How to use conditional fields to add checkboxes during mail merge in a Word document?

Syncfusion® Essential® DocIO is a .NET Word library used to create, read, edit, and convert Word documents programmatically without Microsoft Word or interop dependencies. Using this library, you can use conditional fields to add checkboxes during mail merge in a Word document using C#.

To add a conditional field in a Word template, you first need to insert an IF field. Set the first condition as a merge field and the second condition as the value to be compared. Then, define the true case and false case outputs. For checkboxes, you can use either images or emoji-based representations, such as ✅ for true and ❌ for false. This approach allows you to customize the output to suit your specific needs. Below is an example image illustrating how the field code is structured within a Word document.

Steps to use conditional fields to add checkboxes during mail merge in a Word document:

1. Create a new .NET Core console application project.
2. Install the Syncfusion.DocIO.Net.Core NuGet package as a reference to your project from NuGet.org.
   
   

3. Include the following namespaces in Program.cs file
   C#

using Syncfusion.DocIO.DLS;
using Syncfusion.DocIO; 

4. Use the following code example to add checkboxes during mail merge in a Word document.
   C#

//Opens the template document
using (FileStream fileStreamPath = new FileStream(Path.GetFullPath(@"Data/Template.docx"), FileMode.Open, FileAccess.Read, FileShare.ReadWrite))
{
   using (WordDocument document = new WordDocument(fileStreamPath, FormatType.Automatic))
   {
       //Merge field names and values
       string[] fieldName = { "Name", "Email", "Option1","Option2" };
       string[] fieldValue = { "John", "john@gmail.com", "YES","NO" };
       //Execute mail merge
       document.MailMerge.Execute(fieldName, fieldValue);
       //Update fields
       document.UpdateDocumentFields();

       //Creates file stream.
       using (FileStream outputFileStream = new FileStream(Path.GetFullPath(@"../../../Output/Result.docx"), FileMode.Create, FileAccess.ReadWrite))
       {
           //Saves the Word document to file stream.
           document.Save(outputFileStream, FormatType.Docx);
       }

   }
}

You can download a complete working sample to use conditional fields to add checkboxes during mail merge in a Word document from the GitHub.

Take a moment to peruse the documentation where you can find basic Word document processing options along with the features like mail merge, merge, split, and compare Word documents, find and replace text in the Word document, protect the Word documents, and most importantly, the PDF and Image conversions with code examples.

Conclusion

I hope you enjoyed learning about how to use conditional fields to add checkboxes during mail merge in a Word document.

You can refer to our ASP.NET Core DocIO feature tour page to know about its other groundbreaking feature representations and documentation, and how to quickly get started for configuration specifications. You can also explore our ASP.NET Core DocIO example to understand how to create and manipulate data.

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