Zoho Writer supports various merge field types to dynamically populate your documents during a mail merge. These include:
| Field type | 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” |
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| 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 |
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| 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:
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| 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. |
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| 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. | |
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AutoNumber
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Autonumber automatically increments for each record
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Ex Generating invoices with multiple line items per customer with each row having serial number automatically assigned
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