WebMerge: FAQs – TrackVia

Creating Templates

In order to take advantage of the TrackVia Integration with WebMerge, users must first create WebMerge Templates. A template is a document into which data from TrackVia will be inserted. The template tells TrackVia & WebMerge which data to pull and where on the document to put it.

WebMerge supports templates in multiple file types. Some of the most common are:

Conditional Sections (If/Else)

Veteran TrackVia users are accustomed to configuring Show/Hide rules on TrackVia forms. WebMerge supports similar functionality using if/else conditionality in templates. They provide instructions on conditional sections here.

Child Records

The TrackVia Integration with WebMerge supports including data from one child view on a form. To include child records, use a {foreach} loop to add those records to your document. WebMerge provides instructions on using {foreach} here.

Formatting Data (Dates, Currency, Images, etc)

WebMerge provides for multiple formatting (or data manipulation) options when passing data from TrackVia to WebMerge. A full list of data formatting options can be found here. Commonly used options include:

Currency - TrackVia passes WebMerge currency values as a number. To format as a currency on a document, users will want to append the appropriate currency symbol ($, €, etc) and use the number_format option to limit the decimal places. Example:{$TotalPrice|number_format:2}5234.3578 = 5,234.35
Dates - Dates can be tricky to format and there are many options for doing so. Most commonly, you'll want to use thedate_formatoption to format dates. Example: For the date May 3, 1979{$StartDate|date_format:"m/d/Y"} =05/03/1979. Other formatting options for dates can be seen here.
Images - With images, your method for embedding them in a document differs on the type of document being used as a template. WebMerge provides different instructions for passing images from TrackVia to templates made with the WebMerge Document Builder, Word or Excel documents, or Fillable PDFs.

Permissions for Document Generation

The TrackVia Integration with WebMerge creates a number of different resources within your TrackVia account to enable document generation through WebMerge, more details on these resources can be found here. Permission to these new resources within your TrackVia application must be granted to limited users and application admins who will be triggering the integration from TrackVia. The following must be permissed to the role(s) which will be initiating document generation:

Read access to the WebMerge Templates Table within the WebMerge Templates Application
Read and Update access to the WebMerge Filtered View
Read and Update access to the Default View of the WebMerge Destination Table
Read access to any child view on the TrackVia form used as the template for WebMerge

In addition to permission to these elements within the application where the document generation is triggered, the user firing the WebMerge integration must also have access to the WebMerge Templates Application. This can be accomplished by assigning the user to a role within the WebMerge Templates Application.

Document Delivery

The TrackVia Integration with WebMerge will automatically store merged documents in your TrackVia application. In some cases, though, users will want to generate and distribute documents through other means. WebMerge provides support for emailing documents, sending them to file sharing services (like Google Drive, Box, or Dropbox), and other distribution methods. For a complete list of Document Delivery options with information on setup, click here.