Portant Portant Docs

Tag if statements

Use an IF formula inside a tag to show different content depending on a value from your source. Helpful for things like swapping a salutation, hiding a section when a field is empty, or labelling a row based on its data.

If statements run inside the document body. To decide whether a document gets generated at all, see conditional logic for documents.

IF formula evaluated inside a Portant tag

=IF() formula

Returns one value if a logical expression is TRUE, and another if it's FALSE.

Sample usage

{{=IF(tag name = "Hello", "Tag says hello!", "Tag is something else")}} -> Tag says hello!

{{=IF(tag name, "Tag was true", "Tag was false")}} -> "Tag was false"

{{=IF("TRUE", 4, 5)}} -> 4

Syntax

{{=IF(logical_expression, value_if_true, value_if_false)}}

  • logical_expression: An expression or a reference to a field that evaluates to TRUE or FALSE.
  • value_if_true: The value the function returns if logical_expression is TRUE.
  • value_if_false (optional, blank by default): The value the function returns if logical_expression is FALSE.

Tags inside the brackets don't need {{ and }} around them.

Contains

Use ~ instead of = to check whether one string contains another (in either direction).

{{=IF(tag name ~ "foo", "Tag contains foo", "Tag does not contain foo")}}

This formula is true if the value of tag name contains "foo".

=SUMIF() filter and sum

In a data grouping workflow, SUMIF adds up values that meet a condition.

{{=SUMIF(Product Type = "Service", Product Cost)}}

IF formulas and data grouping

=IF() check each item

Inside a data grouping table, =IF() evaluates the condition against each value of the varying field.

{{=IF(Data Group Value = "Wally", "Found him!", "Nada!")}}

For example:

Data Group Value Formula
{{Data Group Value}} {{=IF(Data Group Value = "Wally", "Found him!", "Nada!")}}

would produce:

Data Group Value Formula
Wally Found him!
Nada!
Waldo Nada!

=IF() show text only if there's a value

Leave the condition out to show a value only when the field has data:

{{=IF(Data Group Value, "Data present", "")}}

For example:

Data Group Value Formula
{{Data Group Value}} {{=IF(Data Group Value, "Data present", "")}}

would produce:

Data Group Value Formula
Wally Data present
Waldo Data present

=IFANY() check across the whole data set

In a data grouping workflow, IFANY evaluates the condition against every value of the varying field, not each one individually.

{{=IFANY(Data Group Value = "Wally", "Found him!", "Nada!")}}