How to merge Subform Fields via Merge API's in Writer?
1. Create a Merge template in Writer with related (RL) fields
|
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» |
2. Sample code to get the RL fields info
document_id -> It can be derived from the document open url: https://{{domain}}/writer/open/eb4kob4cf65bb6d074af****************
{
"merge": [
{
"id": "First_Name",
"groupname": "Contacts",
"display_name": "First Name",
"type": "text"
},
{
"id": "Email",
"groupname": "Contacts",
"display_name": "Email",
"type": "email"
},
{
"id": "Invoices",
"display_name": "Invoices",
"type": "subform",
"fields": [
{
"id": "Invoices.Owner",
"groupname": "Invoices",
"display_name": "Invoice Owner",
"type": "text"
},
{
"id": "Invoices.Invoice_Number",
"groupname": "Invoices",
"display_name": "Invoice Number",
"type": "number"
},
{
"id": "Invoices.Created_By",
"groupname": "Invoices",
"display_name": "Created By",
"type": "text"
},
{
"id": "Invoices.Due_Date",
"groupname": "Invoices",
"display_name": "Due Date",
"type": "text"
}
]
},
{
"id": "Products",
"display_name": "Products",
"type": "subform",
"fields": [
{
"id": "Products.Product_Code",
"groupname": "Products",
"display_name": "Product Code",
"type": "text"
},
{
"id": "Products.Product_Description",
"groupname": "Products",
"display_name": "Product Description",
"type": "text"
},
{
"id": "Products.Item_Quantity",
"groupname": "Products",
"display_name": "Item Quantity",
"type": "number"
},
{
"id": "Products.Item_Price",
"groupname": "Products",
"display_name": "Item Price",
"type": "number"
}
]
}
],
"sign": {},
"fill": {}
}
3. Sample code to map the RL fields (via deluge)
invoicesRecords = zoho.crm.getRecordById("Invoices", invoiceId);
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;
zoho.writer.mergeAndSend("eb4kob4cf65bb6d074af7a7de21e561119eb9", "pdf", invoicesRecords.get("email"), mergedata, "writer_name");
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
}
]
}
]
}
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
How to merge subform fields and image field with Zoho Writer's Merge APIs in Zoho CRM
How to merge subform fields via Merge API's in Zoho Writer 1. Create a Merge template in Writer with related (RL) fields Sample Merge Template consisting of both Normal and RL fields: Hello <<Contacts.First Name>> Send a mail to <<Contacts.Email>> ...Configure workflow in Zoho Books with Writer's mail merge
With the Zoho Books and Zoho Writer merge integration, you can easily generate customized documents, like shipping labels or invoices, directly from your Zoho Books data. For instance, if you need to create labels for customer orders that include ...Working with Fields
Supported field types Supported field types 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” You can select the field in the document and apply the ...Create Merge Templates
Overview An organization might require sending out many documents in bulk to clients, employees, and its customers, which would contain content common to all the recipients and personalized or unique information that varies from one recipient to ...Finish Merge
Finish Actions Email Notifications You can enable email notifications to get notified when the merge is initiated and completed. You will receive an email as shown below, once the merge is initiated with a link to track the status of the merge ...