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.
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