Add Additional Field dialog box

Use this dialog box to add a custom field to a form letter that you are creating. For an example on using additional fields, refer to this example.

Field Name

Enter a name for the new field. This is the field name that appears on the Generate Form Letter dialog box. It is for reference only and does not appear in the actual form letter.

Field Tag

Enter the field tag. The field tag is the XML attribute name that corresponds to the mail merge field in the Microsoft Word form template. It references the merge field in the Word document. It must match the mail merge field name in the template (it is not case sensitive). For example, if the mail merge field name is Temperature, you must enter Temperature (or temperature) in this field.

Field Type

Select the Field Type from the drop-down list. The following field types are supported:

Single Line Text – this will prompt the user for a single line of text.

Multi-Line Text – this will prompt the user for multiple lines of text.

Single Project Item – this will prompt the user for a single project item.

Multiple Project Items – this will prompt the user for multiple project items

Single Contact – this will prompt the user for a single contact.

Multiple Contacts – this will prompt the user for multiple contacts.

Keyword – this will prompt the user to select one or more keywords.

Yes/No – this will prompt the user to select either Yes or No.

Date – this will prompt the user to select a date.

Default Value

If you want a default value to appear in the field you are creating here, enter the value in this field. The value will be output to the form letter unless another value is entered.

 

To access this dialog box

Click Add from the Additional Fields tab of the Add Form Letter dialog box.