Editing SQL lists in Word templates

You can use the Mail Merge Field Editor to modify new and existing Infor CRM SLX list merge fields. When you select a list merge field from the list pane view, the edit options are displayed in the edit pane. A merge field list is displayed with merged content as defined in the SQL query.

Note: This option is available only in Microsoft Word after installing Infor CRM SLX Mail Merge for Microsoft Word.

This option is not available in the Infor CRM SLX Web Client.

To edit an Infor CRM SLX list field:

Access Infor CRM SLX template in Microsoft Word.
Click Insert Field on the Mailings tab

Note: You can also click Edit Fieldon the Mailings tab to edit the required field.
Specify this information:
Field Identifier

The text that is displayed in the template.

SQL
Click ellipsis to open Edit SQL window to create and edit SQL statements for mail merge fields, insert parameters into a SQL statement and test the SQL.
The sample SQL query provides the appropriate format for inserting a list. Change the query to list the (SELECT) field(s) to include required item for each list 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 ACCOUNTID = :AccountID
Note: You must separate multiple SELECT items with commas (,).
List Format

Select the required list type. The bullets and numbered are the possible options with various format types.

Bullet character

If the List Format is Bullet, the Bullet character option is available. Click the drop-down arrow and select the desired bullet style.
Click OK.