In the following pop up, configure field type as required.
How to control field rendering through merge field type settings
Overview
Zoho Writer's merge fields type make the data source value appear as formatted text, numbers, dates, checkboxes, images, hyperlinks, maps, chart or watermark. This flexibility allows users to design automated proposals, invoices, and reports with rich formatting and logic.
For example, an URL from the data source like ${Payment_URL} with value as https://pay.example.com/invoice/12345, when set as a Link type merge field, appears as a clickable link like Pay Now—ideal for emails. If the field type is set to QR Code, it appears as a scannable code, useful for printed documents.
Steps
Set Merge Field Type
1. Go to Automate Tab --> Click Settings next to Manage Fields.
Set Merge Field Format
Field formatting lets you display the value in bold, italics, UPPERCASE, lowercase, and more. Just select the field like regular text and apply the desired format.
- Select the merge field you wish to apply the formatting to.
- Click the hamburger menu -> Format.
- Select your desired formatting option such as Font Style, Font Size, Text Case, Alignment, and more.
Merge Field Types For Reference
Zoho Writer supports various merge field types to dynamically populate your documents during a mail merge. These include:
| Supported field types | Description | Possible Values in the data source | Rendered as | Notes |
| Plain Text | The value of the field is placed as a string in the document. | “test” | “test” | Select the field in the document and format the text using the editor. |
| Multi-line Text | Text spanning multiple lines is handled as multi-line data | “test input” |
“test input” |
|
| Checkbox | The checkbox appears checked or unchecked depending on the data source value. | TRUE | true | Yes | 1 for checked FALSE | false | No | 0 for unchecked |
☑ | ☐ | |
| Image | Image fields in the data source are merged directly into the document as image elements | URL of the image src | You can set aspect ratio and size for the image in the editor. | |
| Link | The URL in the data source is placed as a clickable link in the document. | http://zoho.com/writer | http://zoho.com/writer | Click on the value column to create dynamic links with other merge fields. |
| Rich text | HTML values of the data source are rendered in the document. | |||
| Number | Numeric values can be placed in the document. | 100.234 | 100 100.23 |
Click "Format" column to set the desired format for the numbers. |
| Email | Phone | An email id or a phone number can be inserted in the document. | director@catsye.com 044 6744 7000 |
director@catsye.com 044 6744 7000 |
|
| Date | The value of the field is represented as a formatted date in the document. | 24/04/2020 | 24/04/2020 or 24 April 2020 |
Refer help to learn how to configure the date fields. |
| Image List | Comma separated image URLs can be placed horizontally or vertically as an image list. | [imageurl1,imageurl2,imageurl3] | ||
| List | A comma separated value in the data source can be added as it is or as a vertical bullet list. | item 1, item 2, item 3 |
Comma separated list: item 1, item 2, item 3
or
Vertical list:
|
|
| Embed | The URL value in the data source is embedded in the document as an iframe. | http://mysite.com/profile/ UserID | Click on the value column to make the URL dynamic by placing merge fields in the URL. | |
| Barcode | The value can be merged as a Barcode based on the selected code. |
|||
| QR Code | A high-quality QR code can be added based on the specific field value. |
QR code data can be a plain text, a web link, a text message, an email, or a business card. | ||
| Map | Convert addresses and location latitude or longitude in the data source to an embeddable map of the location post merge. | 10 Downing Street, Westminster,London,SW1A | When the merged document is printed, the embedded Google Maps link is converted to an embedded image. | |
|
AutoNumber
|
Autonumber automatically increments for each record
|
|
|
Ex Generating invoices with multiple line items per customer with each row having serial number automatically assigned
|
Next Record field
The Next Record field tells Zoho Writer to pull data from the next row in your data source. For example, fields before it use the current record, while those after use the next one. It's especially useful when repeating identical sections for multiple records
To insert Next Record
- Position the cursor at the desired location
- In the Manage fields section under Advanced fields , click on Next Record.
Troubleshooting
Issue : Is there a way to render Rich text or HTML content from a field properly during merge?
Solution : Set the Merge Field Type to rich text to render the merge field value as rich text
Related Articles / Videos
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 setup image type merge field in Zoho Writer
Overview The Image Field Merge feature in Zoho Writer lets you dynamically insert images (like profile photos, product images, logos, or scanned documents) into templates during a mail merge. You can map image fields from your data source—such as ...How to enable or disable checkboxes using conditions in Mail Merge
Overview In Zoho Writer merge templates, checkboxes can automatically reflect the selected options from your form or data source, appearing checked or unchecked based on values from Zoho Forms, Zoho CRM, Zoho Creator, spreadsheets, or other supported ...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 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 use Zoho WorkDrive images in Zoho Writer's merge fields
Overview When performing a mail merge in Zoho Writer, image fields must be provided with a public URL to properly display the image. If your images are stored in Zoho WorkDrive, you can generate a public download URL and use it for your image fields. ...
New to Zoho LandingPage?
Zoho LandingPage Resources