issue with form check boxes and mail merge

[Angie E.]

I'm starting to feel stupid and hope someone can help! I have data in an
excel document that I would like to merge into a word document. One of my
merge categories is Ethnic_Origin with White, Hispanic, Black, Native
American, and Other for choices. I'd like that to merge into my word
document and be filled into checkboxes. For example if the merge field has
White I'd like the checkbox by White (check1)on my form to be checked, if it
has Hispanic I'd like check2 checked. Is this possible? If so how? I have
NO experience with macros if that's what it takes.

Thanks,
Angie

 

[Doug Robbins - Word MVP]

Where you want each of the checked or unchecked boxes to appear, you will
need to have an If...then...Else... field construction that checks for the
content of the Ethnic_Origin field and inserts either a checked box or an
unchecked box as required. For the boxes use the appropriate symbols from
the Insert>Symbols dialog

White { IF { MERGEFIELD Ethnic_Origin } = "White"
[checked Box] [unchecked Box ]}
Hispanic { IF { MERGEFIELD Ethnic_Origin } = "Hispanic"
[checked Box] [unchecked Box ]}
Black { IF { MERGEFIELD Ethnic_Origin } = "Black"
[checked Box] [unchecked Box ]}
Native American { IF { MERGEFIELD Ethnic_Origin } = "Native American"
[checked Box] [unchecked Box ]}

--
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

 

[Lisa B]

I have a similar issue and your answer seems to provide the solution, but I
don't completely understand how to implement your answer (i'm not a
programmer).

I have a word form with checkboxes on it (legacy form checkboxes - Word
2007). I need to set the values of those checkboxes based on values that i
have in my Excel spreadsheet.

My spreadsheet has one row for each employee. Each row has 10 columns that
either have a Y or N in them. I want to read each row through my mail merge
in word, and then set the appropriate checkboxes based on the Y / N. Is this
possible?

Where you want each of the checked or unchecked boxes to appear, you will
need to have an If...then...Else... field construction that checks for the
content of the Ethnic_Origin field and inserts either a checked box or an
unchecked box as required. For the boxes use the appropriate symbols from
the Insert>Symbols dialog

White { IF { MERGEFIELD Ethnic_Origin } = "White"
[checked Box] [unchecked Box ]}
Hispanic { IF { MERGEFIELD Ethnic_Origin } = "Hispanic"
[checked Box] [unchecked Box ]}
Black { IF { MERGEFIELD Ethnic_Origin } = "Black"
[checked Box] [unchecked Box ]}
Native American { IF { MERGEFIELD Ethnic_Origin } = "Native American"
[checked Box] [unchecked Box ]}

--
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

I'm starting to feel stupid and hope someone can help! I have data in an
excel document that I would like to merge into a word document. One of my
merge categories is Ethnic_Origin with White, Hispanic, Black, Native
American, and Other for choices. I'd like that to merge into my word
document and be filled into checkboxes. For example if the merge field
has
White I'd like the checkbox by White (check1)on my form to be checked, if
it
has Hispanic I'd like check2 checked. Is this possible? If so how? I
have
NO experience with macros if that's what it takes.

Thanks,
Angie

 

[Doug Robbins - Word MVP]

Instead of using those check boxes, insert the following field construction

{ IF { MERGEFIELD fieldname } = "Y" Wingdings: 254 Wingdings: 111 }

In place of the Wingdings: 254 and Wingdings: 111 , insert the respective
symbols from via Insert>Symbol, Font: Wingdings

--
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

I have a similar issue and your answer seems to provide the solution, but I
don't completely understand how to implement your answer (i'm not a
programmer).

I have a word form with checkboxes on it (legacy form checkboxes - Word
2007). I need to set the values of those checkboxes based on values that
i
have in my Excel spreadsheet.

My spreadsheet has one row for each employee. Each row has 10 columns
that
either have a Y or N in them. I want to read each row through my mail
merge
in word, and then set the appropriate checkboxes based on the Y / N. Is
this
possible?

Where you want each of the checked or unchecked boxes to appear, you will
need to have an If...then...Else... field construction that checks for
the
content of the Ethnic_Origin field and inserts either a checked box or an
unchecked box as required. For the boxes use the appropriate symbols
from
the Insert>Symbols dialog

White { IF { MERGEFIELD Ethnic_Origin } = "White"
[checked Box] [unchecked Box ]}
Hispanic { IF { MERGEFIELD Ethnic_Origin } =
"Hispanic"
[checked Box] [unchecked Box ]}
Black { IF { MERGEFIELD Ethnic_Origin } = "Black"
[checked Box] [unchecked Box ]}
Native American { IF { MERGEFIELD Ethnic_Origin } = "Native
American"
[checked Box] [unchecked Box ]}

--
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

I'm starting to feel stupid and hope someone can help! I have data in
an
excel document that I would like to merge into a word document. One of
my
merge categories is Ethnic_Origin with White, Hispanic, Black, Native
American, and Other for choices. I'd like that to merge into my word
document and be filled into checkboxes. For example if the merge field
has
White I'd like the checkbox by White (check1)on my form to be checked,
if
it
has Hispanic I'd like check2 checked. Is this possible? If so how? I
have
NO experience with macros if that's what it takes.

Thanks,
Angie

 

[Lisa B]

Thank you. This works beautifully.

Instead of using those check boxes, insert the following field construction

{ IF { MERGEFIELD fieldname } = "Y" Wingdings: 254 Wingdings: 111 }

In place of the Wingdings: 254 and Wingdings: 111 , insert the respective
symbols from via Insert>Symbol, Font: Wingdings

--
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

I have a similar issue and your answer seems to provide the solution, but I
don't completely understand how to implement your answer (i'm not a
programmer).

I have a word form with checkboxes on it (legacy form checkboxes - Word
2007). I need to set the values of those checkboxes based on values that
i
have in my Excel spreadsheet.

My spreadsheet has one row for each employee. Each row has 10 columns
that
either have a Y or N in them. I want to read each row through my mail
merge
in word, and then set the appropriate checkboxes based on the Y / N. Is
this
possible?

Where you want each of the checked or unchecked boxes to appear, you will
need to have an If...then...Else... field construction that checks for
the
content of the Ethnic_Origin field and inserts either a checked box or an
unchecked box as required. For the boxes use the appropriate symbols
from
the Insert>Symbols dialog

White { IF { MERGEFIELD Ethnic_Origin } = "White"
[checked Box] [unchecked Box ]}
Hispanic { IF { MERGEFIELD Ethnic_Origin } =
"Hispanic"
[checked Box] [unchecked Box ]}
Black { IF { MERGEFIELD Ethnic_Origin } = "Black"
[checked Box] [unchecked Box ]}
Native American { IF { MERGEFIELD Ethnic_Origin } = "Native
American"
[checked Box] [unchecked Box ]}

--
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

I'm starting to feel stupid and hope someone can help! I have data in
an
excel document that I would like to merge into a word document. One of
my
merge categories is Ethnic_Origin with White, Hispanic, Black, Native
American, and Other for choices. I'd like that to merge into my word
document and be filled into checkboxes. For example if the merge field
has
White I'd like the checkbox by White (check1)on my form to be checked,
if
it
has Hispanic I'd like check2 checked. Is this possible? If so how? I
have
NO experience with macros if that's what it takes.

Thanks,
Angie