Editing SQL

Editing SQL is recommended for Advanced Users only.

You can use the Edit SQL dialog box to create and edit SQL statements for mail merge fields. You can use the Edit menu or toolbar to Cut, Copy, Paste, or Delete text. You can also insert parameters into an SQL statement.

To edit an SQL statement

  1. Enter or edit the SELECT statement you want to add to the merge field.
  2. Click in the Edit SQL view where you want to insert the parameter.
  3. Click the Insert Parameter button, or from the Edit menu select Insert Parameter.
    A drop-down menu displays with a list of ParametersClosed that can be added.
    • AccountID - Inserts an :AccountID SQL parameter. This parameter will be replaced with the AccountID for the contact record being merged to.
    • AccountManager ID - Inserts an :AccountManagerID SQL parameter. This parameter will be replaced with the AccountManagerID for the contact record being merged to.
    • AddressID - Inserts an :AddressID SQL parameter. This parameter will be replaced with the AddressID for the contact record being merged to.
    • ContactID - Inserts a :ContactID SQL parameter. This parameter will be replaced with the ContactID for the contact record being merged to.
    • OpportunityID - Inserts an :OpportunityID SQL parameter. This parameter will be replaced with the OpportunityID for the contact record being merged to.
    • UserID - Inserts an :UserID SQL parameter. This parameter will be replaced with the User ID for the mail merge user.
  4. Select the parameter you want to insert.
  5. Click OK.

Related Topics

Editing Merge Fields

Editing SQL Text Fields

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.