tsgrp / HPI

OpenContent Management Suite (OCMS)
http://www.tsgrp.com/products
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Allow Active Wizard to Drive Mail Merge IF fields #1743

Closed gsteimer closed 4 years ago

gsteimer commented 6 years ago

Currently the Active Wizard can populate it's form from a Word Document with Mail Merge fields using a simple text replacement strategy. It would be nice, however, to also support mail merge IF fields to include or exclude sections of the Word template based on Active Wizard answers.

For an example of how this works with HotDocs, see the demo screencam here:

http://www.tsgrp.com/solutions/contract-management-solution/

This could be a good add-on to fixing #1742

grahamsinger commented 5 years ago

After more research, since we are using docx4java as our MailMerge "tool", IF statements don't seem supported. We can look to use Aspose instead if we end up wanting to do this.

grahamsinger commented 5 years ago

Confirmed works on Aspose.

gsteimer commented 4 years ago

@kpelozatsgrp and @Swence32 worked to get this converted over to Aspose in the 3.3. release. On edge however, it seems like conditional fields always display the "false" logic. For example in our MSA template:

AW Form: image

Generated MSA Doc: image

image

gsteimer commented 4 years ago

Changing this to 3.3 since we've updated it to the point where it shuold work with mail merge

mwojno-tsg commented 4 years ago

The issue was resolved by making changes to the Master Services Agreement.docx to have the if fields conditional check against the display value, rather than the answer value. A quick fix did not seem apparent without breaking existing functionality to get it to compare against the value. Therefore, this issue is closed and an enhancement can be opened if we need to fix it to be compared against the value. OCMS Commit: 24392