Overview

The MergeUp Template object represents an uploaded Office template and its configuration metadata, such as the file name and file type for the generated document, locale overrides, and any additional parameters.

Fields

Field	Field Type
Active Template Version mergeup__Active_Template_Version__c	Type Text(255) Description The ContentDocument Id of the active template file for the Template record.
Additional Parameters mergeup__Additional_Parameters__c	Type Long Text Area(32768) Description JSON of additional parameters for configuring formatting, styling, etc. of the merged document.
Currency Override mergeup__Default_Currency__c	Type Picklist Description The currency symbol that will be used by default for any formatted currency fields.
Date Locale Override mergeup__Default_Date_Locale__c	Type Picklist Description The locale that will be used by default for any formatted date fields.
Default File Name mergeup__File_Name__c	Type Text(80) Description What the merged output file will be named by default. Supports any text characters that are supported by Windows file names. If the Default File Name is blank, the name of the Template will be used instead.
Dynamic File Name mergeup__Dynamic_File_Name__c	Type Text(80) Description The API name of a field that will determine the merged output file name. This feature is only available for Templates that are under a Record Template Group since the field must be on the record that you are merging from. For example, if you are merging a document from an Opportunity, you could enter Name as the Dynamic Field Name to have the merged document be named after the Opportunity. If the Dynamic File Name is blank, the Default File Name is used instead.
Merged File Type mergeup__File_Type__c	Type Picklist Values docx, pdf, pptx, xlsx Description The type of file the Template will generate when merging.
Number Locale Override mergeup__Default_Number_Locale__c	Type Picklist Description The locale that will be used by default for any formatted number fields.
Primary Template Group mergeup__Primary_Template_Group__c	Type Lookup(Template Group) Description The Template Group that the Template is a member of.
Primary Template Group Info mergeup__Primary_Template_Group_Info__c	Type Formula Description Displays the Template Group's type and object when the Primary Template Group field is set.
Template File Type mergeup__Template_File_Type__c	Type Picklist Values docx, pdf, pptx, xlsx Description Controls the type of template file that can be uploaded to the Template.
Template Type mergeup__Template_Type_With_Icon__c	Type Formula Description Displays the configured Template File Type along with a file type icon.
Timezone Override mergeup__Timezone_Override__c	Type Picklist Description The time zone that will be used by default for any formatted date fields.

Next Steps

• Learn about templates and their purpose: About Templates
• Learn how to create a new template: Creating a New Template