Page Comparison

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Some key things to remember:
-Always use the Insert Field functions
-Never type anything directly into the Mergefield/always use the Edit Field function (an exception to this will be some special characters such as Asterisks(*), Forward Slash(/),Plus(+) etc.)
-Copy and paste will not work, you must use the Insert Field and Edit Field commands in Word
-Always upload the template and test all the values
-For more complex formulas, it’s best to map out what you need before you start
-Some formulas may result in a “Syntax Error!” or “REF#” especially in the Extras section, in this situation, you may have to add additional Mergefields (such as OptionsRRP) to counteract this. Additionally you may also have to use { IF } statements referencing Inventory Group Codes e.g. { IF {MERGEFIELD InventoryGroupCode \* MERGEFORMAT}=”ROLL” {MERGEFIELD RRP \*MERGEFORMAT}\*MERGEFORMAT}

Why do you need formulas in document templates?

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Sometimes we need to show the individual unit price and this is where formulas need to be used.
The most common formulas you would use are (+, - , =, /,*) and IF statement Mergefields.

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1. Open Word document

2. Press Ctrl and F9 on your keyboard – this will create the expression field { }. For Mac users with Office 365 use FN + CMD + F9

3. Click inside the expression field and insert your merge field

4. Right-click on the mail merge field and select ‘Toggle Field Codes’

   1. This will display the merge field nested inside an expression field
      

5. From here you can do the calculations on the merge field. 

   1. For example, to add 1 to the age field place an equals symbol (=) before the between the two open brackets and plus 1 (+ 1) between the two close brackets.

   2. For example : to display 50% of the total amount in Quote Document { = { Mergefield TotalIncGST \*MERGEFORMAT } /2 } \*MERGEFORMAT} or { = { Mergefield TotalIncGST } /2 }

   3. Press Alt+F9 to switch to Normal view

6. Save document and upload