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Steve Steve is offline
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Default Combine mail merge with check boxes

I have a student report form which is mail merged to an XL sheet for the list
of names. It also has check box fields.
There are 6 students I have selected from the list and with each one I need
to individually check certain boxes.
The trouble is, when I lock the form (little lock icon called 'protect
form') in order to check the box, I can't then use mail merge to advance to
the next student (menu goes dim). Even if I (a) lock the form (b) check the
boxes and then (c) unlock the form, all the students display with the same
boxes checked or unchecked ie not individualized.
So in a nutshell, is it possible to mail merge student names from the XL
sheet then individually check boxes before I print?

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Peter Jamieson Peter Jamieson is offline
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Default Combine mail merge with check boxes

I've thought about this for a while and IMO the easiest way of going about
this is to add 6 columns to your Excel sheet and enter the 6 values you want
on each row there, /then/ do the merge. If you can't alter the existing
sheet, you should be able to copy it to a new one and set these columns up
in there. Let's call them Student1,...,Student6


In Word, you will need a field that ends up looking like a checked box or an
unchecked box (or however you want to do it - can there only be 2 possible
values, or could there be "tick", "cross", "blank" ? Personally I would use
Y or y for one value and blank for the other if there are only two values,
and avoid any Excel "boolean value" formatting.

You can do this in several possible ways but the most straightforward is
probably to have an IF field such as

{ IF "{ MERGEFIELD Student1 }" = "Y" "checked box character" "unchecked
box character" }

Then instead of checked box character etc. select the appropriate
character from a character set such as Wingdings and insert it. Also, both
pairs of {} have to be the special field codes you can enter using ctrl-F9.
You may also need to do some formatting to ensure that the Wingdings
characters are not chaged to another font when you merge, but let's leave
that for now.

If necessary you can do it in Word but it's a lot more tedious.

Peter Jamieson
"Steve" wrote in message
...
I have a student report form which is mail merged to an XL sheet for the
list
of names. It also has check box fields.
There are 6 students I have selected from the list and with each one I
need
to individually check certain boxes.
The trouble is, when I lock the form (little lock icon called 'protect
form') in order to check the box, I can't then use mail merge to advance
to
the next student (menu goes dim). Even if I (a) lock the form (b) check
the
boxes and then (c) unlock the form, all the students display with the same
boxes checked or unchecked ie not individualized.
So in a nutshell, is it possible to mail merge student names from the XL
sheet then individually check boxes before I print?



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Steve Steve is offline
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Posts: 298
Default Combine mail merge with check boxes

thanks for your thoughtful answer - I was starting to thinki along these
lines and you have confirmed that this is the approach to take, with some
practical tips on how to do it. Thanks again!

"Peter Jamieson" wrote:

I've thought about this for a while and IMO the easiest way of going about
this is to add 6 columns to your Excel sheet and enter the 6 values you want
on each row there, /then/ do the merge. If you can't alter the existing
sheet, you should be able to copy it to a new one and set these columns up
in there. Let's call them Student1,...,Student6


In Word, you will need a field that ends up looking like a checked box or an
unchecked box (or however you want to do it - can there only be 2 possible
values, or could there be "tick", "cross", "blank" ? Personally I would use
Y or y for one value and blank for the other if there are only two values,
and avoid any Excel "boolean value" formatting.

You can do this in several possible ways but the most straightforward is
probably to have an IF field such as

{ IF "{ MERGEFIELD Student1 }" = "Y" "checked box character" "unchecked
box character" }

Then instead of checked box character etc. select the appropriate
character from a character set such as Wingdings and insert it. Also, both
pairs of {} have to be the special field codes you can enter using ctrl-F9.
You may also need to do some formatting to ensure that the Wingdings
characters are not chaged to another font when you merge, but let's leave
that for now.

If necessary you can do it in Word but it's a lot more tedious.

Peter Jamieson
"Steve" wrote in message
...
I have a student report form which is mail merged to an XL sheet for the
list
of names. It also has check box fields.
There are 6 students I have selected from the list and with each one I
need
to individually check certain boxes.
The trouble is, when I lock the form (little lock icon called 'protect
form') in order to check the box, I can't then use mail merge to advance
to
the next student (menu goes dim). Even if I (a) lock the form (b) check
the
boxes and then (c) unlock the form, all the students display with the same
boxes checked or unchecked ie not individualized.
So in a nutshell, is it possible to mail merge student names from the XL
sheet then individually check boxes before I print?




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