Merge Triggers
Manually/on trigger
- Select Manually/On trigger under 'When to merge'.
- Merge will be executed on clicking Run Merge.
On Schedule
- Schedule merge for later by selecting On schedule under 'When to merge'.
- Pick a date and time before running merge.
Also, you can cancel the scheduled process and follow-ups from the Logs panel anytime before it starts. The cancelled merge activities will be listed under the logs with an “Aborted” status.
On Form Submission
If the selected data source is a Zoho Form, you can opt to merge on form submission. On enabling merge on form submission, a separate merged document will be created for each user data as and when a form is submitted. Choosing On Form Submission will enable these additional output options:
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