90 lines
2.3 KiB
Markdown
90 lines
2.3 KiB
Markdown
# CLM Template Guide — Appraiser Review Letter
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## Overview
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This guide explains how to structure, configure, and manage Appraiser Review Letter templates within Salesforce CLM. It covers:
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- Repeat/array merge tags
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- Conditional visibility (show/hide questions, sections, deficiencies)
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- Table and paragraph formatting
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- Edge cases (null values, formatting challenges, deficiencies)
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- Example usage patterns
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- Decision and action points (explicit issues or questions to resolve)
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---
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## Merge Tag Techniques
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- Table/block repeats: {{#reviewQuestions}} ... {{/reviewQuestions}}
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- Paragraphs vs. tables, hiding/showing blocks
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## Common Scenarios
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- Including only answered questions
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- Conditional: show deficiency section/flag if relevant
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## Repeat/Array Tags
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### Usage Example:
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```handlebars
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{{#each DeficiencyList}}
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<tr>
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<td>{{DeficiencyType}}</td>
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<td>{{DeficiencyDescription}}</td>
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</tr>
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{{/each}}
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```
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- Use `each` blocks to render dynamic content (arrays/lists from Salesforce).
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- Supports variable-length tables and grouped paragraphs.
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## Conditional Sections
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Example:
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```handlebars
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{{#if IsDeficiency}}
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Section: Deficiencies Found
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{{else}}
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Section: No Deficiencies
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{{/if}}
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```
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- Show/hide based on merge fields (boolean or enumerated).
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- Can target entire sections, paragraphs, or individual questions.
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## Table/Paragraph Examples
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**Deficiency Table:**
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```html
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<table>
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<thead>
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<tr><th>Type</th><th>Description</th></tr>
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</thead>
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<tbody>
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<!-- Dynamic rows go here -->
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{{#each DeficiencyList}}
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<tr><td>{{DeficiencyType}}</td><td>{{DeficiencyDescription}}</td></tr>
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{{/each}}
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</tbody>
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</table>
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```
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**Paragraph Blocks:**
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```handlebars
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{{#each Comments}}
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<p>{{CommentText}}</p>
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{{/each}}
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```
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## Edge Case Handling
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- If `DeficiencyList` is empty/null, render a fallback paragraph: `No deficiencies found.`
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- Fields may be string, number, or boolean—always sanitize output in template.
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- Format sections to avoid unwanted whitespace/empty tables.
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## Questions to Clarify
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- What is the complete list of merge fields expected for each template?
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- Are custom data transformations needed before merge?
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- Are any fields multi-select or nested objects?
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- How are null/empty values handled (leave blank vs. explicit text)?
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---
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_Last updated: 2026-02-26 10:32 AM_
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_Work in progress: More examples and Salesforce integration notes coming next._
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