SINGLE ConfigType Text Formatting

PDF Butler – SINGLE Config Type Text Formatting #

The SINGLE Config Type includes text formatting options that can be used to automatically adjust and standardize data formatting during document generation.

This feature is especially useful when:

• Salesforce data is inconsistently formatted
• Text casing needs correction
• Values should follow a standardized format in generated documents

Examples:

• Converting text to uppercase
• Capitalizing words
• Formatting lowercase text
• Applying consistent styling to output values

1. Create the Doc Config #

1. Create a new Doc Config.
2. Upload your document template if required.

2. Add the Data Source #

1. Open the PDF Butler Editor.
2. Add the required Data Source to the configuration.

3. Create a SINGLE Config Type #

1. Click Add Config Type.
2. Select:
   • Type = SINGLE
3. Configure the required merge field and field mappings.

4. Configure Text Formatting #

1. Locate the Text Formatting section in the Config Type settings.
2. Select the formatting option you want to apply.

Examples may include:

• Uppercase
• Lowercase
• Capitalize

5. Select a Formatting Option #

1. Choose the desired option from the dropdown list.
2. Confirm the formatting matches your document requirements.

6. Save the Configuration #

1. Click Save to Server.

7. Generate and Validate the Document #

1. Generate the document from Salesforce.
2. Verify that the text is formatted according to the selected option.

Example:

• john doe → JOHN DOE
• salesforce opportunity → Salesforce Opportunity