Editing SQL Value Fields in Word Templates

You can use the Mail Merge Field Editor to edit new and existing SQL Value merge fields. When you select an SQL Value field from the list view, the edit options are displayed in the edit pane.
Note: This feature is not available in the Infor CRM SLX Web Client. It is only available in Microsoft Word after installing Infor CRM SLX Mail Merge for Microsoft Word. For more information, see Installing Infor CRM SLX Mail Merge For Microsoft Word.
To edit a SQL Value merge field:
  1. In Microsoft Word, open an Infor CRM SLX template.
  2. Do one of the following:
    • On the Mailings tab, click Edit Fields.
    • In the document, right-click an Infor CRM SLX merge field and click Infor CRM SLX Template Field Properties.
    • On the Mailings tab, click Insert Field and select SQL Value

    The Infor CRM SLX Mail Merge Field Editor window opens. The template merge fields display in the list view.

  3. Highlight the merge field you want to edit in the list pane.
  4. Edit the following options:
  • Field Identifier - Allows you to change the text that appears in the template.
  • SQL - In the box, type the SQL query, or click the ellipsis button to open the Editing SQL window to insert parameters or execute SQL to test the statement. See Editing SQL for more information. The sample SQL query provides the appropriate format for inserting a value. Change the query to list the (SELECT) field(s) you want to include for the merge item, type the (FROM) table that contains those fields, and then define the (WHERE) statement to identify which records to list. SELECT NAMEPFL FROM CONTACT WHERE CONTACTID = :ContactID
    Note: You must separate multiple SELECT items with commas (,).
  • Format Type - Allows you to change the type of formatting applied to the selected
  • merge field.
  • Format String - Allows you to format the value as it displays in the merge field. You must set the Format Type before adding a format string. String formats depend on the format type you select.
  • Text Before - Allows you to enter text that appears before the selected merge field.
  • Text After - Allows you to enter text that appears after the selected merge field.
  • Special Format - Allows you to apply special character formatting to the merge field (including text before and text after a merge field).
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