magic5 uses Word mail merge fields to convert magic5 reports to Word and PDF

The following can be entered in the Field name prompt ...

• Template items are added using their unique name, as shown above
  
• Variables are prefixed with a $ sign using the syntax
  
  $[variable name]
  
  eg $Customer
  
• Attributes are joined with their corresponding entity, identified by the variable name in the following syntax:
  
  $[variable name]:[attribute name]
  
  eg $Customer:phoneNumber
  
• An attribute for template item that is based on a variable, such as a contact or a location, uses the syntax:
  
  $[variable name]:[unique name]:[attribute name]
  
  eg $Contact:siteContact:phoneNumber or $ListItem:partUsed:sg_prod_saleprice
  
• The variable list includes:
  
  • Customer
  • Location
  • User
  • LoggedOnUser
  • UserFullName
  • LocationAddress
  • CustomerAddress
  • LocationAddressFlat (ie. no line breaks, uses commas)
  • CustomerAddressFlat (ditto)
  • FormDate
  • Template
  • Contact
  • ListItem
• The attribute list includes:

  Contact

  name phoneNumber mobileNumber email jobTitle

  User	displayName = Display name (device only) firstname = First name lastname = Last name email = Email initials = Initials jobTitle = Job title suffixTitle = Name suffix (eg.MIFSM) role = Role

  Location

  address = Address postCode = Post code phoneNumber = Phone number faxNo = Fax number sageCode = Sage code officeNotes = Notes (office only) deviceNotes = Notes (available on device)

  Customer

  address = Address postCode = Post code phoneNumber = Phone number faxNo = Fax number sageCode = Sage code productService = Product/Service supplierCode = Supplier code officeNotes= Notes (office only) deviceNotes = Notes (available on device)

  List entries These are only available for a list entry if they have been selected in the Additional Attributes for list entries tab for the list itself.

  part_No = Part number serviceInfo = Service info sales_Code = Sales code stock_Code = Stock code buyIn_Cost = Buy in cost chargeOut_Cost = Charge out cost on_Hand = On hand stockList_Type = Stock list type stockList_SubType = Stocklist sub-type asset_Make = Make asset_Model = Model asset_SerialNo = Serial number asset_HoistMakeModel = Hoist make asset_HoistModel = Hoist model asset_HoistSerial = Hoist serial number hs_procedure = Procedure hs_riskProbability = Risk Rating - probability hs_riskSeverity = Risk Rating - severity hs_riskRisk = Risk Rating - risk hs_residualProbability = Residual Risk - probability hs_residualSeverity = Residual Risk - severity hs_residualRisk = Residual Risk - risk hs_controlMeasures = Control Measures hs_hazard0 = Hazard 1 hs_hazard1 = Hazard 2 listItemImage = Associated image or document email_text = Text of e-mail variableValue = Value to use VATRate = VAT rate (%) vatCode = VAT code customCodeAssemblyAndClass = Code assembly and class (advanced) expandedText = Expanded text headerLines = Number of header lines to ignore columnUniqueNames = Spreadsheet columns unique names primaryKeyFormats = Primary key specifications importUnallocated = Import unallocated jobs userKeyFormats = User key specifications dateKeyFormats = Date key specifications metresPerPixel = Metres per Pixel colour = colour templatefilename = Word document template buttonText= button text for Word template additionalSettings = additional parameters for Word template ac_unitRefrigerantWeight = Refrigerant weight (kg) ac_unitSerialNo = Unit Serial number ac_unitHistory = Unit history ac_unitTypeId = Unit type ac_unitMake = Unit make ac_unitModel = Unit model ac_unitRefrigerantType = Refrigerant type scheduledDayOffset = Scheduled day (rounds) pricingProductivityType = Measurement type for pricing/productivity sg_prod_desc = Product description (Sage) sg_prod_code = Product code (Sage) sg_prod_partno = Product part number (Sage) sg_prod_lowstock = Low stock flag (Sage) sg_prod_category = Product category (Sage)  sg_prod_type = Product type (Sage) sg_prod_saleprice =Product sale price (Sage)  sg_prod_costprice =Product cost price (Sage)  sg_prod_unit =Product unit (Sage)