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Customer experience | Sales, Customer Insights,...
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Conditional values based upon field in word template

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Posted on by 140

Hello,

I have a word template for salesorder entity. This entity has subgrid of another entity new_otherentity. I am able to show values from this subgrid in the word template. However, I need to show values from this subgrid based upon a field. So if new_otherentity's field1 = yes, then only I need to show the data of that record. How can I achieve this in word template?

Thanks in advance!

  • LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Conditional values based upon field in word template

    Hi partner,

    It is no supported to set the context in the word template dynamically.

    You could use Business Rule or JS code to do this on the form directly, not in the word template.

    For example, if you the new_otherentity's field1 = yes, then use JS code to add the special record you need into the subgird automatically.

    Regards,

    Leo

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