How to Reference Custom List values into Coversheet(MailMerge Document)

Hi,

I need some help on how to pass the CSV values into custom Mail Merge document. I have created a custom Mail Merge document and uploaded it to my account. I have created a custom list through CSV file and referenced the fields in my Custom Mail Merge document. I am able to submit a job using my custom Mail Merge document but the list columns mentioned are not being populated for some reason. Could someone please help me on how to reference the list fields inside my Custom coversheet document. Please find the attachments below for CSV, Coversheet & Job Submit Request XML.

Thanks in advance

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arunkumar.dushakanti

Hi, could someone please help me with the above topic. I have been trying to reach out to support team since 2days.

thuneke

In your document you would use INS1, INS2, INS3, ..., INS999 to specify your personalized inserts.

In the CSV file the field names would be INS_1, INS_2, INS_3, ..., INS_999. I have attached a sample CSV. The minimu requirements in a CSV file are ADDR, TYPE, and REF.

arunkumar.dushakanti

Hi, Thanks for your response. I have changed the CSV headers to INS_1,INS_2,INS_3,INS_4,INS_5 and let the document mapping references to INS1,INS2,INS3,INS4,INS5. When i tried submitting the job this time it printed some invalid characters example (ISO-8859-1 RHIuVohp) and different characters for each insert. Please see attached is for my Request xml. I think i am missing somthing here. WHile doing the mail merge shouldn't the headers be the same in CSV & Mail Merge document?

thuneke

The field names and doc inserts should be as stated. Your inserts from the CSV file are showing fine in the job. The fax was delivered. In looking at your document, there are no INS entries in it.

arunkumar.dushakanti

I see the inserts on the document at my End. Please see the attachments for the snapshot of the document and also i have directly downloaded the coversheet from My portal and attached to this post. Could you please let me know if there is any other way of referencing the Inserts you are talking about? Below are the steps i followed in the given order

1. Create CSV with custom Inserts (INS_1, INS_2 etc)

2. Create Custom List from the CSV on MyPortal through web service

3. Create Mail Merge Document and Refer the Custom Inserts in suggested format (INS1,INS2..etc). You Can see the same in the attached snapshots.

4. Define the coversheet parameters in the Send Displaying image1.JPG Job service.

5. When the Fax gets printed i get ISO-8859-1 format data in the place of document custom inserts. Also, Attached the result Fax snap shot.

Please let me know what am i missing here.

arunkumar.dushakanti

Hi Thuneke, Could you please reply to my above query? I tried everything i can but not sure why i am getting ISO-8859-1 format data. This time i am sure that the data is being referenced on the Coversheet but its not in correct format. Please let me know your thoughts.

thuneke

This is being looked at. What is confusing is that in the request attached above you are passing in a document that does not show in the attach in your next post. Hard to tell what you are doing.

arunkumar.dushakanti

That was my intitial test to send a fax from a text document. I am trying to remove the text document reference from my send fax code but whenever i remove the XML reference below. It throws an error message below. So i left the document reference as is and trying to fix the issue with Coversheet send fax with custom inserts first. I dont think this document reference is interfering with the issue i am having with Cover sheet send fax. Please see attached for the document you are referring to.

soapenv:ClientError in parsingcvc-complex-type.2.4.b: The content of element 'Part' is not complete. One of '{"http://ws.easylink.com/JobSubmit/2011/01":DocRef, "http://ws.easylink.com/JobSubmit/2011/01":Document}' is expected.
Notice: Trying to get property of non-object in /home/tps/domains/crm/api/fax/easylinkws/sendfax.php on line 101

Notice: Trying to get property of non-object in /home/tps/domains/crm/api/fax/easylinkws/sendfax.php on line 101

Notice: Trying to get property of non-object in /home/tps/domains/crm/api/fax/easylinkws/sendfax.php on line 102

Notice: Trying to get property of non-object in /home/tps/domains/crm/api/fax/easylinkws/sendfax.php on line 102

arunkumar.dushakanti

My Requirement is to just use the CSV and send the custom data to the coversheet that is already uploaded on my easylink portal.

thuneke

You cannot have just a coversheet, there has to be a document, or you will get an error. Looking at the ISO issue now.

arunkumar.dushakanti

Hey Thuneke, I figured out the issue. It seems like while creating the list i have added a tag called "<CharacterSet>ISO-8859-1</CharacterSet>". I followed the Basic API documentation on the easy link website. Once i removed the CharacterSet tag it worked like charm. Sorry for taking up your time, even i was not able to catch this until i went through the whole code at my end as i was following the documentation that on the easy portal was not able to indetify.

Thank you Very much for your help.

I have a few more questions.

1.) From your above comment you stated that there should be a document to submit a fax. But in this case the job sumit will print 2 documents (CoverSheet & Document mentioned on service). The document refered on the request is not of any use to me. Could you please let me know if there is any solution to avoid printing the unecessary document.

2.) I have another requirement to show the reporting of all the jobs submitted to easy link. I see that there is a service called job summary status but this will not return the summary unless user passes the MRNID or JOB ID in the service. Is there a way to get all the jobs that has been submitted through my account without passing the Job ID Like the report that shows on My Portal. Please see attached.

thuneke

1) The cover sheet is not considered a document. You MUST have at least one document in the Submit!

2) JobListRequest will give you that.

arunkumar.dushakanti

Thanks, Is there a way i could use my document as the template and refer the list variables inside my document(Instead of CoverSheet)?

Also, Please let me know if i can create the List columns as follows (INS_1 -> Product) and refer "Product" in my document? Because we will be having more than 10 custom fields on teh Fax and it will be confusing if we use INS_1 format.

arunkumar.dushakanti

Hi Thuneke,

Could you please respond to my query above. We have a go live situation of our application depending on this task. Appreciate your suggestions.

arunkumar.dushakanti

Hi Thuneke,

I have tried one more option by commenting out the coversheet code and calling out my Mail Merge document template(From Local) in the content tags. This time i was able to print the document but without the custom inserts data (Printed as <<INS_1>>). I have attached a screenshot of my Fax result. My goal is to send a single page of fax through my document template with dynamic insert values from list or CSV. Could you please help me out with this task?

thuneke

Use the coversheet as you had it. You can specify an empty document and you will not get the additional page.

<DocumentSet>
<Document ref="Doc1">
<DocType>empty</DocType>
<Filename>empty.txt</Filename>
<DocData format="text"></DocData>
</Document>
</DocumentSet>

thuneke

Put a space in like this.

arunkumar.dushakanti

Thanks Thuneke, I will try this solution.

Could you Please let me know if i can create the List columns as follows (INS_1 -> Product) and refer "Product" in my document? Because we will be having more than 10 custom fields on the Fax and it will be confusing if we use INS_1 format.

thuneke

No, you cannot do the above. Looking into alternative for this.

arunkumar.dushakanti

Thanks, Could you please let me know if you have found any alternative for the above query?

thuneke

Will let you know as soon as there is more info.

thuneke

You can use FieldMapping to use your own names in the CSV file. When using this, you have to map all of the CSv fields. To get a basic idea on this, you can look here in the API Manual.

https://apiforums.easylink.com/emapidocs/26/JobSubmit/MailMergeFaxOptions.html

I will be creating a sample XML file and sample code. The code will take longer, so I will post the XML first.