Action: Merge Word documents

Action: Merge Word documents

Merge Word documents action allows you to merge Word documents (DOCX) to the file. 

Example of Merge Word documents action configuration on the current site


For more information about Action Builder read Action Builder introduction article.


To configure the action Merge Word documents additional properties should be specified:


Configuration

Property

Required

Type

Description

Source Library

yes

Choice

A library where source document is located. It is possible to select:

  • from the current site, by selecting the 'On current site' option. The drop-down shows all available libraries on the site.
  • from any site, by selecting 'On any site' option, choosing the site in the drop-down or typing a server relative URL to the site and then selecting a library in 'Library' drop-down
  • Dynamic path which allows to specify expression based path to file

Add new source library (+)

no

Choice

Add new source library where source document is located. It is possible to select:

  • from the current site, by selecting the 'On current site' option. The drop-down shows all available libraries on the site.
  • from any site, by selecting 'On any site' option, choosing the site in the drop-down or typing a server relative URL to the site and then selecting a library in 'Library' drop-down
  • Dynamic path which allows to specify expression based path to file

Item Id(s)

yes

Integer

ID(s) of the documents to be merged to the file or expression to be evaluated as ID(s) of a documents.

Target

yes

Choice

There are two options where merged document can be stored:

- Open in browser. 

- Save to library.

Target library

yes

Choice

A library where merged document will be stored.  It is possible to select:

  • from the current site, by selecting the 'On current site' option. The drop-down shows all available libraries on the site.
  • from any site, by selecting 'On any site' option, choosing the site in the drop-down or typing a server relative URL to the site and then selecting a library in 'Library' drop-down
  • Dynamic path which allows to specify expression based path to file

Folder

no

String

Library relative URL. If you want to store merged document to a new folder you can specify it in this property.

File name

yes

String

Fixed file name for merged document or dynamically calculated using an expression.

If already exists
 

yes

Choice

If the file with the same name already exists you have several options to specify:
- Overwrite. It will overwrite to exiting document in the target document library.
- Rename and keep both. It will rename document you want to move and keep existing one.
- Fail. Action will fail with an error: A file or folder with the name [[FileName]] already exists at the destination.

Hide review changes

no

Toggle

This option allows to hide existing tracked changes in the merged document. 

Merge continuously

no

Toggle

This option allows documents to be merged sequentially without inserting page breaks between them. The content of each merged document starts on a new line.


Note1: Merge Styles - Default formatting settings and default styles (Like Normal, etc.) always took from the first document. 
Note2: Header/footer always from the first document

Known issues:
- Page settings (page orientation, size, etc.) merging not supported (for the most cases took from the first document)
- Merging of online created documents and desktop created documents not supported.


Availability

Modern Forms

List Actions

Scheduled/Triggered Actions

✓

✓

-

 


Output

Output Parameter

Type

Description

ItemID*

Number

Returns the Id of the merged document in a library 

FileName

String

Returns the file name of the merged document

Url*

String

Absolute Url to the merged document in a library. Starts with 'https://'

ServerRelativeUrl*

String

Server relative path to the merged document in a library. Starts with '/'

LibraryRelativeUrl*

String

Library relative path to the merged document in a library. Starts with file name

*Output parameter value is available in a case of using option "Save to library"


 


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