How to convert text to upper case using Upper()

Updated August 23, 2024 09:28

About this article

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

What is the Upper() function?
Upper() function examples

Prerequisites

Library and at least one Dynamics module enabled
Templafy Desktop and Office VSTO add-in installed on the PC
Tenant admin/owner access or Space owner access

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

If you use the All capsoption from the Font properties in Microsoft Word to show text in uppercase, this might cause unexpected behavior when the binding is used for a Dropdown form field (on 'Update document' it will show an empty content control).
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 "ConvertToUpperChecbox" 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 utilizing 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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