Zoho Creator - Merge Guide
Setup Creator as a data source in Writer's mail merge
Click the hamburger menu on the left and click Automate.
Under Select the Data Source, choose Zoho Creator, and select your application.
Add the appropriate fields from your Creator application. Click here for a detailed guide to working with fields.
Setup merge workflow in Creator
Zoho Creator's workflows allows you run merge with the data in your Creator's app. Here's how you can merge documents with Creator's workflows:
Create a form in Zoho Creator with the necessary fields.
Create a merge template in Zoho Writer using these steps.
Create a workflow for your Creator form and choose Deluge Script as the workflow action. This allows you to perform custom functions with Writer's mail merge.
Use the name of the connection you've added in the Deluge script to perform the function you've configured. Connections enable you to integrate cloud services via Deluge.
Known limitations
Record fetch limit | 10,000 |
Subform limits | Table limit: 15 Column limit for each table: 20 Record for each table: 1000 |
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