DRTE v5.137 (GA)

DRTE v5.137

What’s New

• Template Engine:Dynamic HTML Conditional Rendering
• New Source HTML Action Buttons - Minify and Indent

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 needed.

<!-- RTE encodes single quotes as ' -->

{{#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 REFERENCES

7.1 What process “If” Returns

7.2 What Is NOT Processed

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