Edit fields and tables in document templates

Edit fields and tables in document templates

Add, edit, and delete fields and table columns to customize your document templates while respecting the template table structure.

Cin7 Core have a dedicated support team for resolving template issues, don't hesitate to contact Cin7 Core Support for help.

Prerequisites

Add a field

Add a field to an existing document template.

  1. Download and open the template you want to make changes to.

  2. Copy an existing field to the location you want your new field to be.

  3. 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.
         

  4. Find the field you need in the mail merge tables articles in the Cin7 Core Help Center.

  5. Paste the new field code into the field you want to change.
         

  6. Finally, right-click the field and select Update Field to finish.

  7. Check that your TableStart tags all have matching TableEnd tags, then save your edited template.

  8. Upload your edited template.

Delete a table column

Make changes within tables by revealing hidden mail merge fields.

  1. Download and open the template you want to make changes to.

  2. Show all the field codes using Alt + F9 for Windows or Option + F9 for Mac.

  3. Highlight the table column to be deleted while the field codes are shown, right-click and select Delete columns.

  4. Toggle the view back to field names with ALT + F9/Option + F9.

  5. 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.
         

  6. Check that your TableStart tags all have matching TableEnd tags, then save your edited template.

  7. 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 to and insert a column. In this example, we will add a column for the product brand to the purchase order lines table.

  1. Download and open the template you want to make changes to – in this case, the Purchase Order template.

  2. Show all the field codes using Alt + F9 for Windows, Option + F9 for Mac.

  3. Highlight the table column where you want your new column, right-click and select Insert Columns.
         

  4. Copy an existing field into the empty new column.

  5. 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.

  6. Copy the field code (Brand) into the table column and give your new column a title.
         

  7. Press Alt + F9/Option + F9 to hide the field codes.

  8. 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.

 

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