How to merge subform fields and image field via Zoho Writer's Merge APIs?
Overview
Steps
Step 1: Create a Merge Template in Zoho Writer with Related List (RL) Fields
- Open Zoho Writer and create a new merge template.
- Insert merge fields for both main module and related list (subform) fields using the field insert option.
Invoice Owner | Invoice Number | Created By | Due Date |
<<Invoices.Invoice Owner>> | <<Invoices.Invoice Number>> | << Invoices. Created By>> | <<Invoices.Due Date>> |
Product_Code | Product_Description | Item_Quantity | Item_Price |
«Products.Product_Code» |
«Products.Product_Description» |
«Products.Item_Quantity» |
«Products.Item_Price» |
Step 2: Retrieve RL Field Information via API
Replace <DOCUMENT_ID> with your actual Writer document ID.
Reference Zoho Connections for setting up the connection.
Step 3: Map RL Fields via Deluge Script
CustomerInvoice = Map();
CustomerInvoice.put("First_Name", invoicesRecords.get("Account_Name").get("name"));
CustomerInvoice.put("Email", invoicesRecords.get("Account_Name").get("id"));
invoicesList = list();
invoiceDetails = Map();
invoiceDetails.put("Invoices.Owner", invoicesRecords.get("Owner").get("name"));
invoiceDetails.put("Invoices.Invoice_Number", invoicesRecords.get("Invoice_Number"));
invoiceDetails.put("Invoices.Created_By", invoicesRecords.get("Created_By").get("name"));
invoiceDetails.put("Invoices.Due_Date", invoicesRecords.get("Due_Date"));
invoicesList.add(invoiceDetails);
productList = list();
productDetails = Map();
productDetails.put("Products.Product_Code", invoicesRecords.get("Product_Code"));
productDetails.put("Products.Product_Description", invoicesRecords.get("Product_Description"));
productDetails.put("Products.Item_Quantity", invoicesRecords.get("Item_Quantity"));
productDetails.put("Products.Item_Price", invoicesRecords.get("Item_Price"));
productList.add(productDetails);
CustomerInvoice.put("Invoices", invoicesList);
CustomerInvoice.put("Products", productList)
mergedata = Map();
mergedata.put("merge_data", {"data": CustomerInvoice});
mergedata.put("subject", "Invoice Details");
//optional
mergedata.put("message", "Please find your invoice attached.");
info mergedata;
Step 4: Sample JSON data with RL fields (via APIs)
"data": [
{
"First_Name": "Amelia",
"Email": "amelia@zylker.com",
"Invoices": [
{
"Invoices.Owner": "John",
"Invoices.Invoice_Number": 1279,
"Invoices.Created_By": "Amelia",
"Invoices.Due_Date": "07/10/2020"
}
]
"Products": [
{
"Products.Product_Code": "A123",
"Products.Product_Description": "Mobile Cases",
"Products.Item_Quantity": 2,
"Products.Item_Price": 1000
}
]
}
]
Step 5: Pass Image Field Values in Merge API
- Invoke Get Record API (version 5 and above) and use the Preview Image ID [Preview_Id__s] from the CRM response.
- Construct the image URL manually using the below pattern:
Additional Notes
- Always use the /fields API to dynamically retrieve field names for accurate mapping.
- Ensure that merge field names in the Writer template exactly match the JSON keys used in your API or Deluge script.
- For all image fields, construct the image URL using the
__attachment_previewendpoint:https://{zohoapi_domain}/crm/v2.1/__attachment_preview/{Preview_Id__s} - The CRM API only provides image Preview IDs, not full URLs — construction is mandatory.
- Use the correct API versions (
v5for CRM,v2.1for attachment preview). - If using Deluge:
- Ensure connection is set up.
- JSON mapping must match the Writer template structure.
- The Writer Document ID can be found in the URL in this format:
/writer/open/<document_id>
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