Overview:

While you may already be familiar with expressions, this article will guide you through the practical use of expressions within a MergeUp template document. Expressions in MergeUp allow you to streamline your document creation process, improve organization, and efficiently handle complex data manipulation.

Purpose:

The primary purpose of using expressions in MergeUp templates is to enhance the maintainability of your documents. By incorporating expressions, you can perform data processing, simplify complex logic, and group related fields together, making your templates more efficient and organized.

Syntax:

{# @@expressionName #}

Examples:

Example 1: Processing Data with Expressions

Imagine you want to calculate and display a few sums of all of the opportunity line items on an opportunity. You could do that using an EXEC tag and the following snippet of code:

{#! sumTotal = 0;
sumTotalRecurring = 0;
sumTotalWithDiscount = 0;
for (let i = 0; i < Opportunity.OpportunityLineItems.length; i++) {
    let oli = Opportunity.OpportunityLineItems[i];
    if (oli.Type__c = 'Recurring') {
        sumTotalRecurring += oli.TotalPrice;
    }
    sumTotal += oli.TotalPrice;
    sumTotal += oli.Discounted_Total__c;
} #}

Total: {# sumTotal #}
Total Recurring Lines: {# sumTotalRecurring #}
Total w/ Discounts: {# sumTotalWithDiscount #}

You could add this EXEC tag into an expression with the name "calculateOLISums" and utilize that expression in the template document, making the template document much easier to read:

{# @@calculateOLISums #}

Total: {# sumTotal #}
Total Recurring Lines: {# sumTotalRecurring #}
Total w/ Discounts: {# sumTotalWithDiscount #}

Example 2: Grouping Merge Fields with Expressions

Consider a scenario where you need to insert multiple merge fields into your document that are always grouped together, such as an address. Normally it would look like this:

Billing Address:
{# Account.BillingStreet #}
{# Account.BillingCity #}, {#Account.BillingState#} {# Account.BillingPostalCode #}

You can take these merge field tags and add them into an expression with the name "billingAddress" and utilize that expression in the template document, making it easier to reuse the common formatting of the billing address:

Billing Address:
{# @@billingAddress #}

Next Steps:

• Discover the advantages of using expressions in your MergeUp templates, including improved organization, code reusability, and document clarity: About Expressions

• Learn how to create expressions within the MergeUp manager, enabling you to encapsulate complex logic and data processing: Creating a New Expression