Generate Prefilled Fillable Forms in Zoho Writer | Automate Data Collection

How to merge and generate prefilled fillable forms

Overview

Zoho Writer lets you generate prefilled fillable forms using the data from the linked data source. 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

  1. Create a merge template with fillable fields (text boxes, checkboxes, dropdowns, etc.). 
  2. Map each fillable field in your template to a corresponding merge field. This ensures that the right data gets filled into the correct part of the form.

Steps 

  1. Open your merge template and choose Merge & share fillable link as the output option.

  2. Click a fillable field inserted in the document. In the Field properties panel, click the + icon under Pre-fill value to map them to the merge field.

  3. Click Configure form submit actions, to define the post-submission operation. Below is the list of post-submission operations supported:
    1. Save a copy to a folder
    2. Send as an email
    3. Send for sign collection
    4. Save responses to Zoho Sheet
    5. Trigger webhook and custom functions
    6. Show a custom message and redirect to an URL 


  1. Supported On Submit actions actions in Fillable Documents
  2. How to Merge and Save Document as a Fillable PDF
  3. How to Merge and Send Document for Review and Approval
  4. How to configure signer details and workflow settings for signing documents
  5. How to run custom workflows after merging a document
  6. How to execute custom workflows after storing merged document