How to work with special merge fields in Zoho Forms
Overview
Zoho Writer's merge templates support field types like matrix, file upload, and payment exclusive to Zoho Forms for better experience. The following table provides an explanation of the fields.
Field Type | Description | Possible Values in the data source | Rendered as |
| File upload field | Send the files collected using Zoho Forms' file upload fields as an email attachment | ||
Matrix field | View all the responses in table format in the merged documents | ||
Payment field | Fetch the payment details from Zoho Forms' payment field and display the necessary details |
Steps
File Upload field
Any files uploaded by the form submitter can be embedded within the PDF or added as separate attachments, depending on the configuration. This ensures that all submitted data and supporting documents are consolidated in the final mail merge output.
1. Create a merge template in Zoho Writer
2. Connect Zoho Forms as a data source
3. From the Merge Output Settings, choose
a. Merge and Send via email if you wish to share the files as an attachment.
i. In the Email Merged Document dialog that opens, in Additional attachments click Add Attachment.
ii. Choose Add Unique Attachment from the list of options displayed.
iii. In the Unique Attachment Settings dialog, in Select field containing URLs, choose the desired file upload field
iv. Click Done.
b. Merge and send for sign collection if you wish to send the files to collect digital signatures.
i. In the Merge and Sign dialog that opens, in Additional attachments click Add Attachment.
ii. Choose Add Unique Attachment from the list of options displayed.
iii. In the Unique Attachment Settings dialog, in Select field containing URLs, choose the desired file upload field
iv. Click Done.
Payment field
Fetch the payment details from Zoho Forms' payment field and display the necessary details. You can display the payment details as a document, or email the payment details inline or as an attachment.
1. Create a merge template in Zoho Writer
2. Connect Zoho Forms as a data source.
3. Select the payment field from the list of fields and insert it in the template.
4. If you wish to save the payment details in a new document, choose Merge as a new document output option in Merge Output Settings.
5. If you wish to send the payment details, choose Merge and send via email output option and choose Inline or Attachment option in the Email Merged Document dialog.
Matrix field
Using a matrix field to collect feedback or survey responses is useful as you can view all the responses in table format in the merged documents. It allows you to evaluate or filter rows easily by applying a set of column options on every row. You can create a matrix field with as many rows and columns as needed with suitable headers. You can:
- Create a matrix field in Zoho Forms and import it into a Writer document. Or,
- Select Zoho Forms as the data source and pick the inserted matrix field from the list of fields available.
Related Articles / Videos
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:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Getting started with document merge in Zoho Writer
Overview Zoho Writer’s template-based document generation lets you automatically create personalized documents by merging pre-designed templates with data from spreadsheets, forms, CRMs, or APIs. Merge fields pull in real data to generate contracts, ...How to sort data in repeat blocks in merge templates
Ask AI to explain this: ChatGPT | Perplexity | Claude Overview You can organize your repeat table data by sorting it using specific merge fields. For example, to list employees by department, and then by their date of joining within each department, ...Configure workflow in Zoho Books with Writer's mail merge
Overview Use Zoho Writer with Zoho Books to create branded PDFs and automate document generation from your Books data. You can either use the Zoho Writer Templates extension in Zoho Books for one‑click document generation, or configure ...How to generate labels with Zoho CRM data using mail merge
Navigate to Settings from CRM Home. Under customization, click Templates > Mail Merge > New Template. Select a module. Assign a name to the template and pick a folder for the template to be saved and click Create, and select Blank. Insert a table and ...How to add a Zoho Checkout payment link to mail merge emails in Zoho Writer
Overview Zoho Writer allows you to insert Pay Now links or buttons powered by Zoho Checkout into mail merge emails. Recipients can click the payment link or button in the email and complete the payment through the configured Zoho Checkout payment ...
New to Zoho LandingPage?
Zoho LandingPage Resources