Word Template - Boolean "Yes, No" instead checkbox

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Posted on by HenriquePalomo

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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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TomSmelser 1,570 on at

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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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HenriquePalomo 510 on at

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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.

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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)

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TomSmelser 1,570 on at

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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

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Ian Mc on at

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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

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Ian Mc on at

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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

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