Fill-In Word Merge Fields

The Fill-in tool is an optional but useful tool which can be used in a Template to request data from the user at run time. For example, a Moveware report linked to a Template with Fill-in fields will prompt the user for data with a popup for each field when it is run.

Ensure that an excessive amount of Fill-In fields is not used, as a Fill-in prompt will pop up for each Customer that is met by the Report’s selection criteria.

How to Add Fill-In Word Merge Fields to a Template

1. Open the Word template the Fill-in fields will be added to.
   
   

2. Click the Insert Word Field tool on the Mail Merge Toolbar and select Fill-in from the drop down list. A popup window will be displayed to enter the field details.
   
   

3. Type the required prompt, e.g. ‘What is your date of birth?’.
   
   

4. Type in the default fill-in text, e.g. ’01/01/01′ or leave it blank. Click OK.
   
   

5. A popup window will display the prompt as it appears to the user. Click OK. The default text will be displayed in the template.
   
   

6. Click the Alt and FP keys together at any time to see expanded details of your merged fields in the template.
   
   

7. Add the minimum number of required Fill-in fields.
   
   

8. Click Save to save the new Fill-in fields.