For how to use merge tags or to view the basic merge tags, please view the article here: Adding Merge Tags to Documents
Job & Pay Details Handling – Fetch current or future records dynamically for employment and payroll documents.
You can use the below merge tags for current or future Job details and Pay details:
Current Job Title - {{Job details[Current]$$Job title}}
Future Job Title - {{Job details[Future]$$Job title}}
Current Pay Amount - {{Pay details[Current]$$Amount}}
Future Pay Amount - {{Pay details[Future]$$Amount}}
For other current merge tags, you can use this format:
{{Screen Name[Current]$$Field Name}}
For other future merge tags, you can use this format:
{{Screen Name[Future]$$Field Name}}
Note: All merge tags are case-sensitive
Custom Merge Tags – Easily extract data from any profile screen using a simple tag format. Automatically merge multiple records for screens like timesheets, training records, and equipment logs.
Form Screen Merge Tags
You can use the below format for Form Screens (e.g. Personal Details, Employment Details):
{{Screen Name$$Field Name}}
Example: {{Employment details$$Employee Id}}
Table Screen Merge Tags
For merge tags for Table Screens (e.g. Benefits, Training, Equipment), you need to enter which Record # you wish to use from the list. The record ID is shown here:
{{Screen Name[Record #]$$Field Name}}
Example: {{Training[1]$$Course}}