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SivaG Mail Merge document issue
Hi,
My requirement is to create a mail merge document from the opportunity record. In the template document, I have one Checkbox which corresponds to a checkbox field on the opportunity record. Whenever user checks this checkbox in salesforce, I want the checkbox in mail merge doc to be checked. I tried using the IF condition and {FORMCHECKBOX} merge fields in word doc. It is not working. Please help.
Thanks
Siva
My requirement is to create a mail merge document from the opportunity record. In the template document, I have one Checkbox which corresponds to a checkbox field on the opportunity record. Whenever user checks this checkbox in salesforce, I want the checkbox in mail merge doc to be checked. I tried using the IF condition and {FORMCHECKBOX} merge fields in word doc. It is not working. Please help.
Thanks
Siva