Mar 06 2020 03:41 PM
I asked this earlier but was told I should include the Word Document and Excel File so people could have a wack at it.
Im trying to delete lines in a mail merge document when the condition is 0 (as well as move the next line up). But if the condition is not 0 I need it to pull the mail merge data.
Billable Participants «Condition» @ «Rate» | $«M_1st_Part_Ttl» |
Billable Participants «Condition»@ «Rate» | $«M_2nd_part_Ttl» |
Billable Participants «Condition» @ «Rate» | $«M_3rd_Part_Ttl» |
Adjustment |
|
the actual document is attached with the correct merge data
What I need:
I need the row to delete when the customers count is 0 and have the next line move up. But when it does have a number of customers, I need all the mail merge information to pull.
Can anyone help? Is this even possible? I have tried If -Then- else, and Skip record Rules but I can’t have more than one rule (which I believe would work if I could use both(is there a way to use both? is there an easier way to do this)). I have also tried a numerous amounts of formulas and I’m not sure what to do.
Mar 07 2020 02:22 AM - edited Mar 07 2020 02:45 AM
Solution@AndreaG729 On a Mac myself, and don't believe that your question is Mac-specific. Since you include text in the rows where you want to insert the number of participants, I don't think you can hide that text from the Word document, based on the fact the <<inserted field>> has a -zero- value.
A work-around would be to do you calculations first and then create "message fields" (in Excell) based on the condition if the count is 0 or not. Use CONCATENATE or TEXTJOIN.
Something like: IF count <> 0 THEN <your text string> ELSE leave blank
and for the amount: IF count <> 0 THEN count X fee ELSE leave blank
In the Word document you than do something like:
<<Message1>> <<Fee1>>
<<Message2>> <<Fee2>>
<<Message3>> <<Fee3>>
In your example, if you have only 19 participants, both Message3 and Fee3 will be blank and mail-merge will skip the fields.
See the example attached.
Mar 10 2020 12:30 PM
Mar 10 2020 12:41 PM
@AndreaG729 Great! Glad it worked out for you.
Mar 07 2020 02:22 AM - edited Mar 07 2020 02:45 AM
Solution@AndreaG729 On a Mac myself, and don't believe that your question is Mac-specific. Since you include text in the rows where you want to insert the number of participants, I don't think you can hide that text from the Word document, based on the fact the <<inserted field>> has a -zero- value.
A work-around would be to do you calculations first and then create "message fields" (in Excell) based on the condition if the count is 0 or not. Use CONCATENATE or TEXTJOIN.
Something like: IF count <> 0 THEN <your text string> ELSE leave blank
and for the amount: IF count <> 0 THEN count X fee ELSE leave blank
In the Word document you than do something like:
<<Message1>> <<Fee1>>
<<Message2>> <<Fee2>>
<<Message3>> <<Fee3>>
In your example, if you have only 19 participants, both Message3 and Fee3 will be blank and mail-merge will skip the fields.
See the example attached.