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Paragraph Options
Posted: Fri Jan 25, 2019 6:47 pm
by beverley.morrison
I would like to create a yes/no drop down and based on the answer have a specific paragraph populate in the document.
Re: Paragraph Options
Posted: Mon Jan 28, 2019 5:04 pm
by BobRichards
First, a custom field would need to be created via SPAdmin > Configuration > ProForm > Custom Fields. Then fill out the dialog as follows:
- CustomField1.png (16.76 KiB) Viewed 1461 times
- 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:
Code: Select all
<IF ({{Order.YourFieldCode##}}="Yes")>
Print this paragraph on your document
</IF>
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.