Using Multiple Templates Within One App

If you have added a template within the Online Workspace, an app will not automatically produce. But the Word designer defaults to create an app for each template. This can create many different apps for each individual app, however, it can be convenient to only have one app that can create many finished documents.

Within the Word designer, you can choose to opt out of creating an app for each template by checking off the User access via app selection.

To create an app that contains multiple templates, follow these steps:

1. Create a list of selection variable. We named ours SelectDocs. We updated our question prompt to Select documents to produce. In the Select From section, select Options defined below. Within the table, enter the names of the documents that are to be included within this app. Save.

   Note: If you are using multiple apps, you may decide to go with a more specific naming convention, for example, EstateSelectDocs to signify that this specific selection of documents is for the Estate app.

   

2. Navigate to the apps tab. Either create a new app or update a current one. We will create an app Documents. You can choose an Initial Template or skip this option.
3. Insert conditional logic to the App Template. For our SelectDocs example, we would use the following:

{[if SelectDocs|contains: "Engagement Letter"]}
     {[EngagementLetter]}
{[endif]}
{[if SelectDocs|contains: "Sample"]}
     {[Sample]}
{[endif]}

4. Save.

   

5. Run the Documents app.

By creating an app that produces multiple documents, we are surrounding the entire temple with conditional logic. Therefore, only when an option in the SelectDocs variable is answered, the corresponding questions for that template will populate within the interview.

Note: The SelectDocs variable and templates are only related through the if statements within the app. If you upload a new template that you want to see in this app, you would need to edit the SelectDocs variable to add a name for the document and update the app with new if statements.