Output parent and referenced object fields by using cross-object formulas for merge fields. The maximum hierarchy is 5 levels.
*This function is a feature of Office File Creator Ver.2. In ver.1, create a cross-object formula filed in the target object and set the created field as the merge field.
About Cross-object formulas
A Cross-object formula is the 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 Formulas
- A cross-object formula is "referenced field name. Referenced object field name".
- From child to parent, reference fields are connected by ". from child to parent and back up. For three or more levels, the relationship is traced from the bottom up: child, child, child, ... parent, and so on.
- From child to parent, reference fields are connected by ". to parent and follow 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 objects field can be used for merge fields.
The format of the merge filed 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}
Reference
Use cross-object formulas to display parent/reference object fields in merge fields