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Add Merge Field Formatting for Custom Sheets

Because different users format their dates different (US and Canada) the dates printing as 03/02 when printed gets confusing as to some it's March 2nd and to others it's February 3rd.

In Vista's PM Templates, we can add formatting to the end of the merge fields to change how it prints.  For example, on our RFI we changed the Due Date to be { MERGEFIELD DateDue \@ "MMM d, yyyy"} and it converts the dates to long format with months as names.

When I did this on the word file exported from Team's default template then imported, it no longer recognized the field and gave an error ie it was including the \@ in the field name.  

  • Mercedes Green
  • Oct 2 2019
Company SKYGRiD Construction Inc.
Job Title / Role Technology Strategist
I need it... 1 month
  • Attach files
  • Guest commented
    June 09, 2021 20:24

    Being able to do formatting in the custom cover sheets would also be great so we could add IFTTT statements to the template. eg: if the Cost Impact box is not checked, don't show it on the form. If it is, show "Cost Impact" and the description.

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