Creating Templates
To use the TrackVia integration with WebMerge, you must first create at least one WebMerge template. A template is a document that tells WebMerge which data to pull from TrackVia and where to place it on the document.
WebMerge supports templates in multiple file types, including:
- Microsoft Word (.docx)
- Microsoft Excel (.xlsx)
- Fillable PDFs
- The WebMerge online Document Builder
Conditional Sections (If/Else)
WebMerge supports conditional sections in templates, similar to Show/Hide rules in TrackVia forms. This allows content to be shown or hidden in a document based on field values. For instructions, see the WebMerge documentation on conditional sections.
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. See the WebMerge documentation for instructions on using {foreach}.
Formatting Data (Dates, Currency, Images, etc.)
WebMerge provides multiple formatting and data manipulation options when passing data from TrackVia. A full list of options is available in the WebMerge data formatting documentation. Commonly used options include:
- Currency — TrackVia passes currency values to WebMerge as a plain number. To format as currency, append the appropriate symbol ($, €, etc.) and use the number_format option to limit decimal places. Example: {$TotalPrice|number_format:2} 5234.3578 = 5,234.35
- Dates — WebMerge offers many date formatting options. The most common is the date_format option. Example: For May 3, 1979, {$StartDate|date_format:"m/d/Y"} = 05/03/1979. Additional date formatting options are available in the PHP date documentation.
- Images — The method for embedding images varies depending on the template type. WebMerge provides separate instructions for the WebMerge Document Builder, Word or Excel documents, or Fillable PDFs.
Permissions for Document Generation
The TrackVia integration with WebMerge creates several resources within your TrackVia account to enable document generation. For details on these resources, see the WebMerge: Account Changes article.
Access to these resources must be granted to any users or application admins who will trigger the integration. The following permissions must be assigned to the relevant role(s):
- 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 these permissions, users who trigger 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, users may want to generate and distribute documents through other means. WebMerge supports emailing documents, sending them to file sharing services such as Google Drive, Box, or Dropbox, and other distribution methods. For a complete list of delivery options and setup instructions, see the WebMerge Document Delivery documentation.
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