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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