If (Conditionals)

Conditional fields allow you to show or hide sections of your template based on data values. Use them to create dynamic documents that adapt to each client's situation.

Basic syntax

Use {{#if}} to conditionally render a block. The block renders if the field is truthy (not null, not empty, not false, not zero).

{{#if has_insurance}}
Your current insurance arrangements are summarised below.
{{/if}}

If/else

Use {{else}} to provide fallback content when the condition is false.

{{#if has_spouse}}
This advice covers both {{client_name}} and {{spouse_name}}.
{{else}}
This advice is prepared for {{client_name}}.
{{/if}}

Comparison operators

You can compare field values using operators for more precise conditions.

{{#if risk_score gt 7}}
Based on your high risk tolerance, we recommend a growth-oriented strategy.
{{/if}}

{{#if age gte 65}}
As you are at or approaching retirement age, we have focused on capital preservation.
{{/if}}

{{#if risk_profile eq "Conservative"}}
Your conservative profile means we prioritise stability over growth.
{{/if}}

• eq — equals
• neq — not equals
• gt — greater than
• gte — greater than or equal to
• lt — less than
• lte — less than or equal to