You can create Custom Fields in many areas in Ascora such as Customer, Jobs, Equipment, etc. Please see user guide https://support.ascora.com.au/display/AS/How+to+add+Custom+Field for more details on adding Custom Fields.
In order to auto-populate information from a Custom Field to your document template, you need to add a merge field in exactly the same format.
For example, if you have a custom field called Install Quality then your merge field should be «Install Quality» which contains a space between words.
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Note: The standard merge fields don't have spaces in between such as EquipmentType if you're adding equipment type in your equipment record but when writing Custom Fields as merge fields, always follow the exact format or spacing. |
The following photo shows the custom field called Install Quality which we are adding to the document template as merge field.
1. On the Insert Menu in Word Document, click on Quick Parts, then Fields.
2. Select MergeField in the Field names area and enter the name of the custom field to be displayed then click Ok.
Remember to follow exactly the same format so type Install Quality in the merge field name area.
3. Once added, you should find the merge field on the Word Document template in the location you selected as shown in the following photo.
4. Once you generate the document (for example, job card), details associated to that merge field will auto populate as shown below.
Note: You can make the Table start and Table end merge fields smaller or even compress them in very small cells as they won’t show once document is generated. You can always play around the formatting such as changing font size and style and changing table highlight.