Ragic Logo
<< Importing & ExportingTable of ContentsPublish to The Web >>

Mail merge (Export as Word/Excel)

What is Mail Merge?

You can download reports of individual entries in a customized Excel or Word format in Ragic with the mail merge tool.

Creating a Template for Mail Merge

Click Mail Merge under Tools in your listing page.

You can download the template created by Ragic according to your form page design, by clicking the Download button next to Sample Template.

Feel free to make modifications to customize your template in any way you want. You can choose to omit fields if you want. Repeating field values is also possible, just make sure that you are writing:

<<Field Name>>

where you want to add the field values.

If the field values are in subtables, they can be written as

#Field Name#

in a row.

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.

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 are able to save your spreadsheet with .xlsx format.

If you need a text document instead, you can create a template directly in a text editor application such as Microsoft Word. The field values would be formatted like the above. Save the text document with the .docx format. Please note that some elements like text boxes are not supported for variables yet.

If you need to mail merge the subtable records, it's currently only supported with Excel.

After you're done designing your template, upload this report template to your sheet by clicking on Create a template on the mail merge configuration.

You can name and save your uploaded template here (don't forget to click Upload to save).

You can upload as many report templates as you want.

Including Multiple Entries in a Page

By default, mail merge exports data as one page per entry. However, sometimes you may want to include multiple entries in one page, such as when printing a phone book, labels, business cards, etc. To do this, you can create a Word template in mail merge (Note: Excel format doesn't support including multiple entries in one page).

By adding parameters like << Field Name or ID~~1 >>, << Field Name or ID~~2 >> etc., you can configure how many entries you'd like to include in one page in the template.

After the template is saved, you can download data in the template format.

Download Reports Formatted with your Template

Click the Mail Merge button next to your report name when you would like to generate reports from the data in your database. This 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 configure the number of entries to download, and choose to download them as Separated files (compressed into a zip file) or A single file (separated by tabs). Furthermore, you can also store to a file upload field if you have one of them on your sheet.

If you select to export them as separated files, the reports will then be downloaded to your computer in a .zip file. If a filter is applied to your listing page, only the filtered records will be mail merged.

This would be how a single report looks like with the template example above:

Here are other examples, with an image field included:

If you select to store the mail merged file onto a file upload field, the file will be placed on your selected field and you can download the file of the respective entry from there.

Mail Merge Approval Process Records

The original format of the sample template document that you download from Ragic mainly contains the fields of the sheet and its subtable(s). 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. If you want to add them, you need to manually add instructions when you modify the template document. After that, upload your customized template document so you can download reports formatted to contain the approval process records.

Parameter Output Note
#{{APPROVAL_STATUS}}# Approval Status If an assigned deputy helps approve or reject approval requests, (Deputy) wil be shown next to the approval status
#{{APPROVAL_DATE}}# Approval Date Only shown when the approval step was approved
#{{APPROVAL_APPROVER_NAME}}# Approver’s Name
#{{APPROVAL_APPROVER_SIG}}# Approver's Signature in Personal Settings
#{{APPROVAL_APPROVER_EMAIL}}# Approver’s E-mail

Example

In this example we will show you how to create a mail merge template that will display approval process records on a mail merge.

First, we download the template document from the mail merge menu. It does not contain approval process records as you can see below. The fields and subtable fields are shown as below:

Here, we manually add the fields with the necessary parameters for the approval process on this spreadsheet document: Approval Status, the Approver’s Name, and the Approver’s E-mail address. After uploaded, we can use this document as the new template.

With this new template, we can now have records of the approval process when we export our data through mail merge.

List of Mail Merge Parameters

Parameter Output
<<Field ID>> The value of a field.
<<Field Name>> The value of a field. Case sensitive. If there is more than one field with the same field name, use <<FIELD ID>> instead.
#Field Name# The value of a subtable field
#{{APPROVAL_APPROVER_NAME}}# Approver’s name
#{{APPROVAL_APPROVER_SIG}}# Approver's Signature in Personal Settings
#{{APPROVAL_APPROVER_EMAIL}}# Approver’s E-mail
#{{APPROVAL_STATUS}}# Approval status
#{{APPROVAL_DATE}}# Date of approval
<<RECORD_LINK>> The URL of the record

Mail Merge on Listing Page

Similarly, you can also use the mail merge function on the listing page. If you upload your report templates on the listing page window with the corresponding field names or IDs, the data on the listing page can be exported onto your selected template. Furthermore, if you apply filter or sort on the listing page, you can also export data onto the template regarding your filter or sort. However, while on the form page, you cannot use the template that you uploaded on the listing page.

Let's take this sheet for example, say you want to export the details of Football Stadiums in London from Ragic.

You then have to map the fields on the excel template like this first before uploading it back onto Ragic.

After clicking on Mail Merge with the template, your exported excel sheet will contain data of your entries from the listing page.

Using Formulas For Listing Page

You can also apply formulas on your mail merge template to calculate your records on the listing page. You can do this by adding the formula in the template with the following format.

<<FORMULA:(enter your formula here)>>

In the formula that you enter, you can also set up dynamic parameters so the system can automatically calculate with a selected cell value. There are two types of dynamic parameters:

{{r}}: Will automatically be replaced by the current row

{{l}}: Will automatically be replaced by the last row of the selected current column

For instance, if you want to find whether the capacities of these stadiums are greater than 20000, you can use this function on your mail merge template:

<<FORMULA:(IF(D{{r}}>=20000, “yes”,“no”))>>

On Excel, your results will additionally populate in according to the formula.

On the other hand, you can use the dynamic parameter {{l}} when you want to calculate a list of data. For example, if you want to calculate the total capacity of all stadiums, you can use the following function on your mail merge template:

<<FORMULA:(SUM(D4:D{{l}})>>

Note: You would still have to enter the first cell of the list of data that you want to calculate while making your template.

While mail merging your data from Ragic, the system will also do the calculation of your formula, as you can see in the "total capacity" field.

Access Rights

The gear icon located on the right of each template allows you to modify its access rights.

Video Tutorial

Please view the video below for a step-by-step tutorial:

Top of Page
<< Importing & ExportingTable of ContentsPublish to The Web >>
Learn more about Ragic:
Why we created Ragic
Webinars
User Guide
Keep in touch:
Blog
Email
Facebook
Twitter
Ragic, Inc.
1-888-666-8037
Terms
Privacy