Rules Widget: Conditional Content Inside a Block

With the Rules widget, you can build rules using custom variables in your Qwilr templates to determine what content appears and disappears inside a block. If you're looking to build this at the block level, see our Conditional Content article.

The rules are defined by conditions, where a variable field is selected as the filter point and the condition is set based on whether certain information appears or is entered in that field on page creation.

In the instructions below we'll be showing you screenshots using native custom variables you can create on your Qwilr templates directly. A Rules widget can also be setup using CRM-integrated variables and variables under your Account tab.

In this article:

• Account, CRM, and Custom Variables
• Set Up Your First Rule
• Types of Conditions
• Multiple Conditions - Adding/Removing
• Conditions in Action
• Rules widgets inside of Agreement blocks
• FAQs About the Rules Widget

What is the difference between Account, CRM, and Custom Variables?

Qwilr has different categories of variables we discuss in this and other help docs.

• Custom variables are variables setup specifically for Conditional Content in templates.
• Account variables are variables you create in your Qwilr account to populate fields on page creation.
• CRM variables are variables pulled in from your CRM Integrated templates.

Our Rules widget can utilize any of these variables for setting up a condition to include or exclude the content inside of the Rules widget.

Set Up Your First Rule

First, head over to Templates in the left-hand sidebar of your Qwilr dashboard. From there you can choose to create a brand new template or edit an existing one. Feel free to test it out by cloning an existing template and editing the clone.

Place your cursor on a blank line inside a Content block or Agreement block. Click the + symbol that appears (or type /rules) to bring up the Widget menu, and choose Rules.

This adds an empty Rules widget to your block. Drag or insert whatever content you'd like to control into it; this could be text, an image, or another widget.

Once you've added content, click the Select a variable dropdown, select the variable from the left conditional content menu. This is where you get into the details of what will and won't show depending on the conditions you set in the template.

In the example below we'll start by adding a If 'Region' includes 'Australia' from our Region dropdown variable Then show our columns widget that includes 3 general Australian images.

This means that when creating a page from this template, when we set the Region to "Australia" the content inside this Rules widget will show. Next, let's talk about the types of conditions we can set up.

Types of Conditions

There are 3 major types of conditions built from the 6 variable categories. All these condition categories will be available to set.

These conditions allow you to better set what will or won't trigger the content inside the Rules widget showing on the page.

The variables that can drive a rule are the same Custom, Account, and CRM variables that already power Conditional Content at the block level.

Multiple Conditions - Adding/Removing

Qwilr allows multiple conditions to be applied to a Rules widget to define what content shows up on the page. You can utilize either the And or Or operators to set the rules logic.

Regardless of using And or Or, you can apply the different variables or the same variable. For example, you could have a rule set to show if the Region include "Australia" And if the State is "New South Wales".

Or you could set it to show if the Region is "Australia" Or if the Region is "New Zealand".

You can utilize up to 10 OR conditions for a rule, combining them along with And conditions as needed, up to a maximum nesting depth of 10, to decide what content shows and what remains hidden based on the information provided for those variable fields.

To remove a condition, click on the trash icon to the right of the condition row in order to delete condition.

Conditions in Action

Now that you've set up your Rules widget with conditions, you can see it in action! Below we have an example of a page being created from our template with our Region condition on two Rules widgets inside the same block. One piece of content will show up if the condition Region is "Australia" is met, while the other will show up if the condition Region is "US" is met.

Note: video does not have sound

Rules widgets can be placed in-line on a Qwilr proposal, as well as inside of columns and accordion widgets. Rules widgets cannot be placed inside of tables widgets.

Rules widgets cannot be nested inside another rules widget.

Rules widgets inside Agreement blocks

Rules widgets can also be included inside of an Agreement block in a template. Sellers can show or hide specific clauses, terms, or sections of a contract based on a variable. For example; swapping in the right jurisdiction's terms, or showing a clause only for a certain deal size, or region. Any content already available in the Agreement block can be controlled by a Rules widget including text, tables, divider lines, quote summary widgets, additional signature lines, and initials.

FAQs About the Rules Widget

How is the Rules widget different from Conditional Content?

Conditional Content shows or hides an entire block. The Rules widget shows or hides content inside a block like a paragraph, an image, or a group of widgets, without needing to hide the whole surrounding block. Both features use the same underlying variables and conditions; the Rules widget just applies them at a more granular level.

Where can I add a Rules widget?

Rules widgets are part of the Smart Proposal Engine for our Scale customers and are added to a template (not a live page). Use the + symbol or the /rules shortcut to add them to your template content.

What can the Rules widget control?

Any text content, widget, or group of widgets can be wrapped in a Rules widget.

What variables can drive a rule?

The same Custom, Account, and CRM variables that power Conditional Content today. There are no new variable types introduced with the Rules widget.

Where can a Rules widget be placed?

Rules widgets can be placed in-line on a Qwilr proposal, as well as inside of columns and accordion widgets. They can also be placed inside of an Agreement within a template. Rules widgets cannot be nested within other Rules widgets.

Does editing a Rules widget work the same as a editing other Qwilr content?

Not quite. A Rules widget stays in edit mode until you explicitly click Done. Clicking away doesn't close it, and multiple Rules widgets can be in edit mode at once. Make sure to click Done when finished editing each of your Rules widgets.

Can I set up "else if" or multiple branching conditions?

No. Qwilr only supports and/or conditions with Rules widgets at this time. Use additional Rules widgets in the same block to achieve a multiple-branch effect.

Can I select multiple existing widgets and wrap a rule around them?

Not currently. A Rules widget is created empty and filled one at a time; to add multiple widgets to a rule, drag them in after creating the Rules widget.

Does the Rules widget support full-width content?

A wide or full-width child inside a Rules widget may visually overflow its wrapper in the template view. This is cosmetic, editor-view only, and disappears once the page is created.

What happens if a condition breaks (e.g. a variable is deleted)?

A condition pointing at a deleted or missing variable keeps its content showing rather than hiding it; the same behavior as Conditional Content today. The widget shows a red outline in the editor so it's easy to spot.

What happens to a Rules widget if I save the block to my library?

The wrapper is removed and the content stays, unconditional. You also can't add a Rules widget while editing a Saved Block directly.

Are there limits on how complex a condition can be?

Yes. There is a maximum of 10 conditions in an and/or Rules widget.

Do I need the Smart Proposal Engine to use the Rules widget?

Yes. The Rules widget follows the same availability as Conditional Content, which is part of the Smart Proposal Engine on the Scale plan.

If you have any questions about the Rules widget, please feel free to reach out to the Qwilr Support team either by emailing help@qwilr.com or clicking the help button at the right of your Qwilr account.