Mail Merge

Description

This step performs a mail merge using a Word document template and data from your workflow. It replaces placeholders in the template with actual values to generate personalized documents. Use this step in workflows that produce bulk letters, generate individualized contracts, or create personalized notifications from a standard template.

Note: This step should be preceded with a row generating step (e.g. Generate rows etc.)

Configurations

No.	Field Name	Description
1	Step Name	Name of the step. This name has to be unique in a single workflow.
	Input Fields
1	Word File (.docx)	Specify the full path of a Template word document containing data in the form of Field Names as placeholders (${fieldname}). Alternatively choose a field in the input stream or a variable containing the file path. Following is a sample word file template. Test --> ${Test} ${PageNo} This is regarding your confirmation of ${Designation} position in vyom labs on ${Date} Your DOJ is ${DOJ} and Employee Id : ${Employee ID} You will receive promotion letter by post at your address as follows, ${Address} ¬ Regards, HR Communication. Note: sometimes the format of placeholder is not applied to the replaced text.
2	Button: Browse…	Browse the Template word document containing Field Name placeholders.
	Tabular Fields
1	Button: Get Fields	Click on Get Fields button to populate ‘Field Name’ column with the placeholders from the template word document.
2	Field Name	Displays name of placeholders in the template word file populated using the Get Fields button. This is a read only column. The data type is String. This field is mandatory.
3	Field Value	Provide Valid values for the field associated with the field name. Alternately, choose a field name in the input stream from the drop down list or specify a variable containing a value for the Field Name. The input stream is usually populated from data sources such as database, excel or CSV, which will usually be the start step of a workflow containing Mail Merge step. Following is a sample Microsoft Excel Input step data. The data type is String. This field is mandatory.
4	Destination Directory	Specify a directory to store the generated output files. The data type is String. This field is mandatory.
5	Destination Directory	Specify a directory to store the generated output files. The data type is String. This field is mandatory.
6	Button: Browse	Click button to browse a destination directory to store the generated files.
7	Destination File Name	Specify the base name of the output files to be generated. The destination files base name can also be based on field name in the input stream or a variable. - If there are more than one files generated they are appended with _1, _2 and so on incrementally. - If the destination folder already contains one or more files with the same base name all the new files are appended incrementally. Generated files will always have the extension .docx, even if the file name is provided without any extension or with an extension other than .docx. The data type is String. This field is mandatory. Note: If user specifies filename as Sample, then the actual file generated could be Sample.docx. (In case file already exists, then it will append _1 (1, 2, 3... are incremental numbers) to the file name i.e. Sample_1.docx.)