# Insert Field

Pull a CRM field value into a generated document.

> Kind: Template action · Updated: Feb 20, 2026

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

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

## Format specifics

- **Word:** Place the tag anywhere in text, tables, headers or footers. Style of the first tag character is preserved.
- **Excel:** One tag per cell. The cell’s number/date format is applied to the inserted value — set it on the template cell.
- **PPT:** Tags work in text boxes and tables. Font autosize may shrink long values; fix the box height for stable layouts.
- **PDF:** Available through mapped AcroForm fields only — map each form field to an expression in the designer.

## Formatting options

| Modifier | Effect | Example |
|---|---|---|
| | date:"MMM d, yyyy" | Format a date field | {!$Record.CloseDate | date:"MMM d, yyyy"} |
| | currency | Locale currency from user settings | {!$Record.Amount | currency} |
| | upper | Uppercase | {!$Record.Name | upper} |

> **Empty values** — An unresolvable field renders as an empty string, not an error. Use Insert Condition to hide whole blocks when data is missing.