Special Merge Functions

TODAY() - Returns the current date as a data type. Used in a merge field template without any parameters passed between the parentheses.

Example:
{{TODAY()}}

Output: Outputs today’s date in the dd/mm/yyyy format

THISYEAR() - Returns the current year as a data type. Used in a merge field template without any parameters passed between the parentheses.

Example:
{{THISYEAR()}}

Output: Outputs today’s year in the yyyy format

UPPER() - Returns a merge field value with all characters in uppercase. If merge field value is null, then the result is null. Used in a merge field template by passing a merge field between the parentheses.

Example:
{{UPPER(Merge_Field_Name)}}

Output: ALL CHARACTERS IN UPPERCASE

LOWER() - Returns a merge field value with all characters in lowercase. If merge field value is null, then the result is null. Used in a merge field template by passing a merge field between the parentheses.

Example:
{{LOWER(Merge_Field_Name)}}

Output: all characters in lowercase

STRIPRICHTEXT() - Returns a merge field value in plain text. Any rich text formatting from salesforce is removed before being placed within document template.

Example:
{{STRIPRICHTEXT(Merge_Field_Name)}}

Output: Removes all rich text from Salesforce and outputs all characters in plain text.

Output: Removes all rich text from Salesforce and outputs all characters in plain text.

Example:
{{IMAGE(Custom_Text_Field_Name, width, height)}}
Percent parameters for width and height range from (1% to 100%)

Output: Places image called by file ID value stored within the custom field into a template. Uses the percentage values from width and height to resize the image using the same aspect ratio.

{{IMAGE(Custom_Text_Field_Name) width=“50%” height=“50%"}}
Percent parameters for width and height range from (1% to 100%)

Example:
{{REPLACEIMAGE(Custom_Text_Field_Name)}}

Output: Replace image within template using the same ratio as original image.

IF() - Evaluate condition using an operator (= != > >= < <=) and apply only if condition is met. Must use a close statement to identify where the condition ends.

Example:
{{if:true Merge_Field_name != null}}
TODAY()
{{/if:true Merge_Field_name != null}}

Output: Display today’s date only if the merge field has a value stored.