Office File Creator Instruction manual
  • Instruction manual
  • FAQ
  • Troubleshooting
  • Error List
  • Instruction manual
  • Troubleshooting
  • Error List

The merge field value is output as blank.

Template Common
2024.12.27

 

If the user who outputs files does not have reference permission to the merge field, the merge field will be output blank.

 

Instruction manual

Template Common Settings

 

Template Common
Merge Field
Office File Creator Instruction manual
Office File Creator Instruction manual

Related articles

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...
Child Object

How do I see the child relationship name?

Check from Setup> Object Manager. Go to the Object Manager and check the list of fields of the corresponding child objec...
Template Common

Merge fields are not replaced by record values, but are output as they are.

Check that the merge field format is correct. Check if the format of the merge field is {!Object API Name.Field API Name...
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 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...
Template Common

The merge field values are output in duplicate.

Check the merge field in the template. Check that the template does not have two lines of child object merge field. Only...
  • 1. Install
    • 1.1. Install
    • 1.2. License Information
  • 2. Grant Permissions
    • 2.1. Settings of permissions
    • 2.2. Note
  • 3. Create Template File
    • Template Common Settings
    • Excel
    • Word
    • PowerPoint
    • PDF
  • 4. Create Template Record
    • 4.1. Create Template Record
    • 4.2. Upload Template File
    • 4.3. Export Test and Verify Merge Fields
    • 4.4. Note
    • 4.5. Reference
  • 5. Output Options
    • 5.1 Common Options
      • Formatting of Date and Date/Time Fields
      • Formatting of Currency and Number Fields
      • Adding Text to Merge Fields
      • Replace True/False in Checkbox Fields with Other Values
      • Outputs Today's Date and Current Time (Today/Now)
      • Output Reference Object (Parent) Field
      • Set Merge Fields to the File Name
      • Functions for Merge Fields
      • Attach Files to Records
      • File Save + Download
      • Preview PDF
      • Output Images
      • Output Attachment Files (List/Images)
      • Setting File Output Conditions
      • Save Logs
    • 5.2 Child Record Options
      • Create OFC_Child Object Option Record
      • Filter Output Conditions for Child Records
      • Sort Output Order of Child Records
      • Output by Index Numbers of Child Record
      • Block Output of Child Records
      • Group Output of Child Records
      • Output 3 or More Levels of Child Records
      • Settings Minimum/Maximum Number of Child Records
      • PDF Page Break Settings
      • Advanced Relationship Settings
  • 6. Create Custom Button
    • 6.1. Create Custom Button
    • 6.2. Put the custom button on the page layout
    • 6.3. Export to File
  • 7. Create Lightning Component Button
    • 7.1. Create Lightning component buttons
    • 7.2. About Icon
    • 7.3. Reference
  • 8. Advanced Features
    • Batch File Output from ListView
      • Create Visualforce page
      • Create Custom Button
      • Note
    • Use with Screen Flow
      • How to use in Flow
      • Flow Example
      • Note・Limitations
      • Reference
    • Use in Record-Triggered Flow (PDF)
    • Call from Apex Class (PDF)
    • Use on Experience Cloud
      • Limitations
      • How to Use
      • Test Output
      • Considerations for Guest Users
  • 9. Migrate Resources
    • 9.1. Resources & How to Migrate
    • 9.2. References
  • 10. Operating Environment
  • 11. Limitations
    • Template File Limitations
    • Salesforce Governor Limits
    • Salesforce Subquery Limitations (Ver.1 only)
    • Object/Field/Record Number Limitations
  • 12. FAQ/Troubleshooting
  • 13. Error List

Office File Creator Product Page

Appexchange

Office File Creator Instruction manual
  • Privacy Policy
© 2022-2025 Generipse LLC.
    • Instruction manual
    • FAQ
    • Troubleshooting
    • Error List
  • Home
  • Top