Schedule, cancel, abort, or retry a merge operation in Zoho Writer

How to schedule a merge operation, and cancel, abort, or rerun a scheduled merge in Zoho Writer

Overview 

Zoho Writer merge templates include a built-in scheduler to give you the convenience of running a merge operation at your preferred date and time. You can also cancel or reschedule a scheduled merge, abort an in-progress or running merge, or rerun a failed scheduled merge.

Steps 

 1. How to schedule a merge operation

1. Create a merge template in Zoho Writer.
2. Choose Zoho Sheet as the data source, and select the relevant Sheet.
3. Under "When to Merge," choose "On Schedule", and click the Configure link.
4. In the scheduler that opens, choose the desired date and time and click Schedule.

2. How to cancel, reschedule, abort, or retry a scheduled merge operation

Based on whether a scheduled merge operation is yet to start, running, or failed/completed with errors, you can cancel, abort, or retry the merge operation.
1. Open the desired Zoho Writer merge template.
2. Go to Automate tab --> Configure. In the Automate panel that opens on the right pane, go to Finish, and click View Log.
                                                                        
3. In the merge log window that opens:
       a. Cancel or reschedule a merge: 
            Locate the desired merge schedule that is yet to start and click the Cancel button to cancel it. You can use the Reschedule button to change your preferred execution time.



       b. Abort an in-progress/running merge: 
            Locate the running merge operation that you wish to stop, an click the Abort button.

       c. Retry failed records:
           Click the merge job that you wish to rerun, and click the Try Again button. The records for which the merge operation had failed earlier will be rerun now.

Note  

  1. For cancelled merge schedules, the credits consumed/reserved will be reversed.
  2. For aborted merge schedules, the credits reserved for the records yet to be merge will be reversed.
  3. While retrying failed merges, the credits will be consumed only for those records that will be processed again.
  1. How to create a merge template in Zoho Writer

  2. How to set up the output options for a merge operation in Zoho Writer

  3. How to configure a data source in a Zoho Writer merge template

  4. How to track the status of merge operations in Zoho Writer


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • How to add a Zoho Checkout payment link to mail merge emails in Zoho Writer

                                                                                                                                      Overview Zoho Writer allows you to insert Pay Now links or buttons powered by Zoho Checkout into mail merge emails. Recipients can click the payment link or button in the email and complete the payment through the configured Zoho Checkout payment ...
                                                                                                                                    • Configure workflow in Zoho Books with Writer's mail merge

                                                                                                                                      Overview Use Zoho Writer with Zoho Books to create branded PDFs and automate document generation from your Books data. You can either use the Zoho Writer Templates extension in Zoho Books for one‑click document generation, or configure ...
                                                                                                                                    • How to track merge status and handle errors in Zoho Writer

                                                                                                                                      Overview You can track the status of the merge jobs using email notifications and the merge logs. While email notifications help you track the merge initiation and completion status, the merge logs help you track the status of jobs in progress, along ...
                                                                                                                                    • How to generate labels with Zoho CRM data using mail merge

                                                                                                                                      Navigate to Settings from CRM Home. Under customization, click Templates > Mail Merge > New Template. Select a module. Assign a name to the template and pick a folder for the template to be saved and click Create, and select Blank. Insert a table and ...
                                                                                                                                    • Configure workflow in Zoho Sprints with Writer's mail merge

                                                                                                                                      The integration between Zoho Sprints and Zoho Writer simplifies the process of document generation, making it more efficient for teams managing projects. By utilizing template functions, you can create dynamic document templates that pull in data ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources