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Old 03-28-2020, 07:29 PM
Wang Wang is offline Mail Merge Directory - Page Break Layout Windows 10 Mail Merge Directory - Page Break Layout Office 2016
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Hello, Hope everybody is well. As a result of the COVID-19 i have been tasked to adjourn umpteen court dates... I've set up a test spreadsheet, created a word merge document "Directory" but I can't work out how to group data for each defendant.



The court wants a single document for each person and list ALL their complaint numbers, current hearing dates and new mention dates.

Attached are the relevant documents - spreadsheet, merge code and the the current merged document. I've attached how i would like the document to look, but running short on time and on wine and pretty clueless to be honest.... Any help appreciated.
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Old 03-28-2020, 09:28 PM
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macropod macropod is offline Mail Merge Directory - Page Break Layout Windows 7 64bit Mail Merge Directory - Page Break Layout Office 2010 32bit
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For the correct field coding to do this, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial in the 'Sticky' thread at the top of this forum:
Microsoft Word Catalogue/Directory Mailmerge Tutorial

The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

The tutorial document includes working field codes for all of its examples, so most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
mail merge with duplicate names but different dollar amounts
Access to Word, Creating a list from multiple records

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at: Many to one email merge using tables - Microsoft Community
Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
Mail Merge - To a Word Table on a Single Page - Microsoft Community
For some working examples, see:
Mail Merge: Using One Excel File with Multiple Sheets
Merge excel list into Word Receipt

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at https://www.gmayor.com/ManyToOne.htm ; or
Doug Robbins at https://onedrive.live.com/?cid=5AEDC...43615E886B!566
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Old 03-29-2020, 12:42 PM
Wang Wang is offline Mail Merge Directory - Page Break Layout Windows 10 Mail Merge Directory - Page Break Layout Office 2016
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Thank you! Very much appreciated. I started the merge document from scratch as I had lots of "quotes" and not sure what they are meant to do. I followed one of the links and kept all the "quotes" in and while it's not pretty, it does the job perfectly! Thanks again
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Old 08-06-2020, 01:17 AM
dirtycopgangsta dirtycopgangsta is offline Mail Merge Directory - Page Break Layout Windows 10 Mail Merge Directory - Page Break Layout Office 2019
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Quote:
Originally Posted by macropod View Post
For the correct field coding to do this, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial in the 'Sticky' thread at the top of this forum:
Microsoft Word Catalogue/Directory Mailmerge Tutorial

The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

The tutorial document includes working field codes for all of its examples, so most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
mail merge with duplicate names but different dollar amounts
Access to Word, Creating a list from multiple records

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at: Many to one email merge using tables - Microsoft Community
Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
Mail Merge - To a Word Table on a Single Page - Microsoft Community
For some working examples, see:
Mail Merge: Using One Excel File with Multiple Sheets
Merge excel list into Word Receipt

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at https://www.gmayor.com/ManyToOne.htm ; or
Doug Robbins at https://onedrive.live.com/?cid=5AEDC...43615E886B!566
Dear Macropod, I'm reading through the tutorial and I don't understand how to set up the "{SET Key = ""}" key field. I apologise for being dense, and I'd like to kindly ask you for more information on this part.

What am I supposed to do with that ?

As a general idea, when I run the mailmerge, for example, the Newcastle Avard & James salespeople aren't grouped together like in the tutorial, rather they show up like this :

NSW Newcastle

Avard 3400 €

NSW Newcastle

James 8600 €
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Old 08-06-2020, 06:16 PM
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macropod macropod is offline Mail Merge Directory - Page Break Layout Windows 7 64bit Mail Merge Directory - Page Break Layout Office 2010 32bit
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You need to read the tutorial more closely, especially as to what type of mailmerge you're required to use.

There is no need to "set up the "{SET Key = ""}" key field".
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