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Conga Support

Capitalization and Number Format Field Switches for Word Templates

The following is a list of some of the available format field switches for use in Word® templates. These are helpful when text or numbers need to be displayed and in a specific manner; for example, when a currency amount needs to be spelled out as on a check (e.g. Five hundred twenty-one instead of $521.00).

For more information on Microsoft Office® switches and how to display field results please see Microsoft Office's help article on Format (*\) Field Switches.

Capitalization Formats

\* Caps Capitalizes the first letter of each word. For example, { MERGEFIELD CONTACT_FULLNAME \* Caps } displays "Julie Tanner" even if the value is stored in Salesforce as lowercase letters (julie tanner).
\* FirstCap Capitalizes the first letter of the first word. For example, { MERGEFIELD CONTACT_DESCRIPTION \* FirstCap } displays "Loves chocolate chip cookies."
\* Upper Displays all letters in uppercase even if the value is stored in Salesforce as lowercase letters (julie tanner) or proper case (Julie Tanner).. For example, { MERGEFIELD CONTACT_FULLNAME \* Upper } displays "JULIE TANNER."
\* Lower Displays all letters in lowercase. For example, { MERGEFIELD CONTACT_DESCRIPTION \* Lower } displays "loves chocolate chip cookies."

Number Formats

\* CardText

Displays results as cardinal text. The result is formatted in lowercase letters unless you add a format switch to specify a different capitalization.

For example, { MERGEFIELD OPPORTUNITY_AMOUNT \* CardText } displays "seven hundred ninety", and

{ MERGEFIELD OPPORTUNITY_AMOUNT \* CardText \* Caps } displays "Seven Hundred Ninety".

\* DollarText

Displays results as cardinal text. Microsoft Word inserts "and" at the decimal place and displays the first two decimals (rounded) as Arabic numerators over 100. The result is formatted in lowercase letters unless you add a format switch to specify a different capitalization.

For example, an Opportunity Amount of $14.55 { MERGEFIELD OPPORTUNITY_AMOUNT \* DollarText } displays "fourteen and 55/100".

\* OrdText

Displays results as ordinal text. The result is formatted in lowercase letters unless you add a format switch to specify a different capitalization.

For example, an Opportunity Close Date of August 21, 2014 { MERGEFIELD OPPORTUNITY_CLOSEDATE \@ "d" \* OrdText } displays "twenty-first".

\* Ordinal Displays results as ordinal Arabic numerals. For example, { MERGEFIELD OPPORTUNITY_CLOSEDATE \@ "d" \* Ordinal } displays "21st".