Add, edit, and delete fields and table columns to customize your document templates while respecting the template table structure.
Cin7 Core has a dedicated support team for resolving template issues, don't hesitate to contact Cin7 Core Support for help.
Before you start
Add a field
Add a field to an existing document template.
- Download and open the template you want to make changes to.
- Copy an existing field to the location you want your new field to be.
-
Show the field code either by right-clicking the field and selecting Toggle Field Code or using Alt + F9 for Windows, Option + F9 for Mac.
- Find the field you need in the mail merge tables articles in the Cin7 Core Help Center.
-
Paste the new field code into the field you want to change.
- Finally, right-click the field and select Update Field to finish.
- Check that your TableStart tags all have matching TableEnd tags, then save your edited template.
- Upload your edited template.
Delete a table column
Make changes within tables by revealing hidden mail merge fields.
- Download and open the template you want to make changes to.
- Show all the field codes using Alt + F9 for Windows or Option + F9 for Mac.
-
Highlight the table column to be deleted while the field codes are shown, right-click and select Delete columns.
- Toggle the view back to field names with ALT + F9/Option + F9.
-
Right-click on the field name of the column that you have just deleted, then click Update Field. This will update the view to reflect the deleted column.
- Check that your TableStart tags all have matching TableEnd tags, then save your edited template.
- Upload your edited template.
Take care when deleting columns or making any changes in the tables. Make sure that you press ALT + F9/Option + F9 if you're making any changes, changing column widths, etc. For example, if you were to make a change to this table without exposing the IF function, that change will not take place; as soon as the field is updated, the changes will disappear.
Add a table column
The same works in reverse when adding columns. You will need to reveal the table and all the hidden merge fields and insert a column. In this example, we will add a column for the product brand to the purchase order lines table.
- Download and open the template you want to make changes to – in this case, the Purchase Order template.
- Show all the field codes using Alt + F9 for Windows, Option + F9 for Mac.
-
Highlight the table column where you want your new column, right-click and select Insert Columns.
- Copy an existing field into the empty new column.
- The TableStart/TableEnd tags show us that this is a POLines table – we can go to the POLines table in POLines table in Mail Merge purchase KB to find the product brand code.
-
Copy the field code (Brand) into the table column and give your new column a title.
- Press Alt + F9/Option + F9 to hide the field codes.
-
Right-click the table and select Update Field to show your changes.
Take care when adding columns or making any changes in the tables. Make sure that you press ALT + F9/Option + F9 if you're making any changes, changing column widths, etc. For example, if you were to make a change to this table without exposing the IF function, that change will not take place – as soon as the field is updated, the changes will disappear.