Writer | Working With Merge Templates

Working With Merge Templates
Conditional Fields in merge
Conditions are a set of guidelines to evaluate the value in the merge field based on which you determine what to show on the merged document after running the merge. How to insert a condition? We'll walk you through the process with a simple ...
Filtering records
Choose records from the data source either based on conditions or from a particular range to be used for mail merge. How to filter records? Under 'Select Data Source', click Select Based on conditions if you want to set up condition(s) for the ...
Working with Formulas in merge template
Formulas Please click here to head to formula help page to learn about supported functions, inserting a formula, referencing cell values, etc. Named fields - In merged documents In a lengthy merged document where you are required to insert the same ...
Repeat Blocks in merge
Repeat Field is one of the advance merge fields that lets you repeat blocks of information for each record in your data source automatically. The following image shows how a template document as well as the output document will look after using ...
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 ...
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 ...
Merge Triggers
Merge Triggers decide when the configured merge should run. It can also be scheduled by choosing a date & time or run on form submit. Manually/on trigger Select Manually/On trigger under 'When to merge'. Merge will be executed on clicking Run Merge. ...
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 ...
Configure output options
For Zoho Forms You can deliver the final merged document in one or all of the following ways. Merge and save as individual files Save response of individual documents in a folder inside Writer. For example, if you have a form embedded in your website ...
Connecting a Data Source
Data Sources Writer fetches data from the source document and places it in the merge template to generate separate output documents for each record. The source document can be anyone from the following options: CSV or JSON file Zoho Contacts Zoho ...
Advanced layout and settings
Placeholder for image fields All templates might require a different placeholder image depending on the type of the document you create. With Writer, image fields can now have a custom placeholder image. Click on the image field, you will see a panel ...

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