SoftPro Developer Forum

I would like to create a yes/no drop down and based on the answer have a specific paragraph populate in the document.

First, a custom field would need to be created via SPAdmin > Configuration > ProForm > Custom Fields. Then fill out the dialog as follows:

• Context: The context of the field would depend on the Primary context of the document. For instance, if the Primary Context of the document is {{Order}}, then the context of the custom field should be Order as well.
• Field code: Once the context is selected, then name your field code. You will use this in the ReadyDoc code.
• Label: Create the user prompt.
• Field type: You wanted a drop-down list so select it.
• Drop-down values: Set the drop-down list of values (e.g. "Yes", "No", etc.)
• Prompt: Choose whether you would like the field to prompt when used on a document.
• Hidden: Check to hide the custom field to prevent it from showing on the order to the users.
• Enable this custom field: Make sure it is checked.

Once you have created your field, you simply use it in document logic, like so:
If the user chooses "No" in the dropdown custom field, then the above IF statement will be false, and the paragraph will be suppressed on the document.