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Conditionals choose which template text appears based on the report’s data. They can omit wording that does not apply or select the right wording for a province, report type, study class, or property detail. In the editor, conditionals appear as yellow blocks. The finished PDF contains only the wording selected for that report.

Add a conditional

Place the cursor where the conditional wording should appear. Open the Reserve Sense menu from the R button in the editor toolbar and choose Conditional. Reserve Sense menu opened from the R button in the template editor, with Conditional selected Reserve Sense inserts a yellow block; select it to open Conditional Logic. Every conditional starts with an If branch. Choose a field, comparison, and value, then enter the wording that should appear when the condition is met. Add an Else If branch for another case or use Else as the fallback when no earlier branch matches. Conditional Logic dialog showing a province rule that writes levies when matched and assessments in the Else block This example writes “levies” for the selected provinces and “assessments” for every other province. You do not need to add every type of branch. Use a single If when wording should appear only if one condition is met. Add Else If or Else only when another version of the wording is needed.

How Reserve Sense selects a branch

Reserve Sense checks If first, then each Else If in order. Else is used only when none of the earlier branches match. Conditions added within one branch are combined with AND, so every condition in that branch must be true. Use Add condition when several facts must match. For example, a branch can require Province to be New Brunswick and Units (all sections) to be 11 or more. Use separate Else If branches when the alternatives need different wording. You can place variables inside any branch.

Conditional field reference

The tables below list the fields available in Conditional Logic, grouped as they appear in the field menu. After selecting a field, choose a comparison and either a fixed value or an available dynamic value such as Today’s Date. Available comparisons depend on the field:
  • List fields support is, is not, is one of, and is not one of
  • Number and date fields support is, is not, greater than, greater than or equal to, less than, and less than or equal to
  • Yes/no fields support is and is not

Property

Report

Property Section (British Columbia sectioned strata)

If you do not prepare sectioned strata reports, you can skip this group. See Sectioned reports for how these fields select a property section.

Choose a text or page condition

Use Conditional when you need to change wording within a page. Use Show Page Condition when the entire page, chapter, or appendix should appear or disappear. Next: Add links, images, tables, charts, and signatures →