Related Products: Signature Manager Exchange Edition | Signature Manager Outlook Edition
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You would like to display information based on a particular set of conditions to be met. This could be for an individual, a department, office location and so on.
For example, you may want a banner in your signature template to display if the department field is equal to marketing.
Each conditional rule can be used to add a further level of automation to your signature.
Simple conditions are based on a single field with a single value, in this case - if Department is equal to Marketing, then show the Marketing banner.
- Insert a conditional field into your template from Fields > Advanced > Conditional Field:
- Click Add:
- Choose the field you would like to check. In this example we are using Department:
- Choose the condition you would like to use. In this example we are using is equal to:
- Provide the result you are looking for. In this example we are using Marketing:
- Provide the conditions outcome. In this example, it is text displaying Marketing promotion:
- Click OK.
- Repeat the steps above for more than one condition to be checked.
- If you do not want anything else to happen, simply click OK.
If you want a Fallback condition to take place if the condition is not met, add a fallback into the if none of the above apply then this field's value is option.
In this example, we have General promotion:
- Once completed, click OK.
Conditional field rules
|What it does
|is equal to
|Checks a field to see if it matches the request
|is not equal to
|Checks a field to see if it does not match the request
|Checks a field to see if it contains the request
|Checks a field to see if it starts with the request
|Checks a field to see if it ends with the request
|Checks if a field is present (or contains anything)
|is not present
|Checks if a field is not present (or does not contain anything)
Within conditions, you can create further conditional fields based on a value. This can add further customization to your signature template.
- Create the initial condition up to step 6 in the simple condition steps above.
- In the Then this conditional field's value is option select the three dots:
- Create a new Conditional field inside of this Fields > Advanced > Conditional Field.
- Click Add and start making the new condition, this time selecting Title and checking to see if it is equal to Manager:
- In Then this conditional field's value is option set Marketing Manager Banner then click OK:
- In If none of the above apply then this fields's value is option set to Marketing Banner:
- Click OK.