I have a few fields on my opportunity that have a check box next to them.
If that check box is selected, I would like to add a sentence/paragraph to a word document.
This is around services rendered. We select the areas we are doing work (Customer Service, Retail, Headquarter, etc).
We then want to add the details to an exhibit page. If it isn't selected, no worries.
What do I need to do for logic to include the check box when checked, store the sentence to add to the Word doc?
I am guessing that maybe some Excel as middleware would be leveraged, just not quite sure how to make this happen.