Coding Merge Fields
GS

GivingData Staff

Created Feb 21, 2023

Coding Merge Fields

Learn how to add coding merge fields to GivingData Document Templates.

15
    a

Tango

8 Steps
1

Navigate to Admin Tools & Settings and select Codes/Attributes.

Navigate to Admin Tools & Settings and select Codes/Attributes.
2

Locate the code type that you would like to map into your document template (i.e. Program Area). Take note of its Code Type ID.

Locate the code type that you would like to map into your document template (i.e. Program Area). Take note of its Code Type ID.
3

Follow steps 1-3 from the "Inserting a manual merge field" section above.

4

The merge field format for coding is {Entity}.Coding_{CodeTypeID}. This means that in order to map in the request code type (Program Area), the merge field would be Request.Coding_71.

Please note that 71 is the Code Type ID shown in step 2. Code type IDs will vary depending on your configuration.

The merge field format for coding is {Entity}.Coding_{CodeTypeID}. This means that in order to map in the request code type (Program Area), the merge field would be Request.Coding_71.
5

Add the merge field to the text box.

Add the merge field to the text box.
6

There are a number of optional switches that can be added to the end of a coding merge field to determine which information is mapped in.

Note: Switches are indicated in bold.

There are a number of optional switches that can be added to the end of a coding merge field to determine which information is mapped in.
7

Add a switch to the merge field (optional) and click OK.

Add a switch to the merge field (optional) and click OK.
8

The merge field will now appear in the document.

Tip: Try highlighting the merge field and changing the font and size to match the style of your document.

The merge field will now appear in the document.
Well done!
Create how-to guides like this in a snap. Get Tango now.