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Old 04-17-2015, 03:34 AM
Joseph.Comerford@bentley. Joseph.Comerford@bentley. is offline Windows 8 Office 2013
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Default Creating a table in one document of WORD from EXCEL with Mail Merge

Hi,



I am trying to take a simple excel file and create a table in a single word document when I run a directory Mail Merge.

I am trying to use the code
{IF { MERGESEQ } = "1" "{ MERGEFIELD «Payer»}" "" }<ENTER>
{ SET Place1 { MERGEFIELD «Payer»}}<ENTER>
{ If { Place2 } <> { Place1 }"<ENTER>
{ MERGEFIELD «Payer»}<ENTER>
<ENTER>
{ MERGEFIELD «Invoice»}{ MERGEFIELD «Due_Date»}{ MERGEFIELD «Curr»}{ MERGEFIELD «Local_Amt» }"

Although it does not appear to be working correctly.

Is this possible to do?

How can I do this?


I have attached the very simple WORD and EXCEL file and would appreciate if anyone could help me make this happen.

Thanks
Attached Files
File Type: xlsx Excel for Forum.xlsx (10.8 KB, 4 views)
File Type: docx Table for Forum.docx (20.5 KB, 3 views)
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Old 04-18-2015, 01:19 AM
gmayor's Avatar
gmayor gmayor is offline Windows 7 64bit Office 2010 32bit
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Default

It won't begin to work as you have it because the field names do not match what is in the example data file.

If you want to pursue this approach, then see Paul Edstein's tutorial which you can download from http://www.gmayor.com/downloads.htm.

You might find it simpler to use http://www.gmayor.com/ManyToOne.htm? There are however two provisos relating to your data.

1. Don't use the # symbol in field names
2. You can't use a child field as the key field, but as all the records in the table relate to the same name, you don't need the name field in the table. If you put it in the header instead you get:

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