DRTE v5.137 (GA)

Published on April 21, 2026 DRTE

DRTE v5.137 Release Notes

What’s New
1. TemplateEngine: Dynamic HTML Conditional Rendering
2. New Source HTML Action Buttons: Minify and Indent in HTML Content Builder

A. TemplateEngine: Dynamic HTML Conditional Rendering

Purpose

Process HTML templates with Salesforce SOQL data and render conditional blocks dynamically.

Overview

TemplateEngine is a lightweight conditional rendering engine that processes HTML strings containing special template tags. It evaluates if/else conditions against Salesforce SOQL record data and returns the appropriate HTML block, without modifying any content outside the conditional blocks.

How It Works

The engine follows a simple three-step pipeline:

1. Template Syntax

a. Basic If Block
Use when you want to show content only when a condition is true, and nothing otherwise.

{{#if FieldName}}
Content to show when condition is true
{{/if}}

b. If / Else Block
Use when you want different content depending on whether the condition is true or false.

{{#if FieldName == 'Value'}}
Content when condition is TRUE
{{else}}
Content when condition is FALSE
{{/if}}

c. Template From Salesforce Rich Text Editor
When the HTML string comes from the Salesforce Rich Text Editor (RTE), special characters are automatically HTML-encoded. The engine handles this transparently and no manual decoding is needed.

<!-- RTE encodes single quotes as &#39; -->
{{#if Account.BillingStreet == 'Rajasthan'}}
Rajasthan Office
{{else}}
{{Account.BillingStreet}}
{{/if}}

d. Multiple Blocks in One Template
A single HTML string can contain multiple independent conditional blocks. Each is processed separately.

{{#if IsPaid__c}}
<span class='badge green'>PAID</span>
{{else}}
<span class='badge red'>UNPAID</span>
{{/if}}

{{#if StageName == 'Prospecting'}}
<p>Early stage opportunity</p>
{{/if}}

{{#if Amount > 50000}}
<div class='highlight'>High Value Deal</div>
{{else}}
<div>Standard Deal</div>
{{/if}}

2. Condition Expressions

Conditions are written inside {{#if ... }} and support a wide range of comparisons and field types.

3. Supported Operators

4. Field Types

5. Compound Conditions

Combine multiple conditions using && (AND) or || (OR).

<!-- AND: both conditions must be true -->
{{#if StageName == 'Prospecting' && Amount > 10000}}
High-value early stage deal
{{/if}}

<!-- OR: at least one condition must be true -->
{{#if StageName == 'Closed Won' || IsPaid__c}}
Revenue confirmed
{{else}}
Pending
{{/if}}

6. Field References

6.1 Standard Salesforce Fields
Use the Salesforce API field name exactly as returned by the SOQL query.

<!-- Direct fields on the queried object -->
{{#if Name}}...{{/if}}
{{#if StageName == 'Closed Won'}}...{{/if}}
{{#if Amount > 5000}}...{{/if}}
{{#if IsPaid__c}}...{{/if}} <!-- custom checkbox field -->
{{#if Status__c == 'Active'}}...{{/if}} <!-- custom picklist field -->

6.2 Relationship / Referential Fields
Access fields from related objects using dot notation. This matches the SOQL query structure.

<!-- SOQL: SELECT Id, Name, Account.BillingStreet FROM Opportunity -->

{{#if Account.BillingStreet == 'Rajasthan'}}
Rajasthan Office
{{else}}
{{Account.BillingStreet}}
{{/if}}

Example:
{{#if Owner.Name == 'John Doe'}}
Owned by John
{{/if}}

6.3 Null / Empty Fields
If a field has no value in Salesforce, it evaluates as false in a condition. The else block (if present) will be rendered.

<!-- Account.Website has no value -->
{{#if Account.Website}}
<a href='{{Account.Website}}'>Visit Website</a>
{{else}}
No website on file
{{/if}}

Result: 'No website on file'

7. Engine Behaviour Reference

7.1 What the “If” Processing Returns

7.2 What Is NOT Processed

Out of scope: nested {{#if}} inside another {{#if}}.

8. Full Examples

8.1 Invoice Status Document

<!-- SOQL: SELECT Id, Name, IsPaid__c, Amount, Account.BillingStreet FROM Opportunity -->

<div class='document'>

{{#if IsPaid__c}}
<span class='badge green'>PAID</span>
{{else}}
<span class='badge red'>UNPAID</span>
{{/if}}

{{#if Amount > 50000}}
<div class='highlight'>High Value Account</div>
{{/if}}

{{#if Account.BillingStreet == 'Rajasthan'}}
<p>Rajasthan Regional Office</p>
{{else}}
<p>{{Account.BillingStreet}}</p>
{{/if}}

</div>

8.2 Opportunity Stage Section

<!-- SOQL: SELECT Id, Name, StageName, Amount FROM Opportunity -->

{{#if StageName == 'Closed Won'}}
<div class='success'>
<h2>Deal Closed</h2>
<p>Congratulations on closing {{Name}}!</p>
</div>
{{else}}
{{#if StageName == 'Prospecting' && Amount > 10000}}
<div class='priority'>Priority Prospect - Follow Up Required</div>
{{else}}
<div class='standard'>{{Name}} - Stage: {{StageName}}</div>
{{/if}}
{{/if}}

8.3 Iterate HTML for Multiple Records
When the section is set to iterate HTML for records, the same template is processed once per SOQL result row.

<!-- Template applied to each record in SOQL results -->
<div class='record-row'>
{{#if StageName == 'Qualification'}}
<strong>{{Name}}</strong>
{{else}}
No Name
{{/if}}
</div>

<!-- Output for record 1 (StageName = Prospecting): -->
<div class='record-row'>No Name</div>

<!-- Output for record 2 (StageName = Qualification): -->
<div class='record-row'><strong>{{Name}}</strong></div>

9. Common Mistakes & How to Avoid Them

10. Quick Reference Card

B. Source HTML Action Buttons: Minify and Indent in HTML Content Builder

The Source HTML view in HTML Content Builder now includes Minify and Indent action buttons to compress or format your HTML source.

Source HTML action buttons: Minify and Indent in HTML Content Builder.

Knowledge Article Number: KA-00224