Mail Merge template contains a phone number field.
When viewed in the record, the data is formatted properly
When exported to the mail merge template, the phone number data is not formatted as expected or shown in the record.
RSA Archer does not currently have the capability to convert RSA Archer configured field formatting settings to Mail Merge field formatting for export to Mail Merge templates. The data is pushed as raw data without the RSA Archer configured field formatting.
Apply the field formatting to the data and store it in an Archer text field without formatting.
This can be done using the below steps:
Create a calculated text field and use it in the Mail Merge template
Where Phone is the name of the formatted text field and MaskedText applies the field's formatting to the field to generate a text string for the calculated text field that can then be used in the mail merge template.
Add the calculated text field into the mail merge template to replace the field that has the issue.
For more info, see the help topic on the MaskedText function.