You can insert a Block into a Template that only appears under specific conditions—such as when the broker is under BID, holds an ACR, or operates under an ACL.
Common Scenarios:
Some brokers operate under BID, others do not.
Some brokers use an ACL, while others use an ACR.
How to Insert a Conditional Block
1
Open the Template Editor
2
Place your cursor where you want the conditional Block to appear.
3
In the editor toolbar, click the Conditional Block icon.
Conditional Block
4
Configure the logic:
Condition – e.g., Broker Is Bid, Broker is ACR or ACL
Operator – Is
Value - e.g., Yes, No , ACR, ACL
The following screenshot shows an example of two Conditional Blocks used within a Credit Proposal. In this example, the content under “About this Credit Proposal” changes dynamically based on the selected condition.
