Use the Text Block value to add custom text to your module. For example, you can create paragraphs of text which you can reference in another node.
Note on Legacy Behavior
Text Block action nodes are now Value nodes and behave in the same way as an action node by using the same node label. You can still create Text Blocks when inserting an action node.
Create and store paragraphs
Let’s say you want to generate a Non-Disclosure Agreement in your module. This NDA contains clauses or sections which only need to be inserted if the user gives a particular response - the inclusion of this text depends on certain conditions being met. You can use the Text Block value to store the content of these conditional sections. Then you can later reference these Text Blocks while creating a document.
Generate easy-to-see conditional logic
Use the Text Block value to store text that you can reference based on conditional logic in your module. We recommend using the Text Block value (along with conditions in your transitions) instead of using Conditional blocks. While both function in the same way, it is easier to visualize the conditional logic behind Text Block values since you can see them directly in your graph. Conditional blocks embedded into the CONTENT area of various nodes are harder to visualize without clicking into the specific block.
Follow the directions below to add a Text Block value to your module. This section covers the basic procedure to add a Text Block to your module. See below for more advanced instructions.
- Click the plus icon “ + ” on a node.
- Select New Value.
- In the attribute editor which opens, choose Text Block.
- Double-click New Value and give your textblock a name. This name will not be displayed to your users.
You can now enter text into the CONTENT field of the attribute editor. Learn about adding content in the Parameters section below.
Link your Text Blocks to add clauses
Sometimes, you want to use your module to generate a document with clauses which are inserted based on certain user responses. This section demonstrates how to do this by linking your Text Blocks. Note that this is an advanced usage of the Text Block value.
Add a blank Text Block
First, follow the steps in the procedure above to add a Text Block to your module. We suggest that you add this action as high up in the graph as possible.
Then, rename your Text Block. You'll name your other Text Blocks this same name in order to link them together. Once your Text Blocks are linked, you can use their shared name to refer to them from a document or email. The relevant Text Block based on your decision tree will be selected.
Leave the CONTENT parameter of this Text Block blank, as shown below.
Add linked Text Blocks
Now, you can start adding clauses (additional Text Blocks) to your module which are inserted based on the conditional logic you specify in your transitions.
To do this, you will create additional Text Blocks. First, locate the node in your tree which requires different explanatory clauses for different user responses. For instance, you might have a node which asks the user if they have approval to proceed with the transaction. If the user responds "yes," the relevant Text Block will be displayed. However, if the user responds "no", the alternative Text Block will be displayed.
Under this node create two Text Blocks as shown below. Rename these Text Blocks with the same name as the blank Text Block you created above. Notice that a circular arrow icon appears in front of your Text Block's name. This indicates that your new Text Block is linked to the Text Block with the same name above. Populate the CONTENT parameter of the Text Blocks. Learn more about the CONTENT parameter below.
Output your clauses
After you've created your Text Blocks, you can reference them in your Result node or in a document using their shared name, as shown below. The relevant Text Block will be displayed to the user based on their interaction with your decision tree.
Enter text into the CONTENT field, as shown below.
You can use the same formatting options available to you when you create other nodes in your module. As with other nodes, click on INSERT to add content insert items (conditional blocks, info blocks or images). You can also reference values from other nodes in this field.
Please note that you cannot insert content that is formatted as table in your text block value into a table inside your DOCX template! This will result in an error message and unsuccessful document generation.