---
title: "Create a Text Merge"
slug: "create-text-merge-step"
description: "This document demonstrates how to create a Text Merge. Decisions' pre-built text merge fields such as, Capitalize, Lower, and Insert Current Date, allow users the ability to  dynamically manipulate strings of data from different sources, into a Text Merge. A Text Merge can be created in any Designer Folder by accessing the Text Merge Action under the Other Actions menu. "
tags: ["text merge", "HTML", "pdf", "text"]
updated: 2025-07-09T18:25:59Z
published: 2025-07-09T18:25:59Z
canonical: "documentation.decisions.com/create-text-merge-step"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Text Merge Step

| ## Step Details |
| --- |
| **Introduced in Version** | --- |
| **Modified in Version** | --- |
| **Location** | Data > Text > Text Merges |

The **[Pick or Create TextMerge]** step allows a user to create a Text Merge by combining String and data. Users can click PICK OR CREATE TEXT MERGE to pick or create a Text Merge. Selecting Create will open the Text Merge Designer. Configuring the inputs in the Text Merge Designer will display the Inputs on the Properties panel of the step.

---

## Properties

#### Settings

| Property | Description | Data Type |
| --- | --- | --- |
| Merge Type |
|  | Plain | Outputs the Text Merge as a regular string | --- |
|  | HTML | Outputs the Text Merge as HTML string | --- |
|  | PDF | Outputs the Text Merge as a PDF file | --- |
|  | DOC | Outputs the Text Merge as a Word document | --- |

#### Output

| Property | Description | Data Type |
| --- | --- | --- |
| Done |
|  | Result | Outputs the specified Text Merge type | String |

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1666289674836.png)

---

## Using a Custom Text Merge in a Flow

**Text Merges** have a Designer that acts as an interface with pre-built **Calculated Fields** and **Icons.** For data to be usable, it must be added as **Input Data**. This example will explore how to create a text merge and use it in a Flow.

1. In a Project, [create a new Flow](/v9/docs/create-flows).
2. In the Toolbox, navigate to **Data > Text > Text Merges**. Select **[Pick or Create TextMerge]** and add it to the workspace.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-25_11h49_08.png)
3. On the **Properties** panel, click PICK OR CREATE TEXTMERGE and create a new **Text Merge**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-25_11h50_21.png)
4. The **Text Merge Designer** will open. In the **Properties** panel for the designer, add two new String inputs, One for **Name** and another for **Email Address**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-25_11h51_36.png)
5. With the inputs defined, add text into the workspace utilizing the inputs. For example, **[Name]**'s email is **[Email Address]**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-25_11h52_29.png)
6. Once the Text Merge is defined, save and close this Designer.
7. In the **Flow Designer**, two new input values appear on the step, matching the created inputs for the **Text Merge**. Define values for the inputs.
8. Under **Settings**, set **Merge Text Type** to **Plain**. Below is a brief overview of the different Merge Text Types.

| Text Type | Description |
| --- | --- |
| Plain | Outputs the Text Merge as a regular string |
| HTML | Outputs the Text Merge as HTML string |
| PDF | Outputs the Text Merge as a PDF file |
| DOC | Outputs the Text Merge as a Word document |

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-25_11h53_40.png)
9. Add a [Form](/v9/docs/create-forms) with a Label that will display the Text Merge.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-25_11h54_28.png)
10. Save and debug the Flow to view the resulting output.

---

Related Information

Forum Posts: [Merge HTML Text](https://community.decisions.com/discussion/2700/merge-html-text) [Show HTML Merge On A Form](https://community.decisions.com/discussion/1728/show-html-merge-on-a-form) [Rich Text Box Outputting HTML](https://community.decisions.com/discussion/3045/rich-text-box-ouputting-html)

## Related

- [Custom Merge [NVelocity]](/custom-merge-nvelocity.md)