Reformat dates and and numbers when using a Word template using the switch formulas below.
To insert a formula: Ctrl+F9
To update a formula: F9
To toggle all formulas: Alt+F9
*Personally, I’ve always preferred to update any formula changes by right-clicking and selecting ‘Update Field’.
| Description | SFDC Value | Ideal Format | Switch |
|---|---|---|---|
| Social Security Number – format number with hyphens and mask all but the last 4 digits | 111223333 | XXX-XX-3333 | \# “‘XXX-XX-‘x000” |
| Social Security Number – format number with hyphens | 111223333 | 111-22-3333 | \# “000′-’00’-‘0000” |
| Format number to display percentage symbol | 75 | 75% | \# “##%” |
| Format number to display commas | 2000 | 2,000 | \# “#,###” |
| Format number to display decimals | 2000 | 2000.00 | \# “#.00” |
| Format number to display commas and decimals | 2000 | 2,000.00 | \# “#,###.00” |
| Format number to display currency and comma | 2000 | $2000 | \# “$#,###” |
| Format number to display currency, comma, and decimals | 2000 | $2,000.00 | \# “$#,###.00” |
| Format date | 06/12/2019 | June 10, 2019 | \@ “MMMM d, yyyy” |
| Display number in words | 250000 | two hundred fifty thousand and 00/100 | \*Dollartext |
| Display number in words – Capitalize first word | 250000 | Two hundred fifty thousand and 00/100 | \*Dollartext\*Firstcap |
| Display number as 1st, 2nd, 3rd | 12 | 12th | \* orginal |