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.
Choose Merge & Store to saves each merged record as a fillable PDF file. Select this option if you want to distribute or store prefilled fillable PDFs instead of online forms.
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
Related Articles / Videos
- Supported On Submit actions actions in Fillable Documents
- How to Merge and Save Document as a Fillable PDF
- How to Merge and Send Document for Review and Approval
- How to configure signer details and workflow settings for signing documents
- How to run custom workflows after merging a document
- How to execute custom workflows after storing merged document
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