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Setting a Field Tag to all lowercase

  • March 16, 2023
  • 2 replies
  • 148 views

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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

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.

 

https://help.salesforce.com/s/articleView?id=sf.bi_integrate_data_prep_recipe_formula_field_stringFunctions_lower.htm&type=5

 

Hope this helps.

 

Best,

Ray C

2 replies

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  • Novice
  • Answer
  • March 27, 2023

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.

 

https://help.salesforce.com/s/articleView?id=sf.bi_integrate_data_prep_recipe_formula_field_stringFunctions_lower.htm&type=5

 

Hope this helps.

 

Best,

Ray C


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  • Rookie
  • December 29, 2025

I just did it in MS Word.  I had two lines of verbiage they wanted in upper case, but most were tagged fields.  I used Styles and picked one that was all upper case (TITLE) and then adjusted the font to fit with the rest of the doc.  I see you can also create a style (Home - styles)...so I am sure you can do create a style of all lower case.