How to create a merge field from the administration page?

Creating a new merge field

1. Click on the 'Merge Fields' icon in the left panel on your homepage.
2. You will be directed to the merge field administration page.
3. From the left-hand column, select the category where you want to create the merge field.
4. Click on "New merge field" at the top of the center panel.
5. The features for the new merge field are displayed.

Click here to read the full article: Features of a merge field

To create your field, you will need to:

• Define a field code. Click here to read the full article: How to set the parameters for merge field codes
• Define the type of field. Click here to read the full article: What types of merge fields are there ?
• Enter the help text, the placeholder and the tooltip that will appear with the merge field (in the form or the questionnaire).
  1. The help text is required: this is the text that appears above the merge field.
  2. The placeholder is optional: this is the text that appears in the field to be filled in.
  3. The tooltip is optional: it is the mouseover text that appears above the help text and display more information to the users.
     
• Define where the merge field(s) can be used (documents, folders, questionnaires)
• Define whether the field is required or not (if it must be filled in by the users).
• Select the group(s) to which the merge field(s) will be linked to.

For example, here we have created the merge field {{company}{phone}} under the category "Proposition". This is a text field, it is not required and it is part of folders and documents for the group ‘Recette ref’.