Adding Text to Merge Fields

When outputting to Word, PowerPoint, or PDF, text can be added before or after the merge field.

*This feature is available in Office File Creator Ver.2.

Examples of Use

  • Output currency fields with a "$" at the beginning.
  • Output number fields with "pieces" after them, such as "5 pieces".

 

Merge Fields Settings

Set "character@" or "@character" in the merge field. "@" is the record value of the field.

 

Merge Fields Format

Add text at the beginning: {!Object API Name.Field API Name, character@}

Add text at the end: {!Object API Name.Field API Name, @character}

 

e.g. {!Opportunity.Amount, $@}

Output Result: $1,000

 

e.g. {!Opportunity.TotalOpportunityQuantity, @ pieces}

Output Result: 5 pieces

 

Note

When outputting to Excel, the merge fields cannot be formatted. Format the cells in the template file.