It is possible to create custom merge fields for your report templates, thereby minimizing the need for administrative work to adjust and correct templates directly from project to project. We call this "Global Merge Fields."
In this article, you will find:
- What is a merge field?
- Create global merge fields
- Insert merge fields in report templates
- Fill in text for merge fields on a project
What is a merge field?
A merge field is a tool that makes it easy and quick to insert one piece of information in many places within a single document, or in many different documents at once. Merge fields act as placeholders in a report template. Under "Project details," you can fill in the text that will replace a placeholder in all of the project's reports.
Create global merge fields
Account ➜ Reports ➜ Settings ➜ Click on "Add Field" under Global Merge Fields.
Here you can create and name merge fields that can be integrated into your reports. These merge fields are global, meaning they can be used in report templates across different projects. It is possible to create multiple merge fields for different information, depending on how many you need.
Click "Add Field" and name your merge field with something short and descriptive. In the example below, we have chosen to create two fields, namely "Construction Class" and "Serial Number":
Note: Remember to click "Save" at the very bottom of the page!
Insert merge fields in report templates
Account ➜ Reports ➜ Templates ➜ Click on "The pencil icon" next to the report template in which you want to use a merge field.
Once you have opened the report template where you want to use your custom merge fields, first select the paragraph where the merge field will be used - for example, the front page:
Click or highlight the place in the text where the merge field should be inserted, then select "Merge Fields" in the toolbar. Here, choose "Global Merge Fields" and then select the custom merge field you want to use.
Once you have inserted a merge field, it will appear in curly-brackets
Note: You can insert the same merge field multiple times within the same report, and merge fields can be inserted anywhere free text can be written, which is in the paragraph type "Custom Text" and all other paragraph types under "Add your own text to paragraphs" (see image below).
Fill in text for merge fields on a project
Your Projects ➜ Select Project ➜ Project data ➜ Master data & professions
Once you have created and named your merge fields to be used in your report templates, you can access them for each project under "Project settings" ➜ "Project data" ➜ "Master data & subject groups," as shown in the image above.
Here you can fill in the fields with the text that will replace the respective merge field in the reports for the current project. Thus, the specified text will appear in the places in the reports where the merge field is inserted in the report template.
In the example below, you can see that in a project we fill in the merge field "Serial Number" with the number 13, and therefore the number 13 will appear in the places in the report where the merge field "Serial Number" was inserted:
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Contact us
If you have any questions, you are always more than welcome to contact our support at support@inspectly.com
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