Template Attribute Reference

Merge Field Attributes

format-number

Purpose: Format numeric values with thousands separators and decimal places

Syntax: {{!Object.NumericField format-number="pattern"}}

Supported Patterns:

Pattern

Description

Input

Output

#,###.##

US/UK currency format

4222300.8

4,222,300.80

#,###

Whole numbers with commas

4222300.8

4,222,301

#.###

European format (period separator)

4222300.8

4.222.301

#.###,##

European format with decimals

4222300.8

4.222.300,80

Examples:

{{!Opportunity.Amount format-number="#,###.##"}}
${{!Opportunity.Amount format-number="#,###.##"}}
€{{!Opportunity.Amount format-number="#.###,##"}}

Notes:

Patterns work with numbers of any size beyond the 4 digits shown
Rounding is applied when precision exceeds the format specification
Currency symbols must be added separately (outside the merge field)
Works with standard numeric, currency, and formula field types

format-date

Purpose: Format Salesforce date and datetime fields using Java SimpleDateFormat patterns

Syntax: {{!Object.DateField format-date="pattern"}}

Common Patterns:

Pattern

Description

Example Output

MM/dd/yyyy

US short format

04/04/2017

dd/MM/yyyy

European short format

04/04/2017

dd.MM.yyyy

European dot format

04.04.2017

MMMM dd, yyyy

Long format

October 28, 2018

EEEE, MMMM dd, yyyy

Full format

Monday, October 28, 2018

MMMM

Month name only

October

yyyy

Year only

2018

MMM dd

Short month and day

Oct 28

Pattern Components:

Symbol

Meaning

Example

yyyy

4-digit year

2024

yy

2-digit year

MMMM

Full month name

January

MMM

Abbreviated month

Jan

MM

Month as number (01-12)

M

Month as number (1-12)

dd

Day of month (01-31)

d

Day of month (1-31)

EEEE

Full day name

Monday

EEE

Abbreviated day

Mon

HH

Hour (00-23)

hh

Hour (01-12)

mm

Minutes (00-59)

ss

Seconds (00-59)

a

AM/PM marker

Timezone Support:

Common Timezones:

America/New_York
America/Chicago
America/Denver
America/Los_Angeles
Europe/London
Europe/Paris
Asia/Tokyo
Australia/Sydney

Examples:

Notes:

Patterns are case sensitive (MM=month, mm=minutes)
Times are stored in GMT and must be converted using TZ parameter
Only Salesforce-supported timezones are accepted
Month and day names are always in English
Use Salesforce formula fields for non-English date formatting
Full Java pattern reference

checkbox

Purpose: Display boolean fields as checkbox or radio button images

Syntax: {{!Object.BooleanField checkbox="style"}}

Supported Styles:

Value

Description

Appearance

true

Standard checkbox

Dotted white border, black checkmark when checked

black

Filled checkbox

Solid black border, black fill with white checkmark when checked

radio

Radio button

Circle, filled when checked

Examples:

Custom Styling:

Notes:

Displays the current state of the boolean field on the record
Not supported in DOCX file format (PDF only)
Checkbox images have the CSS class sdcheckbox
Checked state shows filled/marked, unchecked shows empty

MICR

Purpose: Output text in MICR E-13B font for check printing and bank processing

Syntax:

Parameters:

fontSize (required): Controls character width (recommended: 11)
spacing (optional): Controls space between characters (default: 0)

Examples:

MICR Special Characters:

Character

Symbol

Meaning

⑆

Transit (routing)

⑈

On-us (account)

⑉

Amount

⑊

Dash

Notes:

Outputs series of images suitable for PDF check generation
Only digits (0-9) and characters t, o, a, d are transformed
Other characters are ignored
Higher fontSize values create larger characters
Negative spacing values bring characters closer together
Requires magnetic ink toner for actual bank processing
Standard check printing uses fontSize="11" with spacing="0"

CR (Character Recognition)

Purpose: Output text in OCR-A or OCR-B fonts for machine-readable documents

Syntax:

Parameters:

fontType (required): OCR-A or OCR-B
fontSize (required): Character size (recommended: 20)
spacing (optional): Space between characters (default: 0)

Examples:

Notes:

Outputs series of images for PDF generation
Only digits 0-9 are transformed
Other characters are ignored
Spacing defaults to 0; negative values allowed
Lower spacing values bring characters closer together
Useful for checks and computer-readable forms
Does not require special toner for printing

ToUpperCase

Purpose: Transform text to all uppercase letters

Syntax: {{!Object.TextField ToUpperCase="true"}}

Examples:

Input/Output:

Common Use Cases:

Mailing labels
Legal document headers
Formal addresses
Standardized text sections

ToLowerCase

Purpose: Transform text to all lowercase letters

Syntax: {{!Object.TextField ToLowerCase="true"}}

Examples:

Input/Output:

Common Use Cases:

Email addresses
Website URLs
Standardizing case for technical fields

RTL (Right to Left)

Purpose: Reverse character strings for right-to-left languages (Hebrew, Arabic)

Syntax for Merge Fields:

Syntax for Template Sections:

Examples:

Input/Output:

Notes:

RTL attribute transforms merge field data only
<rtl> tags transform both merge fields and static text
Do not combine RTL attribute with <rtl> tags
<rtl> tags don't work with text breaking across two lines
Use separate <rtl> tags for each line if text wraps
Primarily used for PDF generation in RTL languages

translate

Purpose: Return translated picklist values using Salesforce Translation Workbench

Syntax: {{!Object.PicklistField translate="true"}}

Requirements:

Translation Workbench enabled in Salesforce
Picklist values translated in Translation Workbench
User language preferences set

Examples:

Input/Output (French locale):

SOQL Usage:

Notes:

Works only with picklist fields
Can also be used on field labels
Leverages Salesforce toLabel() function
Causes errors if used on non-picklist field types
Respects user's language/locale settings
For related lists, use SOQL with toLabel()

replaceAll

Purpose: Replace all occurrences of specified substrings

Syntax: {{!Object.Field replaceAll="find1,replace1,find2,replace2,..."}}

Examples:

Input/Output:

Notes:

Matches and replaces all occurrences of substrings
Different from substitute which matches entire values
Case sensitive matching
Can chain multiple replacements
No catch-all value

encrypt

Purpose: Display classically encrypted fields in decrypted form

Syntax: {{!Object.EncryptedField encrypt="true"}}

Examples:

Notes:

Works with Salesforce Classic Encryption
User must have permission to view encrypted data
Not supported for named query merge fields
Different from Platform Encryption

Display

Purpose: Render picklist field values as display labels instead of API names

Syntax: {{!Object.PicklistField Display="true"}}

Examples:

When to Use:

Picklist API name: stage_prospecting
Display label: Prospecting
Without attribute: Shows stage_prospecting
With attribute: Shows Prospecting

Notes:

Most picklists have identical labels and API names
Only necessary when they differ
Common in managed packages or older orgs

msnl

Purpose: Replace semicolons in multi-select picklists with line breaks

Syntax: {{!Object.MultiSelectPicklistField msnl="true"}}

Examples:

Input/Output:

Notes:

Converts semicolon-separated values to new lines
Makes multi-select values more readable
Particularly useful for forms and reports

breakeverynchars

Purpose: Insert spaces at specified character intervals to enable line breaks

Syntax: {{!Object.Field breakeverynchars="number"}}

Examples:

Input/Output:

PDF-Upload Template Styling:

Add to Additional Style field to force text wrapping.

Notes:

Negative, zero, or blank values have no effect
Inserted spaces allow text to wrap naturally
Useful for long unbroken strings (URLs, codes, hashes)

toCells

Purpose: Split field value into individual letter cells in a table

Syntax: {{!Object.Field toCells="cellCount,cssClass"}}

Requirements:

Must be used within <td> tags
Part of a table structure

Examples:

Input/Output:

With Custom Styling:

Notes:

Each character becomes a separate table cell
Specifying more cells than characters creates blank cells
CSS class applies to all generated cells
Useful for forms requiring individual character entry boxes

strip-html

Purpose: Remove all HTML tags from rich text fields

Syntax: {{!Object.RichTextField strip-html="true"}}

Examples:

Input/Output:

For Related Lists: Use type="text" column attribute instead:

Notes:

Removes all HTML markup
Leaves only plain text content
Alternative to type="text" for merge fields
Useful when HTML formatting would cause issues

justifyNewLines

Purpose: Prevent irregular spacing when merging justified multi-paragraph text

Syntax: {{!Object.LongTextField justifyNewlines="HTMLElement"}}

Examples:

Input:

Output:

Notes:

Only works with style="text-align: justify"
Cannot be used with Microsoft Word templates
Each paragraph becomes its own HTML element
Prevents justification from affecting line breaks

blobToString

Purpose: Convert HTML-based blob data to strings

Syntax: {{!Object.BlobField blobToString="true"}}

Examples:

Notes:

Blob content must be convertible to string or well-formed HTML
Also available as related list column attribute
Useful for merging file content into documents
Will fail if blob contains binary data

Rich Text Rendering

Purpose: Preserve HTML formatting in rich text fields

Syntax: {{{!Object.RichTextField}}}

Note the Triple Braces: Three { instead of two

Examples:

Preserved Formatting:

Bold, italic, underline
Font colors and sizes
Bullet and numbered lists
Hyperlinks
Tables
Paragraph spacing

Notes:

Use three curly braces: {{{!Field}}}
Images in rich text only supported in PDF and DOCX formats
Alternative: Use type="rtf" column attribute in related lists
HTML is rendered as-is without escaping

substitute

Purpose: Replace entire field values with alternative text based on matching

Syntax:

Basic Examples:

Translation Example:

Organized with Parentheses:

Notes:

Matches entire field value (not substrings)
Matching is case-insensitive
Whitespace is trimmed before matching
Replacement values are exact (preserve case)
Odd number of values: last value is catch-all
Use true/false for checkbox/boolean fields
For null values, use nullprefix instead
Numeric values must match precision exactly

replaceall (column-level)

Purpose: Replace substrings within field values (not entire values)

Syntax:

Basic Examples:

Regex Examples:

Regex Syntax:

Start with [regex] (including brackets)
Use standard regex patterns
Capture groups with ( )
Reference with $1, $2, etc.

Difference from Substitute:

Feature

substitute

replaceall

Matches

Entire value

Substrings

Multiple matches

First match only

All matches

Catch-all

Yes

Regex support

Yes

Notes:

Replaces all occurrences of substring
No catch-all/"else" condition
Supports regular expressions
Useful for text cleanup and formatting

showcolumn

Purpose: Conditionally show or hide entire table columns

Syntax:

Basic Examples:

Multiple Conditions:

With Header Row:

Supported Operators:

Operator

Meaning

Example

==

Equals

{{!Field}} == 'Value'

!=

Not equals

{{!Field}} != 'Value'

>

Greater than

{{!Field}} > 100

<

Less than

{{!Field}} < 100

>=

Greater or equal

{{!Field}} >= 100

<=

Less or equal

{{!Field}} <= 100

|

(cond1 | cond2)

&&

AND

(cond1 && cond2)

Notes:

Column is hidden when condition evaluates to false
Apply same condition to header using 
Wrap OR/AND conditions in parentheses
Conditions reference the parent object, not list records

type

Purpose: Control how field content renders in columns

Supported Values: rtf, text, checkbox, radio

Syntax:

RTF (Rich Text Format):

Preserves HTML markup and formatting
Shows bold, italic, links, lists

Text:

Strips all HTML tags
Shows only plain text

Checkbox:

Displays checkbox image instead of true/false
Checked: ☑
Unchecked: ☐
Not supported in DOCX format

Radio:

Displays radio button instead of true/false
Selected: ⦿
Unselected: ○
Not supported in DOCX format

Custom Checkbox Styling:

Notes:

type="checkbox" and type="radio" work in PDF only
Checkbox/radio images have CSS class sdcheckbox
Use type="text" to strip HTML from rich text fields
Use type="rtf" to preserve formatting

header

Purpose: Specify custom column header text

Syntax:

Examples:

Notes:

Overrides default field name headers
Use for user-friendly column names
Accepts any text string
Can include special characters and spaces

format-number (column-level)

Purpose: Format numeric columns with thousands separators and decimals

Syntax:

Supported Patterns:

Pattern

Description

Input

Output

#,###

Thousands separator

123456

123,456

#,###.##

Thousands + decimals

123456

1,234.56

#.###

European thousands

123456

123.456

#.###,##

European with decimals

123456

1.234,56

Examples:

With Prefix:

Notes:

Works with all numeric field types
Applies to every row in the column
Combine with prefix/postfix for currency symbols
Rounding occurs when precision exceeds format

format-date (column-level)

Purpose: Format date columns using Java patterns

Syntax:

Common Patterns:

Pattern

Output

MM/dd/yyyy

04/04/2017

dd/MM/yyyy

04/04/2017

MMMM dd, yyyy

October 28, 2018

MMMM

October

yyyy

2018

Examples:

Notes:

Follows same patterns as merge field format-date
Patterns are case-sensitive
Month/day names in English only
Extract month, day, or year individually

mergenext

Purpose: Merge a column cell with the cell immediately to its right

Syntax:

Examples:

Notes:

Combines current cell with next cell horizontally
Use prefix/postfix for spacing between merged content
Not supported with group-by functionality
Useful for combining related data points

colspan

Purpose: Make a column span multiple columns horizontally

Syntax:

Examples:

With Headers:

Notes:

colspan="1" has no effect (default)
Works like HTML colspan attribute
Useful for section headers and grouping
Column spans specified number of columns total

newrow

Purpose: Create new table rows at specified intervals

Syntax:

Values:

true - New row for each record
number - New row after every N records

Examples:

Mailing Label Example:

Output:

Notes:

newrow="true" creates vertical layout
newrow="3" creates 3-column grid
Useful for labels, badges, cards
Affects table row structure

prefix

Purpose: Add text before each non-null column value

Syntax:

Examples:

Notes:

Only appears for non-null values
For null values, use nullprefix
For all values regardless, use allprefix
Can include spaces and special characters

nullprefix

Purpose: Add text before null column values

Syntax:

Examples:

Notes:

Only appears for null values
For non-null values, use prefix
For all values, use allprefix
Useful for providing defaults

postfix

Purpose: Add text after each non-null column value

Syntax:

Examples:

Notes:

Only appears for non-null values
For null values, use nullpostfix
For all values, use allpostfix
Useful for units, separators, formatting

nullpostfix

Purpose: Add text after null column values

Syntax:

Examples:

allprefix

Purpose: Add text before all column values (null and non-null)

Syntax:

Examples:

Notes:

Replaces need for both prefix and nullprefix when identical
Always displays regardless of field value
Simpler than using two separate attributes

allpostfix

Purpose: Add text after all column values (null and non-null)

Syntax:

Examples:

Notes:

Replaces need for both postfix and nullpostfix when identical
Always displays regardless of field value

abfprefixouter

Purpose: Add text before all columns except the first one

Syntax:

Use Case: Creating comma-separated lists without leading comma

Examples:

Notes:

Prefix appears on all items except first
Prevents leading separator in lists
String appears outside of any prefix attribute
Use with <class>none</class> for custom formatting

startIndex

Purpose: Offset row numbering when using rownum column

Syntax:

Examples:

Complete Example:

Notes:

Numbering starts at startIndex + 1
startIndex="0" starts at 1
startIndex="5" starts at 6
Use with rownum special column
Useful for continuing numbering across sections

render

Purpose: Conditionally render different values based on multiple conditions

Syntax:

Requirements:

Only works with <lineitemsSOQL> (not <lineitems>)
Must use <soql>...</soql> tags
Include all referenced fields in SOQL query
Don't specify field between <column></column> tags
Use RECORD.FieldName to reference row data
Escape HTML tags: lt# for <, gt# for >

Basic Examples:

String Matching:

Nested Renders:

With Formatting:

Supported Operators:

Operator

Meaning

Example

==

Equals

RECORD.Status == 'Active'

!=

Not equals

RECORD.Type != 'Closed'

>

Greater than

RECORD.Amount > 1000

<

Less than

RECORD.Amount < 100

>=

Greater/equal

RECORD.Amount >= 1000

<=

Less/equal

RECORD.Amount <= 100

&&

AND

(cond1 && cond2)

|

(cond1 | cond2)

STARTSWITH

Begins with

RECORD.Name STARTSWITH 'Pro'

ENDSWITH

Ends with

RECORD.Email ENDSWITH '.com'

HTML Escaping:

Character

Escape Code

<

lt#

>

gt#

"

quot#

'

apos#

&

amp#

Notes:

Evaluates conditions left to right
First matching condition wins
Last value is default (when no conditions match)
Can nest up to 3 levels deep
Use for complex conditional logic in tables

Good morning

Merge Field Attributes

format-number

format-date

checkbox

MICR

CR (Character Recognition)

ToUpperCase

ToLowerCase

RTL (Right to Left)

translate

replaceAll

encrypt

Display

msnl

breakeverynchars

toCells

strip-html

justifyNewLines

blobToString

Rich Text Rendering

Related List Column Attributes

substitute

replaceall (column-level)

showcolumn

type

header

format-number (column-level)

format-date (column-level)

mergenext

colspan

newrow

prefix

nullprefix

postfix

nullpostfix

allprefix

allpostfix

abfprefixouter

startIndex

render

breakeverynchars (column-level)