Editing SQL Text Fields

You can use the Mail Merge Field Editor to edit new and existing SQL Text merge fields. When you select an SQL Text field from the list view, the edit options will display in the edit pane.

• Field Identifier - Allows you to change the text that appears in the template.
• SQL - Allows you to enter a SELECT statement to request data from the OLE DB provider. Only the first record of the first column will display.
  Click on the Edit button to open the Edit SQL dialog box.
• Format As - Displays the merge field type.
• Format Type - Allows you to change the type of formatting applied to the selected
• merge field.
• Format String - Allows you to format the value as it displays in the merge field. You must set the Format Type before adding a format string. String formats depend on the format type you select.
• Text Before - Allows you to enter text that will appear before the selected merge field.
• Text After - Allows you to enter text that will appear after the selected merge field.
• Special Format - Allows you to apply special character formatting to the merge field (including text before and text after a merge field).
• Hyperlink Address - Allows you to enter a URL to be opened from the merge field.
  Hyperlink Address Examples
  • http://www.infor.com/
  • mailto:jabbott@abbott.demo?Subject=Special Offer&Body=Yes, please send me info on this special offer!
  • mailto::SLXUserName <:SLXUserEmail>?Subject=Special Offer&Body=Yes, please send me info on this special offer!
  • ftp://ftp.winzip.com/winzip81.exe
  • news://msnews.microsoft.com/microsoft.public.word.mailmerge.fields
• Hyperlink Target - Allows you to choose how the URL will be opened. From the drop-down list, select a Target.
  

Target Option	Description
Page Default (none)	Opens the link in the same window.
Same Frame	Opens the link in the same frame. Corresponds to the HTML target of "_self".
Whole Page	Opens the link into the full body of the current window. Corresponds to the HTML target of "_top".
New Window	Opens the link in a new, unnamed window. Corresponds to the HTML target of "_blank".
Parent Frame	Opens the link in the immediate parent window of the document with the link. Corresponds to the HTML target of "_parent".

• Hyperlink Screen Tip - Allows you to enter text that appears when the mouse pointer is positioned over the hyperlink.
  Parameters can be included in the Hyperlink Address and Hyperlink Screen Tip, and can be useful when creating a mailto:hyperlink.
  

Infor CRM Parameter	Description
SLXAccountManagerEmail	The :SLXAccountManagerEmail parameter will be replaced with the account manager's e-mail address for the contact record being merged to.
SLXAccountManagerName	The :SLXAccountManagerName parameter will be replaced with the account manager's name for the contact record being merged to.
SLXAccountManagerTitle	The :SLXAccountManagerTitle parameter will be replaced with the account manager's title for the contact record being merged to.
SLXAccountManagerPhone	The :SLXAccountManagerPhone parameter will be replaced with the account manager's phone number for the contact record being merged to.
SLXAccountManagerFax	The :SLXAccountManagerFax parameter will be replaced with the account manager's fax number for the contact record being merged to.
SLXUserEmail	The :SLXUserEmail parameter will be replaced with the mail merge user's e-mail address.
SLXUserName	The :SLXUserName parameter will be replaced with the mail merge user's name.
SLXUserTitle	The :SLXUserTitle parameter will be replaced with the mail merge user's title.
SLXUserPhone	The :SLXUserPhone parameter will be replaced with the mail merge user's phone number.
SLXUserFax	The :SLXUserFax parameter will be replaced with the mail merge user's fax number

Related Topics

Editing Merge Fields