Excel composer element: Field

Last updated Aug 27 2020

Insert Field
The 'Insert field' button in the right panel, under the 'Build' tab you will open a window that will enable you to add a new field to your excel sheet.
In fact, in this window you will be able to add a few fields in one go.
Once the field/s are inserted to the sheet, they will now appear in an 'elements list' in the 'Build' tab. along with an 'Edit' and 'Delete' icon, that will allow you to change the field or remove it.

The 'Insert field' window contains the following configurations:
1- Select worksheet: Choose the sheet from a dropdown containing the sheets available.
2- Worksheet name: Specify a different name for the chosen sheet.
3- Cell: shows the selected cell in the sheet, where the field will be inserted.
4- Select object: Choose a Salesforce object - from where you would like to read the data.
For example: Account.
5- Comment: Give this object a comment, so you will be able to identify the action.
For example: amy.
6- Select field: Select a field that belongs to the object you choose
For example: Account name.
7- Field format: Each field you use has its own default format, so you can press on the ‘Format’ button to change it.
The field format window contains the following:
 - 'Select predefined format' dropdown

8- Conditional render:  



9- Once you press on "Insert" button the result will look like this:


Watch the video






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