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Thread: Mail Merge Templates with Form Fields - MS KB#286841

Adam Leone
Posts: 4

Mail Merge Templates with Form Fields - MS KB#286841 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 23 May 07 10:11 AM

We have a Mail Merge template in which I would like to include several form fields for use in dynamic calculations within the document. I added the form fields to the template and all was going well until I actually ran the mail merge operation. During the mail merge, the form fields are converted to regular text, negating the benefits of using the form fields in the first place.

Some reasearch yielded this Microsoft KB article with a workaround involving a macro that creates a new document from the original.
http://support.microsoft.com/kb/286841

When I execute the macros, it looks like the template cannot be "merged into a new document" since the SLX template process is actually outside of MS Word. Has anyone else encountered this same problem and found a solution?

Thanks in advance for the help.

[Reply][Quote]

Walter Shpuntoff
Posts: 167

Re: Mail Merge Templates with Form Fields - MS KB#286841 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 24 May 07 5:45 AM

Here is an idea to try.

When you do a "Custom" entry in mail merge, it passes control to you via the script "SLX Mail Merge OnCustomFieldName" to evaluate it.
You could try inserting your form field programatically and setting the value in this script.

ws

[Reply][Quote]

Adam Leone
Posts: 4

Re: Mail Merge Templates with Form Fields - MS KB#286841 Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 24 May 07 8:23 AM

Thanks Walter. I think we are out of luck as a result of the MS Word bug. The macro that MS provides does the equivalent of File->Save As. Since you cannot Save As from within the template editor, Form Fields are probably not available. Sage confirmed as much yesterday but we'll look for a creative way to get the same functionality.

Thanks.

[Reply][Quote]

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