Still getting errors

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PEI Trail Riders

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May 23, 2021, 3:56:57 PM5/23/21
to anymer...@innova.sk
Hi Stanislav -

Sorry for the lapse in the conversation - I got busy with another project and have just come back to trying to set up ID cards.

When I try to compose a draft, I get the following error:
Column with draft IDs is not configured. Set it up in the output configuration to proceed.

In the output configuration, I have set Draft IDs as the default setting, Do not insert. There is no {{ID}} merge field on the card, nor in the mapping. There is an ID column on the form. (There WAS an ID on the card and in the mapping for it originally, but I took it out when I got the error message, and the message has remained the same).

How should I proceed?

Thank you,
Sylvia
Sylvia

Stanislav Tvarůžek

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May 23, 2021, 4:08:53 PM5/23/21
to PEI Trail Riders, anymer...@innova.sk
Hi Sylvia,

I think you chose Merge to Draft or Draft to Send mode. For these two modes, you must insert a column in your sheet, for example, Drafts, and configure it in the output configuration. The add-on will insert the draft IDs in the Drafts column. But you must configure it in the output configuration.

If you want to send out emails straight away, then go with the option Merge to Send. In that case, the add-on does not need a column for draft IDs.

But I do recommend using that draft ID column. It is super handy for testing the merge configuration and situations when you want to prepare drafts in advance (Merge to Draft node) and then send them later (Draft to Send mode).

Stanislav Tvarůžek

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May 23, 2021, 5:03:55 PM5/23/21
to PEI Trail Riders, anymer...@innova.sk
I think you are mixing two things.

In the output configuration, there is a tab named Draft IDs. If you select a column there, the add-on will insert IDs of created Gmail drafts into that column.

And this is a required setting for Merge to Draft and Draft to Send modes.

Then you can, optionally, configure timestamps, and the add-on will insert timestamps into selected columns.

For the QR code. Let's say you have a merge field in your template {{QR}} and you have a column ID card in your sheet.

And you want to encode values from the ID card column as QR codes and place them where the {{QR}} merge field is.

Then you need to map the merge field to a column in the mapping editor and make sure you select option Merge as QR Code.

The source column will be ID Card.

Know the add-on knows that you want to encode those values from the source column as QR codes.




On Sun, May 23, 2021, 22:39 PEI Trail Riders <peitrai...@gmail.com> wrote:
Hi -

Yes, I was using Merge to Draft. I had an ID column on my Google Sheets, but had chosen the default "Do not insert" in the output configuration. I've now changed the output configuration to ask it to insert the ID in the ID column, and it worked (except it doesn't actually insert an ID number anywhere on the sheet. It does insert a time stamp, which is great because the error I was getting last month was regarding time zone (nothing seemed to work to fix that from my end - have you tweaked it?)). So the ID card (with a nice image, yay!) comes through in an email.

What I am not able to get is a QR code. I thought I had it set up correctly, but no code appears on the card. Once again I must be missing a step in my set-up?

Thanks again for your time,
Sylvia

Stanislav Tvarůžek

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May 24, 2021, 2:23:34 PM5/24/21
to PEI Trail Riders, anymer...@innova.sk
Step by step :) Great you managed to set up the mapping for a QR code!

If you want to encode values from multiple columns into a single QR code, then you need to use the CONCATENATE formula.

This way you can create any string you want. Add a new column and add the formula there and fine-tune the formula. Then just go to the mapping editor and remap the existing mapping from the old column to the new one with the formula for the QR code merge field.

Then the add-on will encode whatever is in the formula column into QR codes.

Hope that helps.



On Mon, May 24, 2021 at 8:17 PM PEI Trail Riders <peitrai...@gmail.com> wrote:
Still plugging away at this...

I can generate a QR code that selects data from a single column, but can't figure out how to include entries from multiple columns. Sorry I'm so slow at figuring this out...

Do I need to create a separate document that contains all the values I need to include, and have a column that links to that?

Thanks again!
Sylvia

On Sun, May 23, 2021 at 4:04 PM PEI Trail Riders <peitrai...@gmail.com> wrote:
I'm new to generating QR codes, so bear with me!

My sheet has values such as First Name, Last Name, Address, Additional Family Members, Telephone Number, etc etc. The actual ID card only displays First Name, Last Name, Membership Type, and Member Number and those are all now working perfectly (thank you).

Is it possible for AnyMerge to generate a QR code that also encodes Address, Telephone Number, Horse Council #, Additional Family Members (i.e. things that appear on the sheet but don't appear on the card itself)? 

Thanks,
Sylvia


--
S pozdravom / Best regards,
Stanislav Tvaruzek

Stanislav Tvarůžek

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May 24, 2021, 4:05:30 PM5/24/21
to PEI Trail Riders, anymer...@innova.sk
Glad to help! Happy merging.

If you had a minute, please review the add-on in the marketplace.

On Mon, May 24, 2021, 21:27 PEI Trail Riders <peitrai...@gmail.com> wrote:
WOOHOO!!

I now have a QR code that nicely scans to well-formatted membership info!

Thank you so much for your patience and responsiveness!

Cheers,
Sylvia

On Mon, May 24, 2021 at 11:33 AM PEI Trail Riders <peitrai...@gmail.com> wrote:
Thank you very much, sir! I will see if I can figure it out! :)

Cheers,
Sylvia

PEI Trail Riders

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Jun 4, 2021, 7:07:25 AM6/4/21
to Stanislav Tvarůžek, anymer...@innova.sk
Will do! 

Thanks again :)

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