Conditional type in the Table

Last updated Aug 20 2019

In this video, we will show you how to use the Conditional type when you are configuring the Table columns in the Word add-in.

We will show you how to:

- Add a Table.
- Select the Account object.
- Set the first column name: Name and choose Type: "Conditional".
- Press on "Configure" and set a condition.
- Set a value for when the condition is met and a Salesforce field for when it is not.
- Continue to map the other columns: Type and SLA.
- Set a filter.
- Test the document.

CommentsLogin Required
Didn’t find what you were looking for?
Try the following for assistance or Use the Search box.