Adding a Hidden field with a reference

Last updated Jul 29 2019

In this video, we will show you how you can set a hidden field in your Word document that has a reference to a related object.

We will show you how to:
- Press on "Manage hidden fields"  to add a hidden field.
- Give the Hidden field a name.
- Choose type= dynamic.
- Select the object (in this example: Account).
- Give a comment.
- Select the Parent Account ID field and then choose a reference field: Account Name.

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