Editing Merge Fields

• Click the document, right-click an Infor CRM SLX merge field and click Edit Fields.
• Click Edit Fieldson the Mailings tab.
• Click Insert Fieldand select one of the options on the Mailings tab:
  • SQL Value
  • Table
  • List
  • Image
  • Opportunity Product Table
• The Infor CRM Mail Merge Field Editor window is displayed. You can view the list of template merge fields. The list view consists of the following columns:
• Field: Displays the name of the merge field as displayed in the template and an icon that is associated with the field type.
• Type: Displays the merge field type. Valid types are: Regular, Outlook Signature, Opportunity Product Table, SQL, and Custom.

Different edit options are displayed based on the type of merge field. .

Regular Infor CRM SLX field:

• Field Identifier: Allows you to change the text that appears in the template. The Field Identifier for a Regular mail merge field consists of the table and the display name. You can only change the display name.
• Format Type: Allows you to change the type of formatting that is applied to the selected merge field. For example, fixed, integer, percent, or currency.
• Format String: Allows you to format the value displayed in the merge field. You must set the Format Type before adding a format string. Valid string formats are based on the format type you select.
• Pick Lists: Available if the Format Type is Pick List Code. Select the desired pick list from the list.
• Text Before : Allows you to specify text that is displayed before the selected merge field.
• Text After: Allows you to specify text that is displayed after the selected merge field.
• Special Format: Allows you to apply special character formatting to the merge field (including text that is displayed before and after a merge field).
• Table: Displays the table associated with the database field. If the database field is the result of a join, the caption for this option is read 'Main Table'.
• Field: Displays the database field. If the database field is the result of a join, the caption for this option is read 'Key Field'.
• Calculated: Displays whether the field is a calculated value.
• Join: Displays whether the field is the result of a database join.
• Preserve Character Formatting: Allows you to preserve character formatting during a merge.
• Link Style: To define a merge field as a link, click and select the type of link from the list. The options such as Email, Telephone, HTTPS, HTTP, and FTP are included.
• Link Style: If you select a link style, and require to specify the linked text, type the text you want to display in place of the link.
• Hide entire paragraph if field does not contain data:

  Select this option to hide the entire paragraph if the field does not contain any data. This prevents empty paragraphs or text that is missing data from appearing in the merge document.

• Specify image size (Only available if Format Type is Image):

  Select this check box to specify the image size. In the Width and Height fields, you can specify width and height of the image in inches. The default values are 1.00 inch by 1.00 inch.

  Note: To use the size specified in the database, clear this option.
• Preserve Character Formatting:

  Allows you to preserve character formatting during a merge.

Outlook Signature field:

• Field Identifier: Allows you to change the text that appears in the template.

Opportunity Product Field:

• Field Identifier: Allows you to change the text that is displayed in the template.
• SQL - Click the ellipsis icon to open the Editing SQL in a Word Template SQL Merge Field window to create and edit SQL statements for mail merge fields, insert parameters into a SQL statement and test the SQL.
• Table Format: Allows you to apply formatting to a table field.
• Options: Allows you to apply properties to a table format.
• Auto Fit: Allows you to set auto fit properties to the table.
• Editing Table Columns: Allows you to edit table column captions, width, and alignment. Click the Edit Table Columns button to open the Edit Columns

Editing a Custom Field:

• Field Identifier - Allows you to change the text that appears in the template.

Editing a Table Field:

• Field Identifier: Allows you to modify the text that appears in the template.
• SQL: Allows you to specify a SELECT statement to request data from the OLE DB provider.
• All columns and rows are used to create the table.
• Format As: Allows you to change the merge field type.
• Table Format: Allows you to apply formatting to a table field.
• Options: Allows you to apply properties to a table format.
• Auto Fit: Allows you to set auto fit properties to the table.
• Editing Table Columns - Allows you to edit table column captions, width, and alignment.

Editing a Bulleted List:

• Field Identifier: Allows you to change the text that appears in the template.
• SQL: Allows you to specify a SELECT statement to request data from the OLE DB provider. Only the record(s) of the first column displays.

  Click the Edit option to open the Editing SQL in a Word Template SQL Merge Field dialog box.

• Format As: Displays the merge field type.

Editing a Numbered List:

• Field Identifier: Allows you to change the text that appears in the template.
• SQL: Allows you to specify a SELECT statement to request data from the OLE DB provider. Only the record(s) of the first column displays.

  Click the Edit option to open the Editing SQL in a Word Template SQL Merge Field dialog box.

Mail Merge Date Stamp

Some options have been set for you.

• Field Identifier: Allows you to modify the text that appears in the template.
• SQL: Click the ellipsis icon to open the Editing SQL in a Word Template SQL Merge Field window to create and edit SQL statements for mail merge fields, insert parameters into a SQL statement and test the SQL.
• Format Type: Allows you to change the merge field type.
• Format String

Editing SQL Value Fields in Word Templates

Editing SQL Image fields in Word templates