Doc Merge: filtering records based on what a field contains

Hi,

I would like to create a document which displays all the notes of a certain account which contain a certain word in their description, or in their tags.

I couldn't find the syntax to create a conditional rule based on the content of the field. Following the appendix, I've tried with

{#notes}{if (description.filter(item=>item.includes("bal")).length>0)}{name}

{date_entered}

{created_by_name.user_name}

{description}{endif}

{tag}{/notes}

but I get the error "description.filter is not a function"

I'm not sure to understand the syntax needed.

Could you help me?

Thanks,

Raul

0 Andre Serrazina 10 months ago
Hello Raul Pirovano ,

Thanks for bringing this up.

I've been trying myself and the syntax is quite different as you are filtering on a collection.
Can you try with something like this:

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Print only notes with Bananas on Description
Subject Last Modified Date created Contact Name Description Assigned User Name
{#notes} {if description.includes('banana')>0}{name} {date_modified} {date_entered} {contact_name} {description} {assigned_user_name}{endif}{/notes}
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
Print only notes with Bananas on Description Subject Last Modified Date created Contact Name Description Assigned User Name {#notes} {if description.includes('banana')>0}{name} {date_modified} {date_entered} {contact_name} {description} {assigned_user_name}{endif}{/notes}

Let me know if this works for you.

Cheers,

André