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Old 10-04-2023, 12:38 PM
MikeVerDuin MikeVerDuin is offline Mail merge to groups of 'individual files' based on a field Windows 10 Mail merge to groups of 'individual files' based on a field Office 2021
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Mail merge to groups of 'individual files' based on a field
 
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Default Mail merge to groups of 'individual files' based on a field

I've searched the forums and haven't found exactly what I'm looking for. I'm running a bulk mailing, and I want to print each tray on its own. The tray number is stored in the 'cont_id' field. It might be 4 trays, it might be 60 trays. Normally I select "edit individual documents' and then put in the a starting and ending number for each 'tray'. but that is prone to human error and can take a long time if there are 60 trays.



Is there a way to run a mail merge that splits into individual files based on a field changing?

I tried the "Merge_by_Group" code and it produces the right number of documents, but it's only the first record of each 'group'. A tray might have 1 piece in it, or 2000+. I've attached a sample excel file. In my ideal scenario, it would produce 3 merge documents, 1 for 'cont_id' = 1, 1 for 'cont_id' =2, and 1 for 'cont_id' =3.

I hope this make sense.
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File Type: xlsx disk file.xlsx (10.9 KB, 3 views)
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  #2  
Old 10-13-2023, 05:49 AM
kilroyscarnival kilroyscarnival is offline Mail merge to groups of 'individual files' based on a field Windows 10 Mail merge to groups of 'individual files' based on a field Office 2021
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kilroyscarnival is just really nicekilroyscarnival is just really nicekilroyscarnival is just really nicekilroyscarnival is just really nice
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You could, of course, us the filter in the "Edit Recipient List" and do separate merges that way. Of course, if there are 60 that would be a right pain.

If you're doing this repeatedly, I'm sure VBA could help, though I haven't used VBA for this particular thing.

There are some add-on tools for merge - Doug Robbins' for example - I don't know whether this will help specifically with this.

Also in this forum, there is an item towards the bottom on this Tips and Tricks page which looks like it might work by, after merging all your items into one document, helping to split it into separate documents afterwards?
https://www.msofficeforums.com/mail-...%20the%20merge
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Old 10-14-2023, 10:16 PM
zpy2 zpy2 is offline Mail merge to groups of 'individual files' based on a field Windows 10 Mail merge to groups of 'individual files' based on a field Office 2013
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Quote:
Originally Posted by MikeVerDuin View Post
I've searched the forums and haven't found exactly what I'm looking for. I'm running a bulk mailing, and I want to print each tray on its own. The tray number is stored in the 'cont_id' field. It might be 4 trays, it might be 60 trays. Normally I select "edit individual documents' and then put in the a starting and ending number for each 'tray'. but that is prone to human error and can take a long time if there are 60 trays.

Is there a way to run a mail merge that splits into individual files based on a field changing?

I tried the "Merge_by_Group" code and it produces the right number of documents, but it's only the first record of each 'group'. A tray might have 1 piece in it, or 2000+. I've attached a sample excel file. In my ideal scenario, it would produce 3 merge documents, 1 for 'cont_id' = 1, 1 for 'cont_id' =2, and 1 for 'cont_id' =3.

I hope this make sense.
would produce 3 merge documents, 1 for 'cont_id' = 1, 1 for 'cont_id' =2, and 1 for 'cont_id' =3.

Each document has multiple rows with same cont_id named as 1.docx,2.docx... like this https://b23.tv/TznKgL7?
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File Type: zip mail_merge.zip (41.8 KB, 3 views)
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