---
title: "Rules & Conditions"
slug: "rules-amp-conditions"
updated: 2025-01-28T16:52:34Z
published: 2025-01-28T16:52:34Z
canonical: "wiki.cobblestonesoftware.com/rules-amp-conditions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Rules & Conditions

### **Rules & Conditions**

**Manage Document Package Template: Rules & Conditions** Next, the **Rules and Conditions** page displays on which rules and conditions around the template are established. The filters/conditions determine when the template is available to the end user.

**Note:** In the [**Mergeable Fields**](https://wiki.cobblestonesoftware.com/docs/select-mergeable-fields) section, ensure selection of any fields needed to enable these rules and conditions has occurred.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1737733603249.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1737733240150.png) To better understand how to use the filters/conditions functionality, lets breakdown the components. In the picture below each of the components of the filtering control are numbered:

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/FilterControls_1.png) **Filtering Control** 1. **And/Or Selector**: Used to determine if a new expression is being added as an 'AND' or 'OR' condition 2. **Add New Filter Expression** Adds a new filter expression to the list of conditions (takes into consideration the 'And/Or Selector') 3. **Add Expression Group** Adds a new sub-grouping of expressions to be used in complex conditions. (takes into consideration the 'And/Or Selector' between groups) 4. **Remove Filter Item** Removes the filter/condition from the list of applied filters and conditions.

**Saving and Previewing** Once the filters/conditions have been specified, click **Save & Preview Filter(s)**. This will save the filters to the template and bind the results to the grid on the screen for a preview the contract records that meet the filters/conditions. Please note that only authorized users will be able to use templates that match the filters/conditions criteria for each contract record. ![Record list with filters applied](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/rules-amp-conditions-image-aewq4fge.png)

If the filters/conditions need to be modified, they can be changed so by changing the filters/conditions defined on the screen and clicking **Save & Preview Filter(s)** again.

**Note:** If no fields were selected in the previous step and the Rules page is accessed, the application displays a warning.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1737733540700.png)