Hi all, with the Salesforce DocGen action, formulas can be used as per this help article. The article leverages MS Word, quick parts and formula builders to generate conditional text.
Is the same thing possible using the Drawloop action in Nintex for o365? I've tried but the field codes don't seem to be recognised.
I've tried writing a formula just to display the contents of the variable as a basic test and that fails. My conditional statement (IF formula) also fails - always evaluating to false. By way of example, here's my IF statement: =IF <<varQty>> > 5 "This is a large quantity" "This is a small quantity"
Solved! Go to Solution.
It looks like the help article you are referencing is specific to a Word template. Excel templates are a bit difference. Below is documentation on using conditional text in an Excel template.
Tagging your Excel template will be different than tagging a Word template. Below is documentation on how to tag an Excel template:
Essentially, you will rename the cell from A1 to varQty (no brackets around the tags for Excel templates).
You will then reference that cell in your formula.
If you do not want to have the value of the tag be visible you can put the tags on Sheet2, hide Sheet2, and have your formula on Sheet1. If you want to edit or remove a tag you will need to go to Formulas > Name Manager.
Please let us know if you have any additional questions.
- Haley Walsh
Thanks for your response. I am trying to get this going in Word, not Excel. I think the help text was written for the Salesforce Drawloop and I'm not sure the same functionality exists for the Nintex Drawloop. That, or I've done something wrong! :)
That capability hasn't been added to Nintex Workflow for Office 365. The Help you want for that product is here: