In this tutorial, we will create a small module that selects a contract clause based on an end user's response, using the Text Block values and Updating features.
This technique can be applied in various scenarios, especially in document generation, where content depends on end user answers.
How to implement clauses via text block updates
In this example, we will build a small module that picks a clause depending on one end user answer.
-
Start by creating a Text Block value node named Clause1. It will later hold the first clause. Leave the text block empty for now.
-
Create an input node that asks the end user a question. For instance, you can inquire about the type of agreement, allowing the end user to choose between a unilateral and mutual agreement.
-
Create another Text Block value and name it Clause1 as well. This will overwrite and update the existing Clause1 variable. Enter the text version of the clause that should be displayed when the agreement type is Unilateral.
-
Add a condition to the transition leading to the lower Clause1 Text Block value. Configure the condition so that the Agreement type must be Unilateral to reach this Text Block value.
-
To implement the Mutual clause, create yet another Text Block value below the Agreement Type node, naming it Clause1 to update the existing variable. Enter the text version of the clause that should be displayed when the agreement type is Mutual.
-
Add a condition to the transition leading to the new Clause1 Text Block value. Configure the condition so that Agreement type must be equal to Mutual.
-
Finally, reference the Clause1 variable wherever you would like to insert the clause. Typically, clauses are inserted into a document generated using the Create Document action. In this exercise, we will simply reference it in a Result node. You have now successfully implemented clauses using text block updates!