My company regularly creates "rosters" (or directory documents) that list contact info for people with roles for a trust fund. The rosters have a certain format -- people with an "Administrator" role are listed at the top, then people with the Attorney role, etc., then below a line are two columns--the left is for records with Union Trustee roles, the right is for records with Management Trustee roles (see attached).



If the list of contacts is an Excel document and Role is one of the fields, (or columns), is it possible to merge the contacts records to certain places in the Word document based on their value in the Role field? I can make sure the Excel document is sorted by Role in the order the contacts will need to be inserted, and make sure the Word document allows inserted the maximum number of possible records for each section, but I don't know how to make Word jump to a new section if the next record has a certain Role value.

Thank you!!

Attached Files

Sanitized Roster.doc (55.0 KB, 8 views)

I've rethought a solution -- can you tell me if this is possible?:

If the records in Excel are merged in the same "Role" as needs to be inserted in the Word document, can a marker in the Excel document tell Word when to jump to the next section?

In other words, can Word look for a value in a certain field and only merge the records with that value in a different section?

You can't jump around like this in Word mail merge, or use disparate sections supplied from the same data source.

You are going to have to create (or get someone to create for you) a custom VBA process to populate the document from your data source. You will probably have to use a two column table for the top section, but snaking columns should work for the lower section.

The document suggests that there are 15 pages in total and the demo page is page 2. Anyone working on this would need to consider how the rest of the pages were formatted.

It is doable but it would be a lot of work to get right, and would require access to the data source, which would not be appropriate for a public forum.

__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com

Thank you!

I'm really glad I got a solid confirmation of this, instead of no answers, since I'm trying to do this for my job, it's very helpful to not have to just say, "uh, I can't do this".

Thanks so much!