Using the example of skipping clients who had already received letters, you would use Letter Sent in the Field, Equals To as the Comparison field, and X as the Compare To field. There are three fields on this window: the Field Name, the Comparison, and the Compare To criteria. To do that action, once you have set up your mail merge, go to the Rules button on the Mailings ribbon, select Skip Record If.
(Then go one step further and create a macro that adds an X to the field when you are done – but that’s a different article!). You can then use the mail merge rule Skip Record If to have Word skip that record if there is an X in that field. You could set up a field in your original data called Letter Sent, marking the records where you already sent an introductory letter with an X. As another example, you might have a database that continually adds new records. You might choose to skip records where the company name field is blank, for instance. There may be times when you want to skip a record entirely. So, using our above example, you might type “6.75%” in the Insert This Text field and “5%” into the Otherwise Insert This Text field.Ĭhoices available in the Comparison field include Equal To, Not Equal To, Less Than, Greater Than, Less Than or Equal To, Greater Than or Equal To, Is Blank, Is Not Blank. In the next field, Otherwise insert this text, you’ll enter the text you will use for everyone else (in this case everyone but Illinois). Next you’ll type the text you want to insert into the Insert this text field. With the above example, you would make the Field Name the geographic area you are referencing, such as State, change the Comparison field to Equals to, and then type the appropriate value into the Compare To Field, let’s say Illinois for this example. Select the appropriate options on the various fields. One of the options is If… Then… Else… When you select that option, the Insert Word Field IF window appears. Once you have your mail merge set up, then click Rules on the Mailings tab. You might think you need to run two mail merges to accomplish this output or add extra fields to your mail merge data, but the rules in Word will let you do it easily. Let’s say you have information you want to incorporate into a letter, but you want one phrase to show if they are in a certain geographic area and you want a different phrase to show if they are anywhere else. This article assumes you know the basics of creating a mail merge. The instructions that follow are written for Microsoft Word 2013, but they will work with Office 20 as well. Built-in rules are one of the enhancements that can really make mail merges sing.
EDIT CONDITIONAL MERGE FIELDS WORD FOR MAC HOW TO
Mail merge is a powerful function in Microsoft Word, but most of us don’t really know how to tap into the more advanced features to reduce our workload. Furthermore, I can't share a screenshot of what I have -yet because I'm not verified.By Marie Herman / NovemMake the world of mail merge work for you with Marie Herman’s advanced guide I'm sure there's a solution,īut again I'm not sure.
However, I can't see to avoid overriding the first macro button with the first one. Consequently, I thought about creating macro buttons,see below. I think there is a way to do this with conditional text,īut I'm not skilled enough with "IF Statements" to understand how to do this. Each template includes a table of content and list of figure. One template is for Low Security, the other for Moderate Security level. I have two templates that I'm trying to merge into one document. Is there a way to do this in Word 2016? Do I need to create conditional fields? If so, how do I do this? What conditional statements do I need to use? If Moderate security category is selected If Low security category is selected then I want certain paragraphs to appear. I am trying to create a document with conditional text that appears depending on the type of security category selected: Low or Moderate.
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