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Output Reference Object (Parent) Field

Output Reference Object (Parent) Field

2024.01.23

Output reference object (parent) fields by using cross-object formulas for merge fields. The maximum hierarchy is 5 levels.

*This feature is available in Office File Creator Ver.2. In Ver.1, create a cross-object formula field in the target object and set the created field as the merge field.

About Cross-Object Formulas

A cross-object formula is a formula that displays the fields of the referenced object when the object has lookup fields.

For cross-object formulas, see the Salesforce Help.

What Is a Cross-Object Formula?

 

Merge Fields Settings

Cross-Object Formula Format

  • A cross-object formula is "referenced field name.referenced object field name".
  • Connect the reference fields with "." from child to parent, tracing upward.
  • If the reference field is a standard field, it is traced up excluding the Id at the end of the reference field name.
  • If the reference field is a custom field, change "__c" at the end of the reference field name to "__r" and trace up.
  • In Office File Creator, up to 5 levels higher object fields can be used for merge fields.

 

The format of the merge field is as follows.

{!Object API Name.Cross-object formula}

 

Example: Reference field is a standard field

{!Opportunity.Account.BillingState}

 

Example: Reference field is a custom field

{!Opportunity.Account__r.BillingState}

 

Available Fields When the Owner Field Refers to User and Queue

If the owner field references more than one object, such as User and Queue — as in the Case object — some fields are available in the cross-object formula.

 

List of Available Owner Fields (for objects that reference Users and Queues)

Field Name Cross-Object Formula Example of Merge Field
Id Owner.Id {!Case.Owner.Id}
Name Owner.Name {!Case.Owner.Name}
Email Owner.Email {!Case.Owner.Email}
Username Owner.Username {!Case.Owner.Username}
LastName Owner.LastName {!Case.Owner.LastName}
FirstName Owner.FirstName {!Case.Owner.FirstName}
Alias Owner.Alias {!Case.Owner.Alias}
Title Owner.Title {!Case.Owner.Title}
Phone Owner.Phone {!Case.Owner.Phone}
UserRoleId Owner.UserRoleId {!Case.Owner.UserRoleId}
UserType Owner.UserType {!Case.Owner.UserType}
ProfileId Owner.ProfileId {!Case.Owner.ProfileId}
LastReferencedDate Owner.LastReferencedDate {!Case.Owner.LastReferencedDate}
LastViewedDate Owner.LastViewedDate {!Case.Owner.LastViewedDate}

 

 

Reference

Use cross-object formulas to display parent/reference object fields in merge fields