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Customer experience | Sales, Customer Insights,...
Answered

Dynamic Field retrival from Word Templates of an Entity.

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Posted on by 10

Hello guys,

I would like to know if it is possible to retrieve entity fields based on a rule of existence (for example, retrieve an entity field if the field is not null, in any other case retrieve another field) when generating a report from a Word Template.

Plus, has anyone ever configured numerical values retrieved from an entity, to be written in plaitext, meaning the exact word. Is there some Word Plugin or CRM Functionality (I am trying to cover the case where no other field exist in the entity describing the numerical value in plai text).

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  • Verified answer
    ajyendra Profile Picture
    1,738 on at

    Hi,

    For the first part of your Question create a calculated field in crm where you fill that calculated field value based on condition. if this field doesn't contain data put that another field value to that calculated field.same vice versa. Then that calculated field you can use to your word template. 

  • Suggested answer
    dmitrii pivovarov Profile Picture
    10 on at

    Thanks Ajyendra,

    It seems that at most only text-like properties would someone be able to create and not dynamic fields.

    more on the subject can be seen here

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