Customize document content based on Mail Merge source fields?

gmayor · #4 09-22-2020, 12:19 AM

Quote:

Originally Posted by mallorious

Thank you!
I've never used autotext fields before, so I'm not sure I'm connecting all of the dots correctly.
If one of the sites is "Library," I think what I would end up with after merging is something like
{ Library}
Is that right? How do I get that to be replaced with the content of that autotext entry?.

If the site mergefield is called 'Site' and you have an autotext entry called 'Library' then
{ AUTOTEXT { MERGEFIELD Site } }
will insert the autotext 'Library' entry when Library is the value in that field in the record merged. The field is an Autotext field and the mergefield provides the value for the autotext field.

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