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. On the left pane, go to Automate --> 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
- For cancelled merge schedules, the credits consumed/reserved will be reversed.
- For aborted merge schedules, the credits reserved for the records yet to be merge will be reversed.
- While retrying failed merges, the credits will be consumed only for those records that will be processed again.
Related Articles
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 trigger document merge in Zoho Writer
Overview Zoho Writer document merge can be triggered in four ways: manually, on a schedule, on form submission, or via an incoming webhook. This flexibility allows you to choose the most suitable automation method—whether you want to merge documents ...Configure workflow in Zoho Projects with Writer's mail merge
Zoho Writer and Zoho Projects' integration allows collaboration and document management for project teams. Project managers can automate the creation of critical documents using Zoho Writer's custom functions and workflow rules. The integration also ...How to merge and send document via email in Zoho Writer
Overview The Merge and Send via Email option in Zoho Writer lets you generate personalized documents for each record in your data source and automatically send them via email. Each recipient gets a customized document as an attachment or inline ...How to generate labels with Zoho CRM data using mail merge
Navigate to Settings from CRM Home. Under customization, click Templates. <img> Inside Templates, click Mail Merge. <img> Click New Template. Select a Module. Assign a name to the template and pick a folder for the template to be saved and click ...
New to Zoho LandingPage?
Zoho LandingPage Resources