Zoho Creator document merge

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 

  1. Open the merge template in Zoho Writer.
  2. In the Automate pane, Select Data Source -> Add a data source to get started.
  3. In the Select Data Source dialog that opens:
    1. Click Zoho Creator and choose your desired application.
    2. Add the appropriate fields in the merge templates.


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

Troubleshooting

1. Error/Symptom: My main fields/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 fields are not included in the Creator report view.
Recommended solution: Add the required fields to the Zoho Creator report view and refresh the field listing in Writer:
  1. Open the Zoho Creator application and navigate to the Report View page.
  2. Click Edit this application.
  3. Go to Configure Fields for Web.
  4. Under Available fields, select the required fields and add them to the report.


  5. Save the configuration.
  6. Open the Writer merge template.
  7. Click the Reload icon next to Manage Fields to refresh the field listing.
The fields will then appear and can be inserted into the merge template.
  1. How to create merge templates in Zoho Writer
  2. List of supported field types
  3. How to setup image field merges from Creator to Writer

Support contact details 

Global: support@zohowriter.com
EU: support@eu.zohowriter.com
 
US: +1 888 900 9646 (#5 - #4)
India: + 91 44 6965 6070 (#5 - #4)
UK: + 44 (20) 35647890