I have not worked with Mail Merge fields before and everything I find requires you to select a data source prior to be able to insert merge fields. All I want to do is place fields on the word document and not merge it down until its consumed by the code. I essentially am creating document templates. How is this done in word?
As Noah said, it is probably easiest to set up a dummy data source containing the available fields, especially if you haven't worked with Mail Merge before.
However, Word fields can be created completed manually. Press Alt+I and then F (on an English Word) to open the Insert Fields dialog (For Word XP/2003 you will find the same in the Insert menu, for Word 2007 the dialog is available from the Insert tab of the ribbon under Quick Parts). In this dialog you can select the mail merge fields and specify all relevant options, e.g. a field of type MergeField.
If you know the field code (and the relevant options) you can also insert the field directly by pressing Ctrl+F9 followed by the field code (Note that you can toggle the display of field codes using Alt+F9). This is a very convenient - albeit advanced - way when creating templates.
I would follow this Microsoft article. If you don't have the data source available, I would simply create a dummy Excel/Access/data source with the fields that you will have. Word prefers to know what fields are available and you can change the source once your template document is built.
Related
All,
I have a custom field that was added to TFS Azure DevOps and now I need to update any Feature or Story that have a certain text in that field.
Example:
Custom field: PGM0001234
(present both on Features and Stories)
Change to: PROG0004567
Is there a way to do that either on the backend or VisualStudio? There are thousands of work items that need updating so it's not like it's less than 100 feature/stories.
Yes. Create a new Query from ../_queries and set the Field to your custom field.
Run the query, and the results will contain all items where your custom field contains the value PGM0001234.
In the results set, select all and then click the ... after one of the items and choose Edit from the menu.
In the Edit work items dialog, select your custom field and assign new value in the Value field. Click OK and you'll be taken back to the query results with everything in bold. Press 'Save Items` and TFS will then apply the change.
TFS may complain that some fields contain invalid fields, such as Assigned To is a user who has left the business. You may need to bulk-reassign those items to another user in the Edit work items dialog.
Another option is to use Excel. Create a query like the one mentioned above, then open that query in the Excel plugin for Azure DevOps. Do a search and replace or other bulk edit in excel and then het the publish changes button.
Excel is a really convenient way to bulk edit work items.
I have data in excel, like below:
and, i have microsoft Word document, like below:
How to mail merge in microsoft word, one to Many row?
I want result like below in microsoft Word:
Thank You Very Much
This can be done, but it's a bit complex. There are a number of possible approaches, outlined at my website.
Since you show the desired result as a table, using a Database field is probably the optimal way to go about it. Insert Database is an old command that's no longer exposed in the Word UI by default. You'll find it in File/Options/Customize Ribbon or Quick Access Toolbar, under All Commands.
The command inserts a field with the name Database, via a set of dialog boxes:
Get Data is the same as what you see in mail merge when selecting the data source. This uses any valid connection method (these days, ODBC or OLE DB - the latter is the default) to bind to the data source. Select the data source containing the "many" information. (Note: the "one" side should be only the unique "one" information; the "many" side should be in a separate data source containing the unique identifier from the "one" side for each item on the "many" side.)
Query options is for setting Query Options (filter/sort what comes in). On the left side of the "equation" you need to select the field that is the identifier in the data source for the one side of one-to-many. On the right side, enter a value you know is in the data so that there's a match.
Table AutoFormat can be used to select a built-in (or user-defined) Table Style.
Insert Data - This is important: activate the checkbox Insert Data as field. This is what will dynamically link the data to the data source and provide a link to the merge information.
OK to insert the data / field.
Press Alt+F9 to view the underlying field codes.
Locate the query information (Select...) near the end of the field code. Change the right side of the Where clause to match the mergefield that provides the "one" side of one-to-many. For example: WHERE ((ID= 1)) would become WHERE ((ID= { Mergefield ID }))
If you don't want to see some of the fields (columns), such as an ID column (the "one" side of one-to-many), edit the list of fields at the beginning of the Select statement.
The result will look something like the following
I have a table and it is for a test plan I am doing for a project, there is a column at the end of the table where the 2 values in it will be Y (passed the criteria) or N (didn't pass the criteria)
Is there a way in Microsoft Word to change the colour of the text on the row with the value of N at the end, this makes it easier to spot the places where it failed the criteria.
I know you can do the find and replace method but I was wondering if there was a way to do this automatically so when the user enters N it changes the whole row to red and when they enter Y it changes it back to normal.
Here is a screenshot of my table:
A point in the right direction to an article I may have missed or a direct answer would be greatly appreciated, thanks.
I see four ways you can go from here:
Either you create a VBA Macro which automatically jumps in once you change something in your document and updates the table. This will force you to save the document with the file extension *.docm.
Or you create two styles (of type character) which automatically format the table Cell and it's content as you like. You would need to guide the users how to use those styles by advising them or you could also provide separate buttons within your document to call a macro which would apply those styles. Also here the macro option would force you to save the document with the file extension *.docm.
Another option would be to use a Word document with an OLE Microsoft Excel object. The drawback is the users would need to know how to use this embedded Excel object.
The third way you could go is to use Microsoft Excel and use the inbuilt Conditional Formatting of Excel. If you need the results to be in a Word document you would still be able to copy the table back to Word.
Note:
I especially mention the document file extension *.docm because this can cause your document to appear dangerous when you send it by email. Perform a google search to read more about Microsoft Office documents containing macros.
I'm creating a compliance mailing for my organization, the mailing will include merge fields that identify the office location, physician, and SiteId. The mailing will also include a table of information that is dependent upon the particular SiteId.
I'd like to use the import table function of MS word and set up a query that references a merged field (SiteId) so that the inserted tables populate the appropriate data for the particular site. I'm unable to do this.
How can I set up this document so that I can import only records from my source (an ms access query) that match the SiteId merge field?
Word's mail merge does not support one-to-many relationships. There are ways to coerce it, but only one of them can yield a table as a result and over the years it has become less and less reliable as Microsoft has not regarded it as important enough to maintain...
What you need to do is set up a query that provides ONLY the information you want displayed in the table, plus the key (SiteId). It's best to sort it so that all the SiteId entries list together, and are in the order the data will come through in the mail merge data source.
On the Insert tab go to Text/Quick Parts/Insert Field and select the Database field from the list in the dialog box. Click "Insert Database" and follow the instructions in the dialog box to link in the data. Be sure to set the Query Options to filter on the first SiteId from the data source. When you "Insert Data" make sure to choose the option to "Insert as a field".
This inserts a DATABASE field in the document which you can see by toggling field codes (Alt+F9). The field code can be edited and what you need to do is substitute the literal SiteId value you entered for the query with its corresponding MergeField.
When you execute the merge to a new document that should generate a table for each data record corresponding to the SiteId for the record. But, as I said, Microsoft hasn't done a great job of maintaining this, so it may require quite a bit of tweaking and experimenting.
If the results are not satisfactory then you should give up the idea of mail merge and use automation code to generate and populate the documents.
You can find more (albeit somewhat out-dated) information on this topic at http://homepage.swissonline.ch/cindymeister/mergfaq1.htm
I am currently using the Kentico Import Toolkit to create documents in the tree.
At this point, I have imported around 100 documents using the toolkit, and they are all located at the correct place in the tree. Now the issue/concern that I had was, as I have imported these documents, my spreadsheet has been updated, so extra fields and data were added, so how do I go about importing this extra data into the currently existing documents? Also just bear in mind I don't want other fields or data to be affected by this, as some of the documents were updated with some other content by the content editors using CMS Desk, which isn't available in the spreadsheet.
Import toolkit is not the right tool to achieve this task. Even if you select "Import new and overwrite existing pages" it'll overwrite most of your columns. Actually it only preserves system and id columns from the existing documents - all other columns get overwritten.
Either you can write a piece of custom code or you can try following:
Open SSMS and navigate to the coupled table of your page type (something like CONTENT_MyDocType). This is where your custom columns are stored.
Right click -> Edit top 200 rows
Click "Show SQL Pane"
Adjust the columns, ORDER BY and WHERE clause to match your excel file, re-run the query
Select desired rows in your excel file and copy them to clipboard
Paste the data in the SSMS
rocky is right, Import Toolkit is meant for importing complete objects, not partial/continuous update.
You could map the fields that you know are not changed in the spreadsheet to a SQL query selecting the value from the target database.
To achieve this, just insert #<target> at the beginning of the SQL select statement you will be mapping the field to.
It will be rather laborious though and it also requires certain knowledge about the nature of the spreadsheet changes.