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Creating a merge field in word that returns Yes or No based upon a Salesforce checkbox field

  • February 26, 2020
  • 2 replies
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Hello ... I have a checkbox field in Salsforce, <<Client_Special_Education>>.  If it is checked, I would like to return Yes on my document.  If if is not checked, I would like to return No on my document.  Here is my Word merge field, but it returns No everytime.  Even when <<Client_Special_Education>> is checked.  

 

IF "<<Client_Special_Education>>" = "1" "Yes" "No"  * MERGEFORMAT

 

 

Best answer by leighburke

Hi @dag-us ,

 

Checkboxes in Salesforce return true or false as the value, you will need to filter by this.

 

 

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    Nintex Employee
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    • leighburkeNintex Employee
    • Nintex Employee
    • February 26, 2020

    Hi @dag-us ,

     

    Checkboxes in Salesforce return true or false as the value, you will need to filter by this.

     

     

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    • dag-us
    • February 27, 2020

    This did it!  Thank you so much!

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