Available In: Docs Made Easy Basic and Pro
Parameter Value : Checkbox
Parameter Requirements : None
Parameter Description : The Checkbox parameter in Docs Made Easy allows you to dynamically render a checkmark (☑) or an empty box (☐) in your document, based on whether a specific Salesforce field matches a given value.
This is ideal for improving the visual presentation of boolean logic, option selections, or picklist-driven checkboxes within contracts, forms, or checklists.
SYNTAX FORMAT : {{Checkbox:Object.Field:ExpectedValue}}
Example -
| SYNTAX | FIELD VALUE | OUTPUT |
| {{Checkbox:Account.Active__c:Yes}} | Yes | ☑ Checked |
| {{Checkbox:Account.Ownership:Public}} | Public | ☑ Checked |
| {{Checkbox:Account.Rating:Hot}} | Warm | ☐ Unchecked |
| {{Checkbox:Account.Industry:Banking}} | Apparel | ☐ Unchecked |
| {{Checkbox:Account.Type:Customer - Direct}} | Customer - Direct | ☑ Checked |
After merging, appears as:
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