How to nest conditional fields in Word Templates

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Posted on by sbasye

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In GP Report Writer we create conditional fields so the result is either true with a value or bank. On our report, in report writer, we place all the field on top each other and set them invisible when blank/empty. When we stacked the fields on top each other only the one field that applied would print and the others would stay hidden.. I need to recreate this in Word Templates. I have the conditional fields created in Report Writer, but I would like to know how to use them in Word to allow the correct field to only print. Word doesn't allow you to stack fields.

Thanks!

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L Vail 65,271 on at

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RE: How to nest conditional fields in Word Templates

Hi sbasye,

In order to properly nest calculated fields in Report Writer, I use a different method. I explained it in some detail in the following post:

community.dynamics.com/.../418704

This post needed to print the document type in text. I didn't mention the available user defined function for that task because the focus of the post was how to nest conditional fields.

The mistake I most often see made, and was also made in this thread, is that users stack all of the calculated fields on top of each other. That's not the correct way to do it. What you needed to do is to only include the first conditional field in the report. The others do not belong on the report itself.

Please let me know if you need additional information for your situation.

Kind regards,

Leslie
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Almas Mahfooz 11,009 User Group Leader on at

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RE: How to nest conditional fields in Word Templates

As you said your conditioned field result is either true with a value or blank then you don't have to worry, just set hide when empty propert of the conditioned fields, and drag and drop all the fields on your word template.

It will work.
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RE: How to nest conditional fields in Word Templates

Hi Sbasye,

We had a similar problematic with our logo on the top left of our Word template. We wanted, depending of the client number, display different logos.

We use a calculated field in the RW (just like you do) made it invisible (so it doesn't show when installed on our tempalte and putted it on our word template in the A1 cell. After that, a simple IF formula in Word did the trick : { IF {=A1 } = 1 "logo1" "logo2" }

We had trouble with the formula at first since it can only use numerical values as condition ("= 1" in our formula).

I realise that this dosen't apply exactly to your situation (you seem to have 3 variables where we had 2 logos) but I think there's definetly something you could work around with our experimentation.

Hope it helps

Have a nice day!