CHECKBOX in Word
You can enhance the appearance of your merged data by employing the CHECKBOX: merge field prefix. This setting works with many kinds of Salesforce fields: Checkbox, Number, Text, and Picklist.
Apply the CHECKBOX: Option to a Merge Field When you apply the CHECKBOX: option to a merge field, Conga Composer will create a square in place of the merge field. The square will either be selected (checked) or not (cleared), depending on the value of the merge field.
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Checkboxes are not selected if the field value contains:
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Checkboxes are selected if the field value contains:
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CheckBox
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Syntax |
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Usage |
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Values |
CHECKBOX: is the checkbox field prefix. FieldName is the name of your Checkbox, Number, Text, or Picklist field, as it appears in the Template Builder. |
Checkbox Fields in Protected Documents
You may also use Checkbox fields in conjunction with the “Word Protected Document” Conga Composer parameter WPD. With this mode enabled, Composer will create a “protected” (non-editable) Word document—except for Checkbox and TextBox fields, which remain editable in the output file.
For more information, see TEXTBOX.
