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Drawloop - How to add Keep Word Formula's to the page layout

Topic

How to add Keep Word Formula's to the page layout 

Instructions

 
Adding 'Keep Word Formulas' field to the Document Package Layout:
  1. Navigate to Salesforce Setup
  2. In classic = (quick search "Objects")  | Lightning = Click 'Object Manager'  Search 'DocGen Package'
  3. Find the Page Layout section and choose the desired layout.
  4. Under Fields  search for 'Keep Word Formulas'
  5. Navigate back to the Document Package and Check this checkbox.

User-added image
 
  1. Add "keep word formulas" to the Document Package layout and check the box. (see steps below)
  2. Create a delivery option of 'Originals'
  3. Download the output document and open it in Word.
  4. Toggle all the Fields  using  "Alt +F9" or select all, right-click, 'Toggle Field codes'
  5. This will allow for the ability to see what data has been pushed into the document and what is being evaluated.


 

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Version history
Revision #:
10 of 14
Last update:
4 weeks ago
Updated by: