How to edit an IRIS Date Tag to the desired format in an AutoMail letter

Introduction

IRIS AutoMail uses the interface of Microsoft Word to generate correspondence. To create your own Bespoke AutoMail templates you will require knowledge of Microsoft Word to the level of complexity that your bespoke template requires.

The IRIS support team are not Microsoft Word experts and cannot provide support, advice or maintenance services with respect to Microsoft Word. However, we have provided some documentation to help you with some of the program features.

This topic provides advice for editing an IRIS date tag to the desired format in an AutoMail letter. For example, the accounts period end tag.

After generating an AutoMail letter you may realise that you would like the date format of Accounting Period End to be displayed in words rather than figures. For example, the displayed Accounting Period End date is 01/01/08 and the date that you would like to see on a client letter would be 1 January 2008.

To change the format of the date:

From the IRIS Main Menu, click IRIS AutoMail.
The letter request Browser displays. Click Templates.

The 'IRIS AutoMail - Letter Template Maintenance' screen displays.

Highlight the template that you would like to change and click Edit.
Left-click on the document where you would like to change the date.
To check your version of Word, click Help | About when in the Word Document.

For MS Word 2007 or Later:

In this example we will use the Accounting Period End Date tag (LMCLAPEndDate).

In Microsoft Word, toggle Field codes on to view the formatting code. To do this, simultaneously press the Alt + F9 keys on your keyboard, or click on the Office button | Word Options |Advanced | under Show Document Content heading, select Show Field Codes instead of their values | OK)

The Accounting Period End Date will be displayed as:

{ MERGEFIELD LMCLAPEndDate }

If you would like the date to be displayed as 01 January 2008 rather than 01/01/08, the format you need to add to the above field is as follows \@ dd MMMM yyyy

The field should now show:

{ MERGEFIELD "LMCLAPEndDate" \@ "dd MMMM yyyy" }

Minimize Word and click Save on the Tag Selection Screen.

Below are the definitions which can be used to format dates in word:

d = Date (e.g. 1)

dd = Date (e.g. 01)

dddd = Day (e.g. Monday)

MM = Month (e.g. 01)

MMM = Month (e.g. Jan)

MMMM = Month (e.g. January)

yy = Year (e.g. 08)

yyyy = Year (e.g. 2008)

Examples:

1-Jan-08 use the following d-MMM-yy

1 January 2008 use the following d MMMM yyyy

01/01/2008 use the following dd/MM/yyyy

How to edit an IRIS Date Tag to the desired format in an AutoMail letter

Introduction

Related topics