Microsoft Office Forums

Go Back   Microsoft Office Forums > Microsoft Word > Mail Merge

Reply
 
LinkBack Thread Tools Display Modes
  #1  
Old 12-08-2016, 08:22 AM
bsn321 bsn321 is offline Mac OS X Office 2016
Novice
 
Join Date: Dec 2016
Posts: 3
bsn321 is on a distinguished road
Default Update Fields reverts all labels to "Next Record"

Hi folks - new to the forum.

I'm creating a mail merge in Word for envelope labels. I'm somewhat familiar with process (have had success in the past).

Attempting to use "next record IF" qualifier. Recipient list is simple Excel spreadsheet that has name, street address, city, state, zip - the basics. We have about 100 names (records) in this list, but don't need to include all for printing labels. In excel, I have a field (column) called "Include" - which is populated for each record with a simple "yes" or null.

In the mail merge, I'm trying to use "next record IF" - with the criteria to use next record if "include" = "yes". aka only create a label for a name where "include" = "yes". I've had this work in the past, but now I'm doing something wrong and basically have these 2 related but different questions:

1) when the record is null (aka not "yes") - instead of skipping the record and going on to the next record, it's just repeating the previous record. ??? (PS, I've also tried "Skip record IF" <> "yes", same result.



2) in attempting to copy the "next record IF" criteria into all the labels, I'm hitting "update labels" button in the ribbon above. This does indeed copy my address fields into all the labels - however when I press this button - it reverts the "next record IF" field back to just "next record". Once I do in fact get the "next record IF" working - how will I then copy this into each label??? I thought that's what "update labels" does? but when I hit it, it reverts back to "next record" in all labels.

Also - note that I'm on a Mac and using Office 365 subscription, if that matters.

Many thanks!
Brad
Reply With Quote
  #2  
Old 12-08-2016, 03:13 PM
macropod's Avatar
macropod macropod is online now Windows 7 64bit Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 15,177
macropod is a name known to allmacropod is a name known to allmacropod is a name known to allmacropod is a name known to allmacropod is a name known to allmacropod is a name known to all
Default

Instead of trying to implement NextIf or SkipIf fields in a label merge, you should be using the mailmerge filters to exclude the unwanted records.
__________________
Cheers,
Paul Edstein
[MS MVP - Word]
Reply With Quote
  #3  
Old 12-09-2016, 05:14 AM
bsn321 bsn321 is offline Mac OS X Office 2016
Novice
 
Join Date: Dec 2016
Posts: 3
bsn321 is on a distinguished road
Default

Ah - thank you. I don't know what that is but I'll investigate.
Reply With Quote
  #4  
Old 12-09-2016, 05:21 AM
bsn321 bsn321 is offline Mac OS X Office 2016
Novice
 
Join Date: Dec 2016
Posts: 3
bsn321 is on a distinguished road
Default

Wow - I figured it out in 2 seconds. Filter Recipients. Duh. That is so much easier, not to mention it works.

Thank you macropod!

Although I do wonder, before when I hit "update labels" - why didn't it replicate what I had in the 2nd label into ALL the labels, but instead reverted back to "next record" in all labels???

Still curious about that one - but otherwise, thanks so much.
Reply With Quote
Reply
Please reply to this thread with any new information or opinions.

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Ifcontains "yes" make A1, B1 , C1 record read only alpha2nl Excel Programming 5 11-08-2016 04:42 AM
Word options "field shading" reverts to "when selected" PaulBurcham Word 1 04-20-2013 11:18 AM
How do I prevent the "author" or "owner" fields from being changed? Bones Word 3 06-08-2012 12:15 AM
How to choose a "List" for certain "Heading" from "Modify" tool? Jamal NUMAN Word 2 07-03-2011 03:11 AM
Monitoring "Record Narration"? knewman PowerPoint 1 04-23-2011 04:59 PM


All times are GMT -7. The time now is 01:18 AM.


Powered by vBulletin® Version 3.8.1
Copyright ©2000 - 2017, Jelsoft Enterprises Ltd.
SEO by vBSEO ©2011, Crawlability, Inc.
MSOfficeForums.com is not affiliated with Microsoft