To insert data from the following:
- Master Object: The source record selected at the start, containing all its fields.
- User Object: Holds context of the user generating the document / running the flow.
- 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).
- User Object fields are listed under "User" (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.
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).
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
Go to 0:27 to see the Insert Field action being used to create a sample receipt in Microsoft Word.