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:

    • 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

    • Introducing Org Fonts in Zoho Writer

      Hey Zoho Writer users! We're excited to share that you can now add custom fonts (from web fonts with publicly accessible URLs) using Zoho Writer's Org Fonts. This option allows all users across your organization to use the custom font without the hassle

    • Recent Topics

    • Lookup Fields - Needs more than 5 Link

      The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?

    • Disabling Tasks module- Zoho Projects app update

      Hello everyone! In the latest Android(v3.9.19) and iOS(v3.9.6) versions of the Zoho Projects mobile app, we have implemented enabling/ disabling the Task module as per your portal configuration on the Zoho Projects desktop site(projects.zoho.com). If

    • Free webinar alert! The Art of Virtual First Impressions: Professional Etiquette with Zoho Workplace.

      Hello, community members! We're delighted to invite you to our first webinar of 2025, The Art of Virtual First Impressions: Professional Etiquette with Zoho Workplace, on January 23. The effective usage of Zoho Workplace isn't just about the tools—it’s

    • WhatsApp in Zoho Social

      Seems CRM team is not taking Whatsapp integration seriously. While Facebook already has 63 Whatsapp partners, some of which are very small, that have already completed API integration. Maybe the social team could take over this project from CRM and get

    • Zoho Analytics in 2024: A look back

      Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.

    • Emmanuel Katto : Zoho Meetings Outlook Plugin Authentication Issue - Help Needed

      Hi everyone, I'm Emmanuel Katto, We’ve been facing an issue with the Zoho Meetings Outlook plugin for the last couple of weeks. When we try to sign in via the plugin, it redirects to the authentication page, and after successfully authenticating, it shows

    • Search Function Not Working Properly

      Search Function Not Working Properly

    • Mapping for date field from one module to another.

      Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customer

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • Convert Sales order to Delivery Challan

      Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order

    • Zoho Commerce - Mobile Application

      Does Zoho Commerce have a mobile application for customers to place an order?

    • Global "Search" in FSM

      I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,

    • Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked

      My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails

    • Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

      Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites

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

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Bulk Importing Personal/Shared contacts via csv or excel

      Hi, Is there a way we can add multiple contacts or import a contact list to the personal or shared inbox? Please assist

    • Can we have Bills of Material Module ?

      Can we have Bills of Material Module ?

    • Domain verification is in progress... (How long do I need to wait?)

      Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

    • Fixed asset management

      I want to know if there is any individual module for fixed assets management

    • How to sync read mails to GMail?

      Hello I am testing Zoho TeamInbox but I have an issue with my connected GMail account. Whenever I read a mail in TeamInbox or even reply to it, the email stays as "unread" in GMail. Is this normal behaviour? I thought that with the 2-way sync of IMAP

    • Lost ZB Code

      Hi, Please what is the ZB code for my domain? It was mistakenly deleted. Please treat as urgent.

    • Unblock ME

      info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage

    • My email id is blocked. My storage is exceeded 5GB. Deleted unwanted emails.

      My email id is prem@justbootup.com. I tried to unblock ,but it says only for the paid user. Can you help to unblock?.

    • How to Recall emails send from Teaminbox

      How to Recall emails send from Teaminbox ?

    • Zoho Analytics - Data source timezone

      Hi, I have a Zoho Desk data source that should display date information / timestamps in Europe/Paris timezone (CET/CEST). However, as shown in the attached screenshot, the data source is using America/Mexico_City timezone despite having my Locale Information

    • Several Requests

      Hello, is there any update on the following? * Scheduling Emails * Automatic Schedule Backups on Zoho Workdrive * Moving Emails Between Inboxes

    • In focus: Cliq integration in the Agent Details page

      Collaborate smarter, not harder! Managing your communication and collaboration just got easier! With the integration of Zoho Cliq into the Radar app's Agent Details page, you can now communicate and collaborate within a single platform. Why use the Zoho

    • Unusual activity detected from this IP. Please try again after some time

      When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

    • Zoho email folders gone

      Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?

    • Zoho Support is horrible

      Hey, first and foremost: I am a big supporter of Zoho and pay thousands of € every year for using the platform. Nevertheless, there are Zoho products that are badly designed, Zoho Directory being one of them. Yesterday this software locked my PC in a

    • TeamInbox - Unread

      In Teaminbox there's a view "Unread" We've played around with it, no one understands what it does or how it works. In the documentation it says "Unread - This is the global view of all your unread messages irrespective of the teams or inboxes." That's

    • Whatsapp Calls & User Informatio

      Hello, if integrated Whatsapp with Zoho Team Inbox, what does it happen with calls? They can no longer be attended as they used to be through whastapp business app? Also informatión such as profile picture is not displayed, will that be fixed? How can

    • Audit Log Export via API

      Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify

    • Move email between inboxes?

      Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

    • Assistance with Code to send email on subform data

      I am trying to trigger an action off the successful submission of a form that emails the details of the subform to a distinct email. This subform is setup as another form in the app and I can get the below code to work: for each subrow in input.New_Payment_Subform

    • Getting error for invalid session on zoho mail

      Hello, Today our office staff start having challenges with our email once logged in. I keep saying : Invalid session you will be logged out in 3 seconds. And it wont allow me to send any messages.

    • Tip of the week #38 - Manage your business's WhatsApp conversations alongside emails in one place.

      Feeling overwhelmed by juggling between multiple apps for your business conversations? With WhatsApp channel, you can manage all your WhatsApp business conversations alongside emails and other channels directly from your shared inbox. No more jumping

    • How do I migrate from zoho mail to Office 365?

      The manual migration of Zoho Mail to Microsoft 365 typically requires using IMAP to move emails and configuring Microsoft Outlook to sync Zoho Mail. This approach can be error-prone, especially if there are multiple accounts or large email archives. Moreover,

    • Assign task owner using Deluge

      Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

    • Admin console Access denied

      What should I do? I am the administratore.

    • Next Page