Insert / Edit Field
The Insert field window will enable you to add a new field to your documant. In addition, by selecting the field on canvas and pressing on this option - the window will open again, containing the configurations you made and allowing you to change them.
It requires you to:
1- Select object: Choose a Salesforce object - from where you would like to read the data.
For example: Account.
2- Comment: Give this object a comment, so you will be able to identify the action.
For example: amy
3- Select field: Select a field that belongs to the object you choose
For example:
4- Field format: Each field you use has its own default format, and you can also press on the ‘Format’ button to change it.
The field format window contains the following:
- 'Select predefined format' dropdown
- Force align checkbox. Watch the video
- Force RTL checkbox. Watch the video
5- Once you press on "Insert" button the result will look like this:
Watch the video
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