The merge code concept

A merge code is the code written in templates in place of the desired data that is retrieved from merge fields. Merge codes are always one of three general types:

  • Codes retrieving metadata on records.

  • Codes retrieving metadata on cases.

  • Codes retrieving participant data used when copying records to multiple recipients.

The merge codes follow a specific syntax. Every code starts with a “$” followed by text specifying the desired type of code.

For example:

  • $dossier for record information.

  • $case for case information.

  • $mergeparty for merging information from multiple participants on copies of records.

The type is followed by the name of the desired merge field, and the code is finalised by another “$”.

The merge code’s parts are linked together with “_”. For example, to insert the responsible user for a record, the corresponding merge code would look like this:

  • $dossier_responsiblename$

Merge codes must follow the above syntax to work as intended. Further examples of correct merge codes can be found in Merge field examples.

Organisations using F2 Task Guides will also be able to retrieve data from related merge fields using the prefix $case_fielddata.

Merge codes referring to empty data fields will be removed when generating documents, so any generated document will be free of codes. Please note that this does not apply to $mergeparty codes.

Merge codes can also be used in combination with the F2 Phrases module (documentation available in Danish) to merge information into standard texts.