Hello,
I have two field called A and B in one of my printable word document. I want to add condition if A field is filled on record then print document with A field's value and if A is not filled on specific record print document with B field's value. How can I achieve this? I have tried adding condition in word document template with ctrl +F9 with if statement but it doesn't seem to work fully. Alternative is adding marco but it will change the document type to .docm and creatio doesn't allow to submit this file type as template
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Hello,
To implement this logic, you can configure 2 printable templates. The first for condition A is filled in, the second for all other cases.
After that, you need to set up a business process that will determine whether field A is filled and, depending on this, will choose the printed form you need.
Such a business process will look something like this:
1. Read the value of your field from the record
2. Add an element with the help of which we will attach the file to our request at the end.
3. Add condition flow and check and check if our field is empty
[#Check if field "A" fill in.First item of resulting collection.Resolution#]==""
4. Generate Report and connect it to your record by ”Id” parametr
5. After that, add a button to the page that will start this process and download the necessary file for recording.
You can read more about setting up business processes in the following article: