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 required formatting in the editor. |
Multi-line | Several lines of text input in the data source are represented as multi-line data. | “test input” | “test input” | |
Checkbox | The value is merged either as a checked or an unchecked box based on the value in the data source. | TRUE | true| Yes | 1 for checked box FALSE | false | No | 0 for unchecked box | ☑ | ☐ | |
Image | Custom image fields in a data source will be directly linked as an image file in the target document. | URL of the image | You can set aspect ratio and size for the image in the editor. | |
Link | The URL in the data source is placed as a clickable link in the document. | http://zoho.com/writer | http://zoho.com/writer | Click on the value column to create dynamic links with other merge fields. Refer help to learn more. |
Rich text | HTML values of the data source are rendered in the document. | |||
Number | Numeric values can be placed in the document. | 100.234 | 100 100.23 | Click "Format" column to set the desired format for the numbers. |
Email | Phone | An email id or a phone number can be inserted in the document. | director@catsye.com 044 6744 7000 | director@catsye.com 044 6744 7000 | |
Date | The value of the field is represented as a formatted date in the document. | 24/04/2020 | 24/04/2020 or 24 April 2020 | Refer help to learn how to configure the date fields. |
Image List | Comma separated image URLs can be placed horizontally or vertically as an image list. | [imageurl1,imageurl2,imageurl3] | ||
List | A comma separated value in the data source can be added as it is or as a vertical bullet list. | item 1, item 2, item 3 | Comma separated list: item 1, item 2, item 3 or Vertical list:
| |
Embed | The URL value in the data source is embedded in the document as an iframe. | http://mysite.com/profile/ UserID | Click on the value column to make the URL dynamic by placing merge fields in the URL. | |
Barcode | The value can be merged as a Barcode based on the selected code. | |||
QR Code | A high-quality QR code can be added based on the specific field value. | QR code data can be a plain text, a web link, a text message, an email, or a business card. | ||
Map | Convert addresses and location latitude or longitude in the data source to an embeddable map of the location post merge. | 10 Downing Street, Westminster,London,SW1A | When the merged document is printed, the embedded Google Maps link is converted to an embedded image. | |
Matrix field | View all the responses in table format in the merged documents | Refer here. |
Click Create Fields under Manage Fields.
Go to Subforms and click Create Subform.
Now enter a field set name and a label name and then configure the subform as per your requirement.
API Docs for developers to learn more about using fields programmatically.
Next record can be used to tell Writer to fetch data from the immediate next record in your data source. That is, if you insert Next record in between two fields, the field that you have inserted before Next record will fetch data from the first record and the field inserted after Next Record will fetch data from the next corresponding record.
In short, the Next Record field will let you jump over to the next row in your data source. This is especially useful while working on documents with multiple identical fields.
To insert this,
Document sequence number allows you to create a sequence by affixing a unique sequential numeric value to every new document generated from the merge template. Use this sequence number anywhere in your document as and when required.
You can set the numeric value from which the sequence has to begin with. This value will be inserted and incremented automatically whenever a new document is generated. You can also put down a prefix or suffix that will uniformly apply to all the documents.
Every time an invoice is generated, a numeric sequent will be inserted. In the above example, a sequence for every invoice in the month of February 2022 is created.
Open your merge template, navigate to Fields > Document Sequence > Create Document Sequence under Autofields.
In the pop up that follows,
Assign a name for your field.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
Write to us: support@zohoforms.com