How to merge documents using Zoho Creator's data

Overview

Zoho Writer allows you to generate personalized documents using Zoho Creator's data. Generate documents by connecting Zoho Creator as a data source or by setting up workflows in Zoho Creator.

Steps

Open the merge template in Zoho Writer.
Click the hamburger icon, go to the Automate tab -> Select Data Source -> Add a data source to get started.
In the Select Data Source dialog that opens:

Click Zoho Creator and choose your desired application.
Add the appropriate fields in the merge templates.

You can also setup workflow to run merge in Zoho Creator.

Troubleshooting

1. Error/Symptom: Subform fields are not listed in Zoho Writer while configuring the merge template.

Possible cause: Only the fields available in the associated Zoho Creator report are displayed in Writer. The required subform fields are not included in the Creator report view.

Recommended solution: Add the required subform fields to the Zoho Creator report view and refresh the field listing in Writer:

Open the Zoho Creator application and navigate to the Report View page.
Click Edit this application.
Go to Configure Fields for Web.
Under Available fields, select the required subform fields and add them to the report.
Save the configuration.
Open the Writer merge template.
Click the Reload icon next to Manage Fields to refresh the field listing.

The subform fields will then appear and can be inserted into the merge template.

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