Dynamic Content in Document Templates

(0) Share

Report

Posted on by Community Member

Hello, I am playing around with the new Document Template feature for in CRM 2016. I am easily able to include fields in my documents by inserting the content controls as plain text from xml parts. One thing that I cannot figure out however is how to add dynamic content using "IF" statements from the values populated from the content control fields.

For example:

If country = USA "This field displays USA" "This field does not display USA".

Has anyone able to do this with Document Templates in CRM 2016?

Thanks in advance!

*This post is locked for comments

I have the same question (0)

All responses (10)

Answers (1)

Inogic 682 on at

Like (0)

Report

Please refer our blog https://www.inogic.com/blog/2016/02/word-template-feature-in-dynamics-crm-2016/

Thanks,

Sam

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

This is great information. Thank you!

However, it does not answer my question regarding the ability to display text in the document based on a value of one of the content control values.

If the field Country is equal to "USA", I want to display on my document "You are a US Citizen".

If the field Country is not equal to "USA", I want to display on my document "You are not a US Citizen".

Any thoughts on how I can make that happen?

Was this reply helpful? Yes No
Verified answer

ScottDurow 21 on at

Like (0)

Report

You have two options - either add some conditional macros to the word template or create a calculated field in CRM and add that to the template.

Was this reply helpful? Yes No
Soma Shekar 461 on at

Like (0)

Report

Hi ,

Microsoft hasn't provided the IF condition , and Arithmetic operations on the table.

Same as 2016 word templates Dynamics Objects implemented Dynamics Docs Add-On ,

This is compatible from CRM 2011 to CRM 2016

and you can convert the generated word template to PDF file also with one-click

http://dynamicsobjects.com/Products/Dynamics-Docs

Dynamics Docs has the IF Conditions , Arithmetic operations like Sum, Average, Count

and has a great feature like Sub reports. i.e., you can insert the report(docs templates) of related entities (1:N, N:1 relations ) to the documents.

and Send an email with attached report (pdf, word ) using workflow.

and one click to send an email with attachment from ribbon button.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Does anyone have samples of conditional text macros that they have used with the Document Template feature in CRM 2016? I've been working to try and figure out how this can be done. Examples from those who have accomplished this already would help a lot.

Thanks!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I have same issue with Document Template feature in Crm 2016,

Have you got any solution?

Was this reply helpful? Yes No
Suggested answer

Joe Gill on at

Like (1)

Report

Hi Guys,

As you have discovered there are some limitations with Word Templates.

This post shows how you can use Word Fields to add conditional formatting

http://crmtipoftheday.com/2016/08/24/conditional-values-in-word-templates/

hth

Joe

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

This is good information, but still does not get us all the way there. The fact that you have to enable editing keeps from full automation of conditional content.

We have gotten around this by including information from related entities in the template. Still, it would be nice to be able to control conditional logic in a template 100% through an If-Else type of statement in the template itself.

Are you listening Microsoft! :)

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

In Insert tab-->Quickparts-->fields--> you can add if condition .

In order to add condition we need to have the book marks .we can create bookmarks in inset tab --> bookmarks

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hello Anwesh,

In this example crmtipoftheday.com/.../conditional-values-in-word-templates the value of total amount field is shown on Word template as a number after generating a template, so the bookmark method can work.

What Erik and I want to have is a dynamic content in Word template based on content control value. It would be also nice if we could have dynamic content associated with the field that is not shown in the template itself. We want to write a conditional statement in Word template which will check the value of the specified field in CRM and then display some predefined text.

There are some workarounds, but we would like to solve this in a much more elegant way.

Is it possible to implement a conditional logic (based on the content control fields, not by using bookmarks) in a template through an If-Else type of statement in the template itself?

Was this reply helpful? Yes No