2023.1:Merge (Activity)

WIP

This article is a work-in-progress or created as a placeholder for testing purposes. This article is subject to change and/or expansion. It may be incomplete, inaccurate, or stop abruptly.

This tag will be removed upon draft completion.

This article is about an older version of Grooper.

Information may be out of date and UI elements may have changed.

2025

2023.1

file_save Merge is an Activity that creates a PDF, TIF, XML or ZIP file from the page and data content of a Batch Folder and saves it to that Batch Folder.

Glossary

About

So, you've gone through the first 4 phases of Grooper: Aquire, Condition, Organize, and Collect.

You have extracted data from your documents and you want to now build a document. The Export activity can build the document and export it outside of grooper all in one step. However, you might have a desire to build the document before executing the Export step in your Batch Process. You can do this with the Merge activity.

The Merge activity builds a document from the Pages in a Batch and saves that document to the Batch Folder. You can choose to build your document in a specific format such as a PDF or TIFF file. You can automatically rename the documents as their built.

How To

Creating the Batch Process Step

The first thing we need to do is add a Merge Batch Process Step to our Batch Process and set the Scope at which the step will run.

Right-click on the Batch Process.
Hover over "Add Activity", then hover over "Transform". Finally, Click on "Merge..."
When the "Add Activity" window pops up, feel free to change the name of the step in the Step Name property. For this tutorial we will be using the default of "Merge".
Click "EXECUTE" located in the top right hand corner of the pop up window.

Now you should have a Merge step in your Batch Process.
Your scope should be set to the Folder Level containing the pages that will be combined into a document. In our case that is Folder Level 1, so we have set the Scope property to Folder and the Folder Level property to 1.

Configuring the Merge Activity

Click the hambuger icon to the right of the Merge Format property and select the desired file type from the drop down list. For this tutorial, we will select PDF.