How To Create A Template

1.25 | 2/10/2023
Post-Installation, Document Generation, Templates, Template Builder, Merge Data


Creating new templates to use within Mambo Merge is fun and simple by adding the necessary merge fields to retrieve the information that keeps your business moving in the right direction.

Use Template Builder To Gather Your Merge Fields

One way to begin turning documents into templates is by using our Template Builder, let’s get started.

You’ll need to head over to the component you wish to generate a template from, click on its Down Arrow, and select Template Builder.

From here Mambo Merge will be able to identify all available Objects and Fields that this component can access. Select the Object / Field combination to obtain the merge syntax you will need to add to your document to retrieve the information you need.

Once you have identified the merge field syntax you’ll need within your document you can begin creating your template.

Alternative Method: Use Merge Data, Gather Your Merge Fields

The other way of gathering merge fields is by using the Merge Data screen within the configuration wizard.

Start by going to the component’s object record page you wish to generate documents from to build a configuration.

Within the component go ahead and click on the Down Arrow and select Setup.

Within setup click on New Configuration to launch the configuration wizard.

Select the Primary Salesforce Object you want to build the template around, select Single Record (under record selection), and click Next.

Skip the Relationships section by clicking on Next.

The Merge Data screen is where we can begin gathering merge field syntax you’ll need to build a template.

Note: Use the Collapse All and Expand All buttons to traverse available fields and verify merge syntax used will return the data or values you need.

Build Your Template

Now that you have identified the merge fields you will need to insert into your document you can begin to build out your template.

We’re creating a basic quote template that pulls information from an opportunity record. The merge syntax, which is surrounded by double curly brace notation and includes the merge field name, is used to identify the data you need to merge into that document.

Note: You may have noticed additional merge syntax used such as (TODAY(), UPPER(), and ForEach). They offer additional functionality which can be further explained in our Merge Functions or Glossary articles.

As you begin to build the template you may notice red squiggly lines below each merge field syntax. We recommend you ignore each one as the document editing software will not recognize the merge field syntax.

Note: Removing these errors will ensure no issues occur while testing your document and merging within a component.

Simply highlight, right-click, and Ignore All for individual instances or See More to have the document remove all errors.

Note: Once you have added all the merge syntax you need, simply format the layout based on the type of document you plan to generate. In our example, we kept things simple and added a color background along with some tables to keep data organized and separated within each section.

Test Your Template

Once the template is ready you can simply Drag and Drop the file within the component it was built for to test.

Once added the component will output the merge document and download it to your computer.

And… Just Like That!

Each document converted to a template can be organized and updated within your FILES tab. Finding a way to structure all your document after they are created will help maintain them 3,6,9,12 months down the line.