edit conditional merge fields word for mac

#Edit conditional merge fields word for mac how to#
#Edit conditional merge fields word for mac update#

To use it, you must add an “Initialize a Variable” action earlier in your Flow, set the “Type” to “Array”, and leave the “Value” blank (the Append to Array action will populate that value automatically). This is where the Append to an Array is useful because Flow does allow you to reference an “Append to an Array” action in the “Populate a Microsoft Word template” action. The problem is, the Populate a Microsoft Word template action doesn’t let you reference actions you might have used within those “Apply to each” loops. In Flow, when related records are pulled from the “List records” action, it automatically creates “Apply to each” loops that allow it to know which related record it needs to check in Dynamics.

#Edit conditional merge fields word for mac how to#

Please see this article from Microsoft on how to add a repeating content control to your table in Word PRIOR to creating this action. You would use Append to an Array when you have related records from Dynamics that you are referencing to populate a table in the Word template.

#Edit conditional merge fields word for mac update#

Using this statement allows us to tell the Flow to update the document with different lines of text depending on what value a field is set to within Dynamics. If(equals(triggerBody()?,’Yes’),’Here are the terms and conditions to claim rebate for the products listed below’,’Here are the terms and conditions to purchase the products listed below’)

Here is an example of an IF statement that references a Dynamics field: Set your variable Type to String and then, using the “Expression” tab in the Dynamic Content window, you can enter an IF expression to enter text into that plain text content control based on a condition. If that is your requirement then you will be better off going with a third-party solution or possibly build an SSRS report:ġ. IMPORTANT: Please be aware that while this solution is great for a short document, it can become cumbersome and time-consuming if you have a really long and complex document with strict formatting requirements. If you also need to show/hide sections of the document, then here are some tips and tricks to do so without having to go with a third-party solution. If you simply need to populate fields within that Word document, then you can enter Dynamics fields into the plain text content control fields displayed in the “Populate a Microsoft Word template” action after you’ve set it to pull from your Word template. Then under Customize the Ribbon and under Main Tabs, select the Developer check box and click OK. To do this, go to File > Options > Customize Ribbon.

To add a Plain Text Content Control in Word, you must first display the “Developer” tab. This is useful if your budget does not allow for additional cost for a third-party connector.įirst, make sure your Word template includes Plain Text Content Controls in the places where you need Flow to either update with field values from Dynamics or update with the text you need. While there are several third-party connectors available at an additional cost, this article will walk you through some tips and tricks on how to update Word templates dynamically using the Word connector’s “Populate a Microsoft Word template” action. Tips and Tricks for populating Word templates using Power Automateĭo you need to update any legal, contract or other Word documents dynamically? What about not only updating those documents automatically but also displaying certain sections based on conditions? This is possible with Power Automate.