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Introduction

A visible rule bookmark determines the appropriate text to include in a correspondence based on the results of a mapped condition expression. In this example, a visible rule bookmarks points to a visible rule that checks whether a field value is equal to "ORDR".

Detailed Steps

Step 1. Open the correspondence, then open the Word template.

With the Correspondence Service running, open the correspondence you want to configure, open the More menu, and click the Open Word Template icon. 

Step 2. Update the template, then save the template.

Insert a visible rule bookmarks the way you'd insert any bookmark: Select the type (Visible Rule), enter the Bookmark Name, and click Add.

This visible rule bookmark displays one block of text if the value of OrderStatus is "ORDR" and another block of text if the value is not "ORDR". 

Step 3. Synchronize the bookmarks.

This imports the new template bookmarks you just added.

Step 4. Map the non-rule bookmarks.

Map any new bookmarks you added. This example added a new field bookmark. In this example, the application will populate the value in the Orderstatus column whenever it sees the OrderStatus bookmark.

Step 5. Open the Visible Rule tab, then enter the Rule ID.

Select the desired Rule ID from the dropdown list.

Make sure the entity contains the expression you want to use in the Conditions section.

Step 6. Save the correspondence.

When the correspondence is generated for an order whose status is "ORDR", the correspondence includes the configured text.

 
When the correspondence is generated for an order whose status is not "ORDR", the correspondence includes different text.

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