Help Centre › Building Processes
This article describes the RPA Word functionality to mail merge.
For a full list of available functions, please read WORD functions.
Description
The WORD Mail merge function allows you to populate placeholder tokens in paragraphs and tables with values.
Setting it up
To use the WORD Mail merge function, follow these instructions:
{{popups:rpas/add:action=word-mail-merge}}
Once on a process map:
- Navigate to the process where you would like to add the WORD Mail merge function
- Click on the green button's drop-down (right side of the green button labelled "Process")
- On the menu that appears, click on the "+ Activity" item
- From here you can select the WORD Mail merge option
- Click "Add" once you are done
Input parameters
| Parameter | Required | Type | Default | Description |
|---|---|---|---|---|
| Data (JSON) | Yes | Textarea | - | Dictionary of placeholder names to replacement values as JSON. Populates {{placeholder}} tokens in paragraphs and tables |
Output variables
This action does not produce output variables.
Errors
| Error | Description |
|---|---|
| Word not open | Microsoft Word is not running |
| Invalid JSON | The data parameter is not valid JSON |
Tips
- Use double curly braces for placeholders e.g. {{name}}
- Works in both paragraphs and table cells
- Use variables for dynamic data