Mailings - Customize the display format (MERGEFIELD)

December 2016



Issue


When doing a mail merge, it often happens that the merged numerical values ??are not displayed in the proper format, in the final document.
  • This is especially the case for dates, times, and sometimes the price.
  • It is useless to change the input format, the mailing (after being merged) retains the default format.

Solution


MERGEFIELD can be used to solve this issue.

Getting Started


The base document:
On the *, I sold for * of products, but this morning, between * and *, I lost for * of products.
Fields in the database:
Dat, Sale, Star, End, Loss.
After insertion of the fields in the basic document we obtain the the following:
On the "Dat", I sold for "Sale" of products, but this morning, between "Star" and "End", I lost for "Loss" of products
Enter the information on the different values in your database:
  • 25/03/08 1234,56 8:15 11:45 365
  • 12/04 123456,78 8:00 12:50 26,5

After the merging


After the merge, the preview features two letters:
  • On the 25/03/08, I sold for 1234,56 of products, but this morning, between 8:15 and 9:45, I lost for 365 of products.
  • On the 12/04,, I sold for 123456,78 of products, but this morning, between 8:00 and 12:50, I lost for 26,5 of products.

Toggle Field Codes


In your mail template, press [alt] + [F9] to get the following:
  • On the { MERGEFIELD "Dat"}, I sold for { MERGEFIELD "Sale"} of products, but this morning, between { MERGEFIELD "Star"} and { MERGEFIELD "End"}, I lost for { MERGEFIELD "Loss"} of products

The format codes

  • To get the date/hour (\@) format, with the day displayed two digits, month in letters and year as a four digits, add the following code: \@ "dd MMMM yyyy".
  • For a number (\#) format with the thousands separator, two decimal and eventually the euro symbol, add the following code: \# "# ##0,00 €".

Note that you need to use quotation marks to display empty spaces.

Formatting


The modified letter template
  • On the { MERGEFIELD "Dat" \@ "dd MMMM yyyy"}, I sold for { MERGEFIELD "Sale" \# "# ##0,00 €"} of products, but this morning, between { MERGEFIELD "Star" \@ "hh 'H' mm"} and { MERGEFIELD "End" \@ "h 'h' mm"}, I lost for { MERGEFIELD "Loss" \# "# ##0,00 €"} of products

After pressing [alt] + [F9]:
  • On the 25 March 2008, I sold for 1 234,56 € of products, but this morning, between 08 H 15 and 9 h 45, I lost for 365,00 € of products.
  • On the 12 April 2013, I sold for 123 456,78 € of products, but this morning, between 08 H 00 and 12 h 50, I lost for 26,50 € of products


Note that the keyboard shortcut [shift] + [F9] will toggle the display of the selected field only.

Related :

This document entitled « Mailings - Customize the display format (MERGEFIELD) » from CCM (ccm.net) is made available under the Creative Commons license. You can copy, modify copies of this page, under the conditions stipulated by the license, as this note appears clearly.