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Configuring print document merge fields for forms

You can use merge fields in a print document that you have added to a form. When the form is completed and the user prints the document, the merge fields are populated.  These merge fields are configured to extract information from specific answers entered in the form. They are managed differently from other merge fields used in  NexJ CRM  because the token name that you give to these merge fields must match the reference name of the corresponding question in the form.

Before starting this task, ensure that you have installed  NexJ Add-In for Microsoft Office, and that you have noted the token names of questions you want to include in the document. The token name of a question is found in the Reference Name field when you add or edit a question from the  Business Processes ,  Call Management , or  Lead Management  tab in the  Customize  workspace.

To configure the merge fields in a Microsoft Word print document:

  1. In Microsoft Word, open the document you want to add merge fields to.
  2. Place the cursor where you want to add the merge field.
  3. In the  Home  tab, click Add NexJ Merge . The  Add NexJ Merge  dialog opens.
  4. Select any merge field and click Add Merge Field. The Add NexJ Merge dialog closes and the merge field is inserted into the document and is denoted by Ā«Token Name TitleĀ».
  5. [Optional]  In the merge field, select the existing token name title and replace it with a new token name title that describes what information the merge field is extracting from the form.
  6. Right-click the merge field and select Toggle Field Codes . The merge field displays the field code as { MERGEFIELD <TokenName> }. This token name must match the token name of a field in the form to extract information from it.
  7. In the merge field, select the existing token name and replace it with the new token name. The syntax for print document merge fields is { MERGEFIELD "${fields[<NodeName>.<TokenName>]value}"}. For example, to extract a client's first name from a field in a page node named "Introduction," enter { MERGEFIELD "${fields[Introduction.client firstName]value}"}.
  8. When you have finished configuring the print document merge fields, click the  Save  button .
  9. Upload the document to the  Document Manager  workspace in  NexJ CRM .

The print document merge fields are configured to extract information from the completed form. You can now add the document to a form so that it can be printed when the form is completed.

Configuring merge fields
Configuring print document merge fields in PDFs for forms
Adding print documents to forms