Custom and standard fields can be mapped in the PDF Editor and using merge fields. Any items not available in these areas can be added by creating a merge query.

Creating the merge query

1. Go to Queries / Reports.

2. Select New Query.

3. Configure the following settings:

   • Name: Enter a name describing what the merge fields are for, like Reader Dashboard, or Custom Application PDF.

     • 📝 It is no longer necessary to name this query Merge.

   • User: Select a user. Defaults to the current user.

   • Sharing: Leave this unselected for now.

   • Folder: System

   • Type: Configurable Joins

   • Category: Records

   • Base: Application

   • System Key: Merge

4. Select Save.

5. Add Exports that contain the values that will be used as merge fields on the PDF.

6. Update the export names for the merge fields to be unique and computer friendly:

   • Merge fields must be unique among other merge field names on any other Merge or MergePublic query, or any custom or standard field names.

   • For example, Application Entry Term should be renamed app_entry_term

7. Select Run Query.

8. Confirm exports display the data as it should appear in the Reader.

9. Return to the query overview page.

10. Select Edit.

11. Select Sharing.

Adding the merge query to the PDF Editor

1. Go to Database → Files.

2. Find your PDF and select PDF Editor.

3. Add the Merge query fields in the PDF Editor. The merge fields created in this query can now be mapped in the PDF Editor.

4. In Field Name, copy and paste the name of the new merge field. For example, app_entry_term.