Mail Merge with Zoho Creator
If you are looking for an easy method to create a Mail merge of the Form data you have, please use send mail task. Check out https://help.creator.zoho.com/Send-mail.html
Creating Advanced Mail merge process (to generate PDF of Form data) involves the following components in Zoho Creator. It becomes mandatory to have some basic ideas about them.
- Data View
- HTML View/Page
- Fetching records from the Form
- Functions
- Custom Actions
1. Create a Data View:
Data Views in Zoho Creator are used to display the Form data as list/summary/grid/calendar format. Data Views do not allow you to construct your own HTML template for the Form data. For this, you will need an HTML View.
2. Create an HTML View and add parameters to pull records from the database:
HTML Views can be used for the purpose of displaying records in a customized layout. It is constructed in a way to load records dynamically, meaning you can display dynamic HTML content by passing different values to it. This feature allows users to pass the different Form record values to the HTML page and alter the HTML template values respectively.
3. Inside the HTML View, fetch the records from the Form based on the passed record ID:
This becomes mandatory when the dynamic HTML View has to access a Form record. Deluge has a Fetch records task that allows you to pull records from any database Form within the application based on the criteria provided. For example, you can pass the email address of a person and retrieve his information from the database.
4. Create a Function to write a script that opens HTML View:
Functions are pieces of code that can be executed on demand. They can be used in any application under the same account. Functions can generate output with or without any input.
5 To call the Function from the View, use Custom Actions:
Custom Action is set up on a data View to execute a function. It can also pass the Form record values to the function associated with it.
The image below shows how Mail merges work in Zoho Creator.
Related Links for references
- https://help.zoho.com/portal/en/community/topic/cycle-2%3a-html-view-to-pdf#2266000000703206
- https://www.zoho.com/creator/help/views/what-is-a-view.html
- https://www.zoho.com/creator/help/views/create-html-views.html
- https://www.zoho.com/creator/help/script/functions.html
- https://www.zoho.com/creator/help/views/custom-actions.html
Some sample application links are given below. You can find more at https://creator.zoho.com/sampleapps/shared
- https://creator.zoho.com/sampleapps/preview-and-print/#
- https://creator.zoho.com/sampleapps/printing-a-form/#View:Contact_View
- https://creator.zoho.com/sampleapps/preview-or-print-single-record/#View:Add_Record_List
- https://creator.zoho.com/sampleapps/print-or-view-collection-of-records/#View:Registration_View
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