I have this following Word template:


which connects to a different excel workbook (the mergefield and table are in 2 different sheets)

However, I found that the table isn't updated properly during mailmerge. Sometimes, it's matched to wrong record, sometimes it's failed to populate, and somehow at the end it creates a whole new record (with table only).

I suspected something was going wrong during the update, and tried to update each record manually in Preview. Turned out to properly populate the Ref field inside the table, you have to refresh everything twice. Is there any way to fix/hack this behavior and makes it work in mailmerge? I know about MailMerge addin but this is for distribution within org so simple/portable method (that doesn't require additional install) is very much preferred.

Thanks in advance.