Insert Field drops a record value into your template — the bread and butter of document generation. One article covers all four template formats; use the format tabs to see specifics. (Today this exists as six separate near-identical pages across Word/Excel/PPT and both products.)

Syntax

{!$Record.Account.Name}        // direct field
{!$Record.Owner.Email}         // cross-object hop
{!$Vars.quote_valid_until}     // runtime variable

Format specifics

Word templates

Place the tag anywhere in text, tables, headers or footers. Style of the first tag character is preserved.

Excel templates

One tag per cell. The cell’s number/date format is applied to the inserted value — set it on the template cell.

PPT templates

Tags work in text boxes and tables. Font autosize may shrink long values; fix the box height for stable layouts.

PDF templates

Available through mapped AcroForm fields only — map each form field to an expression in the designer.

Formatting options

ModifierEffectExample
| date:"MMM d, yyyy"Format a date field{!$Record.CloseDate | date:"MMM d, yyyy"}
| currencyLocale currency from user settings{!$Record.Amount | currency}
| upperUppercase{!$Record.Name | upper}
ⓘ
Empty valuesAn unresolvable field renders as an empty string, not an error. Use Insert Condition to hide whole blocks when data is missing.