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#1
Posted to microsoft.public.word.mailmerge.fields
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automatic mail-merge to saved document
I already have a Word document that does mail-merge from a .txt file, this
works fine. What I'd like to do is automate the process so that the user doesn't have to click the "merge to new document" button. I'd also like to automate the Save process so that as soon as the document is merged, the new document is saved as a Word document. Ideally, I'd like to control the name of the new document each time by assigning it a date/time stamp name, or something similar. The main objective is to automate the process so that when the merge document opens, it automatically performs the merge, then automatically saves the resulting document to a new (unique) name, then automatically closes the original document. Simple? Macro? For example; I have a mail merge document named notice1.doc that has a data source (.txt file) defined and all of the associated mail merge info ste up. What I would like to happen is when the user opens notice1.doc, it opens Word, opens notice1.doc, performs the mail merge, saves the new document as yyyymmdd-hhmmss.doc, then closes completely. Thanks for anyone that can help. |
#2
Posted to microsoft.public.word.mailmerge.fields
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automatic mail-merge to saved document
See the "Individual Merge Letters" item on fellow MVP Graham Mayor's website
at: http://www.gmayor.com/individual_merge_letters.htm If you are using Word XP or later, the "Add-in to Merge Letters to Separate Files" that I have written and that can be downloaded from that site will allow you to create each letter as a separate file with a filename taken from a field in the data source with a minimum of fuss. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Dennis" wrote in message news I already have a Word document that does mail-merge from a .txt file, this works fine. What I'd like to do is automate the process so that the user doesn't have to click the "merge to new document" button. I'd also like to automate the Save process so that as soon as the document is merged, the new document is saved as a Word document. Ideally, I'd like to control the name of the new document each time by assigning it a date/time stamp name, or something similar. The main objective is to automate the process so that when the merge document opens, it automatically performs the merge, then automatically saves the resulting document to a new (unique) name, then automatically closes the original document. Simple? Macro? For example; I have a mail merge document named notice1.doc that has a data source (.txt file) defined and all of the associated mail merge info ste up. What I would like to happen is when the user opens notice1.doc, it opens Word, opens notice1.doc, performs the mail merge, saves the new document as yyyymmdd-hhmmss.doc, then closes completely. Thanks for anyone that can help. |
#3
Posted to microsoft.public.word.mailmerge.fields
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automatic mail-merge to saved document
Thanks Doug. I will look at the linked site and see if it helps.
Dennis "Doug Robbins - Word MVP" wrote: See the "Individual Merge Letters" item on fellow MVP Graham Mayor's website at: http://www.gmayor.com/individual_merge_letters.htm If you are using Word XP or later, the "Add-in to Merge Letters to Separate Files" that I have written and that can be downloaded from that site will allow you to create each letter as a separate file with a filename taken from a field in the data source with a minimum of fuss. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Dennis" wrote in message news I already have a Word document that does mail-merge from a .txt file, this works fine. What I'd like to do is automate the process so that the user doesn't have to click the "merge to new document" button. I'd also like to automate the Save process so that as soon as the document is merged, the new document is saved as a Word document. Ideally, I'd like to control the name of the new document each time by assigning it a date/time stamp name, or something similar. The main objective is to automate the process so that when the merge document opens, it automatically performs the merge, then automatically saves the resulting document to a new (unique) name, then automatically closes the original document. Simple? Macro? For example; I have a mail merge document named notice1.doc that has a data source (.txt file) defined and all of the associated mail merge info ste up. What I would like to happen is when the user opens notice1.doc, it opens Word, opens notice1.doc, performs the mail merge, saves the new document as yyyymmdd-hhmmss.doc, then closes completely. Thanks for anyone that can help. |
#4
Posted to microsoft.public.word.mailmerge.fields
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automatic mail-merge to saved document
Doug:
I've reviewed Mr. Mayor's add-in as well as your macro. Both accomplish what I want, but ideally I'd like something that is maybe a combination of the two. I really like the way his add-in template works, except that I'd like to "hard code" some of the parameters. My situation is that I want to set the parameters FOR the user, rather than them have the freedom to make choices. For example, the question "Do you want to create a separate document for each record?" I would like to retain. I want the user to be able to merge to individual documents, but I also want them to be able to do a single merge/print. The remaining questions though, such as Select Filename Field, path to the folder, create PDF files..... all of those parameters I would like to essentially hard code, so that the user doesn't see them. I was able to look at and edit your macro, but I can't figure out how to make changes to the add-in template. Is that possible? Do I have everything I need to edit the add-in? "Dennis" wrote: Thanks Doug. I will look at the linked site and see if it helps. Dennis "Doug Robbins - Word MVP" wrote: See the "Individual Merge Letters" item on fellow MVP Graham Mayor's website at: http://www.gmayor.com/individual_merge_letters.htm If you are using Word XP or later, the "Add-in to Merge Letters to Separate Files" that I have written and that can be downloaded from that site will allow you to create each letter as a separate file with a filename taken from a field in the data source with a minimum of fuss. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Dennis" wrote in message news I already have a Word document that does mail-merge from a .txt file, this works fine. What I'd like to do is automate the process so that the user doesn't have to click the "merge to new document" button. I'd also like to automate the Save process so that as soon as the document is merged, the new document is saved as a Word document. Ideally, I'd like to control the name of the new document each time by assigning it a date/time stamp name, or something similar. The main objective is to automate the process so that when the merge document opens, it automatically performs the merge, then automatically saves the resulting document to a new (unique) name, then automatically closes the original document. Simple? Macro? For example; I have a mail merge document named notice1.doc that has a data source (.txt file) defined and all of the associated mail merge info ste up. What I would like to happen is when the user opens notice1.doc, it opens Word, opens notice1.doc, performs the mail merge, saves the new document as yyyymmdd-hhmmss.doc, then closes completely. Thanks for anyone that can help. |
#5
Posted to microsoft.public.word.mailmerge.fields
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automatic mail-merge to saved document
Actually, the add-in is mine too. Graham graciously makes it available from
his website. It is certainly possible to modify the add-in so that the mergefield that contains the field name is hard coded into it. Of course, it will only then work if such a field is included in the data source. After unchecking the box against the add-in in the ToolsTemplates and Add-ins dialog, you can open the file via FileOpen and then go to the Visual Basic Editor (Alt+F11) and make whatever changes you wish (at your risk). -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Dennis" wrote in message ... Doug: I've reviewed Mr. Mayor's add-in as well as your macro. Both accomplish what I want, but ideally I'd like something that is maybe a combination of the two. I really like the way his add-in template works, except that I'd like to "hard code" some of the parameters. My situation is that I want to set the parameters FOR the user, rather than them have the freedom to make choices. For example, the question "Do you want to create a separate document for each record?" I would like to retain. I want the user to be able to merge to individual documents, but I also want them to be able to do a single merge/print. The remaining questions though, such as Select Filename Field, path to the folder, create PDF files..... all of those parameters I would like to essentially hard code, so that the user doesn't see them. I was able to look at and edit your macro, but I can't figure out how to make changes to the add-in template. Is that possible? Do I have everything I need to edit the add-in? "Dennis" wrote: Thanks Doug. I will look at the linked site and see if it helps. Dennis "Doug Robbins - Word MVP" wrote: See the "Individual Merge Letters" item on fellow MVP Graham Mayor's website at: http://www.gmayor.com/individual_merge_letters.htm If you are using Word XP or later, the "Add-in to Merge Letters to Separate Files" that I have written and that can be downloaded from that site will allow you to create each letter as a separate file with a filename taken from a field in the data source with a minimum of fuss. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Dennis" wrote in message news I already have a Word document that does mail-merge from a .txt file, this works fine. What I'd like to do is automate the process so that the user doesn't have to click the "merge to new document" button. I'd also like to automate the Save process so that as soon as the document is merged, the new document is saved as a Word document. Ideally, I'd like to control the name of the new document each time by assigning it a date/time stamp name, or something similar. The main objective is to automate the process so that when the merge document opens, it automatically performs the merge, then automatically saves the resulting document to a new (unique) name, then automatically closes the original document. Simple? Macro? For example; I have a mail merge document named notice1.doc that has a data source (.txt file) defined and all of the associated mail merge info ste up. What I would like to happen is when the user opens notice1.doc, it opens Word, opens notice1.doc, performs the mail merge, saves the new document as yyyymmdd-hhmmss.doc, then closes completely. Thanks for anyone that can help. |
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