Data Merge - Text

Inserting data from another object into a text field

  1. Click the Component's settings icon, or click on the Component as displayed in the Canvas, or go to the Component Settings panel.

  1. Position the cursor where you want to insert the merged field.

  1. Click the field button.

  1. Select the desired field.

  1. The merged field will be inserted at the cursor's position, in the form {{!label}}. This will be replaced with the data from the field when the document is generated. You can check this by using the Preview function and choosing a record to generate the document for.

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