To add the SalesPerson field to a template:-

 

1.

Open the template editor.

 

2.

Click the Field Value button in the toolbar as shown in the following picture.

 

add-field-to-template

 

3.

Click on the template to place a field into the template.

 

4. Adjust the properties of the field using the properties panel on the right as shown below and select the SalesPerson field in the dropdown.

 

adding-salesperson-to-template

 

4. Add a label to show the field meaning.

 

add-a-sales-person-label

 

 

See Also