![]() ![]() While executing mail merge, if you select to save multiple records as a single file separated by tabs, the selected referenced field will apply its values on the tabs in the Excel file. The settings can be found by clicking on the gear icon next to the mail merge template you would like to use. You can select to reference a certain field while naming your mail merge file. With this new template, we can now have records of the approval process when we export our data through mail merge. After uploading this document, we're done with configuring this as a new template. We add the Approval Status, the Approver’s Name, and the Approver’s E-mail address in this case. We manually add the fields with the necessary parameters for the approval process on this spreadsheet document. The fields and subtable fields are shown as below: It looks like the screenshot below and does not contain approval process records. In this example, we will show you how to create a mail merge template that will display approval process records on a mail merge.įirst, we download the template document from the mail merge menu. Only shown when the approval step was approvedĪpprover's Signature in Personal Settings If an assigned deputy helps approve or reject approval requests, (Deputy) wil be shown next to the approval status After that, you can upload your customized template document to download reports formatted with your template that contain your approval process records. If you want to add the approval process records into your mail merge, you can manually add some instructions when you modify the template document. If this sheet is configured with an approval process, the approval process records that are shown on the bottom right side of your sheet within Ragic would not automatically appear in the sample template document. ![]() The original format of the sample template document that you download from Ragic mainly contains the fields of the sheet and its subtable(s). Here are other examples, with an image field included: This would be how a single report looks with the uploaded template example above: If a filter is applied to your listing page, only the filtered records will be mail merged. The reports will then be downloaded to your computer in a. You can upload as many report templates as you want.ĭownload Reports Formatted with your TemplateĬlicking the Mail Merge button next to your report name when you would like to generate reports from the data in your database will take you to an option that displays the number of entries you would like to download with the mail merge template applied. You can name and save your uploaded template here (don't forget to click Upload to save). If you need to mail merge the subtable records, it's currently only supported with Excel.Īfter you're done with designing your template, upload this report template to your sheet by clicking on Create a template on the mail merge configuration. Please note that some elements like text boxes are not supported for variables yet. The field values would be formatted like the above. If you need a text document instead, you can create a template directly in a text editor application such as Microsoft Word. In the example above, Microsoft Excel is used to edit the template, but basically, any type of spreadsheet application would work as long as you can save your spreadsheet with. If you have duplicated field names, and you want to mail merge the data from all these fields (those with the same name), you will need to change them with different names, to let the system map the fields correctly while downloading your data by mail merge. If the field values are in subtables, they can be written as You can choose to omit fields if you want, and repeating field values are also possible. You can download the template created by Ragic according to your form page design, by clicking the Download button next to Sample Template.įeel free to make modifications to customize your template in any way you want. If you have any questions not having this feature, please contact your SYSAdmin of the database to check if you are configured with proper access right.Ĭlick Mail Merge under Tools in your listing page. If you don't see this feature on the sheets, it may be related to the access right you are granted. You can download reports of individual entries in a customized Excel or Word format in Ragic with the mail merge tool. 5.3. Temporary Log-in for Guests by E-mail ID Fieldĭownload reports formatted with your template.2.4. Saving Frequent Searches as Personal Views.2. Filtering, Sorting & Full Text Search & Views.Filtering, Sorting & Full Text Search & Views.1.11. Browsing multiple images in Image Carousel.1.10. Switching Between Different Multiple Versions.1.2.3. Using to collaborate with your teammates. ![]()
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