Using conditional fields in Word template export

I'm trying to change the text displayed in our Word template export based on the value in a flag field on an item type.

Word mail merge supports this by using an IF … THEN … ELSE construct like this:

{ IF {MERGEFIELD Membership_Type } = “F” “Family” { IF {MERGEFIELD Membership_Type } = “Fr” “Friends” { IF {MERGEFIELD Membership_Type } = “I” “Individual” } }}

I've been trying to get this to work to show one symbol if our flag is Yes and a different symbol if the flag is No, but haven't had any luck.

Has anyone managed to get this to work?

Comments

  • Lita Gribben
    Lita Gribben Member, Data Exchange, Jama Connect Interchange™ (JCI) Posts: 90

    I am trying the same, but to add a condition based on the relationship type. No luck here either, anyone else tried this?

  • Patrick Szabo
    Patrick Szabo Member, Medical Devices & Life Sciences Solution Posts: 55

    I suspect that Jama only uses the mail merge fields to populate it with the respective content. From their help page:

    "Jama exports to Word using Mail Merge fields; you can think of Mail Merge fields as some basic code that tells Jama what to look for in the database when writing data into the Word document. "

    But it does not really support the mail merge features of Word. If you want to have conditional content, your choice of report format would be rather Velocity.

    Patrick
  • Lita Gribben
    Lita Gribben Member, Data Exchange, Jama Connect Interchange™ (JCI) Posts: 90

    Yeah, I ended up using Velocity instead, but Velocity is so difficult to use we have very few folks caught up with it. Office Templates are a great option for people who don't have time to learn Velocity.