Change Template Merge Fields?

Is it possible to change the merge fields in the templates that came with Pages 09? I can change letters and envelopes to have my home information once I've opened a template, but it would save steps if Pages defaulted to them (instead of trying to provide a company name, phone number, URL, etc.).

Hi mmccluski
Welcome to the forum.
Yes you can change the merge fields:
+Menu > View > Show Invisibles+
You can now see where every merge field is surrounded by a thin blue outline.
These can be deleted and replaced with ordinary text or changed to other merge fields using:
+Menu > Insert > Merge Field/Sender Field+
also
+Inspector > Link > Merge > Choose…+
Any changes you make will have to be saved into your own templates, it is not a good idea to try and change Apple's.
Peter

Similar Messages

Merge Fields in Word Templates are still showing after replaceing procedure

Hi all,
we are using CRM 7.0 and we are using the BAdI CRM_OFFICE_TEMPLATE_BADI to replace the Merge Fields which are placed in Word Template!
Normaly it works very fine, but in some cases if there is no value to fill into the merge field, the merge field is shown like it is created in the template.
In most of the other cases the not replaced merge field is not shown in the created document.
Does anybody has got the same issue? If yes, how do you solve it?
Every answer is very welcome!
Best regards
Michael

Hi Michael / Carsten,
I have some problems in implementing CRM_OFFICE_TEMPLATE_BADI. I have redefine method for get_attributes :
method IF_EX_CRM_OFFICE_TEMP_BADI~GET_ATTRIBUTES.
DATA: ls_attr TYPE CRM_KW_TEMP_ATTR,
        lt_attr TYPE CRM_KW_TEMP_ATTR_TAB.
* IF iv_wsname = 'ZTESTQUO001'.
    ls_attr-NAME = 'CustomAddr'.
    ls_attr-DESCRIPTION = 'Custom Address'.
    INSERT ls_attr INTO TABLE lt_attr.
    ct_attributes = lt_attr.
* ENDIF.
endmethod.
and redefined method get_values also:
DATA: ls_val TYPE CRM_KW_TEMP_VALUE,
        lt_val TYPE CRM_KW_TEMP_VALUE_TAB.
* IF iv_wsname = 'ZTESTQUO001'.
    ls_val-NAME = 'CustomAddr'.
    ls_val-VALUE = 'Sudirman Street 20' .
    INSERT ls_val INTO TABLE lt_val.
    ct_values = lt_val .
* ENDIF.
The field has shown when I click "Call BADI" on Document templates, but I couldn't click CustomAddr field (no hyperlink in it). could you explain to me what steps are wrong ? How to make this field shown in the schema structure in Microsoft Word 2007 ?
Your help is greatly appreciated.
Thank you.
Agus

Issue with Duplicate Merge Fields in PDFs

I have been utilizing merge fields from our Salesforce instance into our Forms and Contracts for a couple of years now and have never come across this issue. Since we utilize Salesforce, we will have certain merge fields duplicated on multiple pages. For instance, the Record Owner's Name and Firm from their User records will be on different pages, but will be coming from the same source and need to show the same information. Everything seems to be fine once the documents have been merged, it is printing that is causing the issue.
If I place "Master.Owner_Name" into the PDFs on multiple pages, it will change the name to "Master.Owner_Name#1" and "Master.Owner_Name#0". So now when our users are printing the documentation, the fields are printing out vertically.
Has anyone seen this issue before and how were you able to resolve?
Thank you for any assistance you can provide!

PDF forms are not Salesforce forms and do not work in the same way.
Within a PDF form any field with same type of field and same name will share the same value.
All fields should be uniquely named.
LiveCycle form behave differently and do support same field names with different values unless a field is configured as a global field.
The usual way to have multiple copies of a from within a single PDF is to use a template to make the multiple copies and uniquely name the fields on the copy of the form.

How to insert a HYPERLINK in a template Editable Field?

Question: How to insert a HYPERLINK in a template Editable Field?
Hi
Does anyone know how to insert a HYPERLINK in a template Editable Field?
I want the link to always display the word "Cities".
But the URL will change with each child page.
Here's what I've got so far . . .
Cities
Thanks so much!

NOTE: This is to go into the TEMPLATE
Your best bet is to keep the hyperlink OUT of the editable Field and to make the HREF attribute of the link editable.
This would go in the head of your document:

This would go where you want the link to appear:
<a href="@@(href)@@">cities</a>
THE BETTER WAY: You can either paste these quotes into the appropriate places in your template or you can insert:
<a href="#">cities</a>
and click inside the opening <a> tag.
Then go to Modify > Templates > Make Attribute Editable
In the dialog box "Editable Tag Attributes" you should now see "Choose which attributes of this A tag should be editable."
If HREF is not showing in the drop-down, do Add and put it there.
Check the box to Make this attribute editable.
Give a name for this editable attribute (if you have more than one on a page, you will want it to be understandable, like "cities" for your cities links).
Make sure it is of Type URL
If you want a default URL in place, put one in the Default field.
Then push OK.
To use it, on each page, do Modify > Template Properties... choose the property to edit, and put the new URL in the entry field.
Press OK.
Beth

Click a report button to change a report field value

Hello All,
I need to create a report where when a user clicks a report button its image changes and a field relating to that record also changes from "N" to "Y"
I had a look at this Denes's example located on this link
http://htmldb.oracle.com/pls/otn/f?p=31517:133:7078361971556070::NO
The only thing lacking here is the ability to change a record field when the user click the image.
Would it be possible to change the record field value when the function is called ?
Hope this makes sense
Frank

Hi Jing,
I don't think it is easy, here is a sample that allows you to choose the page size and orientation (which are different master pages), Adobe LiveCycle Designer Cookbooks by BR001: Season Planner (or Year Planner) PDF Template
It effectively defines the form against each master page and recalculates the widths and heights when the page selected is made, but I don't know of another way.
Regards
Bruce

Adding a merge field to an email hyperlink in a word 2010 email mailmerge

I am using word 2010, excel 2010, and outlook 2010 to send out the following email with email mailmerge to 50 + people.
The highlighted names in the greeting are two merge fields - First_Name and Last_Name.
The hyperlink is an email hyperlink to the following email message:
Will you attend? ___ Yes ___ No
The hyperlink is as follows:
I would like to place the merge First_Name Last_Name in the hyperlink to sign the RSVP email back to me. I have tried many modifications of the hyperlink code and nothing works consistently. It will place one name as the signer but will not pick up
the following names the merge fields.
I would like the final email hyperlink to look like this:
Will you attend? ___ Yes ___ No
Jody Smith
Can anyone tell me how to add the First_Name Last_Name to the hyperlink email so that each ricipient's name from the original email will appear in the hyperlink email as shown
above?
Thanks!
Ben

Hi All,
To help other community members who may have similar problem, I quote Peter Jamieson's answer here:
(Edited a little...)
I can get this to work here, but there are some things you need to pay attention to when merging to HTML email (rather than to new documents etc.).
The Hyperlink field code I start with is as follows:
{ HYPERLINK }
Insert that using ctrl-F9 to insert the special field brace pair { }, insert the Word HYPERLINK, then select the field and update it using F9.
View the field code results (press Alt-F9 if necessary). In the English language version of Word you should see
Error! Hyperlink reference not valid.
Important point number 1:
Do not update the result of this HYPERLINK field again (i.e. don't select it and press F9). If you do, every email will always show the same link text. As
far as I can remember, this behaviour is different when you merge to a document rather than email, or perhaps merge to attachments. This can be a problem if you need to update other fields in your email, or if the email is being used by other people who might
(for whatever reason) update the HYPERLINK field
Now modify the display text.
Use the Arrow keys to move the insertion point so it is between the "E" and the "r" in the Word "Error", and type
Click here to RSVP!
Then you can select and delete the "E", and the "rror! Hyperlink reference not valid."
Select the text and apply the Hyperlink style to it (Home tab of the Ribbon->Styles).
When you toggle field code display using alt-F9, you should see the original field
{ HYPERLINK }
Now click after the K of HYPERLINK and insert the following fields and text (or copy them from somewhere else):
"{ SET x 1 }mailto:*** Email address is removed for privacy ***?subject=July%20Wine%20and%20Spine%20&body=%20Will%20you%20attend?%20%20%20___%20Yes%20%20%20___%20No%0A%20%0a%2{
MERGEFIELD First_Name%20{MERGEFIELD Last_Name }"
so that your field now looks like
{ HYPERLINK "{ SET x 1 }mailto:*** Email address is removed for privacy ***?subject=July%20Wine%20and%20Spine%20&body=%20Will%20you%20attend?%20%20%20___%20Yes%20%20%20___%20No%0A%20%0a%2{
MERGEFIELD First_Name%20{MERGEFIELD Last_Name }" }
As usual, all the {} need to be the special field code brace pairs that you can enter using ctrl-F9 on WIndows Word.
At this point, experienced field users will have to resist the temptation to select the fields and update them. Dont do it!
Save the document.
Test the email merge. At this point, I would hope to see the results you want.
If not, I do not know why this works OK on my system but not yours.
Important point number 2 You may be wondering why
there is a { SET x 1 } field inside the HYPERLINK code. It's because when you are working with a .docx, if you save, close and reopen your document, you may find that Word has resolved all the merge fields nested inside your HYPERLINK field (i.e. replaced
the field codes by their results). This behaviour can appear arbitrary, and the reason that (for some reason), Word does not resolve the nested fields if there is a Word bookmark inside the HYPERLINK field. Now if the insertion point or selection ws inside
the HYPERLINK field when you save/close the document, there will be a bookmark in there, because Word inserts a bookmark called _GoBack, which enables the user to go back to the previous selection. But if you click outside the HYPERLINK field before you save,
there wil be no such bookmark and Word will resolve your field codes. So we put the { SET x 1 } in there to ensure that there is a bookmark (in this case, called X) to prevent that from happening.
Alternatively, if you save as .doc format (not recommended these days if you can avoid it) Word does not resolve these fields and you don't need the { SET } field.
And that's it. Whether that will be enough for your Merge to work as you hope, I cannot be sure, but all I can say is that without doing those 2 things, it almost certainly
won't.
[[I originally had a third thing. I actually now think it's incorrect, but I'm going to leave it here just in case.
Important point number 3: If it does not work, there is
at least one other thing that could be wrong, although I think it is highly unlikely. There is a Windows registry setting called FieldCalcSecurityLevel, which was introduced about 12 years ago when Microsoft made some security-related changes to the behaviour
of certain types of field. I'm not going to step through how to look for that, but for example, in my registry, for Word 2010, it is at
HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Word\Options
It may be elsewhere.
If you cannot find that Option, or it is there and is set to the default value (1), then something else is wrong and I do not know what it is. However, if it is set to 0 (which
makes Word use its original behaviour, you will have to set it to 1 to get this to work.
Thanks for your understanding.
Steve Fan
TechNet Community Support

Merge Fields with Content Controls

Hello everybody,
we are using word templates to generate quotations in print form. This process worked fine using the old Technology (custom XML).
Because a newer Version of Microsoft Office is now being used, the technology has been updated to the new one (content controls).
Now we are facing one Problem. With the old Technology we used merge fields for formatting fields, e.g. to get rid of leading zeros. But it seems that the function of merge fields cannot be combined with a dynamic field which has been added to the document out of the SAP Data Panel.
Has anybody an idea how we can use merge fields with this new technology?
Best regards,
Patrick Müller

Hi Albert,
The Demo program SAPRDEMO_MAILMERGE_INTERFACE you have found is correct for the issue you are facing. If you still have trouble with your program do let me know and i will write down the steps for you here.
However, for the issue I have posted here, program does not work. I have tried writing a IF condition in the Mail Merge Template and to execute it but to my surprise it does not work. Neither SAP has provided any specific information related to Formula and calculations to be done in Mail Merge Template.
Cheers,
Kunjal

Text or merge fields

I am formatting a book that makes reference to the book title in several locations (headers, title page, copyright info, etc.) but the final title has not been finalized. Is there a way to create a text field (similar to a merge field, I guess) that references the info and fills it in automatically and then will change all the occurrences of that field when it changes?
Thank you!

Hi pkundert
Welcome to the forum.
Just give it a working title or something like «Book_Title» then search and replace on the expression when you know what it should be.
You could make it a merge field, but what is the point, and you'd probably like for it not to be a merge field in the long run.
Peter

Are Merge Fields gone in iWork 2013?

My previous version of Pages had an Insert for Merge Fields. I created Address Headers and went into Contacts, dragged and dropped, the information fell into place. No extra typing needed. I'm using my Templates from before. Has this handy feature been removed? Please tell me I'm missing something.

I stopped using Pages 2013 and reverted to old Pages for mail merge, the problem is that as i previously open the document in P13, now nor readable in old Pages, so had to export to P09, but in old Pages the document lost the hability to merge fields :-(
I believe the problem in old Pages is after Mavericks instalation.
In Numbers13, can´t see the point of placing tables in a row, my name tables are a few charaters long and i can't see the old name nor can it be extended for full view.
Right now i was trying to print a single page out of a long table, can't see the format of the page i chose, its just try and error till get it right and can't also see in print page the page number, had to count it by "hand" to figure witch page to print.

Address book won't save changes to note field

Like the header says. Address book won't save changes to note field. There's another thread with the same header: https://discussions.apple.com/thread/2591053?threadID=2591053 But it's archived so I had to post this new one.
If I made a change in any non-note field however, it would stay.
Note: the notes field can be edited with actually having to go into official "edit" mode. Does this make it more prone to corruption? Why would Apple make the notes field NOT need that extra step of protection. Do they think my notes aren't as important? How would they know?
I fixed this one card with a bandaid solution by exporting it and reimporting it. But I guess I need to do that with all 2,000 of my contacts now. It was mentioned on theother thread that somebody made an address book backup and then deleted every contact in the address book and imported them fresh from the backup and that worked.
The underlyilng issue is still not solved though. How could this happpen in the first place, and how do I know what other contacts haven't held lthe changes I thought I made?

Hi,
Using the Note field
You can add notes to any contact in Address Book. This makes it easy to keep track of details about a person in your address book.
Select the person in the Name column in Address Book, then click the Note field in the card.
The Note field can be edited at any time, even if the card is not in edit mode.
You could make a dedicated field that requires the edit button...
Using custom labels
You can change the label that appears next to a piece of information on a contact's card. For example, you might want to change "work" to "support" next to a phone number.
Select the contact that you want to change.
Click the Edit button at the bottom of the window.
Click the label next to a field, then choose Custom from the pop-up menu.
Enter a new label for the field.
The new custom label appears on this contact's card only.
If you want to change a specific label on all cards in your Address Book, edit the card template. Choose Address Book > Preferences and click Template. The Template pane also allows you to add other types of fields on contact cards, such as a nickname, job title, birthday, anniversary, and URL. Use the Add Field menu.

Changing template after page has been created

Hey,
Does anyone if this can be done?
I created three pages as Welcome, Casting and Contact Us and I want to merge those pages under a different template so is it possible without having to totally re-create the website?
Later,
Chris

Sorry, you can't change templates under a page that is already created.
My advice would be to add three new pages -- Welcome, Casting and Contact Us -- using the new templates you want, then copy and paste your text from the original three pages before deleting them.
Of course, you still may need to change the typeface to match the typeface on the new template. But who knows, maybe the old typeface on the new template may look fine. Depends on which templates you are using.
If you don't have much copy on your site, it may be simpler just to start over.

Master-detail: detail field not displayed after changed by master field

I want to use the Depends on item with Clear/refresh value functionality in a master detail situation. Within the same group it is no problem to use the setter method of a field to change a second field and then displaying this new value. But in the detail group, I can not select items from the master group as a depends on item.
In the setter of the master field, the value in a field for each row in the detail (table layout) is updated. The only problem is that this updated value is not displayed, the old value doesn't change. When saving the changes, the displayed value is committed to the database. When de updated field is not displayed at all, the correct value is saved, so I know the detail field is updated.
How can I make sure the displayed value in the detail is displayed after changeing a master field? I already gave the detail field the correct partial trigger.

Wouter,
I guese you don;t see the changed value when you display the detail item because after the depends on item update changed the detail item, JSF procesing continues and the detail table changes are sent to the server which will override again the detail item attriibute, resetting it to the old, still displayed value.
So, the trick is to get PPR working. Make sure the partialTYriggers property of the detail item is set to the value of the id property of the master item. If it still doesn't work, try setting the partial triggers property on the table, instead of the individual item.
Steven Davelaar,
JHeadstart team

Who has changed the Custom Field value?

Dears,
Need to know the information regarding how to fetch that who has changed the Custom field value from PWA/MPP.
Example:
There is a PDP (say ProjectInfo):
There is a Custom Field added to that PDP (say Project Status = In Progress).
Now for ProjectA, someone has checked out and changed the Custom Field "Project Status" from "In Progress" to "Closed".
I need to fetch the information regarding who has changed that Custom field.
In which direction should I move: Event Handlers, PSI???? Any other stuff?
Thanks & Regards,
Shravan

Hi Shravan,
I'm not a developer but I do know that you can use an event handler pushing the resource name and date in custom fields.
Another way is to use a 3rd-party tool like
FluentPro Audit Tool.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

To Display Output in Grid ALV with change of some field display total with

Hi Masters,
I m working on ALV in which i have to display output with the following format.
Header
"Some String"                                                             date/time
User:XYZ01       page 1
Line
1st field    2nd    3rd     4th       5th   6th    7th   8th   9th 10th field
x               y       z        A        B     C       D     E      F       G
BLANK..............................................................................
                      "total 3rd+4TH"           P        Q     R      S        T
same thing for every change of 4th field .
So the problem is with inserting the line with string "Total of 3rd+4th" in the output .
Can Anyone help me out?
Thanks ,
Varlani Amit

Hi,
Use control-break statement ON-CHANGE for the 4th field, and do the changes.
regards,
sri

In Mail can I change my "To" field to From or sender

In Mail my inbox shows 3 fields "To, Subject, Date Recieved" Can I change the "to" field to from or sender. I know who the mail is to, it's always to me after all it's my mail I'm checking. I would like to know the sender so I can better decide which mail to open and read. Sometimes I'm looking for a response from a paticular person.

Hi Ubettergetit: Actually it is quite easy to get rid of that little annoyance. With mail open, Right (Control) Click on one one of the headings in Mail. (To, From, Subject....). This will bring up a menu that allows you to select which headings you would like to see, change it as required.
Enjoy
Stedman

Change Template Merge Fields?

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