Printing Custom Fields on Document Templates

Modified on Mon, 24 Nov at 5:04 PM

WorkGuru allows you to create custom fields to capture data that is specific to your individual workflows. A feature of these custom fields is you can display the data on relevant document templates.

To display a custom field on a document template you first need to determine the fields name (not label). You can get the field name from the Custom Field dashboard. Note: Custom field names cannot contain spaces.

Using the custom field name, create or edit the relevant document template and add the custom field name preceded with the word "Custom" within the usual document field square brackets. Example syntax: [CustomFieldName].

Using the above example, to print the address, the document template field would be [CustomAddress2]

Troubleshooting

If your custom fields are not displaying on your document templates, what is causing the issue is usually determined by how that custom field is displaying when you print the document:

Is the field blank or not displaying anything? - This means that there is no data captured in that custom field to display on the document template. It is technically 'working' by displaying nothing.
Is the merge-field displaying as setup in the template [CustomField]?
- Formatting - Check the field is formatted correctly. Is is a simple typo etc? The format is the prefix "Custom" plus the custom field name within the square brackets with no spaces and is case sensitive. Eg: If the custom field name is "Name", the correct format is [CustomName]
- Table Field Mismatch - The field is setup for a document type that requires a table (eg product/task etc). These document types cannot be printed outside the required table.
- Document Type Mismatch - The field as it is currently setup is not available/compatible on that document type. Eg a project field cannot be printed on a quote template