(These are the same format codes recognized by theįormatString function in Apsona's JavaScript function library.)įormat codes for date and datetime fields yyyy Note that format codes are case-sensitive. The same format with the angle-bracket-based fields with Google Docs and LibreOffice merge fields, e.g., your merge field might look likeīelow is a list of the format codes that Apsona recognizes. So the format specifier is a piece of text that contains format codes arrangedĪs needed, with spaces or commas between them. In this example, it requires the date value toīe rendered in the format MMM d, yyyy, e.g., August 9, 2018. The merge field is named ReportDate, immediately followed by an sign and a format specifier. This screen shot shows a field from Microsoft Word.
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Limited to date, datetime, time-of-day and number values.īelow is a screen shot that illustrates how to set up a format string for a date field. You can also specify the format of the field data as part of the merge field, by including it after an sign. Similarly, the currency format applies to all its currency fields. The date format you specify in this popup applies to all date fields produced by the merge. You can set up the formats for date and currency fields in the last step of the merge action, as in the screen shot below. docx menu) and upload theĭownloaded file into your Salesforce Document object.
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docx format (via the File - Download as - Microsoft Word. If using Google Docs, simply download the document in. Make sure to copy/paste from a plain text editor instead. Word can change the internal representation of the merge field so that Apsona cannot recognize it. Please keep in mind that if you have created a template using this angle-bracket-based syntax, you should not edit such fields in Microsoft Word, because as noted above, Under your merge field name, you can right-click on the text and choose "Ignore All". When you notice a red squiggly line indicating a spelling error You can tell Word to ignore the spell check. Using this angle-bracket-based syntax is not very reliable in Microsoft Word, because Microsoft Word is quite finicky about spelling checks for such pieces of text, and that can render
Subsequently, if you need to change its name, remove it entirely and re-create it. Notepad, and copy-pasting it into the document. To avoid this situation, we recommend creating the entire field, including angle brackets, in a plain text editor such as Name, the internal document structure can change sufficiently that Apsona is unable to recognize the field as a merge field, so that field would no longer appearĪmong the mappable choices. If you create part of such a field and then edit the field's We also recommend some extra measures when creating these angle-bracket-based merge fields. Merge field names set up in this syntax must contain onlyĪlphabets, numerals or the underscore, e.g., > would not be a recognized merge field because of the embedded space. Therefore, when using templates created with these tools, Apsona's document merge tool recognizes "simple" merge fields - plain text strings typed in theįormat >, i.e., names surrounded by double angle brackets. docx format, but these tools do not support merge fields in the manner supported by Microsoft Word. Google Docs, OpenOffice or LibreOffice can all be used to create documents in. Using Google Docs, OpenOffice or LibreOffice Writer documents
Use only alphabets, numerals and the underscore You do not, for example, have to look up any sort of "allowed names" list from which to pick your names - you can just make up any names you want.īy the way, creating merge fields in Word can be a bit tedious, andīest practice: In general, avoid using special characters in your field names. The merge action builder recognizes all merge fields in your Word document, so you don't need toĪdhere to any specific naming constraints with your field names. Parts - Merge field tool, just as you would for creating any merge document. For example, with Word 2010, you would use the Insert - Quick In a Word (.docx) template, Apsona recognizes merge fields created using Word's standard tools. The screenshot below illustrates the template used in the videos above. It contains all the boilerplate text, images andįormatting needed for the finished document, along with place-holder merge fields that will be replaced with actual data values when the template is docx file created with either Microsoft Word, Google Docs or LibreOffice Writer. If you like, you can download the template used in the video. The video at right illustrates how to use the tool for generating Word documents. We assume here that you areįamiliar with how to use Apsona's merge tool. This page is specifically about generating Word (.