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Document Templates

Comments

8 comments

  • Theresa Gorman

    Is there a way you can format the wildcard fields as was the case in V19.  I have a template used for contracts but dates are all short - I believe in contracts most companies use a long format date.  There appears to  be a format field in the wildcard window but this cannot be changed

  • Carrie Spalding

    Theresa,

    You have to create a custom formula field with the date formatting. 

    Thanks!

    --Carrie

  • Sean Tame

    Hi Carrie,

    Is there any plans to enhance this?  I too have wanted flexibility over the formatting of fields for the template wildcards.  Crating formula fields just to handle formatting seems like overkill and makes the column selection list a little messy and cluttered.  V19 does have this ability so it would be great for v20 to support it too.

    Thanks.

  • Carrie Spalding

    Sean, 

    Per Product Management we are looking at two possibilities but nothing is scheduled at this time.

    Option 1 is to provide more flexibility around where custom fields show up.  It would allow you to show the custom field in a grid, reading pane, or as a wildcard.

    Option 2 is to allow setting formatting inside the template document.

    --Carrie

  • Sean Tame

    Thanks Carrie - will follow with interest.

  • Theresa Gorman

    Thanks Carrie - the formula has achieved what I wanted

  • Nicky Leadley

    Hi Carrie - has there been any progress on formatting wildcards, specifically dates?

     

  • Carrie Spalding

    Nicky, I'm sorry at the moment I don't have an update, but I will update this post when I do!

    Thank you,

    --Carrie

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