How to merge and generate prefilled fillable forms

Overview

Zoho Writer lets you merge templates with data from connected sources to generate prefilled fillable forms. Each merged record creates a unique form link, allowing recipients to view and complete the form with pre-entered information. This is ideal for automating data collection in use cases like contracts, applications, or surveys. You can also configure submit actions or trigger custom workflows using Deluge functions for each filled form.

Prerequisites

Before you can generate prefilled fillable forms using Zoho Writer's merge feature, ensure the following prerequisites are met:

Merge Template: Create a Zoho Writer Merge Template with fillable fields (text boxes, checkboxes, dropdowns, etc.). These fields must be added using Insert > Fillable Fields.
Field Mapping: Each fillable field in your template should be mapped to a corresponding merge field. This ensures that the right data gets filled into the correct part of the form.
Connect 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. The data source should contain the records you want to use to generate individual prefilled forms.

Steps

1. Create a Merge Template, Go to Automation Tab

2. Merge Setup: Configure the Merge & Generate Fillable Link output option so that each record from the data source generates a unique form link.

3. Map merge fields to Fillable Fields - In the Field Properties panel, go to Pre-filled Value.

4. Configure On submit Actions : In on submit actions you will see options, Choose and set up the actions you want based on your workflow needs.

Send Email Notification
Trigger a Deluge Custom Function
Push Data to Zoho Sheet etc
Invoke Webhooks
Store Document in WorkDrive
And other post-submit workflows.

All the form links generate will have these on-submit actions configure automatically

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Quick Links	Workflow Automation	Data Collection
Web Forms	Retail	Online Data Collection Tool
Embeddable Forms	Banking	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Forms for Solopreneurs
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Forms for Small Business
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Free Forms	Travel	Features for Order Forms
Prefill Forms	Non-Profit	Forms for Government
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Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms	Insurance
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Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms	Wufoo alternative	Encrypted Forms
Accessible Forms	Typeform alternative	Secure Forms
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