CRM Word Template conditional data

(0) Share

Report

Posted on by snehaln676

140

Hello,

While working on word template on salesorder entity, I have below questions -

1. I have address field to be populated on template. If address line 1 contains street number then I need to take only street number from Address Line 1 and put it in another column on word template. How can I achieve this?

2. How can I generate the date on which word template generated and post it in word template?

Thanks in advance.

All responses (6)

Answers (1)

Thenerdy 35 on at

Like (0)

Report

RE: CRM Word Template conditional data

bare in mind with this product it uses FetchXml - and has a 50 attribute limit due to this. Whereas the native route doesn't appear to have an attribute limit.
Verified answer

Wahaj Rashid 11,321 on at

Like (0)

Report
RE: CRM Word Template conditional data

Hi,

You cannot do this using OOB World Templates.

The idea is to have a separate (new) field and calculate its value based on the original field.

For example:

Original Field

Name: Demo AAA (new_demoaaa)

Type: Single Text

New Field: Demo AAA Print (new_demoaaaprint)

Type: Single Text (Calculated)

Calculated Field Configuration:

Here is the result on form:

Now in the word template, use new field (Demo AAA Print) instead of original.

This is just an example to give your idea, you might have to improvise this as per your need.

Furthermore, Calculated Field Functions are limited, if you cannot use Calculated Field, you can create a Simple Single Line Text filed and implement your logic in following ways:

Microsoft Flow: create a flow to update new field's value as per your logic. However, this won't be real-time.

Plugin: update new fields value on CREATE/UPDATE step synchronously.

JavaScript: on-change of original field, set new field's value. However, this will only work if you update Original fields value on the form.

Finally, if you have a lot of fields where you want to implement conditions in word template, and you want to reduce your effort, it might be a good idea to try/purchase Documents Core Pack by mscrm-addons:

https://www.mscrm-addons.com/Products/DocumentsCorePack

Here is a video, how it works:

https://www.youtube.com/watch?v=dsqGbJ2kD3w

This add-on allows you to add conditions in world template.

Let me know, if you have further questions.

Thanks,

Wahaj
snehaln676 140 on at

Like (0)

Report

RE: CRM Word Template conditional data

Hi Wahaj,

Really appreciate you response for the Date part! Thank you.

For 1st part of my query, I have a requirement like below -

For example : I have a field named "new_customField" on template which contains the value "AAABBB".

I want to check if this "new_customField" contains value "AAA" then I need to paste only "AAA" part of the string in another field on template.

Is this possible with the Word Template? Can I achieve this without adding any new field in CRM?
Suggested answer

Wahaj Rashid 11,321 on at

Like (1)

Report
RE: CRM Word Template conditional data

Hi,

For the first question, as Lu recommended, you could create a custom field and a business rule to set it's value based on following condition:

If Address Street 1 contains data then set custom address field value to Address Street 1 value.

Else set custom address field value to Address Street 2 value.

For date, you can add a placeholder for Current Date (or Date Time), here are the steps:

In word, place your marker where you want to put current date.

Then in the Insert tab, Text section click on Insert Date Time option.

Select the required format and re-upload the template.

I found this interesting article to add conditions in CRM Word Templates, how ever I never tested it:

https://crmtipoftheday.com/716/conditional-values-in-word-templates/

Furthermore, it would be simple to use the above approach.

Thanks,

Wahaj

(if it answers your query, mark it as verified)
snehaln676 140 on at

Like (1)

Report

RE: CRM Word Template conditional data

Hello Hao,

Thanks for your reply!

However, is there any way to customize above conditions in template by adding macros or by adding any other condition? I am looking for a solution where I need not to add additional fields.
Suggested answer

LuHao 40,876 on at

Like (0)

Report

RE: CRM Word Template conditional data

Hi partner,

Word Template itself has very little customizable content, so I would recommend that you customize the Order and then export it to Word Template.

1. New a field to store the street number. Then new a business rule, condition is that the street fields of address line 1 contains data, action is that set the new field value to the street fields.

In this way, before the Word Template is generated, the new field already has the street number, and set the new field as a column in the Word Template.

2. New a calculated field to show today date.

Then add this field to the Word Template, this calculated field is the date on which word template generated.