Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

There is a proper way of adding and editing a merge field for it to work when creating document templates. If done incorrectly, document templates will either fail to generate or data will not auto populate or at times, you will get error 500.

...

Repeat steps 1 and 2 when adding another merge field.

Editing a Merge Field

1. You can edit a merge field if it’s not working perhaps due to a typo and to proceed, right or auto populating the information. This happens when there is a typo or merge field may have not been added correctly.

1. Right click on the merge field and select Edit Field.


Image Added


2. Under Field name, you can make a correction or even replace the necessary changes for example, spelling and click OK.field name if necessary and once done, click OK.

Most common examples when a correction is needed are;

  • a typo on the field name that needs correction
  • a space between two words that need to be removed. Remember field names should have no spaces in between.
  • an incorrect field name and this occurs when some you copy and paste a merge field instead of using the Insert function in Microsoft Word.

Image Added



Note: You can also apply formatting changes like increase font size, change font style, etc. by doing right click, and adjust accordingly.Image Removed