Examples

Use Case 1: Line items table: show only discounted products

Inside a FOR loop over Opportunity.LineItems, include a table row only when the line has a discount (e.g., LineItem.DiscountPercent > 0 or LineItem.HasDiscount__c = true).

Example data:

{
    "Opportunity": {
        "LineItems": [
            {
                "ProductName": "Annual Subscription",
                "Quantity": 10,
                "UnitPrice": 120,
              "DiscountPercent": 0.15,
                "TotalPrice": 1020
            },
            {
                "ProductName": "Onboarding Package",
                "Quantity": 1,
                "UnitPrice": 2500,
                "DiscountPercent": 0,
                "TotalPrice": 2500
            },
            {
                "ProductName": "Premium Support",
                "Quantity": 1,
                "UnitPrice": 800,
              "DiscountPercent": 0.05,
                "TotalPrice": 760
            }
        ],
        "TotalOpportunityPrice": 4280
    }
}

Template Document:

Output:

Use Case 2: Renewal thank-you message

Display a renewal thank-you block when the Opportunity is a renewal and is won (e.g., Opportunity.IsRenewal__c = true and Opportunity.StageName = "Closed Won").

Example data:

{
    "Opportunity": {
        "Name": "FY25 MergeUp Subscription - Acme",
        "IsRenewal__c": true,
        "StageName": "Closed Won",
        "CloseDate": "2025-09-15",
        "RenewalEndDate__c": "2026-09-14",
        "TermMonths__c": 12,
        "Amount": 4000,
        "accName": "Acme Corporation",
        "ownerName": "Jordan Lee",
        "ownerEmail": "jordan.lee@upsource.solutions"
    }
}

Template Document:

Output:

Notes

• Variables defined in an EXEC command can be used in the conditions of an IF command.
• There are no ELSE IF or ELSE commands at the moment but you can use multiple IF commands with opposite conditions to achieve the same result

Next Steps

• About IF

• IF in Excel

• IF in PowerPoint