Solved

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

  • 3 April 2019
  • 2 replies
  • 77 views
C

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?

icon

Best answer by DavidStephen 9 April 2019, 17:56

View original

2 replies

D

@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.

https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/templates/ConditionalTextWord.htm?Highlight=word%20formulas

 

 

R
Userlevel 4
Badge +8

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.


 


https://learn.nintex.com/ctp05-nintex-document-generation-for-salesforce-intermediate/174701


 


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


 


Cheers,


Ryan

Reply


View our Community Site Map

Nintex Community Sitemap
Terms & ConditionsCookie settings