# Insert Field

Insert Field lets you insert standard or custom fields from the Master Object or Record Variables into a Word document, with options to format text case, font, dates, and numbers.

> Kind: Guide · Updated: Jun 4, 2026

## Introduction

Insert Field action allows you to insert any field (standard or custom) retrieved from the Master Object or Record Variables

## Steps to insert a field

- Select Insert Field from the Select Action drop-down menu.
- Choose the desired field from the drop-down menu.

- Master Object fields are listed under "Record" (Global Variables).
- Record Variables appear under "Variable".
- Constants are listed under "Global Constants".

- Click Insert to place the field at the cursor's location in the work area. You can also copy and paste inserted fields as needed.

## Formatting Options

Text: You can choose to capitalize (first letter in uppercase), use lowercase or uppercase for the text.

![](https://media.help.cloudfiles.io/dg-word-insert-field-hs/01.png)

Font: All inserted fields can be formatted like regular text in Word, including changes to font, size and style.

Date Formatting: You can format dates as Short (08/23/2024), Medium (Aug 23 2024), Long (August 23, 2024), or Full (Friday, August 23, 2024).

![](https://media.help.cloudfiles.io/dg-word-insert-field-hs/02.png)

Number Formatting: For number fields (like int or double), you can apply custom formats:

- # – shows digit only if present (e.g., ###,###.### → 1,234.56)
- 0 – always shows digit, even if zero (e.g., 000,000.000 → 001,234.560)
- , – thousands separator
- . – decimal separator

![](https://media.help.cloudfiles.io/dg-word-insert-field-hs/03.png)

Go to 0:27 to see the Insert Field action being used to create a PO template in Microsoft Word.

[Watch video](https://www.youtube.com/embed/p49YtbzXTEI)