How to convert text to upper case using Upper()

Updated March 19, 2025 17:40

This article explains what the Upper() function is and provide examples of how it can be used with the binding syntax in smart templates.

Prerequisites

Library and at least one Dynamics module enabled.
Templafy Desktop and Office VSTO add-in installed on the PC.
Space owner access to the Templafy tenant.

What is the Upper() function?

Upper() is a function that converts text into uppercase. This function can also be used to make comparisons between two pieces of text that might not have a case match.

Upper() logic

Syntax	{{Upper(text)}}
Input	Text
Output	Uppercase version of the text

Important

If you use the All caps option from the Font properties in Microsoft Word or PowerPoint to show text in uppercase, this might cause unexpected behavior when the binding is used for a dropdown form field. (In Word on 'Update document' it will show an empty content control, in PowerPoint on 'Update presentation' the formatting gets lost).

So instead always use the Upper() function like {{Upper(Form.Office.Name)}}.

Upper() function examples

Example 1

Using the Upper() function to convert text to uppercase.

Binding	{{Upper("this is text")}}
Output	"THIS IS TEXT"

Example 2

Using the Upper() function together with IfElse() to convert the 'Warning' text if the 'ConvertToUpperCheckbox' checkbox question originating from the response form is checked.

Binding	{{IfElse(Form.ConvertToUpperCheckbox, Upper(Form.Warning), Form.Warning)}}
Input	Form.Warning= "this is a warning"	Form.Warning= "this is a warning"
Condition	Form.ConvertToUpperCheckbox = "☑" (True)	Form.ConvertToUpperCheckbox = "☐" (False)
Output	"THIS IS A WARNING"	"this is a warning"

Example 3

Using the Upper() function together with IfElse() to convert the 'Warning' text if the 'DocumentType' dropdown question originating from the response form is using the option 'Important'.

Binding	{{IfElse(Equals(Form.DocumentType.Name, "Important"), Upper(Form.Warning), Form.Warning)}}
Input	Form.Warning= "this is a warning"	Form.Warning= "this is a warning"
Condition	Form.DocumentType.Name = "Important" (True)	Form.DocumentType.Name = "Not so important" (False)
Output	"THIS IS A WARNING"	"this is a warning"

Example 4

Using the Upper() function together with IfElse() and Equals() to compare the values of 'Recipient A' and 'Recipient B' questions originating from the response form and verify if they are similar but just using different casing. If they are similar display "Recipient A and B are the same and both packages should be consolidated and sent as one" otherwise show the value of the 'RecipientB' question.

Binding	{{IfElse(Equals(Upper(Form.RecipientA), Upper(Form.RecipientB)), "Recipient A and B are the same and both packages should be consolidated and sent as one", Form.RecipientB)}}
Input	Form.RecipientA = "John Smith" Form.RecipientB = "john smith"	Form.RecipientA = "John Smith" Form.RecipientB = "john doe"
Condition	True	False
Output	"Recipient A and B are the same and both packages should be consolidated and sent as one"	john doe

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