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Old 08-05-2016, 10:04 AM
Sgt Rock Sgt Rock is offline Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Windows 8 Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Office 2010 64bit
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Default Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each Record Emailed?


Up front - thank you to those more proficient than I in this subject matter.

I have spent the last several days researching this. I have browsed most of the pertinent questions asked within the Mail Merge Forum. Because of apparent differences between Email and Mail Merge, it may be of benefit to have two forums. Maybe there is and I missed it for I've have not used this site much, but am at wits end to solve the following dilemma.

First, yes, I've read many of Mayors stuff along with Macropod's, in addition to a gazillion other references and sites

Second: This has to do with emailing, and not land locked mailings of hard copied documents. However, after reading below, it may be that a hard document be generated in Word, and attached to an email going to the intended recipient. If than can in fact be done.

The Issue: Each record, that is to be emailed to a recipient, contains information that is found on multiple rows in Excel. Example: A facility may have 2-3-4-X number of chemicals I am interested in, along with other information associated with each of those chemicals. So, it is not feasible to combine all the chemicals into a single cell separated by commas.

Is it possible to do this using Directory and emailing? According to one document I read by Macropod, this cannot be done. This may be the reason that if one uses Directory, then there is no way of telling Word, that I've seen, the document is to be emailed and not mailed.

If in fact it is not possible to email merge multiple lines of information into a single record, then might someone direct me to step by step instructions for inserting "field codes" in Word and basing the If test on a facility identification number. If the facility identification number is the same for say, all 3 chemicals, include all 3 of those in a single document. When the facility identification number changes, then go to a new document.

Am especially interested in sites that explain & instruct about Field Codes and how to use them.

If I must attach a Word document to my email, the instructions how to do so would also be most, most beneficial, and to save what lil hair I have left on my head - smile.

Thanks in advance for those in sharing their knowledge.
Mort
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Old 08-05-2016, 08:46 PM
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gmayor gmayor is offline Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Windows 10 Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Office 2016
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If you have read my 'stuff' then you should have seen http://www.gmayor.com/ManyToOne.htm . That will merge many rows to one e-mail either as an attachment or to the message itself as you appear to be describing. It works best if you use a table to format your document, with or without table borders as with the supplied example.
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Old 08-08-2016, 05:21 AM
Sgt Rock Sgt Rock is offline Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Windows 8 Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Office 2010 64bit
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Default Thank you Graham!

Quote:
Originally Posted by gmayor View Post
If you have read my 'stuff' then you should have seen http://www.gmayor.com/ManyToOne.htm . That will merge many rows to one e-mail either as an attachment or to the message itself as you appear to be describing. It works best if you use a table to format your document, with or without table borders as with the supplied example.
Monday Morn - had the grandkids over this weekend, so my apologies for just now replying. OK, I will admit when I began to read your article it seemed to me it was merely an advertisement for an add-in, so I sat it aside. This is the one that is 33 pages. However I will check the link you sent to see if it's the same article or different.

I am elated to hear mulit-row messages can be done with an email vs having to attach a document to an email which I hate to do for so many firewalls will strip off the attachment. I see you or someone added some additional links to view - THANKS. Maybe the system did it? While I think(?) I'm programming savy, I grew up in grad school in the ole Fortran IV days, and now VBA, but I struggle with object oriented programming for some reason, how to actually "program" Word field codes to do what you want is still eluding me. Let me read some this morning Graham. Thanks for your assistance and advice in advance. Mort in Dallas, TX
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Old 08-08-2016, 05:23 AM
Sgt Rock Sgt Rock is offline Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Windows 8 Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Office 2010 64bit
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Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed?
 
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Default Same article as I have - Many to One

However, this time I will read more thoroughly and respond accordingly. Thanks Graham.
Mort
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Old 08-08-2016, 06:04 AM
Sgt Rock Sgt Rock is offline Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Windows 8 Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Office 2010 64bit
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Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed?
 
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Default Many to One Add-In

I must admit Graham, you are far more advanced than I in understanding all this complex issue.

Your instructions are most detailed for your Add-In, but, this is just me now, I am not after how to use an Add-In.

I want to be able, myself, to use Word Field Codes to perform an email merge using Word as the source document, Excel as the data source (Table as you suggest), and Outlook as the conveyor of the email messages. I am adept at sending one to one, i.e., one record = one row in Excel. However, in my situation now, each facility (record) has multiple rows of information, i.e., chemicals. If the facility only had one chemical, "piece of cake" - can send those out all day long. Although I do not want to do this, it may be easier to create individual Word documents for each facility and send as an attachment to the email?

Your expertise is admired.
Best week's wishes,
Mort in Dallas
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Old 08-08-2016, 07:03 AM
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gmayor gmayor is offline Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Windows 10 Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Office 2016
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There is no facility available in Word to merge many to one to e-mail using mail merge. You can probably, using Paul's (Macropod) tutorial, create a merged document, but it will not include e-mail, and certainly not a personalised e-mail, to attach it to. That was the reason I created the add-in, which is programmed entirely in VBA and doesn't actually use mail merge.
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Old 08-10-2016, 11:03 AM
Sgt Rock Sgt Rock is offline Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Windows 8 Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed? Office 2010 64bit
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Email Merge: Is It Possible to Include Multiple rows (Excel) of data with For Each  Record Emailed?
 
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Default Possible to use Mail Merge for a One to Many?

Thanks for your politeness Graham, in responding to my questions. Please remember though, that while something may be crystal clear to you and other "gurus on here, most of us are not on your level of expertise and understanding of Microsoft Office products.

I have tried to follow several Microsoft articles on "how to use mail merge to create a list sorted by category in Word (article 211303)." I think now category = directory? I have tried the sample code, but ALL THE ARTICLES, at least the ones I've seen, make no mention what steps to do after you finish typing in the Field Code.

Please correct me if I'm wrong. Excel workbook with data is closed and you are in a blank Word document. The steps I am now following are:
Mailings > Start Mail Merge > Directory > Select Recipients > Find Excel workbook, double left click, and click worksheet the data is on > OK using Ctrl+F9 insert braces and code in between the braces. After code is entered, then what?

If possible, I would like to have a separate Word Document for each company with multiple lines of information for that company, say names of chemicals. Understand the concept of using IF's but cannot get code to work. My key field would be a company identification number. If I can just find a good example of code, that tells me what to do after the code is typed in, I think(?) I can accomplish.

Then, possibly VBA(?) attached each document to an email generated from Email merge.

If I do accomplish, I would be most happy to share with other. I can do "normal" email merge now pretty efficiently. Did learn though, make doubly sure Track changes are off, as well as mark-ups, or they'll transfer over to your email message!
Major Egg on Face!!

Thanks in Advance,
Mort in Dallas
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