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Heading-styled keywords make a difference

I have an existing Word template that functions correctly.  however our sales & marketing team want a "new look" for all our documents which entails changing the heading formats.  When I do this, information disappears from the word report, specifically the $Name (always) and the $Description (sometimes).  Nothing else has changed apart from the heading fonts. I have tried all kinds of things and looked everywhere in the Word Styles for some magical hidden details but to no avail.  Any assistance would be greatly appreciated as I have now spent a whole day trying to make sense of this.  Thanks! :)

Michele Cross Answered

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As it turns out, CaseComplete is pretty specific about the case style (upper or lower - that's letter, not use cases!) of keywords when running reports.

In looking at the font styles at section 2.1 in your template - which is where I'm assuming the missing data manifests - the particular font style(s) you've chosen auto-capitalize the keywords $Name and $Description to $NAME and $DESCRIPTION. Change the font style to a non-caps format, as in the report template that works, and you should then see the generated report contain all of your information again.

There is one other thing we noticed - you've got some nested $if statements in the templates. Since each level isn't numbered, I'm a little surprised this works as you intended, but it may cause problems down the line as you work with your report template. Check out the bottom of section 5.7 of the Custom Reports User Guide to learn about numbering nested $if statements properly.

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Thanks Jason I don't think I ever would have figured that one out.    (RIP the Sales & Marketing-Approved template! :P )

Thanks for the heads-up about the nested if statements as well. Not actually sure if that was working 100% as I only just inherited this report and fell at the first hurdle of trying to redo the formatting!!  But I will fix those up now.

cheers

michele

Michele Cross 0 votes
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