object field is selected automatically as the Mapping Function.

3.Click the Object Navigator icon .

The Object Navigator opens to the T-table of the object on which your template is based.

For example, if the document template is for a custom object, such as Matter, then the Matter table appears.

4.Select detailList-> and click traverse. Click ok.

The Object Navigator window closes and the path appears in the Object Navigator field. A drop-down list of categories appears.

5.Select the category that you want to check for existence in the record to determine whether the content within the if@ merge fields should be generated.

6.Select Negate if you want the content to be generated when the selected category is NOT present in the record. Otherwise, leave the check-box unchecked.

7.Click add more.

8.Click Save Mapping.

1.Open the RTF in the Data Mapping tool. See Opening an RTF in the Data Mapping Tool.

2.Select the if@ merge field that you want to map from the Merge Field drop-down list.

The option Map to an object field is selected automatically as the Mapping Function.

3.Click the Object Navigator icon .

The Object Navigator opens to the T-table of the object on which your template is based.

For example, if the document template is for a custom object, such as Matter, then the Matter table appears.

4.Navigate to the system field that you want to check for a value, and click ok.

The Object Navigator window closes and the path appears in the Object Navigator field.

5.Select Negate if you want the content to be generated when the selected system field is NOT populated in the record. Otherwise, leave the check-box unchecked.

6.Click add more.

7.Click Save Mapping.

This method is most useful for custom fields of type List, Number, or Check Box.

Note: You can check only custom fields belonging to the main record for which the document is being generated.

1.Open the RTF in the Data Mapping tool. See Opening an RTF in the Data Mapping Tool.

2.Select the if@ merge field that you want to map from the Merge Field drop-down list.

The option Map to an object field is selected automatically as the Mapping Function.

3.Click the Object Navigator icon .

The Object Navigator opens to the T-table of the object on which your template is based.

For example, if the document template is for a custom object, such as Matter, then the Matter table appears.

4.Select detailList-> and click traverse.

5.Select the category of the custom field, and click traverse.

6.Select the custom field whose value you want to check and click ok.

The Object Navigator window closes and the path appears in the Object Navigator field.

7.Select the value that you want to check for, depending on the field type. For example, if you want to check whether a certain lookup item is selected in the field, select that lookup item.

8.Select Negate if you want the content to be generated when the specified custom field does NOT have the specified value. Otherwise, leave the check-box unchecked.

9.Click add more.

10.Click Save Mapping.

You can use this mapping to check whether a sub-object of a certain type has been added, and thus specify whether content should be generated.

For example, if a certain type of assignee has been added, you may want to list the assignee's contact information in the generated document.

Note: You can check only sub-objects of the main record for which a document is being generated.

1.Open the RTF in the Data Mapping tool. See Opening an RTF in the Data Mapping Tool.

2.Select the if@ merge field that you want to map from the Merge Field drop-down list.

The option Map to an object field is selected automatically as the Mapping Function.

3.Click the Object Navigator icon .

The Object Navigator opens to the T-table of the object on which your template is based.

For example, if the document template is for a custom object, such as Matter, then the Matter table appears.

4.Select the sub-object that you want to check (such as assigneeList->) and click ok.

The Object Navigator window closes and the path appears in the Object Navigator field.

5.Select the type that you want to check for.

6.Select Negate if you want the content to be generated when the specified sub-object type is NOT added. Otherwise, leave the check-box unchecked.

7.Click add more.

8.Click Save Mapping.