The Goal: Add an individual custom field to a Certification Roster by creating a matching merge field in your Word document template.
Before You Begin:
- Permission to edit Document Generation Templates (found under Settings, General Settings section, Document Generation Templates).
- The individual custom field already created, with a name that is a single word containing no special characters (for example, no “#” or “*”).
- Familiarity with the standard merge fields available for Certification Rosters — see Continuing Education/Certificates Merge Fields.
Step-by-Step Instructions
- Standard merge fields available for Certification Rosters are described in Continuing Education/Certificates Merge Fields. Use those as your starting point.
- To add an individual custom field to a Certificate Roster, create a merge field in Word using the name of the custom field. For example, if your custom field is called NPN #, your merge field would look like <<NPN>> and the code in Word would be { MERGEFIELD NPN /* MERGEFORMAT }.
- Make sure the custom field name is a single word with no special characters like “#” or “*”. The display name of the field can be set to include these if needed.
- Save your Word template and upload it as your Document Generation Template under Settings, General Settings section, Document Generation Templates.
Common Pitfalls
- Special characters in the field name: Special characters such as “#” or “*” in the custom field name will break the merge field. Keep the field name a single word with no special characters, and use the display name for any formatting.
| NOTE: Individual Custom Merge fields will display best if the field is set to contain a single value. Some examples of good field types to use as merge fields on these documents are: Integer, Decimal, Money, Text, Dropdown |