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Hello,
I am trying to create a Word user form for data entry so I can use "Save
form data only" to extract the data. I would like to use mail merge to
populate copies of this form with partial data that I have. Is there a way
to have mail merge insert data from Excel directly into the form fields?
Hopefully, then they can be changed and added to, then "save form data" can
be used to extract the data back to Excel.
I was hoping to put MERGEFIELD directly into the FORMTEXT field code (like I
would {SET Bookmark1 {MERGEFIELD FieldName}}, but I couldn't access the
field code for FORMTEXT in any raw form. And the Properties dialog box for
each FORMTEXT won't let me put the MERGEFIELD in there. Or, could I use a
bunch of SET statements to populate the bookmarks used by the form with the
mail merge fields?
My form is basicaly a checklist where the possible values are "Yes", "No",
and "Unknown". Along with some text fields, I hope to use drop-down form
fields to make data consistant. Could I mailmerge my existing data into the
drop-down form fields, thus having them pre-set with existing data? Or is
there a better form field for selecting one of three options (though three
check box form fields produce three columns of data for each question when
drop downs produce one)?
Also, what will happen to the bookmarks used by the form fields once they
duplicated hundreds of times during the merge? I was planning to use the
Microsoft solution to split the mailmerged document into individual
documents, but would the bookmarks survive being duplicated and split back
up?
Thank you very much for your help. I wouldn't survive at work without
newsgroups and MVPs!!
I am trying to create a Word user form for data entry so I can use "Save
form data only" to extract the data. I would like to use mail merge to
populate copies of this form with partial data that I have. Is there a way
to have mail merge insert data from Excel directly into the form fields?
Hopefully, then they can be changed and added to, then "save form data" can
be used to extract the data back to Excel.
I was hoping to put MERGEFIELD directly into the FORMTEXT field code (like I
would {SET Bookmark1 {MERGEFIELD FieldName}}, but I couldn't access the
field code for FORMTEXT in any raw form. And the Properties dialog box for
each FORMTEXT won't let me put the MERGEFIELD in there. Or, could I use a
bunch of SET statements to populate the bookmarks used by the form with the
mail merge fields?
My form is basicaly a checklist where the possible values are "Yes", "No",
and "Unknown". Along with some text fields, I hope to use drop-down form
fields to make data consistant. Could I mailmerge my existing data into the
drop-down form fields, thus having them pre-set with existing data? Or is
there a better form field for selecting one of three options (though three
check box form fields produce three columns of data for each question when
drop downs produce one)?
Also, what will happen to the bookmarks used by the form fields once they
duplicated hundreds of times during the merge? I was planning to use the
Microsoft solution to split the mailmerged document into individual
documents, but would the bookmarks survive being duplicated and split back
up?
Thank you very much for your help. I wouldn't survive at work without
newsgroups and MVPs!!