Try field coding based on:


{IF{={IF{MERGEFIELD LABTEST1}= "Culture" 1 0}*({IF{MERGEFIELD DISEASE}= "Campylobacter" 1 0}+{IF{MERGEFIELD DISEASE}= "STEC" 1 0}+{IF{MERGEFIELD DISEASE}= "Salmonella" 1 0}+{IF{MERGEFIELD DISEASE}= "Shigella" 1 0}+{IF{MERGEFIELD DISEASE}= "Yersinia" 1 0})}> 0 "Checked" "Unchecked"}
or:
{IF{={IF«LABTEST1»= "Culture" 1 0}*({IF«DISEASE»= "Campylobacter" 1 0}+{IF«DISEASE»= "STEC" 1 0}+{IF«DISEASE»= "Salmonella" 1 0}+{IF«DISEASE»= "Shigella" 1 0}+{IF«DISEASE»= "Yersinia" 1 0})}> 0 "Checked" "Unchecked"}

Note: The field brace pairs (i.e. '{ }') for the above example are all 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. Nor is it practical to add them via any of the standard Word dialogues. Likewise, the chevrons (i.e. '« »') are part of the actual mergefields - which you can insert from the 'Insert Merge Field' dropdown (i.e. you can't type or copy & paste them from this message, either). The spaces represented in the field constructions are all required.

In the Mailmerge Tips and Tricks 'Sticky' thread at the top of this forum (https://www.msofficeforums.com/mail-...ps-tricks.html) you'll find a macro under the heading Convert Text Representations of Fields to Working Fields that will convert either of the above into a working field code.

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

I understand everything in your post until the macro... how do I insert the macro into the excel spreadsheet to change the coding of DISEASE and LABTEST1 from character to numeric 0,1 coding using the macro? Do I need to edit your macro to specify to convert only these variables? I am not understanding how to connect the excel spreadsheet to the macro & how to direct it to those specific variables. I am not familiar with macros at all so any further explanation/tips would be helpful.

Thank you!