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Old 01-02-2023, 02:18 PM
Meditating Meditating is offline Making a Data Table to Merge into Word Document Windows 10 Making a Data Table to Merge into Word Document Office 2016
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Making a Data Table to Merge into Word Document
 
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Thank you for your assistance. The Case Management System (CMS) sends over the data over as a standard mail merge. Each piece of data merges into a pre-defined field that is set up by the CMS. This is what I am trying to by-pass.

If I could create a 3 column table and deposit the CMS data in that table and then somehow reference it to easily place it elsewhere in the document would resolve my problem. For example, if I could create a table with 3 columns, the first holding a variable number (or other item as needed), the second holding a description, and the 3rd holding the data.

1 "Name" Roger Ross
2 "Address1" 123 Anywhere Street
3 "City" City

If I can deposit all the data from each CMS record just once, rather than moving back and forth (which I have to do now due to the way Word processes the merge), then I could make life much easier for me.

The answer may be something as tiresome as writing a macro, or a group of macros, that bookmarks the data in the third field and then does a search and replace for the field name throughout the document (Go To Name Bookmark, copy data in field, Find and replace "Name" with the content of that field.

I am hoping there is an easier way to do this that doesn't require that much work such as being able to assign a bookmark to the field, then assigning the data therein to a merge variable, and then replacing the merge variable with the data. There might be a simpler way to do this too that I am just not aware is an option.
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merge data, variable assignment



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