Date-based conditions and filters

Date-based conditions and filters

Configure conditions with date 

Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the conditions are met.



Filter records by date 

Use a conditional operator to filter records in your data source to match only specific criteria each time you run merge. 



Here are a few instances of filters by date which might be useful while your data source has a large amount of data:
  1.  Filter records before/after a specific date
  2.  Filter records between two dates. Click here to learn how.
  3.  Filter the mail merge records such that only records with a date that is within 45 days from today.
Please head to our help to learn more about date-based conditions. 
We'd love to hear your feedback. Drop us a comment here, or write to us at support@zohowriter.com to let us know what you think.
 
Happy merging!




    • Sticky Posts

    • Easily perform calculations using dates with the new DATEDIF function

      Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

    • Zoho Writer's WordPress extensions

      Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window

    • Date-based conditions and filters

      Configure conditions with date  Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the

    • Introducing group by, aggregation, and repeating regions in mail merge templates

      Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now

    • Say hello to an improved way to merge documents!

      Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.   If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers

      • Recent Topics

      • Introducing SlyteUI : From Idea to a Working Interface in Minutes

        Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

      • Zia Agents in Zoho CRM: a better way to set up digital employees

        Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and

      • Canadian Banks ?

        Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks

      • Mass email from Report output

        Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom

      • Combined Tasks and Issues View (Jira-Style Unified Workload)

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding task and issue visibility in Zoho Projects. Current Behavior: At the moment, Zoho Projects separates Tasks and Issues into different modules, each

      • Scale up your support with Zia actions

        Hi there, Have you explored how Zia can help automate repetitive tasks? In customer support, every detail matters when delivering the right solutions to customers, and Zia is here to support you. This edition highlights how Zia can simplify and streamline

      • Disable Zoho Contacts

        We don't want to use this app... How can we disable it?

      • Zoho CRM with Built-In MCP Support

        Zoho CRM now provides built-in support for Model Context Protocol (MCP), enabling AI tools to connect and perform CRM actions using natural language. Zoho CRM MCP servers act as a bridge between AI agents and Zoho CRM, exposing CRM capabilities as callable

      • Allow Zia Agents using Zoho One Account

        When I went to try Zia Agents, it forced the creation of a new, separate account. This seems counter-intuitive to me. I don't want to manage a separate account. Plus, aren't Zoho One users the ones most likely to adopt Zia Agents most quickly? It seems

      • My Zoho mail stopped receiving or sending emails about 3 hours ago

        Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under Settings

      • POP mailbox limits

        If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?

      • SPF: HELO does not publish an SPF Record

        I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?

      • Check out in Meetings

        Why there is no check out in Meetings of Zoho CRM, very difficult to track

      • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

        Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination

      • Zoho Show Keeps Crashing and Goes Down with the Data

        Today, I am experiencing something unusual: Zoho Show keeps crashing and goes down with the data. When you try to reopen the same deck, you get that lovely "Presentation not found" error. This has happened today rather frequently with multiple decks.

      • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

        Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

      • Escalate the tickets to the escalation team through email

        Hi Zoho Team, I would like to ask if it is possible to escalate the tickets when the status changed to "Escalated" by sending an email to them. I have attached the snapshot from my Zoho desk where I want it to email to a certain group(escalation team).

      • Mailbox storage showing incorrect usage

        My mailbox shows 4.99 GB used out of 5 GB. However, actual mailbox usage is only around 394 MB. Trash and Spam are already empty. IMAP/POP is not enabled. WorkDrive is not in use. This appears to be a storage calculation issue. Please help to recalculate

      • Google Fonts Integration in Pagesense Popup Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

      • Have to ask: WHY is Zoho Purposefully blocking Apple Reminders?

        I just have to ask: Why is zoho purposefully blocking Apple reminders (CalDav). This is just strange... I just can't see a reason why this is done both within the Zoho calendar and mail calendar? These are both paid services. Why? This little simple feature is forcing me to leave Zoho. Our workflow depends on Reminders and after talking with an Apple engineer, they noticed theat Zoho is purposefully blocking this caldav port call. I just don't understand why. Thanks!

      • I am not able to check in and checkout in zoho people even location access allowed

        This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

      • Issue with attaching files to a task through the API

        Hello! I've implemented a function that creates a task for every new bill that is created but I haven't been able to attach to the task the files which are attached to the bill. I have encountered multiple errors but the most common one is error 33003:

      • Printing receipts with 80mm thermal printer and Zoho Creator

        I have a sales form in my Zoho Creator app and I would like to print receipts for customers. Question 1: From what I've read on this forum there's no way to submit and have the receipt print automatically, you'd have to go through the printer dialog,

      • Integrate with WooCommerce using Wordpress Plugin

        We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless

      • Removing To or CC Addresses from Desk Ticket

        I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

      • When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

        Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works

      • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

        Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

      • Unable to send

        Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being bloked by SpamCop.net Please help can somebody help me?

      • Errorcode 554

        Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop. Please can somebody help me?

      • Spamcop

        Have been trying to email several of our clients and many of our emails keep getting bounced back with an error that states: ERROR CODE :550 - "JunkMail rejected - sender4-op-o16.zoho.com [136.143.188.16]:17694 is in an RBL: Blocked - see spamcop.net/bl.shtml?136.143.188.16"

      • Emails being blocked / spamcop

        Hello, I am unablr to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop.net Please help on this.

      • Zoho IP blocked by SpamCop 136.143.188.16

        Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocjed by SpamCop.net Please help on this.

      • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        After not using the domain rcclima.org.pe for some time, I'm trying to set up the free version of Zoho Mail. When I tried to validate my domain, rcclima.org.pe, I received the error message discussed in this thread: "This domain is not allowed to be added

      • 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

        Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I

      • Can I hide empty Contact fields from view?

        Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

      • Replying from same domain as a catch-all?

        I have 2 domains setup on Zoho, both with associated email addresses. They look something like this: john@example.com (primary address) john@test.com (this domain also has a catch-all setup) I use the catch-all for test.com as a public-facing email address

      • Account and Email and Password

        I'm signing up as a Partner so I can move my website clients across to a separate email server from their current cPanel one.. So I have a Zoho account and then I moved one of my emails across to that account to test the import process... So the question

      • Zoho CRM Copilot Connector

        Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we

      • Approval Workflow for Purchase Orders Abrir

        The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can

      • Zoho mail admin panel not opening

      • Next Page