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Microsoft Dynamics CRM (Archived)

Replace values with complex one when using word template

Posted on by Microsoft Employee

Hi

I use word template to create custom reports. But for some fields, I want to replace the value with other thing than what CRM supplies, for example for Yes/No values I want to replace T/F. is it possible ? 

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    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Replace values with complex one when using word template

    Hi babak,

    If you solved the problem or received help from an answer, please mark it as verified to encourage the community to provide more and more a better support.

    Thank you.

    Francesco

    If you found the answer helpful, please mark as Verified 

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    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Replace values with complex one when using word template

    Hi babak,

    CRM word template is built to work with only Plain text and Image control.

    When I need to deal with boolean or double/decimal value I create a dedicated print attribute which I format as needed every time the related attribute change.

    An example follows:

    • new_booleanattribute has a related new_booleanattributeprint
    • new_decimalattribute has a related new_decimalattributeprint
    • every time new_booleanattribute change, I write "Yes" into new_booleanattributeprint if true, and "No" if false
    • every time new_decimalattribute change, I write value.ToString(neededformat) into new_decimalattributeprint

    This is the safest and fastest solution, without losing time searching for unsupported solutions.

    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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