I have a word document with a table layout as the main data source and a header and footer with tables and individual pieces. Most MM data comes from centre source data table. However in the MM label merge I need to use some of the data from the header and footer on each label. (i.e. date field which is entered once in the header of the source data and then appears on each label)



Can this be done and if so how? It is wrecking my head .. Apologies in advance if this is a duplicate of a previously asked query.

Many thanks

Nisio

Simply bookmark your date, then insert a cross-reference to it on the first label. Clicking on 'update labels' should then propagate it to all labels.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Paul
Many thanks ...I have bookmarked the date in the header of the data source but cannot see how to reference it in the label merge (i.e. it does not appear anywhere).... Something simple I am sure but I cannot seem to do it.

Regards

N.

Perhaps I miss-read. I thought you meant your label stationery had a header with the date. If it's only the data source that has that, you could either:
• add a column to the data table, then add both a column name (eg 'DATE') to the table's header row and insert cross-references in each cell pointing to the bookmark. You can then reference the new field (column) in the first label in the mailmerge main document; or:
• insert an INCLUDETEXT field into the first label in the mailmerge main document pointing to the bookmark in the datasource.
In either case, once you've updated the first label, clicking on 'update labels' should then propagate it to all labels.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Paul my friend.. Sorted .. Many thanks .. But I suspect I may be back!!!

Regards and big big thanks you!

Nisio

As a follow on from header MM posting below, I got INCLUDETEXT to work. As both files reside in the same folder I have excluded the filepath and just referenced the file name and relevant bookmarks. All works fine. I then execute a toggle field and update field and it appears to go nuts. What was once working now displays ""error! not a valid filename".

I would appreciate ANY help on this matter. I have worked on it all weekend and need it in a few hours...

Regards

Nisio07

What is your INCLUDETEXT field code?

Hint: to make the mailmerge output document unlink from the source file when the merge is finished, select the entire INCLUDETEXT field, press Ctrl-F9 to wrap it in another field, then type QUOTE just inside the left-most field brace.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Can I not attach a file here sorry .. though I could... code is

INCLUDETEXT "RadTemp" RadDate
INCLUDETEXT "RadTemp" ProjectName
INCLUDETEXT "RadTemp" PCNNumber


all above being invluced on sys generated {}


Error! Cannot open data source. XXX XXX
Error! Cannot open data source. PCNError! Cannot open data source.
Dia:6” WT: XXX C/S
BGE/11703/17 Weld: W82 WR: 12


The data file is correctly name as specified RadTemp.doc and the data is being accessed for the regular MM fields. Should the RadTemp.doc file be open or not or does it matter? I am working in 2010 but all docs are saved to .doc. A macro enabled prompt appears when I open the doc even though there are no macros in either doc - the source data or the label layout. ... HELP pls!

From what you have posted, your INCLUDETEXT fields are missing the path to the document and the document's extension. The first one, for example, should look something like:
{INCLUDETEXT "C:\\Users\\Nisio\\Documents\\RadTemp.doc" RadDate}

For more details, see:
http://office.microsoft.com/en-us/wo...102032421.aspx

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Paul

Many thanks again but all reference I saw said full file paths are not needed when all files reside in the same folder/location. this is quite importsnt as I am atmepting to solve this problem for an non_IT proficient company who will be moving folders etc around all the time. Will/shoud it work without full path where both are in the same folder? Also, is file extension necessary? Finally, that it works without file extension.. is that justa hit and miss/garce of the Gods scenario??

Many thanks sir .. you are grrrrr---8!

I have seen claims to that effect too. Fact is though, it's not reliable and is contrary to the MS specification - which the link quite clearly gives. If you're concerned to handle files that are being moved around, you can trick Word into using a relative path, with an INCLUDETEXT field coded like:
{INCLUDETEXT "{FILENAME \p}\\..\\RadTemp.doc" RadDate}

The extension is absolutely necessary.

Note: The field brace pairs (i.e. '{ }') for the {FILENAME \p} field in above example are created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac); you can't simply type them or copy & paste them from this message.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

My continuing traumas -- I move the files to a networked centre and placed them on the server, managed to resolve some technical issues but got the includetext/bookmark/mm working. ~I need to do some small corrections so have copied them USB-wise and moved them back to my own machine. Again, disaster as errors abound...Below code copy....
I F9 to update fields.. of the correctly structured {Filename .. etc and it produces this .. which is wrong (I think) as it firstly lists the MM file .. Flash which contains the label layout as well as the RPT.doc file which conatains the data source,,

F:\BBB Documents\MTI\New\1-RADM-Flash-cURRENT.docx \\..\\1-RADM-RPT.DOC " RadDate
F:\BBB Documents\MTI\New\1-RADM-Flash-cURRENT.docx \\..\\1-RADM-RPT.DOC " RadDate

Also, every time it seeks and one must Select Recepients/Use Existing List to ID the source Data.

I am this reads very unclearly but I@ would value any help... HELP!

Well, since the data you're linking to is in the mailmerge main document, which is what I assume '1-RADM-RPT.DOC' is, I'd expect the INCLUDETEXT field to point to that document.

As for:
If you move a mailmerge data source, which is what you're doing, you must re-connect to it before you can do a new mailmerge.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

FILENAME \p.. \\..\\1-RADM-RPT.DOC " RadDate .... YEs ythe MM souce data and bookm arked data is in the document 1=RADM-Rpt.doc but I am ;puzzled why the label document structure 1-RADM-Flash is also listed in the INCLUDETEXT lsiting

moving a mailmerge source would require a reconnection.. but having been done once, why does it seek a reconnect from the same location everytime?


Is there any means by which I can email you the documents?

The FILENAME\p field generates the full name of the current file (your mailmerge main document). The following \\..\\ strips that off for the purposes of the INCLUDETEXT field.
Every time you open a mailmerge main document, you get an SQL prompt, as king whether Word should connect to the data source. This is normal behaviour. If you answer 'Yes', Word will reconnect of its own accord so that you don't need to go through the manual connection process all over again.
You can attach a document to a post via the paperclip symbol on the 'Go Advanced' tab at the bottom of this screen.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]