Forum Discussion
Macro to Create Multiple Word Documents with Links to Excel Records
Hi guys,
Im looking to create a macro which creates a number of word documents based on a template which inserts links to each record in the spreadsheet.
I have attached a copy of the excel sheet to insert fields into the word template.
I tried using mail merge (which is great but I need the updateable links to the spreadsheet as opposed to hard text as the spreadsheet is subject to regular update).
The spreadsheet itself has some superfluous fields which are not to be captured within the word template, I have greyed them out for clarity.
I am not particularly great with VBA, I can make small changes but nothing significant. This is a bit of an issue as there are around 550 records which I need to transfer into seperate word docs for management. This would be some job if I had to copy and paste for each one.
Even if there is some add-on which can perform this function would be much appreciated.
Thanks!
Liam
1 Reply
Your question has languished for a few days without as much as a single reply. It would be great to be able to offer help. I can make a couple of observations, but it's hard to know exactly how to help. If you had some sample records (devoid of confidential info) that could help.
My first reaction is that you shouldn't need a macro or VBA routine to make mail merge work; that's part of the beauty of that arrangement.
You DO need to figure out a way to handle those regular updates. My own suggestion would be to have a date field added to each row and to make that a part of your record selection criteria in the Word MailMerge screen, so you're only creating the merge for updated records. (Of course that depends in part on how those records get updated, but I'm presuming there's a human agent involved since these look pretty text intensive.)
If you're still looking for resolution, consider uploading sample data...and describe a bit more the nature of updates, how they happen...
