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Hi guys.
I've mapped some Boolean fields from Dynamics CRM to the word template, but when I download my word template, the boolean values are showing "Yes and No" values. How can I convert it to a checkbox?
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Joe,
See my solution to the problem below, just in case you still have the problem. In summary I changed the options for my boolean fields to "x" and "o" and changed the font in the document to Wingdings. Hope it hel;ps.
Ian McV
Hi Henrique,
Came across your query yesterday when I was looking for a somution for the same thing myself. I had a blinding flash idea at 2am this morning and have tried it today and it works, so just in case you don't have a soluition, try this.
I changed the boolean options from "Yes" and "No" for the field(s) I am using to "x" and "o". I then set the font for the text in the Word Template where I want the check box(s) to appear to Wingdings (14 points) and when I generate the document from CRM, the "x" will com out as a checked box and the "o" as an unchecked box.
Hope it helps.
Ian McV
Just following up on this.
I don't think you can do this with the newer Word templates. Using Word mail merge though I have been able to use this.
Example from out of the box account entity checking the credit hold field.
{ IF { MERGEFIELD Credit_Hold } = "Yes" "HOLD" "NO HOLD" }
Note when inserting condition you have to use CTRL-F9 to insert to curly brackets. You cannot type them.
Read here for some detail: wordmvp.com/.../MMergeIfFields.htm
Been a while since this was posted, but i have the same issue, and can't seem to find a solution or workaround.
using the Word Templates (not mail merge)
Hello Tom. Thanks for answer, I've tried 3 approaches but didn't work for me.
Seems that the field inside the statement is not returning the correct value.
The Liability = "Yes" is my field outside a statement.
If this is a merge. You would code some if logic in your word doc.
Like: { IF { MERGEFIELD somefield } = "Yes" "A" "B" }
But instead of A and B you are going to use a special character for checkbox.
See here for symbols: www.extendoffice.com/.../894-word-insert-checkbox-symbol.html
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