Salesforce: Apsona

I was given a broken link to Apsona's alleged macro tool to add mergefields into word documents. And doesn't look like Apsona have this on their website, nor do I feel the need to reach out to them, because it's easy to create the merge fields in Word manually. There's no need for some macro plugin to do this.

Word > Insert > Quick Parts > Fields... > MergeField under Field Names: > type a name for the field on the right of it, done.

DLRS: Declarative Lookup Rollup Summaries is an app/tool that return summary value of a sub-record/object.

For Time Formats in Apsona generated Documents, it can be done in the Word Document by adding a "@" next to the merge field name and follow the time codes for the format:

yyyyFour digit year, e.g., 2017
MOne- or two-digit month, e.g., 1 for January and 10 for October
MMTwo-digit month with a leading zero if necessary, e.g., 01 for January and 10 for October
MMMThree-letter month name, e.g., Feb for February
MMMMFull month name, e.g., October
dOne- or two-digit date
ddTwo-digit date with a leading zero if necessary
EEFull weekday name, e.g., Monday
EThree-letter weekday name, e.g., Mon
HHTwo-digit hour of day, in 24-hour format
hhTwo-digit hour of day, in 12-hour format, with leading zero if needed
hHour of day in 12-hour format
mmTwo-digit minute of hour, with leading zero if needed
ssTwo-digit seconds, with leading zero if needed
aAM/PM indicator

9/18/2024 Users must also be listed in Apsona Settings > Configuration > add object to Profile (default configuration can't be changed, so clone a new one)... or else this would be a common error message when trying to generate a document/report: "Merge failed: Can't find object ... - perhaps you don't have access to it. Please contact your system administrator"

9/19/2024 Apsona's Conditional IF-Then-Else Directives are fun, allowing me to change Word Template data based on Merge Field values.

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