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Custom Field Type: Special – MS Word Merge

862 bytes added, 13:33, 18 June 2013
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* If you specify the File ID, that specific document will be created.
===Including Tables===
You can also add data to one or more existing '''tables''' in the resultant MS Word document if you have multiple records that you need to include.
* In the MS Word document you must create a table with the relevant number of columns. The table should only include a single row with the column headings (the heading do '''not''' have to match the field names within SmartSimple.)
[[Image:WordTable.PNG]]
 
===Using Object [#...#] syntax===
* Used to pull in list of activities, contacts, users, companies, notes, associations, transactions, level-1, utaproviderL1, utaproviderL2, utaconsumerL1 or utacomsumerL2 into the Word Merge document.
:''For example: to include all Level 2 Activities related to a Level 1 entity you could use'':
table_1=[#(?object=activity)|~description~|~statusname~|~startdate~|~enddate~|$1139409$|#];
* In the example below the first table (identified by position and referenced as table_1) is set to the records associated with the [[Entity|entity]].
[[Image:WordMergeTable.PNG]]
 
===Report Property===
* Used to pull the contents of a specific report into the Word Merge document.
:''For example: to include the Custom Export formatted version (exportdata) for the Report with the ID 12345 you could use'':
table_1=@ReportProperty(12345,exportdata,,0)@;
* The Custom Export settings in the actual report must be configured so that every column in the table should have a column delimiter of "|", and that every row has a delimiter at the end "<BREAK>".
* Do not wrap "|" at the beginning nor the end of each row. Be sure there are no spaces between the pipes (|) and variables.
[[Image:ExportData.png]]
 
Smartstaff, administrator
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