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Kathleen-KMB's avatar
Kathleen-KMB
Copper Contributor
Jan 12, 2022

Is there a way to hide a single page in multi-page mail merge document?

Hi! Mail-merge newbie here...I am trying to determine if it's possible to hide a single page with no mail merge data, that is contained in a multi-page mail-merge document.

 

Within Salesforce, we are using a platform called Conga to generate a customer invoice that is to be printed and mailed, after they have completed their order. We have setup the document to contain 3 pages, each of which contains information for a different type of ticket that they can purchase (each of these pages contain static and mail merge data). They can buy any combination of the ticket types.

 

If customer A buys ticket type 1 and 3, but not 2, is there a mail-merge field or code that can be embedded to not have the ticket type 2 page included in the final document export? 

 

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  • Doug_Robbins_Word_MVP's avatar
    Doug_Robbins_Word_MVP
    MVP
    Jan 13, 2022
    You should be able to do what you want by the use of If...then...Else fields.

    If you need assistance, use the full text editor to respond, so that you can upload a copy of your mail merge main document and the data source so that we can help you to set it up.
      • Doug_Robbins_Word_MVP's avatar
        Doug_Robbins_Word_MVP
        MVP
        Jan 14, 2022

        Kathleen-KMB 

        While I do not know anything about Salesforce and Conga, if it were a normal mail merge operation, you would select each page of the document and press CTRL+F9 to enclose the page in a pair of field delimiters { } After the opening { you would insert

         

        { IF { MERGEFIELD "Ticket #1" } <> "" "

         

        as shown below

         

        and inside the closing field delimiter }, which will be on the next page, insert a " as shown below

         

         

        This process would be repeated for each page of the document.   If the field that dictates whether or not a ticket is valid, is something different from the "Ticket #1", "Ticket #2" and "Ticket #3" that I have assumed, you would replace my assumptions with the relevant field.

         

        I have uploaded the modified document.

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