Mail Merge with Record Builder

The Mail Merge Record Action Builder retrieves a mail merge template from the database and merges with one record.

media_1483689646419.png

Select the record type that will be merged with the template.

media_1481643145539.png

Choose the variable that will contain the record id to be merged.

media_1481643190176.png

Select the Document Object Type that will contain your template.

media_1481643322085.png

The Template Criteria will be used to ascertain what document to be retrieved.

media_1481643368137.png

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be documentName.

Parameters will have the value substituted during the script execution.

media_1481643483651.png

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

media_1481643494728.png

media_1481643537754.png

Click Yes to save the document as a Pdf.

File Path – the variable that will hold the path to the new document file. Note: this variable needs to be set before this point in the script.

Deleting the File Path variable name will bypass the saving file portion of the script.

media_1481643583941.png

Selecting Yes will send the document contents to the default printer.

Created Script

media_1481643688435.png

Get Record Data – retrieves a record, from the database, using the ID.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Record By Criteria – retrieves the first record, in the database, that matches a Criteria and sets that record to a variable.

Get Record Content – gets the document content from the record.

media_1481643726695.png

New Document Item – creates a new DocumentItem and sets that to a variable.

Set DocumentItem Content – sets the newly created DocumentItem content to the record content variable.

Document Record Mail Merge – generates the mail merge record with template.

Save Document File – takes a path and saves the final mail merge contents to that path.

Print Document – sends the final mail merge content to the default printer.