#1
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Mail Merge into Checkbox
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 |
#2
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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.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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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. |
#4
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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
__________________
Graham Mayor - MS MVP (Word) (2002-2019) Visit my web site for more programming tips and ready made processes www.gmayor.com |
#5
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Did you actually complete the merge, or are you just previewing it?
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#6
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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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