If Statements

If statements are powerful tools in Knackly. By answering or not answering a question, you can or cannot reveal more information. For example, if a client was filling out a form and was asked for their middle name but did not give it, the finished document shows only their first and last name.

Another example is a client being asked if they have children. If they say yes, then a section about information for the child will appear—first name, last name, date of birth, etc. If they say no, then no section for the child will appear and in the finished document you will see that they have no children.

Here are some examples with formatting:

If Statements with True/False Variables

You could have a toggle for a variable titled IsTaxPlanning. Leaving it on means true while selecting it off means false. If true, a blurb about tax planning will appear in the final document. If false, no blurb will appear.

{[if IsTaxPlanning]}
Advanced Planning. In addition to the services described in Paragraphs 2.1. and 2.2., Attorney shall prepare for Client. Attorney shall also provide Client with appropriate tax identification numbers for any irrevocable trusts which will be funded immediately and will provide the trustee with a letter outlining the scope of responsibilities which the trustee must perform.
{[endif]}

The finished product for this if statement appears as below. Note that we used italics but you do not have to:

Advanced Planning. In addition to the services described in Paragraphs 2.1. and 2.2., Attorney shall prepare for Client. Attorney shall also provide Client with appropriate tax identification numbers for any irrevocable trusts which will be funded immediately and will provide the trustee with a letter outlining the scope of responsibilities which the trustee must perform.

Additionally, if you use a true/false variable with an if statement and include the true/false variable itself, then "true" and the additional information appears. If false, "false" appears in the finished document.

{[if IsTaxPlanning]}
{[IsTaxPlanning]}
Advanced Planning. In addition to the services described in Paragraphs 2.1. and 2.2., Attorney shall prepare for Client. Attorney shall also provide Client with appropriate tax identification numbers for any irrevocable trusts which will be funded immediately and will provide the trustee with a letter outlining the scope of responsibilities which the trustee must perform.
{[endif]}

The finished product for this if statement as true appears as shown below. Note that we used italics but you do not have to:

True

If Statements with Selection Variables

You can include if statements for more than one option. For a selection variable, say you are asking between needing a Will; a Will, POA, and Health POA; or a Will, Trust, POA, and Health POA. You can list out these options and when a selection is made, then in the finished document you can see which selection a client needs.

{[if PlanType == “Will Only”]}
You have chosen to only have a Will created for your estate.
{[elseif PlanType == “Will, POA, Health POA”]}
You have chosen to have a Will, POA, and Health POA
{[else]}
You have chosen to have a Will, Trust, POA, Health POA
{[endif]}