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Old 08-03-2017, 08:30 PM
dushan997 dushan997 is offline Windows 7 64bit Office 2013
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Default Choosing Mail Merge templates and excel Data Sources using drop downs

I want to generate documents using a selection of Mail Merge Word templates and a selection of Excel data sources. So ideally there will be a custom drop down the user can use to select the desired template and another custom drop down where the user can select the desired data source and generate the documents. It is the user's responsibility to have the template configured in advance with the correct fields as per the selected data source.

So in summary, what I want to do is to add custom buttons, drop downs to Microsoft word (Or a custom form that can be loaded using a button on the ribbon bar) that will enable the user to load up templates to a drop down from a given directory using a file open dialog box, and to load up data sources to another drop down using a file open dialog box and then a generate button to generate documents according to the selected data source and the template.

I'm a developer but new to VBA. Appreciate if someone can point me in the right direction with some sample code or a better way of doing this. The solution has to be simple enough for a non IT person to generate documents using different templates and data sources selected using a drop downs.

Thanks in advance,
Kind Regards,
Dushan

Last edited by dushan997; 08-03-2017 at 08:33 PM. Reason: for elaborating better, defined what type of data sources
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