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Claris Engage 2025 - March 25-26 Austin Texas ×

letter template with user choosing the merge fields


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Posted

Hi all,

I recently saw a solution that enabled the user to create their own letter templates. The user could also add various merge fields from a list on the right hand side to the body of the text and then save the letter as a template. Then when it came to printing a letter to a contact in the database, the user has a choice of previously saved templates to send to them.

Unfortunately this solution is locked and I can't see how it is done. We have a need to create different types of letters all the time and so have a huge list of different layouts for each one. It strikes me that using a letter template, you could have just one layout which changed according to the content of a 'body' field.

Can this be done? Can anybody show me how? Do I need to create a separate letter template db and build a relationship to the contacts db? And how would I show the merge fields on the letter template layout?

I'm a bit confused. It looks easy in the solution I have but I can't figure out in my head how it works.

Thanks for any help.

Dave

Posted (edited)

I was havin the same trouble a while back but then stumbled accross some file which i couldnt find again. Anywho, i chucked this one together quickly, you'll get the idea...

Genx

Edited by Guest
Posted

Forgot to subscribe to this topic so only just checked this morning.

Thanks for the reply. You are a genius! Just had a quick mess around with your solution and it seems like exactly what I want.

Obviously though I'm going to have to finally bite the bullet and upgrade from fm3 server and fm4 pro licenses. That's a bit of a bugger.

Thanks again for your help.

  • 5 years later...
Posted

np

Can I get that solution/demo as well? (It wasn't posted with your reply)

Thank you

This topic is 4995 days old. Please don't post here. Open a new topic instead.

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