We have created a Zoho CRM Extension that you can try out for FREE to perform merge actions with ease and you don't have to write any code. Feel free to check it out: www.squarelabs.com.au/auto-document-merge-lite-landing?
I have a system where we create a quotation based on the deals module a related a custom module that contains the items in the bid (table called Bid-Items). Data from the parent and child tables needs to be on the quote, often many child records showing in a repeating table on the mail merge template. Any guidance on how to modify your code to accommodate this structure? Thank you!
Hi, I have another video on how you can pull in related lists and subforms that should help you out. ua-cam.com/video/W5c-DzEW1XI/v-deo.html Hope that helps.
Hi, very helpful video, was able to set this up no problem but I did have one question - If I create a Writer Template using Merged Fields, why do I need to remap those same fields in the function? (My template has 25+ merged fields) Just wondering if there is a way to have Zoho CRM pull the already merged Template that I'm able to create in Writer? or how I can pull a Word doc / fillable link instead of PDF
Hi Angela, Thanks for the comment! When you are merging from Zoho Writer you can choose to have a single source of all your merge fields, in your case Zoho CRM. But not all merge fields have the same source or even a source, for example you can create blank merge fields with no dedicated source that are designed specifically for the value to be passed via API. So when merging via a custom function in CRM or external application we are merging via the Zoho Writer API and this requires us to map and provide all merge fields and their values. I hope that makes sense! You can pull a word document you just need to dictate the format of "docx" in the integration task. mergedPDF = zoho.writer.mergeAndDownload(mergeDocumentId,"docx",mergeValues,"writer_connection"); mergedPDF.setFileName(documentName + ".docx");
Hi just wondering what's the workaround if the merge template pulls multiple record in the subform. i.e list of products, quantity and amount? If there a way to create a loop? Thanks
Hi Auie, if you are merging sub forms or related lists checkout my other video which goes through the merging of these recurring records. ua-cam.com/video/W5c-DzEW1XI/v-deo.html
Hi, great video, between this and the second one about the subforms, I am having an issue though, I can't save as I get this; "Failed to save the function Variable 'dealId' is not defined Line Number: 6" Any ideas?
@@squarelabs Not quite now getting an error about mismatched data typed expecting a BIGINT and I'm at a loss, so I have reached out to zoho support as I cannot work it out
Feel free to email us hello@squarelabs.com.au with your code and the error you are receiving and I can have a look at it for you, it might be something simple.
Hi Andrew, you cannot change the colour of the text from the function code. But I am assuming that you want to change the colour of the text conditionally based on the value of another field on the record. In that case you could use the Zoho Writer conditional formatting features and have the same text twice in 2 colours just within a conditional statement. e.g. If field X = ABC show XYZ (In Black) else show XZY (In Red). help.zoho.com/portal/en/kb/writer/user-guide/working-with-merge-templates/articles/conditions-in-writer-mail-merge
@@squarelabs , thanks for the quick reply. I was unaware about the Conditions, good call out. If I am understanding you correctly, you are saying you would have two merge fields with the same text, field1 = text_red, field_2 = text_black, then use a condition to say if condtional_value == XYZ, then show text_red ELSE show text_black. Is that correct? If so, I am not seeing how to assign color to the text of a merge field. Thanks again for you help!
Hi Andrew, You don't need 2 fields just the same field in both sides of the If Conditional Statement. Just one side is formatted with Red Text in the template. If(condtional_value == XYZ, ${Field_1} [Formatted Red Text], ${Field_1} [Formatted Black Text] ) In the merge template you can just highlight the Merge field and format the colour as Red.
@@squarelabs, got it! It does seem that it only allows you an IF/ELSE statement. Basically I have text that can be one of four categories that I want to color based that. So like IF category == option1 THEN "Blue" ELIF category == option2 THEN "Red' ELIF category == option3 THEN 'Green' ELSE 'Yellow'. Just wondering if this is possible? Thanks brother, really appreciate your help!
We have created a Zoho CRM Extension that you can try out for FREE to perform merge actions with ease and you don't have to write any code. Feel free to check it out: www.squarelabs.com.au/auto-document-merge-lite-landing?
Awesome this video is really help for me i am stuck on connection making. Thank you Provide this wonderful content
Thanks! Your videos are really helping out people like us! Keep it up
Thanks!
Great Content. This just saved me hours of time trying to figure it out
Thanks Gage, I'm glad it could help you out!
Nice to watch this video, very helpful
Thanks glad you enjoyed it!
Nicely done!
Thanks Buddy!
I have a system where we create a quotation based on the deals module a related a custom module that contains the items in the bid (table called Bid-Items). Data from the parent and child tables needs to be on the quote, often many child records showing in a repeating table on the mail merge template. Any guidance on how to modify your code to accommodate this structure? Thank you!
Hi, I have another video on how you can pull in related lists and subforms that should help you out. ua-cam.com/video/W5c-DzEW1XI/v-deo.html
Hope that helps.
Hi, very helpful video, was able to set this up no problem but I did have one question - If I create a Writer Template using Merged Fields, why do I need to remap those same fields in the function? (My template has 25+ merged fields) Just wondering if there is a way to have Zoho CRM pull the already merged Template that I'm able to create in Writer? or how I can pull a Word doc / fillable link instead of PDF
Hi Angela, Thanks for the comment!
When you are merging from Zoho Writer you can choose to have a single source of all your merge fields, in your case Zoho CRM. But not all merge fields have the same source or even a source, for example you can create blank merge fields with no dedicated source that are designed specifically for the value to be passed via API. So when merging via a custom function in CRM or external application we are merging via the Zoho Writer API and this requires us to map and provide all merge fields and their values. I hope that makes sense!
You can pull a word document you just need to dictate the format of "docx" in the integration task.
mergedPDF = zoho.writer.mergeAndDownload(mergeDocumentId,"docx",mergeValues,"writer_connection");
mergedPDF.setFileName(documentName + ".docx");
Hi just wondering what's the workaround if the merge template pulls multiple record in the subform. i.e list of products, quantity and amount? If there a way to create a loop? Thanks
Hi Auie, if you are merging sub forms or related lists checkout my other video which goes through the merging of these recurring records. ua-cam.com/video/W5c-DzEW1XI/v-deo.html
Hi, great video, between this and the second one about the subforms, I am having an issue though, I can't save as I get this;
"Failed to save the function
Variable 'dealId' is not defined Line Number: 6"
Any ideas?
Being a moron, in closing an reopening I didn't recreate the argument.....As you were lol
Glad you got it working!
@@squarelabs Not quite now getting an error about mismatched data typed expecting a BIGINT and I'm at a loss, so I have reached out to zoho support as I cannot work it out
Feel free to email us hello@squarelabs.com.au with your code and the error you are receiving and I can have a look at it for you, it might be something simple.
Thanks, I've tried soho support, so let's see, but I'll take you up on that offer if they can't help me@@squarelabs
Is there a way you can change the color of the text you are merging into the document?
Hi Andrew, you cannot change the colour of the text from the function code. But I am assuming that you want to change the colour of the text conditionally based on the value of another field on the record. In that case you could use the Zoho Writer conditional formatting features and have the same text twice in 2 colours just within a conditional statement. e.g. If field X = ABC show XYZ (In Black) else show XZY (In Red).
help.zoho.com/portal/en/kb/writer/user-guide/working-with-merge-templates/articles/conditions-in-writer-mail-merge
@@squarelabs , thanks for the quick reply. I was unaware about the Conditions, good call out. If I am understanding you correctly, you are saying you would have two merge fields with the same text, field1 = text_red, field_2 = text_black, then use a condition to say if condtional_value == XYZ, then show text_red ELSE show text_black. Is that correct? If so, I am not seeing how to assign color to the text of a merge field. Thanks again for you help!
Hi Andrew, You don't need 2 fields just the same field in both sides of the If Conditional Statement. Just one side is formatted with Red Text in the template.
If(condtional_value == XYZ, ${Field_1} [Formatted Red Text], ${Field_1} [Formatted Black Text] )
In the merge template you can just highlight the Merge field and format the colour as Red.
@@squarelabs, got it! It does seem that it only allows you an IF/ELSE statement. Basically I have text that can be one of four categories that I want to color based that. So like IF category == option1 THEN "Blue" ELIF category == option2 THEN "Red' ELIF category == option3 THEN 'Green' ELSE 'Yellow'. Just wondering if this is possible?
Thanks brother, really appreciate your help!
Aha! You can nest conditions with the condition. Nested IF statements. A little annoying but at least it is a solution.