FORM_CHECKBOX

PDF Butler – SINGLE Config Type: FORM_CHECKBOX #

The FORM_CHECKBOX Config Type allows you to dynamically check or uncheck checkboxes in a Word document based on Salesforce data and configured conditions.

1. Add a Checkbox in Microsoft Word #

Before configuring PDF Butler, the checkbox must first be added to the Word template.

Enable Legacy Checkbox Controls #

1. Open the Word document.
2. Go to the Developer tab.
3. In the Legacy Forms section, select the Checkbox Form Field.
   

Insert the Checkbox #

1. Add the checkbox in the desired location within the document.
2. Right-click the checkbox.
3. Select Properties.
4. In the Bookmark field, enter a unique name.
   Example:
   Approved_Checkbox

5. Save the document.
   

2. Configure PDF Butler #

Create the Doc Config #

1. In Salesforce, create a new Doc Config.
2. Upload the Word document to the Doc Config Documents section if required.

Add the Data Source #

1. Open the PDF Butler Editor.
2. Add the required Data Source.

3. Configure the FORM_CHECKBOX Config Type #

1. Click Add Config Type.
2. Configure the following values:

Add Conditions #

1. Configure the condition that determines whether the checkbox should be checked.
2. Define the appropriate field, operator, and value.
   

4. Save and Generate the Document #

1. Click Save to Server.
2. Generate the document from Salesforce.
3. Verify that the checkbox is checked or unchecked according to the configured condition.

Using FORM_CHECKBOX Inside Repeating Table Rows #

If the checkbox is located inside a table row that repeats dynamically, additional configuration is required.

1. Create a Parent Table Row Config Type #

1. Create a parent Config Type with:
   • Type = TABLE_ROW

2. Add a Child Config Type #

1. Under the TABLE_ROW, create a new Child Config Type.

3. Configure the Child as FORM_CHECKBOX #

1. Set:
   • Type = FORM_CHECKBOX
2. Configure:
   • Merge Field
   • Conditions
   • Field mappings
     

4. Save and Validate #

1. Click Save to Server.
2. Generate the document.
3. Verify that:
   • Table rows repeat correctly
   • Checkboxes are dynamically checked based on the configured criteria