Data Routing is an easy way to create or combine multiple (or different) documents from a single data feed. For example, you might want to create two documents from an order form – one as a receipt to your customer and another as a shipping slip to include with the order. Both will use the same data inputs but produce two different-looking documents.
Article Contents:
Video Walkthrough of using a Data Route
Create Multiple Documents
Using conditional logic, you will define which documents should be merged based on the values of predefined variables. This means you can also send the data from one data feed to documents if the values match. For example, if the payment status is incomplete on the order, you might want to send an invoice instead of a receipt or quote. Here is an example:
Each Route you create has a specific Webhook URL that you will use when hooking up your data feeds. You will use this URL instead of the URL for your document.
Please note - When establishing a data route, it is suggested to refrain from adding deliveries on individual documents within that route. Instead, create the delivery solely within the data route itself. Generating deliveries in both the document and the data route may lead to duplicate merges.
Combine Multiple Documents
We have a feature that allows you to combine the PDF/DOCX documents that have been created using routing rules. This feature can still send the individual documents via the document deliveries, but also send the combined document via your Data Route deliveries.
It is pretty easy to get this all set up – you only have to do two things within your Data Route. The first is indicating which documents in your Data Route that you want to include in this combined document. For each of your rules (where you define to which documents to send data), you will see a checkbox labeled “Included in combined PDF” (or DOCX) – you will need to check this box. For this functionality, even though we're pulling data from document templates, we'll still select those templates under "Send data to Document".
It's important to note that any rules wherein the "Include in combined PDF" checkbox is not selected, those documents will not be combined and instead delivered separately upon the merge.
The second and final step is setting up the delivery for your combined documents in your Data Route. Just as you would for your individual document deliveries, you'll want to head over to the Deliver tab. In this example, I've already set up an email delivery, as shown below.
Please note - When establishing a data route, it is suggested to refrain from adding deliveries on individual documents within that route. Instead, create the delivery solely within the data route itself. Generating deliveries in both the document and the data route may lead to duplicate merges.
If you're looking for more information on using multiple conditions for notifications with a Data Route, please check out this article.