You can create user-defined merge tags at the project, section, and question levels.
Creating Custom Field as Merge Tag
Custom fields created in project can be associated to a merge tag and it can be used as merge tag while answering. We can create a new custom field in Organization Settings > PROJECT > Custom Fields > ADD FIELD.
The Add Custom Field pop-up will be displayed. Select the Category, enter the Merge Tag Name and Display Name. After entering the necessary details, click ADD.
Newly created field will be displayed in the list of fields as shown below:
While creating a new project, you have to enter the custom field value.
You can see the value of the merge tag in highlighted in questions. When you mouse over it, you can see the name of the merge tag in brackets, and you can click the broken link icon to remove the. references.
Creating Salesforce Defined Merge Tag
To create a merge tag from Salesforce, select Add from Salesforce.
Enter Salesforce fields to be searched and click search icon. Once the results are displayed, click the + icon to add the field.
Edit the tag name if required and click the tick symbol to add the tag.
The tag will be added as shown:
All merge tags added from Salesforce will be available under Salesforce Fields.
Merge tags will be replaced with their respective values when the document is exported.
Creating Merge Tags at Project level
To create a merge tag at the project level, you can follow the steps below:
Click MENU from the top right corner of the page and select Merge Tags.
Add name and value for the tag. Add an '_'(underscore) if you are adding a tag with more than a word. Click the check icon to save the tag.
To add more tags, click the Add Merge Tags button.
Creating Merge Tags at Overall Question Level
You can access merge tags at the overall question level by clicking Menu icon and then selecting More Actions.
Click Merge Tags.
Click Add Merge Tag to add a tag, and the trash icon to delete one.
Creating Merge Tags at Individual Question Level
When you are responding to an individual question and would like to access merge tags, you can click the More Options icon associated with the question, and then select Merge Tags.
In expanded menu, click Merge Tags.
The Manage Tags page appears, with the User Defined tab displayed by default. Click Manage Tags.
The Merge Tags pop-up will be displayed. You can enter merge tag values or add a new user-defined merge tag.
You can add your new merge tag to the question by selecting it in the Merge Tags pane and clicking the Apply icon.
You can also add merge tags manually while responding to the question. Enter merge tag word or phrase within square brackets, and the application will automatically identify it as user-defined merge tag.
Auto-suggestions for system defined, user defined, and Salesforce defined merge tags will appear as user types response with square braces.
Click the System Defined tab to see merge tags defined by the system.