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 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.
#Mail merge excel to excel download#
Note: If you have duplicate field names, and you want to mail merge the data from those fields (with the same name), you will need to change them to different names so that the system can map the fields correctly when you download the data. If the field values are in subtables, they can be written as Repeating field values is also possible, just make sure that you are writing: You can choose to omit fields if you want. 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. You can download reports of individual entries in a customized Excel or Word format in Ragic with the mail merge tool.Ĭlick Mail Merge under Tools in your listing page. Download reports formatted with your template
0 kommentar(er)
