Basic macros to use in Word reports

Level: beginner

Creatio lets you use both basic and custom macros in Word reports. Macro is a tool that lets you convert data retrieved from Creatio into data suitable for a Word report.

View the structure of macro to use in Word reports below.

Structure of macro in Word reports

ColumnName[#MacroTag|Parameters#]

View basic macros in the table below.

Macro	Macro description
[#Date#]	Converts a date to a specified date format. Out of the box, date format is dd.MM.yyyy. If the date format is not specified, the retrieved date will be converted to the out-of-the-box format. Learn more about date formats: official vendor documentation (Microsoft). The parameter is optional. Macro usage example Column name along with the macro Retrieved data Converted data ColumnName[#Date#] 07/15/2024 11:48:24 AM 15.07.2024 ColumnName[#Date|MM/dd/yyyy#] 15/07/2024 08:25:48 AM 07/15/2024
[#Lower#]	Converts the string value to lowercase. Macro usage example Column name along with the macro Retrieved data Converted data ColumnName[#Lower#] ConTaCt contact
[#Upper#]	Converts the string value to uppercase. Parameters FirstChar The first character in the string is converted to uppercase. Macro usage example Column name along with the macro Retrieved data Converted data ColumnName[#Upper#] contact CONTACT ColumnName[#Upper|FirstChar#] contact Contact
[#NumberDigit#]	Converts a fractional number to a thousandth-separated number. Out of the box, the thousandth part is separated by space character. If the fractional part of a number is null, it is not displayed. The parameter is optional. Parameters , Thousandth part is separated by comma. Macro usage example Column name along with the macro Retrieved data Converted data ColumnName[#NumberDigit#] 345566777888.567 345 566 777 888.567 ColumnName[#NumberDigit|,#] 345566777888.567 345,566,777,888.567 345566777888.000 345,566,777,888
[#Boolean#]	Converts a boolean value to a custom representation. The parameter is required. Parameters CheckBox Converts the retrieved data to ☑ or ☐. Yes,No Converts the retrieved data to Yes or No. Macro usage example Column name along with the macro Retrieved data Converted data ColumnName[#Boolean|CheckBox#] true ☑ ColumnName[#Boolean|Yes,No#] true Yes