Create Your First Text Merge

Last Updated: 05/04/2018 Introduced in Version: 2.0

Decisions includes a number of built-in text merge fields like “Capitalize”, “Lower”, and “Insert Current Date.” These merge fields can be used to dynamically manipulate strings or insert data from other sources into a Text Merge.

Text merge extensions allow you to write custom text merge logic to accomplish any type of merge you would like. This example will show how to create simple Text Merge definition.

 

Example

Begin with navigating to the Designer Folder. To create a new Text Merge click Other > Text Merge > Create Text from the Folder’s Action menu.

 

 

Name the Text Merge and click OK to continue.

 

 

The Text Merge Designer window will open. In the main workspace we can create simple text like we would in a Rich Text Box with all of the formatting text tools.

 

 

On the right hand side there is a Properties panel where we have the option to add and define any inputs into our Text Merge. Click Add New to add a new input.

 

 

In the resulting popup window we give our new input a name and define its Type. In this example we define the Type as String. When we are finished defining our input we click OK to save and close this pop-up window.

 

 

Our new input is now available to use in the left panel under Data category. We can use these inputs as variables in our Text Merge. As well we can see Calculated Fields category in the left panel. If we expand this category we will see all of the methods available to apply to our Text Merge.

 

 

To demonstrate how it works we type some text into the workspace area, add our input string, and add the Capitalize method to capitalize all characters in our input string.

 

 

 

With our Capitalize method selected in the workspace we locate Settings in the ToolBox, click Text drop down option and select our Input String variable.

 

 

 

 

To see how it works we click the Preview link from the top panel of Text Merge Designer.

 

 

Because our Input is a variable with no values so far, we are prompted to give it one.

We define its value and click Ok to continue.

 

Now we can see the resulting window with our input string and the method applied to it. We can click Close to close preview, or…

capitalizedtext

 

…we can choose one of the Save options available for us at the top of this preview window.

saveasdoc

 

We click Save As Doc to save our text to a Microsoft Word document and the file is automatically saved in the format specified.

saveddocument