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How to output Multiselect picklist as checkbox's

  • February 21, 2024
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Topic

Here's some guidance for outputting Multiselect Picklist values with checkbox's.  This will involve a combination of Excel Connected Data and Word Conditional statements.

 

Instructions 

Setting Up Excel Template (note that column E is just for visual reference and not necessary)

Step 1: Tag the Excel template with tag from the picklist field


 

Step 2: Enter all possible output values from picklist in a separate column (in this case, column C)

Step 3: Setup Formulas and create tags for Connected Data in separate column (in this case, column D).  Note that the formula needs to be adjusted for each row (Apparel would be ‘=ISNUMBER(SEARCH(C3,A2))’



Step 4Setting up Word template:

In your Word template, setup a table with all possible output values Static in one column, and IF statements for each possible picklist output in another (which will create either a checked box or unchecked box)

Step 5: Upload templates to DocGen Package and follow Connected Data guidance.
https://help.nintex.com/en-US/docgensf/Templates/ConnectDataToTemplates.htm