How to use calculations or furmulas in word printables - merge fields

I would like to create a total field using the existing merge fields imported from bpmonline.  I'm using BPM's word template.

I tired the following and a few others without much luck.

 «Opportunity product.Quantity» * «Opportunity product.Amount»

 

 

 

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7 comments

Hello John,

 

The best option in this case would be to add the custom total field to the Opportunity page. Then you need to create a business process that would populate this field with the value with the help of the Formula element. 

You should transfer the calculation you've added to the printable to the formula in the business process, so that the toal would be calculated automatically. Then all that's left is just to display your custom total field in the printable - you'll see the data you need in your MS Word document.

 

Lisa

Thanks for the suggestion, but I'm curious. According to Microsoft you should beable to do basic math with standard merge fields.  Could this be a bug or is it a known limitation with the BPM add-on?

https://support.office.com/en-us/article/Advanced-mail-merge

John

 

 

Dear John,

Such functionality is currently not supported by printable forms in bpmonline. The request has been earlier registered for R&D team to be considered for further releases, though there is no ETA yet. 

Best regards,

Diana

Diana Adams,



Any Update to use the math functionality in printable?





BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

 

As I can see this idea has been accepted by our R&D team but it has a rather low priority due to a low demand for this kind of functionality. However,  it may still appear in future.

Mira Dmitruk,

Hi, Any Update to use the math functionality in printable?

Thanks,

Chani

Chani Karel,


Hi,

Unfortunately, this functionality is not implemented at the moment, I have raised the priority of the task by adding a current request to speed up its implementation in the future.

Best regards, 
Pavlo

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