Overview

The EXEC template command executes JavaScript within a template to perform calculations or manipulate data during document generation. Use EXEC to augment data or compute values directly in a template without pre-processing in Salesforce.

Key Functionalities

• Run JavaScript logic inline with your template.

• Define variables and functions for later use.

• Modify or calculate values dynamically.

Syntax

{#!
    // Your JavaScript code here
#}

OR

{# EXEC
    // Your JavaScript code here
#}

Examples

Example 1: Summing Salesforce Fields

Calculate the total sum of the Amount field in Salesforce opportunities and display it as formatted currency:

{#!
    total = 0;
    for(let opp of Opportunities) {
        total += opp.Amount;
    }
#}
Total amount of Opportunities: {# c(total) #}

The output of this assuming the total amount calculates to 100,000, the local is 'en-US', and the currency code is USD would be:

Total amount of Opportunities: $100,000.00

Example 2: Filtering a List

Create a filtered list of opportunities where the Amount is greater than 5000:

{#!
    filteredOpps = Account.Opportunities.filter(opp => opp.Amount > 5000);
#}
Filtered Opportunities: {# filteredOpps.length #}

Assuming that the account has 10 Opportunities with amount greater than 5000 the output would be:

Filtered Opportunities: 10

Example 3: Creating Static Variables

Define variables for a number, a string, today's date, and the date one year ago. Display these variables with formatting:

{#!
    myNum = 12345;
    myText = 'Your text goes here';
    today = new Date();
    lastYear = new Date(today.getFullYear() - 1, today.getMonth(), today.getDate());
#}
Number: {# n(myNum) #}
Text: {# myText #}
Today's Date: {# d(today) #}
Last Year's Date: {# dt(lastYear) #}

Assuming that today is September 9, 2023, and that the locale is 'en-US' the output of this would be:

Number: 12,345
Text: Your text goes here
Today's Date: 9/8/2023
Last Year's Date: 9/8/2022 5:00:00 PM

Example 4: Creating Custom Datasets

Define an array and loop through it, then create a custom object to map Salesforce field values to custom values and dynamically access properties:

{#!
    myArr = ['elem1', 'elem2', 'elem3'];
    myObj = {
        fieldValue1: 'your text',
        fieldValue2: 'other text'
    };
#}
{# FOR element IN myArr #}
{# $element #}
{# END-FOR element #}

{# myObj[SObject.field] #}
{# myObj[SObject2.field] #}

Assuming that SObject.field = 'fieldValue1' and SObject2.field = 'fieldValue2', the output of this would be:

elem1
elem2
elem3

your text
other text

Example 5: Creating Custom Functions

Define a custom function that can be called later in the template:

{#!
    // This function returns the sum of the two passed in numbers
    add = (a, b) => {
        return a + b;
    };
#}
{# add(1, 2) #}

The output of this would be:

3

Example 6: Adding Comments

Add comments to your code to improve maintainability

{#!
    // Comment explaining what the following code is doing
    ...
    myVar = { myProp: '' /* Explanation of what this property is used for */ };
#}

Notes

• JavaScript variables and functions defined within an EXEC tag are available to use anywhere in the template after the EXEC tag.
• The content within EXEC tags does not appear in the final merged document.

Conclusion

EXEC provides a flexible way to incorporate custom logic across Word, Excel, PowerPoint, and PDF templates.

Next Steps

• EXEC in Word
• EXEC in Excel
• EXEC in PowerPoint
• EXEC in PDF