Working with Formulas in merge template
Formulas
Named fields - In merged documents
In a lengthy merged document where you are required to insert the same formulas in multiple places, you can create a formula field, assign a name for the same and save it so that you can repetitively use the same field in various places in the document without having to type in the whole formula again and again.
To do so,
- Place the cursor anywhere you want to insert the formula. Click Formula under Advanced Merge Fields or navigate to Fields > Dynamic Fields > Formula.
- In the dialog box that follows, enter the formula and click on
and you will see a dropdown list where you can either select an existing field or create a new field.
- Select the new field or the field with which you want your formula to be applied. Type in the formula with all necessary functions. Assign a name for the formula, select a number format, prefix or suffix if any and then click Save.
- Use the saved formula across your merged document by following these steps.
- Place the cursor anywhere in your document where you want to place the saved formula.
- Navigate to Fields > Dynamic Fields > Formula.
- On clicking the arrow next to Formula, you will see a drop-down menu which lists all the saved formulas. Select the formula to be inserted.
- You can also edit or delete the saved formula.
- On editing the formula, you can either choose Update for this instance alone to update it in one particular place or throughout the entire document.
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