Skip to content

Commit

Permalink
Add mail merge example
Browse files Browse the repository at this point in the history
  • Loading branch information
yanokwa committed Apr 17, 2024
1 parent 6214c8c commit d559c96
Show file tree
Hide file tree
Showing 4 changed files with 61 additions and 0 deletions.
4 changes: 4 additions & 0 deletions docs/examples/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -20,6 +20,10 @@ A Jupyter notebook demonstrating some options for working with repeats.

A script that reads names from a CSV and creates an App User for each one that isn't currently used by an active App User on the server. Also creates customized QR codes for each new App User.

## [Mail merge script](mail_merge/mail_merge.py)

A script that uses mail merge to create personalized Word documents with data from Central.

## [October 2022 webinar materials](2022-10-pyodk-webinar.ipynb)

A Jupyter notebook companion to an October 2022 webinar by Hélène Martin introducing `pyodk`. Includes link to the session recording.
Binary file added docs/examples/mail_merge/input.docx
Binary file not shown.
55 changes: 55 additions & 0 deletions docs/examples/mail_merge/mail_merge.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,55 @@
"""
Mail Merge
This script will use mail merge to create personalized Word documents with
data from Central. In this example, only data from approved submissions
are included.
For a tutorial on how to populate Word templates with Python, see:
https://pbpython.com/python-word-template.html
For more examples, see:
https://github.com/iulica/docx-mailmerge/tree/master/tests
Install requirements for this script in `requirements.txt`. The specified
versions are those that were current when the script was last updated,
though it should work with more recent versions.
Install with `pip install -r requirements.txt`.
To run the script, use `python mail_merge.py`.
"""

import os
from datetime import datetime

from mailmerge import MailMerge
from pyodk.client import Client

# customize these settings to your environment
PROJECT_ID = 1
FORM_ID = "my_form"
INPUT_DOCUMENT = "input.docx"
OUTPUT_FOLDER = "output"

with Client(project_id=PROJECT_ID) as client:
submissions = client.submissions.get_table(form_id=FORM_ID)
for submission in submissions["value"]:
# only include approved submisisons
if submission["__system"]["reviewState"] == "approved":
with MailMerge(INPUT_DOCUMENT) as document:
coordinates = submission["age_location"]["location"]["coordinates"]
location = f"{coordinates[1]}, {coordinates[0]}"
generation_date = datetime.now().strftime("%m-%d-%Y %H:%M:%S.%f")
document.merge(
first_name=submission["first_name"],
age=submission["age_location"]["age"],
location=location,
instance_id=submission["meta"]["instanceID"],
submission_date=submission["__system"]["submissionDate"],
generation_date=generation_date,
)
# choose variables with unique values to prevent overwritten files
output_path = os.path.join(
OUTPUT_FOLDER, f"{submission['first_name']}.docx"
)
document.write(output_path)
2 changes: 2 additions & 0 deletions docs/examples/mail_merge/requirements.txt
Original file line number Diff line number Diff line change
@@ -0,0 +1,2 @@
pyodk==0.3.0
docx-mailmerge2=0.8.0

0 comments on commit d559c96

Please sign in to comment.