Merge Subforms data into repeated text a set number of times

Merge Subforms data into repeated text a set number of times

Hi

I am using Forms to input data and then merge data from a subform into what I would like to be dynamically repeating blocks of text into Zoho Writer (and will also add to the CRM).

The block of text to be dynamically repeated has several instances of placeholder text that should be replaced by some of the information from the subform. 

I have my form how I need it so don't want to make changes at this stage.

The issues I am facing are:

  1. The base of block of text is standardised and simply needs to be repeated according to how many entries there are in the subform
  2. The placeholder text needs to be replaced by some of the information in the subform, but by using merge I can only get this to function by adding every instance in the subform. 
  3. I can't use a table to display any information as it must be readable as sentences on the final documents
I have figured out a way to get these blocks of texts into the document, by using IF AND statements but this will be very long-winded to setup and will mean I will also have to alter the form to collect the data as individual inputs instead of via a subform, and show/hide according to how many are required, adding further questions to the form and what seems like unecessary complexity. 

I also have other blocks of text to be used with other debt types, e.g. loans, overdrafts, etc. but happy to simply add additional IF AND statements for those types. 

Can anyone think of a way I can have a block text repeat dynamically according to how many data rows are in the particular subform, and also allow me to include the individual data points from the subform into the repeating text?


      • Sticky Posts

      • Deprecation of certain URL patterns for published Zoho Writer documents

        Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their
      • [Announcement] Insert image from URL changes in Zoho Writer

        Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from
      • Introducing plagiarism checker in Zoho Writer

        Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here
      • [Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users

        Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization
      • Transitioning from MS Word to Writer: A complete walkthrough

        Hello everyone! We understand moving to a new word processing tool can be difficult, especially if it means switching from a legacy software like MS Word. That's why we've organized an exclusive webinar where we talk you through ways to make your switch from MS Word to Writer as easy as possible. In this webinar, you'll learn: - Why Writer is a simple yet powerful alternative to MS Word. - How to locate your favorite MS Word features and functions in Writer.  - How to migrate your Word documents

        • Recent Topics

        • Create Project while winning potentials - Projects v3 api updated code

          Hi all, I've been using the built in function to create a project while a deal is closed won and noticed it had some missing fields when trying to reference the zoho projects v3 api documentation. Specifically the project group had some issues when adding
        • [Free Webinar] Zoho RPA - OCR, PDF Automation, & More

          Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,
        • Merge feature parity with writer

          Hello Zoho team, I have run into a workflow limitation with Zoho Contracts and the lack of merge feature parity with what Writer can do. We have created a fairly complex merge process to create a statement of work based on several fields in our CRM which
        • Export option in Contacts is missing

          Hello - I've been clicking around Zoho all morning trying to find the export option. It formerly was in the right hand corner, above the search box, but now I don't see it. I've looked everywhere - Am I missing it somehow? I've attached a screenshot.
        • Formatting of cells changing by itself and formulas not always calculating automatically

          I'm new to Sheets and have been setting up a budgeting template that has many linked tabs. It's going fairly well except certain quirky things have been happening from time to time. 1- sometimes when I scroll up or down I lose formatting from a random
        • Unable to open iOS Zoho CRM app

          i am unable to open Zoho CRM iOS App in iPhone 14 Pro Max v18.5 and it is crashing immediately after i click to open
        • Whatsapp BOT with CRM

          Hello, how do you use Whatsapp integrations in zoho CRM?
        • sync two zoho crm

          Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
        • Side-by-Side view on Windows 11

          Is there a way to open two notes in a side-by-side view? I'm running Notebook on a Desktop running Windows 11. If this feature doesn't exist, do you have plans for it?
        • Value shows in balance sheet for Goods in Transit

          We have transferred goods from one warehouse to another warehouse and accepted the same at another warehouse. Although my balance sheet shows X amount as goods in transit value. I don't understand, how to clear that  Can anyone guide us please?
        • Resolution Time Report

          From data to decisions: A deep dive into ticketing system reports What are time-based reports? Time-based reports are valuable tools that help us understand how well things are going by breaking down key metrics over specific periods. By tracking, measuring,
        • Ask for a quote to multple vendors

          We are able to send a Purchase order, but How can we Send a quote request to our vendor, once the value changes every time? I didn't see any feature like this in Zoho Books/ Inventory. Send this request with the Items that we want to know the cost, to
        • Bigin merge field in email template for subject line to match lead name

          Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even
        • How to create auto-link between Invoice and Quote in CRM

          It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?
        • Why Are Columns Reset When Deleting Entry

          Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you
        • Pi or Pie? A slice of infinity in customer service

          Hey everyone! While Pi Day is on March 14 (3.14), July 22 marks another special occasion: Pi Approximation Day! On this day, we recognize the mathematical constant π (pi ≈ 22/7); a number that's infinite, irrational, and never-ending. Pi is essential
        • Configuración

          Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si
        • Why Can't I add unicode emoji's to my signature?

          Why would Zoho Mail prevent me from adding unicode emojis to my email signature? Every time I try to save the signature, Zoho Mail erases the emoji and any nearby content. Every time I setup something with Zoho, I know I'm going to run into some incredibly
        • GL account associated to each supplier for new bill

          Hello I'm facing problem for all items of my bills that are not inventoried. The need is each time I enter new bill and after I select supplier the GL account section is autopopulated with default GL account (that I would like to add in supplier settings)
        • LinkedIn verification link and otp not receiving

          For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward
        • Zoho reply to not working. just reply to my self

          Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can
        • Mail Merge Stuck in Queue

          I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through
        • SMTP Email Sending Not Working for My Domains and Apps

          Hello Zoho Support Team, I am experiencing a critical issue with sending emails via Zoho SMTP for my domain humanhup.com. Both of my applications, HumanHup and CheapUI, are unable to send emails using Zoho SMTP, even though the same setup was working
        • Receiving too many Spam Leads. Why?

          I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory
        • Why is Zoho supporting the Proud Boys?

          Hello. This is the only way I can find to contact your company. There is someone in Maine posing as a law enforcement officer, attempting to kidnap immigrants. They are also recruiting for a known hate group. They have an email address hosted by Zoho.com.
        • Composite Item - Associated/Component Items

          I am trying to find the Associated Item/Component Item field in the Composite Item Table in Analytics. Has anyone been able to find and utilize this field in Analytics?
        • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

          No idea what this is. Can't see what it is explained anywhere.
        • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

          Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the
        • Use openUrl() to edit a specific record

          I am working on a queue app for my organization. I have a master queue that is a report of meetings with workflow buttons to manipulate the records. One of these buttons I would like to open the record and edit for the purpose of changing the queue lookup
        • why i cant access my web without the www

          please help me
        • Send Whatsapp with API including custom placeholders

          Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
        • Help Centre Articles in Desk, Zia and iframe

          Hi, We embed SOP documents into articles from Scribe into using iframe. We are looking at zia indexing articles to present to agents to aid their work. Please advise if zia can view and learn from the content within the iframe?
        • Rich Text/WYSIWYG Input Area

          I'd like to have an option on ZoHo creator to create an input text area for HTML/rich text formatting. :)
        • How to create a directory report from one-to-many relationship

          Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,
        • Change Default Selection for Lookup field

          I have a Lookup field that I have locked, when I unlock it - the user can select the proper Zone but I need it locked, since this may change based on user selection of another field. Example. There are 3 potential zones. User A selects the Hospital Account
        • Restrict visibility and user permissions Creator 5

          I don't understand how restrict visibility for reports interacts with the already established role permissions. It seems that the default on restrict visibility has everything checked for all users, but I cannot set up different levels of permission for different individuals.  Right now I have three different ways to manage users and their access and it's confusing because everything has not migrated to Creator 5. Don't the role permissions extend to the reports as well? Are the selections under
        • LMS - Why do Trainers have to be Users?

          I'm not sure why the software is set up where trainers must be users (i.e., employees). This should really be changed, as there are many cases (the majority of cases for some companies) where classroom trainers are external or contractors. If this is
        • ZOho mail not stopped working with my domain.

          i have changed my name server settings in my domain sigmasquaretec.in . After that my emails are not working with ZOHO.
        • Request to Cancel Zoho Mail Subscription

          Hello Zoho Team, I have migrated to Google Workspace and would like to cancel my Zoho Mail subscription for my organization. Organization Name: AR Creators Media Admin Email: roman@arcreatorsmedia.com Subscription ID: RPUS2005901960812 Please cancel the
        • zoho smtp limit for free users

          What is Zoho SMTP limit for free users?
        • Next Page