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Microsoft Dynamics CRM (Archived)

Word Template - Two Option field yes/no

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Posted on by 386

Hi 

Could you please help with issue below?

No matter what I set in the word template (plain text, checkbox) for Two Option field the value is displayed as True / False

Do you know how I can set Yes No instead of True False ?

Thank you

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  • Lukas Naslund Profile Picture
    5 on at
    RE: Word Template - Two Option field yes/no

    Hi Francesco,

    I figure it is the same with option set /Choice columns in dataverse? I am setting up a dynamic word template that will fetch content from Dynamics 365. I have added my custom choice column in the XML file but no matter what type of column I use in the XML mapping I am unable to get the value from the choice column.

    Do you know if choice columns are supported in XML mapping with dataverse?

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Word Template - Two Option field yes/no

    Hi slx ,

    only plain text is supported, so your value is converted as bool.ToString() --> True for true, and False for false.

    Continuing this way your are only losing time.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • slx Profile Picture
    386 on at
    RE: Word Template - Two Option field yes/no

    issue-word-template.jpg

    I was expect this to work

    (add the field as checkbox but still True/False is displayed)

  • slx Profile Picture
    386 on at
    RE: Word Template - Two Option field yes/no

    Trouble is there are 10 fields (Two option type). It is just strange to create another 10 fields + workflows to 'mask' the issue

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Word Template - Two Option field yes/no

    Hi slx,

    believe me, this is the FASTEST solution, otherwise you will get into a quagmire, losing a lot of time without close the task.

    I've done what i describe a lot of time, after losing a day trying to do it "the better way".

    Implementing this solution is time consuming the first time, no need to "mantain" it.

    Hope it helps!

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • slx Profile Picture
    386 on at
    RE: Word Template - Two Option field yes/no

    Thank you for update,  this is quite e painful solution, hard to maintain.

    Is there any conditions that can be added in the word template itself to display a different label based on the value ( true / false)?

    I tried to set the value as checkbox but still true / false is displayed

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Word Template - Two Option field yes/no

    Hi slx,

    deal with word template is a pain ...

    When i meet these case (and i meet a lot of these cases ...) i always create a new "label" fields to have the string i want.

    Remember word template are made to be used only with plain text and image.

    So:

    1) create a new field, we name "[Your optionset name] print"

    2) create an organization worflow (with ondemand option to review all old records) which set "Yes value" when value is true and "No value" when value is false (run it on create and when you options set change)

    3) run it over old records to update label value

    4) Remap you word template to "[Your optionset name] print"

    5) You are done :-)

    Please let me know if you solve.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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