11.01.2023
17:00
We are having a document template with check boxes which should be checked/unchecked based on form field values.
Does anyone have experience how to achieve this?
I've been trying the approach of using wingdings 2 which basically worked but failed during the conversion to pdf.
12.01.2023
10:19
Hello Markus,
I had a similar problem and I was able to solve it using the image attribute and form rules.
A simple example of what it looks like in Word is attached here.
If that's what you meant, I'll explain in more detail how I did it.
Piotr
12.01.2023
13:27
Hello Markus,
I had a similar problem and I was able to solve it using the image attribute and form rules.
A simple example of what it looks like in Word is attached here.
If that's what you meant, I'll explain in more detail how I did it.
Piotr
Hi Piotr
Thank you for sharing your idea. Using images is an interesting approach i didn't thought about.
At the moment im talking to the requirements team to go for a template without checkboxes.
If they want to stick to the checkboxes, your approach is at the moment the easiest way to solve the problem.
Was also looking at possibilities to use an SDK action with OpenXml .
https://9to5answer.com/get-a-checkbox-in-word-using-openxml
12.01.2023
14:31
Hi Piotr
Thank you for sharing your idea. Using images is an interesting approach i didn't thought about.
At the moment im talking to the requirements team to go for a template without checkboxes.
If they want to stick to the checkboxes, your approach is at the moment the easiest way to solve the problem.
Was also looking at possibilities to use an SDK action with OpenXml .
https://9to5answer.com/get-a-checkbox-in-word-using-openxml
if you decide to use my solution I will be happy to show you how to do it easily.
Piotr
15.01.2023
22:51
Hello Markus,
I had a similar problem and I was able to solve it using the image attribute and form rules.
A simple example of what it looks like in Word is attached here.
If that's what you meant, I'll explain in more detail how I did it.
Piotr
Hello Piotr,
great solution! Can you explain in details how you did it?
regards
Damian
18.01.2023
10:06
Hello Piotr,
great solution! Can you explain in details how you did it?
regards
Damian
Hello Damian.
1. At first i created simply dictionary proces which storage pictures.
2. I added new objects to it by placing pictures in them . (pic 1)
3. I created new process and form where i added new picture attribute and used sql query (pic2a)to show picture from dictionary.
4. Then I used form rule to change picture ID (from dictionary) when click frue/false buton (pic3)
5. I created word template and i added in picture field (pic4).
6. Extra – you can show these pictures on webcon report (pic5)
If something is not clear to you, I will be happy to explain.
Piotr
18.01.2023
14:17
Hello Damian.
1. At first i created simply dictionary proces which storage pictures.
2. I added new objects to it by placing pictures in them . (pic 1)
3. I created new process and form where i added new picture attribute and used sql query (pic2a)to show picture from dictionary.
4. Then I used form rule to change picture ID (from dictionary) when click frue/false buton (pic3)
5. I created word template and i added in picture field (pic4).
6. Extra – you can show these pictures on webcon report (pic5)
If something is not clear to you, I will be happy to explain.
Piotr
Hi Piotr,
thanks for sharing. :)
I've a small suggestion for those, who need to transport the workflow from one environment to another.
Replacing the WFD_ID with the WFD_GUID in picture 3 and using the GUID value in picture 3 will allow to transport the dictionary with content to another environment without breaking the workflow. Personally I also would use a global constant for the GUIDs in case they are used in different processes.
Best regards,
Daniel
19.01.2023
09:38
Hi Piotr,
thanks for sharing. :)
I've a small suggestion for those, who need to transport the workflow from one environment to another.
Replacing the WFD_ID with the WFD_GUID in picture 3 and using the GUID value in picture 3 will allow to transport the dictionary with content to another environment without breaking the workflow. Personally I also would use a global constant for the GUIDs in case they are used in different processes.
Best regards,
Daniel
Hi Daniel
You are right of course, I just showed an simple example.
In a production environment i use a similar solution to create a PDF of offers with product photos
Now i'm waiting for it to be possible to add an image type column in the list of items... ;)
Piotr
