#1
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Hello all,
Here is what I want to accomplish as quickly and easily as possible. I have a mail-merge word document linked to an excel database. I want to condition the checkboxes to fill based on what is in the excel file. For example, if my MERGEFIELD named QUESTION1 = Y then the checkbox form in the word doc should be checked, otherwise it should unchecked. I know I can accomplish this with the {IF {MERGEFIELD QUESTION1} = "Y" "wingding checked" "wingding unchecked"} logic, but that does not accomplish what I want because I need the checkboxes to maintain their functionality even after the merge. I am pre-populating forms for people who will receive them but still need the flexibity to check/uncheck each checkbox. I will use either checkbox (ActiveX or Legacy) if I can get either to work. Please help...it is the only item keeping me from completing the project. ... threads merged ... When I perform the mail merge to a new document my pre-existing Text Form Fields disappear. If I use ActiveX Text Boxes, they don't disappear like the Legacy Form Fields do...is there anyway to make the Legacy Form Fields behave similar to the ActiveX Text Boxes and stay with the merged doc? Thanks! Last edited by macropod; 03-04-2014 at 11:46 PM. Reason: Two related threads merged |
#2
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You can't do that directly via a mailmerge; rather, you need a roll-your-own version that employs a macro to drive the process. See, for example:
http://support.microsoft.com/kb/286841 http://www.gmayor.com/ManyToOne.htm
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Thanks Macropod...that definitely answers part 2 of my post...my two threads got merged. Any idea on part 1?
Thanks Again |
#4
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The same answer applies to both parts of your merged post. Since you can't insert checkbox formfields via a mailmerge, you'd need the macro that runs the process to toggled their checked/not checked state.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#5
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Got it...thanks again.
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