Page 34 - Unanet CRM: Using Publisher with Microsoft Word

19. Select the Source button.
Your definition should look like this:

20. Select the Save button.
21. Close the Project Profile Data Dictionary window.

Part 2: Create List Data Formatting for Project Certifications
1. Select the Create Format link in the List Data Formatting – List Project
Certifications section. The Project Certifications List Format window opens.
The Format Definition field is prepopulated with common variables.
2. Type Standard_Word_XX in the Format Name field.
3. Select the Document Data Dictionary link. The Project Profile Data Dictionary
window opens. These are the available merge field names.
4. Press Ctrl+F.
5. Type level in the Search field.
6. Select %ProjectCertLevelAwarded% for Level Awarded.
7. Press Ctrl+C.
8. Return to the Project Certifications List Format window.
9. Select %ProjectCertDateCertifiedMY%.
10. Press Ctrl+V to paste %ProjectCertLevelAwarded% in place of
%ProjectCertDateCertifiedMY%,
11. Delete the , after %ProjectCertName%. Note: Be sure to include a space
between the two variables.
12. Select the Source button.
Your definition should look like this:

13. Select the Save button.
14. Close the Project Profile Data Dictionary window.

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 34