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  1. #1
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    Directory Mail Merge Issue - One key vs. multiple rows

    Hello,

    Went through the tutorial on directory merges, and while super thorough, it actually confused me more. I have what I believe to be a fairly straight forward situation. My source data has a list of account ID's with various associated interested parties for mailings/communications.

    IE:


    I have attached the docx we will be populating with this data. The "current individuals authorized..." section is where things are going belly up. Ideally, for account a1234 three entries will appear in that section like so:

    Name: Doe, John
    Name: Doe, Jane
    Name: Lincoln, George

    With "Name: " being entered for each corresponding entry.

    Over the entire set of data, some accounts only have one interested party associated with it, but others have up to five.

    Would anyone mind taking a look at what I have coded already? I'm super comfortable in Excel and somewhat comfortable in Access, but Word is a brave new world for me.

    I greatly appreciate your time and consideration on this.

    Thanks,
    Mike
    Attached Files Attached Files

  2. #2
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    Apologies, I had pasted an account/interested parties chart and and the code i manipulated into the web form, but they appear to have dropped off. This is the most successful that I've been able to get, but it only pulls the first sequential record from the dataset. All subsequent records are on separate documents:

    Code:
    {QUOTE{IF{MERGESEQ}= 1 {SET Key ""}}"{IF{MERGEFIELD PortfolioCode}<> {REF KEY \
    *MERGEFORMAT } "{IF{MERGESEQ}> 1 "
    "}{SET Key {MERGEFIELD PortfolioCode}}" }Name: {MERGEFIELD FirstName } { MERGEFIELD LastName }
    "}
    Last edited by mjd83; 2015-05-27 at 16:01.

  3. #3
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    My friend this multiple data problem is a very common issue on mail merge, I have searched so many posting on internet last a few weeks and never find a solution with an example documents or proper video tutorial, all I have seen people keep giving links that don't work , I m sure soon you will be giving a link and will be left alone with your problem.

    I have also opened a thread here and I had 248 views with one reply and that reply was a link :-). I can see people are desperate for a easy solution but there are so many tutorial links that confuse people

    I give you one link from this forum.

    http://windowssecrets.com/forums/sho...ips-amp-Tricks


    good luck for finding the answer.
    Last edited by lapot; 2015-06-03 at 05:04.

  4. #4
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    hi Mike,

    The main issue is that your fields don't encompass the entire mailmerge main document content, as depicted in the tutorial.

    The mailmerge main document needs to have the content that is to appear before the repeated data in one part of the code, the repeated data in another and the content that is to appear after the repeated data in yet another part of the code.

    lapot: it doesn't take much searching to find worked examples using the field codes from my tutorial. See, for example:
    http://www.msofficeforums.com/mail-m...html#post23345
    http://www.msofficeforums.com/mail-m...html#post30327
    http://windowssecrets.com/forums/sho...l=1#post928391
    Cheers,

    Paul Edstein
    [MS MVP - Word]

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