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Checkbox on Salesforce lead being populated into a checkbox on a Document

  • June 17, 2019
  • 2 replies
  • 66 views

I have multiple checkboxes on my Salesforce object that i want to populate with a cross/tick on my document. How can i populate this based on a true value of the Salesforce checkbox field?

 

Best answer by leighburke

Hi Geri,

 

You can use conditional text for this, there is a similar example in the help(https://help.nintex.com/en-US/docgensf/Templates/ConditionalTextInWord.htm). It is worth keeping in mind Salesforce checkboxes return true/false as the field value. 

2 replies

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  • Nintex Employee
  • Answer
  • June 18, 2019

Hi Geri,

 

You can use conditional text for this, there is a similar example in the help(https://help.nintex.com/en-US/docgensf/Templates/ConditionalTextInWord.htm). It is worth keeping in mind Salesforce checkboxes return true/false as the field value. 


  • Author
  • June 18, 2019
That's great thank you!