Setting a Field Tag to all lowercase

  • 16 March 2023
  • 1 reply


Is there a way to set a field tag to all lowercase letters? I know there’s a way with cross referencing, but I’m only seeing lowercase → uppercase and not vice versa. 

Example: { SET “Link” “<<Opportunity_Name>>” } { REF Link * Upper }

I tried changing Upper to Lower with no success.

Is there way to set a field tag from uppercase to lowercase? Thank you!


Best answer by Ray_Cabral 27 March 2023, 19:09

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Hi @aschwartzmctlaw ,


I don’t believe there is an easy way to do this in MS Word. You can do it with an excel formula. Excel can then be used as middleware in Drawloop to simply convert a string of text to lowercase and pass it on to a MS Word or PowerPoint document. That is an option. Another option is to use a Salesforce formula field to perform a lower function instead of doing it directly in the document.


Hope this helps.



Ray C