Using Merge Field Picker

Merge Field Picker is available in 2 views (depending on place it is called from): old (Classic) and new (based on Salesforce Lightning interface).

Old View

Merge Field Picker can be opened by clicking "toggle Merge Field Picker on/off" link at the top of dialog popups.

Picker will be shown at the bottom of popup:

Select a Context Object to make deal with:

List of context objects contains objects depending on element being configured:

• Current data source object (e.g., "Case") is available for cards, but not available for Kanban or Column (because Kanban and Column can contain cards for different data sources).

• $Card object is actual for cards, card elements and card Layout, but has no sense on Column and Kanban.

• $Column object is actual for cards and columns, but Kanban has no knowledge about it.

• $Kanban is available for all kanban elements.

Some context objects can be found in "Other Optional Objects" section of the picker. If not, that means proper context object should not be used in the current situation.

• $SourceColumn and $TargetColumn are available through Kanban because it can be unambiguously determined which column user drags a card from and to.

• $Functions provide selection of functions and operators, applicable in formulas, and is absent in places where formulas are not acceptable.

• $User, $System, $Settings objects are available always.

• $Variables contain variables (if they are specified) or "Variable Template" string (for objects that are working with variables, but have no own, like Actions)

$Record object is not actually a Context one, but it allows to search ID or Name of any record of any available Object - as far as Data Source, Kanban, Column, Card, etc - by searching it and picking a result. This is quite useful when some ID is needed, e.g., for Kanban API actions that require Column/Kanban/etc. IDs.

After Context Object has been selected, a list of Context Object Items will be shown:

Select necessary item (it can be a field, property, function, etc) and it will be put into text field near the list as Merge field:

Now you can:

• copy Merge field to use anywhere

• click to any text input in the popup (to make it focused) and then press "Insert" button to paste Merge field into selected text input:

New View

This View is available in some places, e.g., on Card Builder.

Click ">_" button at the necessary field:

The Merge Field Picker will be shown as a part of Formula Builder:

Select a Context Object in the list and a Field Picker popup will appear. Select a first-level field and see selected field at the bottom of popup:

Or select a second-level (3rd-level, etc.) field by clicking items with arrows:

Click "Apply" button of Field Picker and selected Merge field will be inserted to Formula Builder in the place at cursor:

Click "Copy to Clipboard" button to copy contents of Formula Builder.

Click "Apply" button on the Formula Builder to insert Merge field to the field, where Formula Builder has been called: