Merging multiple records into one document if meet conditions
Hi,
I am hoping that someone can help me please. I am trying to mail merge and set up the If then Else rules but I can't work out what I am doing wrong after 3 days of trying.
I have a word document which should be merged by Feedback Recipent and the feedback is all contained in an excel file.
for each feedback recipient, he or she will have
1) one piece of feedback from his/her manager (A)
2) multiple pieces of feedback his/her direct reports (B)
3) multiple pieces of feedback from peers. (C)
i have a column set up to identify the relationship of the feedback provider to the feedback receipent and am trying to write the formula so it looks at the relationship column and if it meets the criteria of A for Manager, then it should look in the excel table and insert the appropriate response from Q1 from the manager.
in the next section, it should look at the relationship column and if it meets the criteria of B for Direct reports, then it should provide all the appropriate answers from Q1 from his or her direct reports.
Can anyone help me with the drafting of the formula to insert in the mail merge master document please as I am going around in circles and getting no where fast?
I've attached 2 files which hopefully should explain the master merge document and the excel data sheet.
With many thanks
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