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Old 08-30-2021, 01:47 AM
huynguyen865 huynguyen865 is offline Ref field to Database field doesn't update properly in Mailmerge Windows 10 Ref field to Database field doesn't update properly in Mailmerge Office 2019
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Ref field to Database field doesn't update properly in Mailmerge
 
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Exclamation Ref field to Database field doesn't update properly in Mailmerge

I have this following Word template:




which connects to a different excel workbook (the mergefield and table are in 2 different sheets)

However, I found that the table isn't updated properly during mailmerge. Sometimes, it's matched to wrong record, sometimes it's failed to populate, and somehow at the end it creates a whole new record (with table only).

I suspected something was going wrong during the update, and tried to update each record manually in Preview. Turned out to properly populate the Ref field inside the table, you have to refresh everything twice. Is there any way to fix/hack this behavior and makes it work in mailmerge? I know about MailMerge addin but this is for distribution within org so simple/portable method (that doesn't require additional install) is very much preferred.

Thanks in advance.

Last edited by Charles Kenyon; 08-30-2021 at 03:48 AM.
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Old 08-30-2021, 07:30 AM
huynguyen865 huynguyen865 is offline Ref field to Database field doesn't update properly in Mailmerge Windows 10 Ref field to Database field doesn't update properly in Mailmerge Office 2019
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Ref field to Database field doesn't update properly in Mailmerge
 
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I got it working by placing the Set Database field above the Ref.

Imgur: The magic of the Internet
Seem like Word updates fields in order as it appears on the document.

Last edited by huynguyen865; 08-30-2021 at 07:30 AM. Reason: image is not working
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