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Conditional Merge Fields - System Number (Specific)

Conditional Merge Fields - System Number 

It is possible to store TEXT against the System Name.

This stored text can be split into separate text stanzas if desired, and these text stanzas can then be used as MERGE fields
on documents or templates.


Adding Text to the System Name record

If you have high enough priority, when you login to the system you will be able to access the System Name records.
This is done via the Login Screen.

Select the relevant system using the drop-down. Then click the [Edit] button.
Once the System Properties window opens, select the notepad icon and choose System Text


This will then open a Notes page where you can type your text into the white space.
If desired you can split the text into stanzas using #nnnnnnn where nnnnnnn is the name of the section.


The text can contain plain text, or merge fields, e.g. [[SDF_SYS_NAME$]]

Some special merge fields which may be useful when adding text stanzas to documents are:

[[$Document=\\ppppppp\pppppp\filename.doc]] - this allows you to specify the path to a document stored on the server. This document can then be inserted into a document template as a merge field.

[[$Image=\\xxxxxxxx\xxxxxxxx\picturename.jpg]] - this allows you to specify the path to an image (*.jpg, *.png) stored on the server. This image can then be inserted into a document template as a merge field.


Using the Stanzas as merge fields

Once text stanzas have been stored against a System Name, it is relatively easy to pull these stanzas into Document Templates or Journals.
An example of a Journal (email) Template is shown below.

Important: The field you need to use is the System Number field from the Influence System Definitions
[[SDF_SYS_NO$, $TEXT=#nnnnnnnn]]

Effectively you insert the System Number merge field into the template you you normally would, and then tell the system which text stanza to select. i.e. [[XXXXXXX$, $TEXT=#nnnnnnn]  where  

XXXXXXX is the field you are using as the trigger, such as User_ID
$TEXT tells the system to go and get the text associated with the code
=#nnnnnn specifies which stanza you wish to retrieve.

$TEXT=#nnnnnn  gets a specific text stanza


To find out more about using Conditional merge fields, click HERE.


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  1. Graeme Orchard

  2. Posted
  3. Updated