Modifying SQL value fields in Word templates

You can use the Mail Merge Field editor to modify 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 application Web Client. It is only available in Microsoft Word after installing application Mail Merge for Microsoft Word. For more information, see Installing Infor CRM SLX Mail Merge For Microsoft word.

To modify a SQL Value merge field:

  1. Access an application template in Microsoft Word.
  2. Click Edit Fields on the Mailings tab.
    Note: You can also:
    • Right-click an application merge field and click Infor CRM SLX Template Field Properties in the document.
    • Click Insert Field and select SQL Value on the Mailings tab. The application Mail Merge Field Editor window is displayed. The template merge fields display in the list view.
  3. Highlight the merge field you require to modify in the list pane.
  4. Modify this information:
    Field Identifier
    Used to change the text that displays in the template.
    SQL
    Specify the SQL query in the field, or click the ellipsis to access the Editing SQL window to insert parameters or perform SQL to test the statement. The sample SQL query provides the appropriate format for inserting a value. Change the query to list the (SELECT) field(s) you require 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. See Modifying SQL in a Word Template SQL Merge field
    Format Type
    Used to change the type of formatting applied to the selected merge field.
    Format String
    Used to format the value as it displays in the merge field. You must set the Format Type before adding a format string. String formats are based on the format type you select.
    Text Before
    Used to enter text that displays before the selected merge field.
    Text After
    Used to enter text that displays after the selected merge field.
    Special Format
    Used to apply special character formatting to the merge field (including text before and text after a merge field).
  5. Click Save.