Examples

Use Case 1: Display campaign metrics

Use INS to pull standard Campaign fields and place them beside their labels

Example data:

{
    Campaign: {
          ExpectedRevenue: 200000,
          ActualCost: 150000,
          BudgetedCost: 50000
    }
}

Template Document:

Output:

Use Case 2: Build a contact directory

Loop through records with FOR and drop each contact's name, title, email, and phone into its own row using INS.

Example data:

{
    Contacts: [
        { Name: "Jane Doe", Title: "CEO", Email: "jane@example.com", Phone: "555-0101" },
        { Name: "John Smith", Title: "CTO", Email: "john@example.com", Phone: "555-0102" }
    ]
}

Template Document:

Output:

Notes

• Set cell alignment and wrapping so inserted values stay readable.

• If you want to use standard excel formatting, don't use the formatter functions since those will always return a string.
  

  • Dates and datetimes cannot be formatted using standard excel formatting at the moment.
• Adjust column widths to accommodate the longest values in the dataset.

• When using an INS command in a column header, ensure the command will not result in a blank string. The Excel sheet will error on open if a column header is blank and will need to be repaired.

  • Use the fallback syntax (??) to ensure the INS command always returns a value. For example: {# Account.Name ?? 'MyColumn' #}
• When using an INS command in a column header, ensure the command will not result in a duplicate column name. The Excel sheet will error on open if two column headers have the same name and will need to be repaired.

Next Steps

• About INSERT

• INSERT in Word

• INSERT in PowerPoint

• INSERT in PDF