I am about to create a Project Invoice in excel format. In the invoice, we would like to add text blocks that consist of some predefined text as well as some data sources.
To give you an example:
"We kindly ask you to transfer the invoice amount until [Due Date] to our bank account [Bankname] [IBAN]." Everything within brackets is bound to a datasource.
The text needs to be translated to other languages, otherwise a formula would be simple.
I figured it out with some help and wanted to share my knowledge.
1.
You create a label (2) with the text you want. Fields that are not static, i.e. data sources, are marked with %1, %2, etc. Its best to (upload) the labels instead of creating them. Under (1) you can see the content of the label.
2. In the formula editor (in the format), you use a replace function.
The label is your input, the %1 is what you want to replace and (3) is the data source you want to replace %1.
3. As I had to replace %2 as well, I had to wrap the replace into another replace function and in another replace function to replace %3.
Since replace works only with text, if you have dates f.e., you need to convert them into text.
Kind regards, Adis
Was this reply helpful?YesNo
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.