Forum Discussion
Mail Merge Questions... New to Mail Merge and on a Mac
Let me commend Word's "Help" function to you. I know it's possible to do what you ask in your second question. I just did a quick search in the Help area, using "conditional mail merge" as my search term and came up with the following:
I don't know about the check marks (ticks) question... You might be able to save time and energy if you could come up with a text-based alternative. E.g., using a "Y" or "X" to indicate the same thing that you want the checked box to indicate.
Mail merge, though, as you might expect, can handle a lot of tricky things. This "conditional" or "if...then...else" is a fairly basic function. It no doubt will take a bit of fooling around. And it might be a matter, not of removing that Apt # field if blank, but rather of using it if filled. But either way, I know it can be made to work.
This works if you don't have any other fields that needs merging. There is a section in my document that I need to do this on.
As seen on the attached screen shot (high lighted section) I need to be able to remove the row if the <<M_2nd_part_Count>> is equal to or less than 0 but if it is not 0 I need it to stay and then enter the merge data in for <<M_2nd_part_Count>> @ <<M_2nd_part_Rate>>.
It won't except the merge fields in the if-then-else section of the rule..
Is there a way to do this?
A thought on that multiple level conditional. It's not as elegant a solution, but in effect you can handle it (if, say, there are only three fundamental conditions, maybe each of those with a simple IF...THEN.... of its own) by using MailMerge three times.
Use the filter in Word to select group A, and have a letter specifically with the conditions that apply only to A. Then the same with B; and C. Within each of those three letters, you could have a simpler IF...THEN..., which is far easier to set up.
Not as elegant or spiffy, but it would work.
I'm sorry....there's just not enough info in what you've shared for me to even begin to offer suggestions. The only thought that occurs to me is to wonder whether you can resolve the three rows there into one in Excel, so that Word would just merge the result.
If you were to upload the Excel spreadsheet that is serving as the data source for your merge, I (or somebody else here) could see if we could refine it. You'd need to give a really clear description of what you're doing.
mathetes
Thank you I didn't think to use "conditional" in my search ( I feel like I used every other word then that). I saw videos that showed how but they were all PC so I was not able to follow, but thank you so much I will try this and let you know!!
