# 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:

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FwXYHnBeVa0Ieqw6uRXJ8%2Ffile.excalidraw.svg?alt=media&#x26;token=8dce2aad-7bb1-4efa-b874-cd2ba366ee14" alt="" class="gitbook-drawing">

Select a Context Object to make deal with:

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2F0p4dIzPDHusGjtNSkhEl%2Ffile.excalidraw.svg?alt=media&#x26;token=d369100f-f13d-4cf7-b510-d7b5caccbd0a" alt="" class="gitbook-drawing">

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)

{% hint style="info" %}
`$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.
{% endhint %}

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

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FdtTOpNwpQmCx3RRJkCOA%2Ffile.excalidraw.svg?alt=media&#x26;token=7e98f556-4916-4743-9c9b-1dcfe5700159" alt="" class="gitbook-drawing">

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:

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FkdCKScSgtAaKuml2Jh8j%2Ffile.excalidraw.svg?alt=media&#x26;token=d5d59b95-1d8d-48b2-a2b5-ea273247c991" alt="" class="gitbook-drawing">

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:

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2F4DWNkkkRBwKJAqx64GnN%2Ffile.excalidraw.svg?alt=media&#x26;token=e8447332-833a-4d74-8864-aacc38adbc49" alt="" class="gitbook-drawing">

### New View

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

Click ">\_" button at the necessary field:

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FJR7w5GmG5xowOu659x4h%2Ffile.excalidraw.svg?alt=media&#x26;token=e89fcf65-0115-4bc8-8d01-385e0c39be67" alt="" class="gitbook-drawing">

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

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FTTpKIe4UVjnNwTi9PFWM%2Ffile.excalidraw.svg?alt=media&#x26;token=d7a0cba7-cdce-40a1-9610-3dfca806ee2b" alt="" class="gitbook-drawing">

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:

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2Fr04BYNJW05yimJ2gp76r%2Ffile.excalidraw.svg?alt=media&#x26;token=c671587e-a54a-47ae-8363-6ad17d3395ca" alt="" class="gitbook-drawing">

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

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FVYa9SuRBYaaYDOtk3e55%2Ffile.excalidraw.svg?alt=media&#x26;token=dd9fc77d-822f-4d33-a95f-cd5866b8d9ea" alt="" class="gitbook-drawing">

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

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2Fkw8uUncgiDUFbef2QK9U%2Ffile.excalidraw.svg?alt=media&#x26;token=e4a43658-1828-494d-b848-8c5d3968fe58" alt="" class="gitbook-drawing">

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:

<img src="https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FNh22jlZ7RtzvIcTOIpt9%2Ffile.excalidraw.svg?alt=media&#x26;token=4738c6be-1206-4214-905e-bf1465fd45c9" alt="" class="gitbook-drawing">
