Modifying branch conditions for print documents

Modify branch conditions for a print document in a form to change when the document can be printed. When a form has branch conditions for its print document, the document is not available to print until the conditions have been satisfied. A branch condition is satisfied when the answer to a specified question in the form matches a predetermined value. A print document can have multiple branch conditions. When a print document has multiple branch conditions, you specify whether the branch is satisfied when any one of the conditions is satisfied, or when all of the conditions are satisfied.

To modify a branch condition for a print document in a form:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to modify branch conditions for print documents. If you selected a business process template, select the Form subtab.
3. In the Flow tab, in the flow area, click Edit. The Edit Document Bundle dialog opens.
4. Click the Action button beside the print document, then select Edit Condition. The Edit Attachment Condition dialog opens.
5. Edit the desired branch condition fields:
   • Page
     The page that has the question you want to reference.
   • Question
     The question that you want to use as a branch condition. The answer to the question will determine whether the document can be printed.
   • Not
     Select the Not checkbox to specify that the value in the Question field should not equal the value in the Value field.
   • Value
     The value that will be validated against the Question field to determine whether the document can be printed.
   • AND
     Indicates that the current condition and its following condition must both return a true result for the branch to evaluate to true.
   • OR
     Indicates that either the current condition or its following condition must return a true result for the branch to evaluate to true.
6. Click OK. The Edit Attachment Condition dialog closes.
7. Click OK. The Edit Document Bundle dialog closes.

The branch condition for the print document in the form is modified. After the form is completed, the document can be printed only when the branch condition is satisfied.