{"id":16774,"date":"2024-08-20T17:07:33","date_gmt":"2024-08-20T21:07:33","guid":{"rendered":"http:\/\/nycphantom.com\/journal\/?p=16774"},"modified":"2024-09-19T17:45:07","modified_gmt":"2024-09-19T21:45:07","slug":"salesforce-apsona","status":"publish","type":"post","link":"http:\/\/nycphantom.com\/journal\/?p=16774","title":{"rendered":"Salesforce: Apsona"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>Word &gt; Insert &gt; Quick Parts &gt; Fields... &gt; MergeField under Field Names: &gt; type a name for the field on the right of it, done.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Episode 2: How to Create a Merge Field with Apsona\" width=\"640\" height=\"480\" src=\"https:\/\/www.youtube.com\/embed\/SnyaC8R6-jQ?start=162&feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><strong>DLRS: Declarative Lookup Rollup Summaries<\/strong> is an app\/tool that return summary value of a sub-record\/object.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Salesforce Rollup Summary on Lookup Relationship | DLRS Tutorial\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/sjRlou2-N6I?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>For <a href=\"https:\/\/trailhead.salesforce.com\/trailblazer-community\/feed\/0D54S00000JfXd9SAF\" data-type=\"link\" data-id=\"https:\/\/trailhead.salesforce.com\/trailblazer-community\/feed\/0D54S00000JfXd9SAF\"><strong>Time Formats<\/strong><\/a> in Apsona generated Documents, it can be done in the Word Document by adding a \"@\" next to the merge field name and follow the <a href=\"https:\/\/www.apsona.com\/docs\/help-and-support\/docx-generation\/#specifying-field-format\" data-type=\"link\" data-id=\"https:\/\/www.apsona.com\/docs\/help-and-support\/docx-generation\/#specifying-field-format\">time codes<\/a> for the format:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><code>yyyy<\/code><\/th><th>Four digit year, e.g., 2017<\/th><\/tr><\/thead><tbody><tr><td><code>M<\/code><\/td><td>One- or two-digit month, e.g., 1 for January and 10 for October<\/td><\/tr><tr><td><code>MM<\/code><\/td><td>Two-digit month with a leading zero if necessary, e.g., 01 for January and 10 for October<\/td><\/tr><tr><td><code>MMM<\/code><\/td><td>Three-letter month name, e.g.,&nbsp;<code>Feb<\/code>&nbsp;for February<\/td><\/tr><tr><td><code>MMMM<\/code><\/td><td>Full month name, e.g.,&nbsp;<code>October<\/code><\/td><\/tr><tr><td><code>d<\/code><\/td><td>One- or two-digit date<\/td><\/tr><tr><td><code>dd<\/code><\/td><td>Two-digit date with a leading zero if necessary<\/td><\/tr><tr><td><code>EE<\/code><\/td><td>Full weekday name, e.g.,&nbsp;<code>Monday<\/code><\/td><\/tr><tr><td><code>E<\/code><\/td><td>Three-letter weekday name, e.g.,&nbsp;<code>Mon<\/code><\/td><\/tr><tr><td><code>HH<\/code><\/td><td>Two-digit hour of day, in 24-hour format<\/td><\/tr><tr><td><code>hh<\/code><\/td><td>Two-digit hour of day, in 12-hour format, with leading zero if needed<\/td><\/tr><tr><td><code>h<\/code><\/td><td>Hour of day in 12-hour format<\/td><\/tr><tr><td><code>mm<\/code><\/td><td>Two-digit minute of hour, with leading zero if needed<\/td><\/tr><tr><td><code>ss<\/code><\/td><td>Two-digit seconds, with leading zero if needed<\/td><\/tr><tr><td><code>a<\/code><\/td><td>AM\/PM indicator<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>9\/18\/2024<\/strong> <a href=\"https:\/\/trailhead.salesforce.com\/trailblazer-community\/feed\/0D54S00000BtlyJSAR\" data-type=\"link\" data-id=\"https:\/\/trailhead.salesforce.com\/trailblazer-community\/feed\/0D54S00000BtlyJSAR\">Users must also be listed<\/a> in Apsona Settings &gt; Configuration &gt; 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\"<\/p>\n\n\n\n<p><strong>9\/19\/2024<\/strong> Apsona's <strong>Conditional IF-Then-Else<\/strong> Directives are fun, <a href=\"https:\/\/www.apsona.com\/docs\/help-and-support\/doc-merge-conditionals\/\" data-type=\"link\" data-id=\"https:\/\/www.apsona.com\/docs\/help-and-support\/doc-merge-conditionals\/\">allowing me<\/a> to change Word Template data based on Merge Field values.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 &hellip; <a href=\"http:\/\/nycphantom.com\/journal\/?p=16774\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[],"class_list":["post-16774","post","type-post","status-publish","format-standard","hentry","category-computer-science"],"_links":{"self":[{"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=\/wp\/v2\/posts\/16774","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=16774"}],"version-history":[{"count":8,"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=\/wp\/v2\/posts\/16774\/revisions"}],"predecessor-version":[{"id":17042,"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=\/wp\/v2\/posts\/16774\/revisions\/17042"}],"wp:attachment":[{"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=16774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=16774"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/nycphantom.com\/journal\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=16774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}