Quote:
Originally Posted by amikelsons
What I am trying to do is create a quote (one single quote for one customer) that includes a few different products. The quote displays a bunch of merge fields regarding the customer, and then below it there's a list of items and prices.
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If I understand you correctly, these quote items vary with each quote. In that case, you can't use an ordinary merge. You can, however, use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my
Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.
The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391
Another option would be to use a DATABASE field in a normal letter mailmerge main document and a macro to drive the process. An example of this approach can be found at:
http://answers.microsoft.com/en-us/o...1-1996c14dca5d
The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at:
https://www.msofficeforums.com/mail-...html#post67097
Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at
http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at
http://bit.ly/1hduSCB
In addition to a 'Many to One' merge, the latter handles:
Merge with Charts
Duplex Merge
Merge with FormFields
Merge with Attachments
Merge to Individual Documents
Merge, Print and Staple
Quote:
Originally Posted by amikelsons
The problem is that in the top part (that does not repeat, and that's all formatted), within a table of other info, they want to have included specific information that comes from 1 specific product.
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For that, all you need is a standard IF test, along the lines of:
{IF{MERGEFIELD Quote_Product_Existing_Product} = "Widget" "Additional text for Widget"}
in the appropriate part of the mailmerge main document. If you want to add that conditional text only after the repeating data, things are a bit more complicated, but still doable.