Mail Merge into Checkbox

apch90 · #1 01-26-2022, 11:54 AM

I have no idea if this is possible, and I have tried a few solutions I have found through here and other websites. Nothing works so far.

I'm trying to create a form and want to use Mailmerge to help show certain data/documents I have received for something. I have a column in Excel that is a yes/no answer:

IMMUNIZATIONS
Yes
No
Yes
No

So the merge field would be IMMUNIZATIONS, and I want to have the "Yes" shown as a filled checkbox and "No" as an empty checkbox.

So essentially it would be: (CHECKBOX) Immunizations

Thank you

macropod · #2 01-26-2022, 02:14 PM

A mailmerge cannot update a checkbox. You can simulate one, however, using field coding such as:
{SYMBOL {IF{MERGEFIELD IMMUNIZATIONS}= "Y*" 254 168} \a \f Wingdings}

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 or, if you’re using a laptop, you might need to use Ctrl-Fn-F9); 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.

apch90 · #3 01-26-2022, 02:44 PM

I know it cannot. I wanted it to create it. I've tried it using the same way you showed me and I just get ### when I do it.

I created the brackets using Ctrl + F9.

gmayor · #4 01-27-2022, 01:06 AM

If you were to use E-Mail Merge Add-in or Merge and Split to merge your document to separate documents and the field was inserted in the merge document as

{ MERGEFIELD IMMUNIZATIONS } Immunizations
then you could run a macro on the fly to replace the value with a check box content control, either checked or not according to the value. e.g.

Code:

Sub FixCheck(oDoc)
Dim oChk As Range
Dim oWord As Range
Dim oCtrl As ContentControl
Dim bVal As Boolean

    Set oChk = oDoc.Range
    With oChk.Find
        Do While .Execute(findText:="Immunizations")
            Set oWord = oChk.Previous.Words.Last
            Select Case LCase(Trim(oWord.Text))
                Case "yes": bVal = True
                Case "no": bVal = False
            End Select
            Set oChk = oWord
            Set oCtrl = oChk.ContentControls.Add
            oCtrl.Range.Text = ""
            With oCtrl
                .Type = wdContentControlCheckBox
                .Title = "Immunizations": .Tag = .Title
                .Checked = bVal
                .LockContentControl = True
            End With
            Exit Do
        Loop
    End With
lbl_Exit:
    Set oChk = Nothing
    Set oWord = Nothing
    Set oCtrl = Nothing
    Exit Sub
End Sub

macropod · #5 01-27-2022, 03:52 AM

Quote:

Originally Posted by apch90

I've tried it using the same way you showed me and I just get ### when I do it.

Did you actually complete the merge, or are you just previewing it?

apch90 · #6 01-27-2022, 07:18 AM

I thought I was completing it bc I made it all the way to the complete merge part. But now I have it working. Thank you!

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