Version: 8.1

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. 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
ColumnName[#NumberDigit\|,#]	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