Translate a numeric value into a checked box in a Word template?

  • 3 April 2019
  • 2 replies

Hi, I have a roll-up summary field on a Contracts object, that counts additional Sites who would be taking advantage of a Contract's pricing. The contract form I'm populating represents this as a checkbox (to indicate that the site page is warranted). By using a roll-up field to determine the presence of these child sites, I can avoid user error...


BUT is it now possible for me to tell DocGen that a Word box field should populate as checked, if the source field >0?


Best answer by DavidStephen 9 April 2019, 17:56

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2 replies

@chrishigh - To confirm you want a visual box checked in the word document based on a condition correct? If this is the case you can handle this with a basic word IF forumula.


Insert a mergfield in Word - the typical syntax is - IF "value" = "value" "true" "false"

In this case you would use inserted symbol from the Word Symbol menu in the true part of that statement.


The documentation below should give you more information.



Userlevel 4
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Hi @chrishigh,


In addition to what my colleague @DavidStephen mentioned, we also have a video in our learning center that covers all of the common use cases for Word Formulas.


If this resolved your issue please make sure to mark this post as correct or answered.