How to sort repeat table data in merge templates
Overview
Prerequisites
-
Merge Template: Create a Zoho Writer document with merge fields.
Field Mapping: Each data source field should be mapped to a corresponding merge field.
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Connected Data Source: Link your template to a supported data source such as Zoho CRM, Zoho Creator, Zoho Forms, Zoho Sheet, or an external source via API.
Steps:
- In the template, insert a repeat table containing the necessary fields. Note that you can choose between a simple repeat, row repeat, or any other type of repeat region.
- Right-click on the field by which you intend to sort your repeat data. From the drop-down menu, select Sort Repeat Records.
- Primary sorting: Next, select the field you wish to sort by. Specify the field type (e.g., text, date, number), and indicate whether you want the data sorted in ascending or descending order.
- Secondary sorting: Specify a secondary merge field(date of joining) in Then by to sort the data within each group created by the primary sorting.
- Click on Sort to initiate the sorting process. Then, preview your merge to ensure that the data is sorted as desired.
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