Merge Field How do I set the merge fields?
Set the merge field in the template file in the following format. For the merge fields of the child object, enter only o...
Merge Field Merge Field How do I output the reference object field?
Cross-Object Formulas that display referenced object fields are available as merge fields. If the user does not have per...
Merge Field How do I set a merge field to the file name?
The merge field can be set to the output file name. Set the "Output File Name" field in the OFC_Template record. e.g. In...
Merge Field Can merge fields be set in the header and footer in Excel/Word templates?
Merge fields of the master object can be used in the header and footer. Child object fields cannot be used.
Merge Field How do I format a Date field? e.g., Mar. 1, 2024
The data type is Date or Date/Time can be set the formatting. The formatting is set by separating the field name with a ...
Merge Field How do I round a number to a specified number of decimal places?
The data type is Currency or Date/Time can be set the formatting. Available in Ver.2.0 or later. Word/PowerPoint/PDF e.g...
Merge Field How do I output the currency symbol?
The data type is Currency or Date/Time can be set the formatting. Available in Ver.2.0 or later. Word/PowerPoint/PDF e.g...
Merge Field How do I output Rich Text Area fields with formatting?
Rich Text Area field values are output with Html tagged values stored in Salesforce. The output cannot be formatted as i...
Merge Field How do I set a formula to merge fields?
Formulas cannot be used such as {!If(xxxxx)} for the merge field. Create a formula field in Salesforce and set the formu...
Merge Field How do I change the check box field value?
Checkbox field values can be replaced True/False with other values. e.g. {!Opportunity.IsDelivery__c, Yes;No} Instructio...
Merge Field How do I output today's date and current time?
Today's date and current time can be output. Use the Today() and Now() functions for merge fields. Available in Ver.2.0 ...