Merge field examples

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On this page you can find lists of merge code examples for records, cases, and participants.

Merge fields on records

The table below shows examples of commonly used merge fields on a record. The prefix dossier must be added to the field names in the “Metadata field” column to indicate that the fields refer to data from a record. The “Merge field” column shows the field name prefixed with the record type. The “Merge code” column shows how the field is referred to when using merge codes.

Metadata field Merge field Merge code

Access

dossier_accesstype

$dossier_accesstype$

Bcc

dossier_bccreceivernames

$dossier_bccreceivernames$

Case help

dossier_casehelp

$dossier_casehelp$

Cc

dossier_ccreceivernames

$dossier_ccreceivernames$

Created by

dossier_createdbyusername

$dossier_createdbyusername$

Creation date

dossier_createddate

$dossier_createddate$

Deadline

dossier_deadline

$dossier_deadline$

Flag

dossier_myflag

$dossier_myflag$

Keywords

dossier_keywords

$dossier_keywords$

Letter date

dossier_letterdate

$dossier_letterdate$

Locked

dossier_locked

$dossier_locked$

Personal control

dossier_caseworker

$dossier_caseworker$

Personal deadline

dossier_mydeadline

$dossier_mydeadline$

Previous case no.

dossier_previouscasenumber

$dossier_previouscasenumber$

Received date

dossier_mailreceiveddate

$dossier_mailreceiveddate$

Recipient

dossier_receivernames

$dossier_receivernames$

Record no.

dossier_documentnumber

$dossier_documentnumber$

Record type

dossier_documenttype

$dossier_documenttype$

Registered

dossier_archived

$dossier_archived$

Reminder date

dossier_reminddate

$dossier_reminddate$

Responsible user

dossier_responsiblename

$dossier_responsiblename$

Sender

dossier_sendername

$dossier_sendername$

SSN/Company no.

dossier_cprnumber

$dossier_cprnumber$

Status

dossier_status

$dossier_status$

Title

dossier_title

$dossier_title$

Undefined

dossier_undefined

$dossier_undefined$

Merge fields on cases

The table below shows examples of commonly used merge fields on a case. The prefix case must be added to the field names in the “Metadata field” column to indicate that the fields refer to data from a case. The “Merge field” column shows the field name prefixed with the case type. The “Merge code” column shows how the field is referred to when using merge codes.

Metadata field Merge field Merge code

Case no.

case_f2casenumber

$case_f2casenumber$

Case title

case_title

$case_title$

Deadline

case_deadline

$case_deadline$

Keywords

case_keywords

$case_keywords$

Previous case no.

case_previouscasenumber

$case_previouscasenumber$

Progress code

case_progresscode

$case_progresscode$

Responsible user

case_responsiblename

$case_responsiblename$

SSN/Company no.

case_cprcvrnumber

$case_cprcvrnumber$

Status

case_status

$case_status$

Suppl. case manager

case_supplcaseworkers_0_name

$case_supplcaseworkers_0_name$

Suppl. case manager

case_supplcaseworkers_1_name

$case_supplcaseworkers_1_name$

Merge fields on participants

The table below shows examples of commonly used participant merge fields on records and cases. The prefix dossier or case must be added to the field names in the "Metadata field" column to indicate that the fields refer to data from a record or a case. The "Merge field" column shows the field name prefixed with the record or case type. The "Merge code" column shows how the field is referred to using merge codes.

Merge fields for participants can retrieve information from two different sources:

The suffixes org and notype are used to indicate where the information has been retrieved from.

The suffix org indicates that the merge field retrieves participant information from the participant register. If the suffix is not included, it means that the merge field retrieves participant information from either the record or the case.

The suffix notype indicates that the merge field retrieves participant information without a participant type being set. If a participant type is set on a participant, another selectable merge field is added.

When there are multiple participants on a record or a case, the merge fields are numbered 1, 2, 3, etc.

Metadata field Merge field Merge code Description

Name of first record participant

dossier_party_1_name

$dossier_party_1_name$

Retrieves information from the record.

Email of second record participant

dossier_party_2_email_org

$dossier_party_2_email_org$

Retrieves information from the participant register.

Address of first case participant

case_party_1_address1_org

$case_party_1_address1_org$

Retrieves information from the participant register.

City of second case participant

case_party_Chairman2_city

$case_party_Chairman2_city$

Participant type is defined. Retrieves information from the participant register.

Name of third case participant

case_party_notype3_name_org

$case_party_notype3_name_org$

Participant type is undefined. Retrieves information from the participant register.