pscott@greysteel.com

IF Statement in Word using a Salesforce Related List

Discussion created by pscott@greysteel.com on Apr 25, 2018

Hello,

I am trying to use an IF statement on a Word Template that references fields on a Salesforce Related List.

 

I want to display values only from Related List items that have a checkbox field marked as True

 

The Related List Tag Name:

<<Buyer_Activity_Start>>

 

Checkbox Field Tag Name: (This must equal TRUE for the items to be displayed)

<<Buyer_Activity_Add_To_Seller_Report>>

 

The 2 Fields I want displayed if the Checkbox is TRUE

<<Buyer_Activity_Buyer_Description>>

<<Buyer_Activity_Buyer_Comments>>

 

Buyer DescriptionBuyer Comments

 

 

So IF Buyer Activity Add To Seller Report is TRUE (Checkbox) I want Buyer Description and Buyer Comments Displayed for all items in the related list. Items in the related list that are not marked TRUE should NOT show in the table

 

Note the Buyer Info will be a unique value for each item on the Related List.

 

Please help

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