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
@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.
@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.
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
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