# 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 | 24 | | `MMMM` | Full month name | January | | `MMM` | Abbreviated month | Jan | | `MM` | Month as number (01-12) | 01 | | `M` | Month as number (1-12) | 1 | | `dd` | Day of month (01-31) | 05 | | `d` | Day of month (1-31) | 5 | | `EEEE` | Full day name | Monday | | `EEE` | Abbreviated day | Mon | | `HH` | Hour (00-23) | 14 | | `hh` | Hour (01-12) | 02 | | `mm` | Minutes (00-59) | 30 | | `ss` | Seconds (00-59) | 45 | | `a` | AM/PM marker | PM | **Timezone Support:** ``` {{!Opportunity.DateTime__c format-date="MM/dd/yy hh:mm:ss TZ:America/New_York"}} ``` **Common Timezones:** * `America/New_York` * `America/Chicago` * `America/Denver` * `America/Los_Angeles` * `Europe/London` * `Europe/Paris` * `Asia/Tokyo` * `Australia/Sydney` **Examples:** ``` {{!Opportunity.CloseDate format-date="MM/dd/yyyy"}} {{!Opportunity.CloseDate format-date="MMMM"}} {{!Opportunity.CreatedDate format-date="MM/dd/yy hh:mm:ss TZ:America/New_York"}} ``` **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](https://docs.oracle.com/javase/7/docs/api/java/text/SimpleDateFormat.html) *** #### 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:** ``` {{!Opportunity.Payment_by_Check__c checkbox="true"}} {{!Opportunity.Terms_Accepted__c checkbox="black"}} {{!Opportunity.Shipping_Ground__c checkbox="radio"}} ``` **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:** ``` {{!Object.Field MICR="fontSize"}} {{!Object.Field MICR="fontSize,spacing"}} ``` **Parameters:** * **fontSize** (required): Controls character width (recommended: 11) * **spacing** (optional): Controls space between characters (default: 0) **Examples:** ``` {{!Check__c.RoutingNumber__c MICR="11"}} {{!Check__c.AccountNumber__c MICR="11,0"}} {{!Check__c.CheckNumber__c MICR="11,-5"}} {{!Check__c.Amount__c MICR="20,5"}} ``` **MICR Special Characters:** | Character | Symbol | Meaning | | --------- | ------ | ----------------- | | t | ⑆ | Transit (routing) | | o | ⑈ | On-us (account) | | a | ⑉ | Amount | | d | ⑊ | 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:** ``` {{!Object.Field CR="fontType,fontSize,spacing"}} ``` **Parameters:** * **fontType** (required): `OCR-A` or `OCR-B` * **fontSize** (required): Character size (recommended: 20) * **spacing** (optional): Space between characters (default: 0) **Examples:** ``` {{!Check__c.CheckNumber__c CR="OCR-A,20,0"}} {{!Document__c.SerialNumber__c CR="OCR-B,20,5"}} {{!Account__c.Code__c CR="OCR-A,16,-2"}} ``` **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:** ``` {{!Contact.BillingStreet ToUpperCase="true"}} {{!Account.Name ToUpperCase="true"}} {{!Opportunity.Description ToUpperCase="true"}} ``` **Input/Output:** ``` Input: 123 Main Street, Apt 3 Output: 123 MAIN STREET, APT 3 ``` **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:** ``` {{!Contact.Email ToLowerCase="true"}} {{!Account.Website ToLowerCase="true"}} {{!Contact.BillingStreet ToLowerCase="true"}} ``` **Input/Output:** ``` Input: 123 MAIN ST, APT 3 Output: 123 main st, apt 3 ``` **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:** ``` {{!Object.Field RTL="true"}} ``` **Syntax for Template Sections:** ``` reverse ``` **Examples:** ``` {{!Account.Greeting__c RTL="true"}} reverse

Welcome {{!Account.Name}}, your account number is {{!Account.AccountNumber}}

``` **Input/Output:** ``` Input: שלום Output: םולש ``` **Notes:** * RTL attribute transforms **merge field data only** * `` tags transform **both merge fields and static text** * Do not combine RTL attribute with `` tags * `` tags don't work with text breaking across two lines * Use separate `` 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:** ``` {{!Product2.Color__c translate="true"}} {{!Opportunity.StageName translate="true"}} {{!Case.Status translate="true"}} ``` **Input/Output (French locale):** ``` Input: BLUE Output: BLEU ``` **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:** ``` {{!Opportunity.Name replaceAll="Inc,Incorporated,Ltd,Limited"}} {{!Account.Name replaceAll="Corp,Corporation,LLC,Limited Liability Company"}} {{!Contact.Title replaceAll="VP,Vice President,SVP,Senior Vice President"}} ``` **Input/Output:** ``` Input: ABC Corp - Q1 Project Output: ABC Corporation - Q1 Project ``` **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:** ``` {{!Opportunity.Encrypted_SSN__c encrypt="true"}} {{!Account.Encrypted_Account_Number__c encrypt="true"}} ``` **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:** ``` {{!Opportunity.StageName Display="true"}} {{!Product2.Status__c Display="true"}} ``` **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:** ``` {{!Opportunity.Products_Interested__c msnl="true"}} {{!Contact.Communication_Preferences__c msnl="true"}} ``` **Input/Output:** ``` Input: Product A;Product B;Product C Output: Product A Product B Product C ``` **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:** ``` {{!Opportunity.Long_Code__c breakeverynchars="10"}} {{!Account.Serial_Number__c breakeverynchars="5"}} ``` **Input/Output:** ``` Input: supercalifragilisticexpialidocious Output: supercalif ragilistic expialidoc ious ``` **PDF-Upload Template Styling:** ``` white-space: normal!important; ``` 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 `` tags * Part of a table structure **Examples:** ``` {{!Opportunity.Product_Code__c toCells="5,codeCell"}} {{!Account.ZIP_Code__c toCells="5,zipCell"}} ``` **Input/Output:** ``` Input: ABC123 Output: |A|B|C|1|2|3| ``` **With Custom Styling:** ```
{{!Opportunity.Code__c toCells="6,codeCell"}}
``` **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:** ``` {{!Opportunity.Description__c strip-html="true"}} {{!Account.Notes__c strip-html="true"}} ``` **Input/Output:** ``` Input:

This is bold text with links

Output: This is bold text with links ``` **For Related Lists:** Use `type="text"` column attribute instead: ``` Description__c ``` **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:** ```
{{!Opportunity.Terms__c justifyNewlines="div"}}

{{!Contract.Body__c justifyNewlines="p"}}

``` **Input:** ``` Paragraph one text here. Paragraph two text here. ``` **Output:** ```
Paragraph one text here.
Paragraph two text here.
``` **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:** ``` {{!Attachment.Body blobToString="true"}} {{!ContentVersion.VersionData blobToString="true"}} ``` **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:** ``` {{{!Opportunity.Description__c}}} {{{!Account.Rich_Notes__c}}} {{{!Product2.Features__c}}} ``` **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 *** ### Related List Column Attributes #### substitute **Purpose:** Replace entire field values with alternative text based on matching **Syntax:** ``` FieldName ``` **Basic Examples:** ``` IsActive__c Status_Code__c Rating ``` **Translation Example:** ``` checkbox__c Month_Number__c ``` **Organized with Parentheses:** ``` Number__c ``` **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:** ``` FieldName ``` **Basic Examples:** ``` AccountName Company_Name__c ``` **Regex Examples:** ``` Description ProductCode ``` **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 | No | | Regex support | No | 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:** ``` FieldName ``` **Basic Examples:** ``` Next_Steps__c Expected_Close_Date__c ``` **Multiple Conditions:** ``` Probability__c Discount__c ``` **With Header Row:** ``` Product Price Discount ``` **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` | | `\|` | OR | `(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:** ``` FieldName ``` **RTF (Rich Text Format):** ``` Description__c ``` * Preserves HTML markup and formatting * Shows bold, italic, links, lists **Text:** ``` Rich_Notes__c ``` * Strips all HTML tags * Shows only plain text **Checkbox:** ``` IsActive__c ``` * Displays checkbox image instead of true/false * Checked: ☑ * Unchecked: ☐ * Not supported in DOCX format **Radio:** ``` IsSelected__c ``` * 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:** ``` FieldName ``` **Examples:** ``` PricebookEntry.Product2.name quantity unitprice totalprice SUM_totalprice ``` **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:** ``` NumericField ``` **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:** ``` unitprice quantity Amount__c ``` **With Prefix:** ``` totalprice ``` **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:** ``` DateField ``` **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:** ``` CreatedDate CloseDate LastModifiedDate ``` **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:** ``` FieldName ``` **Examples:** ``` Amount Label__c Value__c ``` **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:** ``` FieldName ``` **Examples:** ``` Description__c Header_Text__c ``` **With Headers:** ``` Product Information Pricing Name Code Desc Unit Price Total ``` **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:** ``` FieldName ``` **Values:** * `true` - New row for each record * `number` - New row after every N records **Examples:** ``` Name
MailingStreet
MailingCity, MailingState MailingPostalCode ProductName Description Price ``` **Mailing Label Example:** ```
``` **Output:** ``` | Label 1 | Label 2 | Label 3 | | Label 4 | Label 5 | Label 6 | ``` **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:** ``` FieldName ``` **Examples:** ``` Amount ProductCode Email__c ``` **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:** ``` FieldName ``` **Examples:** ``` OptionalField__c ExpectedDate__c Description__c ``` **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:** ``` FieldName ``` **Examples:** ``` Quantity Discount ProductName ``` **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:** ``` FieldName ``` **Examples:** ``` OptionalField__c Amount__c ``` *** #### allprefix **Purpose:** Add text before all column values (null and non-null) **Syntax:** ``` FieldName ``` **Examples:** ``` Amount__c ProductCode__c ``` **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:** ``` FieldName ``` **Examples:** ``` Price__c Quantity__c ``` **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:** ``` FieldName ``` **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 `none` for custom formatting *** #### startIndex **Purpose:** Offset row numbering when using `rownum` column **Syntax:** ``` rownum ``` **Examples:** ``` rownum rownum rownum ``` **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 `` (not ``) * Must use `...` tags * Include all referenced fields in SOQL query * Don't specify field between `` 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)` | | `\|` | OR | `(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 *** #### breakeverynchars (column-level) **Purpose:** Insert line breaks in column text after specified character count **Syntax:** ``` FieldName ``` **Examples:** ``` Long_Code__c URL__c Description__c ``` **Input/Output:** ``` Input: ABCDEFGHIJKLMNOPQRSTUVWXYZ Output: ABCDEFGHIJ KLMNOPQRST UVWXYZ ``` **Notes:** * Inserts space after every N characters * Allows text to wrap naturally * Useful for long URLs, codes, serial numbers * Works in both PDF and DOCX formats *** #### addToEmail **Purpose:** Add email addresses from column as document recipients **Syntax:** ``` EmailField ``` **Values:** * `To` - Primary recipients * `CC` - Carbon copy * `BCC` - Blind carbon copy **Examples:** ``` CreatedBy.Email Email User.Email ``` **Complete Example:** ``` ``` **Notes:** * Must also add as apex parameter to S-Docs button URL * Only includes non-null email addresses * Can use with any object that has email fields * Multiple rows can add multiple recipients *** #### blobToString (column-level) **Purpose:** Convert HTML-based blob content to strings in columns **Syntax:** ``` BlobField ``` **Examples:** ``` ContentVersion.VersionData Attachment.Body ``` **Notes:** * Blob content must be convertible to string or well-formed HTML * Also available as merge field attribute * Will fail on binary data (images, PDFs, etc.) * Useful for merging text file contents *** ### Special Column Keywords #### rownum **Purpose:** Display row numbers in related lists **Syntax:** ``` rownum rownum ``` **Examples:** ``` rownum rownum rownum ``` **Notes:** * `rownum` is a reserved keyword, not a field name * Numbering starts at 1 by default * Use `startIndex` to offset * Automatically increments for each row *** ### Removing Table Formatting #### class="none" **Purpose:** Remove default table formatting from related lists **Syntax:** ``` ``` **Example - Comma-Separated List:** ``` ``` **Result:** ``` Team members: John Smith, Jane Doe, Bob Johnson. ``` **Example - Line Breaks:** ``` ``` **Result:** ``` John Smith - CEO Jane Doe - CFO ``` **Notes:** * Removes all table HTML (rows, cells, borders) * Returns raw data on same line * No spaces between values unless added with prefix/postfix * Use `abfprefixouter` to create clean lists * Combine with HTML formatting for custom layouts *** ### Attribute Compatibility #### Format Support | Attribute | PDF | DOCX | HTML | | --------------- | --- | ---- | ---- | | format-number | ✓ | ✓ | ✓ | | format-date | ✓ | ✓ | ✓ | | checkbox | ✓ | ✗ | ✓ | | MICR | ✓ | ✗ | ✗ | | CR | ✓ | ✗ | ✗ | | RTL | ✓ | ✓ | ✓ | | translate | ✓ | ✓ | ✓ | | justifyNewLines | ✓ | ✗ | ✓ | #### Field Type Compatibility | Attribute | Compatible Field Types | | ----------------------- | --------------------------------------------- | | format-number | Number, Currency, Percent, Formula (Number) | | format-date | Date, DateTime, Formula (Date/DateTime) | | checkbox | Boolean, Checkbox | | translate | Picklist, Multi-Select Picklist | | ToUpperCase/ToLowerCase | Text, Text Area, Long Text, Email, Phone, URL | | MICR/CR | Text, Text Area, Number | | encrypt | Encrypted Text, Encrypted Text Area | | Display | Picklist, Multi-Select Picklist | *** ### Quick Reference Tables #### Number Formatting | Need | Pattern | Example | | ----------------- | ---------- | ------------ | | US Currency | `#,###.##` | 4,222,300.80 | | European Currency | `#.###,##` | 4.222.300,80 | | Whole Number | `#,###` | 4,222,301 | | European Whole | `#.###` | 4.222.301 | #### Date Formatting | Need | Pattern | Example | | -------------- | --------------------- | ------------------------ | | US Short | `MM/dd/yyyy` | 01/15/2024 | | European Short | `dd.MM.yyyy` | 15.01.2024 | | Long | `MMMM dd, yyyy` | January 15, 2024 | | Full | `EEEE, MMMM dd, yyyy` | Monday, January 15, 2024 | | Month Only | `MMMM` | January | | Year Only | `yyyy` | 2024 | #### Checkbox Styles | Style | Appearance | Use Case | | ------------------ | -------------------- | -------------------------- | | `checkbox="true"` | Dotted border | General forms | | `checkbox="black"` | Solid border, filled | Formal documents | | `checkbox="radio"` | Circle | Mutually exclusive options | #### Text Transformations | Need | Attribute | Example | | ------------- | -------------------- | --------------- | | Uppercase | `ToUpperCase="true"` | MAIN STREET | | Lowercase | `ToLowerCase="true"` | main street | | Right-to-Left | `RTL="true"` | Reversed text | | Strip HTML | `strip-html="true"` | Plain text only | #### Value Replacement | Need | Attribute | Matches | | -------------- | ------------ | --------------- | | Entire Value | `substitute` | Whole field | | Substrings | `replaceAll` | All occurrences | | Translated | `translate` | Picklist values | | Display Labels | `Display` | API vs Label | *** This complete reference documents S-Docs template attributes for merge fields and related-list columns. 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