Hello,

I have a form in Excel that has a drop-down list in cell B15. When the user chooses an item from that list, it then changes the info in cell G15 with the respective ID using an IF statement. I want to take this Excel form and merge this functionality to a Word document. I understand that Word does not offer such complex formulas, but is there a way of linking that portion of the form to Excel in order to be able to choose the client name from a drop-down and then it chooses the respective client ID? I hope so! This would make my life so much easier since I have to add a lot of copy to the Word form and insert various images. That is more practical to do in Word.

Please see attached for the Excel form.



Your help is greatly appreciated,
Karen

Attached Files

Excel Form.xlsm (23.7 KB, 7 views)

Karen
Have a read through this post which describes a method of doing this in Word with mapped content controls.
https://www.msofficeforums.com/147961-post4.html

__________________
Andrew Lockton
Chrysalis Design, Melbourne Australia

Also, consider using Mail Merge and simply selecting for the client name as the record to merge.

• Mailmerge Tips & Tricks
• Mail merge using an Excel spreadsheet - Word

WOW! This is life changing! Thank you so much. Only question I have…it looks as though I can only add one line in the title. Is there a way of adding three lines so it’s in address form?

Thank you again,
Karen

With mail merge: Three different fields?

[QUOTE=Charles Kenyon;163952]Also, consider using Mail Merge and simply selecting for the client name as the record to merge.

Thank you so much, Charles. This is a lot of great info.

I will have to research how to make this work. Thank you!