Conditional logic

Conditional logic is how you tell Portant: only do this when the data looks like that. Use it to skip rows that aren't ready, send a different email when a deal is won versus lost, or stop a workflow firing for cases that shouldn't trigger it.

In this section

1. Conditional logic for documents, only generate a document when the source row matches your rules.
2. Conditional logic for emails, only send an email when the conditions are met.

Related

If you want to show or hide content inside a document depending on the data (for example, hide a paragraph when a field is empty), see tag if statements. It's a related but different concept: if statements work on the content of one document, conditional logic decides whether the document or email runs at all.