Mailmerge with grouped data

Keith Henderson · #1 02-02-2015, 03:08 PM

I can't find the code that keeps printing records on one letter until the Key changes.

I also need a better understanding of how/where template text gets folded in to the coding.

macropod · #2 02-02-2015, 04:20 PM

Quote:

Originally Posted by Keith Henderson

I can't find the code that keeps printing records on one letter until the Key changes.

Is your mailmerge main document configured for a Directory merge?

Quote:

Originally Posted by Keith Henderson

I also need a better understanding of how/where template text gets folded in to the coding.

The field code provides for text both before and after the repeated records. If you expand the field code for the 'Using One Key' example from page 9 of the tutorial, except for the colouring, you'll see:

Code:

{QUOTE{IF{MERGESEQ}= 1 {SET Key ""} {SET LastKey {REF Key}}}{IF{MERGEFIELD State}<> {REF Key} "{IF{MERGESEQ}> 1 "↵
↵
If you require more details about the above sales figures, please contact your {REF LastKey} Sales Manager.↵
↵
Sincerely,↵
↵
↵
Customer Service Manager (National)↵
{DATE \@ "dddd, d MMMM yyyy"}↵
{IF{MERGEFIELD State}<> 0 {QUOTE 12}}"}{IF{MERGEFIELD State}<> 0 "Director,↵
Retail Sales {MERGEFIELD State}{SET Key {MERGEFIELD State}}↵
↵
These are the sales totals for {MERGEFIELD State \* Charformat}↵
↵
City Representative Sales↵
"}"}"{IF{MERGEFIELD State}<> 0 "{MERGEFIELD City} {MERGEFIELD Representative} {MERGEFIELD Sales \# $,0.00}↵
"}"}¶

In the above, the:
• green content outputs whatever goes at the start of each letter.
• orange content outputs the repeated data.
• red content outputs whatever goes at the end of each letter (technically, {IF{MERGEFIELD State}<> 0 {QUOTE 12}} is part of that).
• blue QUOTE field generates the page breaks between letters.
• purple fields manage whatever you use as the KEY to indicate a change of grouping.
• black content does the housekeeping, pulling all the others together and ensuring you don't get output being generated at the wrong time.

Keith Henderson · #3 02-03-2015, 07:18 AM

OK. Thanks. I'll start playing with it again this morning. Just to make sure I understand, the "Repeated data" in the orange fields represents the multiple rows of data I have for each key?

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