How to convert text to lower case using Lower()

Updated February 03, 2025 16:50

This article explains what the Lower() 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 Lower() function?

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

Lower() logic

Syntax	{{Lower(text)}}
Input	Text
Output	Lowercase version of the text

Important

If you use the Small caps option from the Font properties in Microsoft Word to show text in lowercase, 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 Lower() function like {{Lower(Form.Office.Name)}}.

Lower() function examples

Example 1

Using the Lower() function to convert text to lowercase.

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

Example 2

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

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

Example 3

Using the Lower() function together with IfElse() to convert the 'Subject' text if the 'DocumentType' dropdown question originating from the response form is using the option 'Not so important'.

Binding	{{IfElse(Equals(Form.DocumentType.Name, "Not so important"), Lower(Form.Subject), Form.Subject)}}
Input	Form.Subject= "Hello World"	Form.Subject= "Hello World"
Condition	Form.DocumentType.Name = "Not so important" (True)	Form.DocumentType.Name = "Important" (False)
Output	"hello world"	"Hello World"

Example 4

Using the Lower() 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(Lower(Form.RecipientA), Lower(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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