A simple mail merge of the form data can be created using the send mail task. Creating an advanced mail merge process in Zoho Creator involves the following components.
Create a custom HTML Page
A Zoho Creator report displays the data collected via Forms. The reports are displayed as a list, summary, grid or calendar format. Reports do not allow you to construct your own HTML template of the Form data. For this, you will need to create a custom HTML page.
HTML Pages display records in a customized layout. It is constructed in a way to load records dynamically, meaning you can display dynamic HTML content by passing different values to it. This feature allows users to pass the different Form record values to the HTML page and alter the HTML template values respectively. Refer the topic Creating Pages to create a custom HTML page.
Fetch records from the Form
Inside the HTML Page, fetch the records from the Form based on the passed record ID. This becomes mandatory when the dynamic HTML Page has to access a Form record. Deluge has a Fetch records task that allows you to pull records from any database Form within the application based on the criteria provided. For example, you can pass the email address of a person and retrieve his information from the database.
Configure Functions
Create a Function that opens the custom HTML View. Functions are pieces of code that can be executed on demand. They can be used in any application under the same account. Functions can generate output with or without any input. Refer the topic Defining a Function to create a new function.
Call Function from Custom Actions
To call the Function from the View, use Custom Actions: Custom Action is set up on a data View to execute a function. It can also pass the Form record values to the function associated with it.
Related Links
Some sample application links are given below.
