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Robert_L_Ross Robert_L_Ross is offline
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Default MailMerge Issues - doc 'forgets' source data, other issues

Ok, here's the deal:
Word 2002/Excel 2002

The Excel file has 8 columns:
SSN (9 digit SSN or 9 digit account number, data validation in place)
CorrType (2 digit correspondence type, data validation in place, drop down
list)
Processor (first last name, data validation, drop down list)
DateComp (date, field d2 = today(), d3 = d2, d4 = d3, etc.)
Notes
DOCACCTSSN
[=IF(AND(A2"",B2"",TYPE(A2)=1),TEXT(A2,"0000000 00"),IF(AND(A2"",B2""),UPPER(A2),""))]
DOCACCTSSNFMT
[=IF(AND(A2"",B2"",TYPE(A2)=1),TEXT(A2,"000-00-0000"),IF(AND(A2"",B2""),UPPER(A2),""))]
MERGE [=IF(AND(A2"",B2"",F2"",G2"",AND(C2"",C2 0),D2""),"X","")]

I have these validations/formats in rows 2-101, with row 1 the header.

I tried to set this up via ODBC, but ODBC won't pick up sheet 1 (because the
formulas maybe?)

I can set this up in a word doc using the mail merge wizard and it works
fine. I can go in and set the Merge field to only show the fields with an
'X' in it and that also works.

When I close the word doc and re-open, it gives me a message:
"Opening this document will run the following SQL command:
SELECT * FROM 'barcodegeneragor$' WHERE 'Merge' = 'X' ORDER BY 'Merge' DESC
Data from your database will be placed in the document. Do you want to
continue?"

This makes me think that at least initially, word 'remembers' my link
criteria, so I click Yes.

I then get this message:
"OGS_CORR_COVER_MM.doc is a mail merge main document. Word cannot find it's
data source, C:\...\OGS Image Bar Code Generator.xls."

I have to then click Find Data Source, select my file and table, then go
back in and re-do the 'merge = x' bit and it works.

Now, the source .xls file is he
"C:\OGS_IMAGING\OGS Image Bar Code Generator.xls"
and my word doc us he
"C:\Documents and Settings\RRoss\Desktop\OGS_CORR_COVER_MM.doc"
so it shouldn't be a 'permissions' issue or anything like that.

Can anyone explain why Word can't keep the data source?

Thanks!
 
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