[Doc Merge] - Library of Errors

Question

Hi all, 
 I have been using docmerge for the last few days and come across a bunch of errors which im not finding overly helpful. I was wondering if anyone/sugar had compiled a list with troubleshooting steps? 
 a few: 
 malformed table 
 {insert field name} is not defined 
 Also, don't seem to be able to use IF conditions in excel templates.

Ross Page · Accepted Answer

Thanks for the follow up question, Ross. I'm sorry it took a few days to return to this. I think I have a solution for you (if I understand your case correctly)! See the attached image to see what I saw in Sugar (a group of items with the name "Additional Items"), what I saw in Word, and then what I saw in the merged doc. Note that I also got an "Error: Invalid or unexpected token" message (I agree, we need to update it!). All I did was change the quotation marks around "Additional Items" in word to use the Unicode character 0022 (go to Insert > Advanced Symbol and find the "). I know there are various pieces of software where smart quotations do not work well, and I am guessing that is what the issue is here (or something similar). Please try replacing any quotation marks with unicode characters to ensure that there is no secret formatting getting passed.

I notice in your post above that you used "if product_bundle_items.name...." and I wonder where you got that syntax from. Luckily the others were able to give you the tip that you only need to use "name". I thought I'd point out something that you may not have noticed (I didn't notice it at first either!). In the Doc Merge Template Assistant, once you choose a module and then a related module click the gear icon to the right of the related module. You can then click into the Fields field and select the field you want to pull from Product Bundles (in this case, name) and see the syntax with the proper formatting. In your case you then used the filter "if", but this may help you get to the correct syntax for the field names. 
 I hope this helps get you to where you need to go! Please let us know if you need anything else!

Ross Page · Answer

This one means that image merging failed. To troubleshoot: 
 
 Try downloading the image. If the image fails to download, then there's a server issue or maybe the image was deleted from the server and it doesn't exist. 
 If the image downloads, check the size. If it is a few hundred MB, it may be too big to merge. You couldn't try compressing images. 
 It could also mean failed data parsing, so you should double-check your syntax. There may also be some data requests that are failing in Doc Merge so that you are not getting data from the Sugar server (mostly an issue if you are an on-premise customer). 
 
 I hope that helps!