Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.
If the variable value is empty in CRM pull the empty value instead of displaying the variable.
Avoid yellow fields in the document if the value is empty in CRM.
Yana Martynenko
shared this idea
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Paul Cedric Guevarra commented
Conditinal Logic for Variable/CRM Tokens
- will allow the user to set if/then/else logic base on the variable details from the CRM, Eg if the token has no value it will show as blank.
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Conditional Fileds - If the field in CRM is blank it will not show up in the document.
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Charmyn Marchan commented
Set it up so that the custom variable name is not shown, if the custom variable contains no value (blank) - Michael Yoon
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If a field is empty on copper, we should be able to push "empty" value inside PandaDoc instead of having the mapping value token written in yellow.
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Yuliya Tsiushkevich commented
if variables don't have value they shouldn't show up in the document