Insert Field

This action allows you to insert any field (standard or custom) retrieved from the Master Object, Record Variable, or Runtime Variable.
To insert data from the following:
Master Object: The source record selected at the start, containing all its fields.
Record Variable: Holds a record and its field values, created by selecting an object type and setting conditions.
Runtime Variable: Stores a value for reuse or modification, using field or constant values with an optional default.
Follow the steps below 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".
Runtime Variables and 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.
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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).
Go to 0:29 to see the Insert Field action being used to create a sample file in Microsoft Excel.
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Excel Template Actions
Insert Table