How to create, add or modify a RowMerge template?

Manage RowMerge Templates

On any table you own as admin, click on RowMerge above the table, then on Manage Templates to navigate to that table RowMerge page.

This page can only be accessed by table admins.

The first part of the page lets you add, modify, publish and delete RowMerge Document Templates. The lower section of the page lists recent RowMerge jobs ran by anyone on that table.

Create a RowMerge Template

A RowMerge template is a document that contains placeholders for your table data, letting RowMerge know where your table data should be inserted in the document.

To insert the value of one cell of the current row into the final document you must use a specific syntax (called the ‘mustache syntax’) such as {{name_of_the_column}}. Can you see the mustache below?

Here is a first simplified example of a template creation. Let's take a sample table with a staff list:

If you want to generate business cards for all the employees in this table, all you need to do is create a new template document and use the syntax {{name_of_the_column}}:

You need to reference the exact column names, including capitalization, spaces...

Save your document. Congratulations! You've successfully created your first RowMerge document template. When running a RowMerge job, this template will replace {{First Name}} and {{Last Name}} by each employee first and last name.

Do not use special characters in your column names if you need to reference it in RowMerge: apostrophe, comma, semicolons, brackets, square brackets...

All you need now is to upload your template to your RowShare table and run the RowMerge job.

Upload a RowMerge template

You can add as many RowMerge templates as you want to each RowShare table. To manage these templates, click on the “RowMerge” button above your table, then on "Manage Templates".

On the RowMerge templates page, click on Upload RowMerge Template.

For each template:

  • You need to upload the template file itself.
  • You can choose a different name to display to your table users. For example, your template might be named "Employee - Proof of Employment v0.93.docx", with a display name such as "Proof of Employment".
  • Pick an Output Format
In the Output Format list, Auto will keep the source file format for txt templates and will generate a PDF for Word Processing templates (Microsoft Word, Open Office, RTF)

That's it. Anyone accessing your RowShare table is now able to run RowMerge jobs using this template and the rows he or she has access to.

If you want to include advanced statements in your RowMerge templates, visit Advanced RowMerge Document Templates.

Edit an existing RowMerge template

If you wish to start from an existing template, download it from the template list, modify it on your computer, and upload it back to RowShare.

Control RowMerge Templates Visiblity

By default, as table admin, if you add a template to your table, it will be published to your table and any table user will see it and be allowed to use it to generate documents.

RowShare Business lets you keep RowMerge templates unpublished if needed. Unpublished templates can only be used by table admins. That way, you can have other users contribute to a table, add rows without letting them use your document templates.

RowMerge History

The lowest part of this page displays the most recent RowMerge jobs ran on that table. For each job, you can see who ran it when, how many rows were treated by the job.

History is kept 7 days for RowShare free tables and 30 days for RowShare Business tables.

While only table admins can see this history that lists jobs from any user on a given table, any user can see his own RowMerge History, across all tables.

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