Merge Conditional Field Article For Free

Here's how to implement conditional mail merge in MS Word: Open MS Word > Go to Mailings tab. Click Start mail merge and choose Letters. Select the Insert Merge Field option from the dropdown menu to insert merge fields. Select where you want the conditional text to be placed. Press Alt + F9 so you can see the field codes.

How do I create a merge field in Microsoft Word? Open desired Word document. Place cursor where merge field is desired. Press CTRL and F9 together and { } in gray will appear. Right-click on the { } field and select Edit Field. In pop-up box, select Mail Merge from Categories and then MergeField from Field Names.

On the MAILINGS tab, click Start Mail Merge and Step-by-Step Mail Merge Wizard. Select the type of document you want to add mail merge to, and click Next. Here you can start a new document from a template or existing document.

Place the cursor in your document where you want to insert the field. From the Insert tab on the Ribbon, in the Text group, select Quick Parts and then select Field . In the Field dialog box, from the Field names list, select the field. You can filter this list by selecting Categories .

Place your cursor where you want the conditional text to go. Go to Mailings > Rules > If...Then... Else. In the Field name list choose the field from your data source that will determine the conditional text.

Adding Simple Merge Fields Open a Microsoft Word document. Click where you want to place a merge field. In the Insert tab, click Quick Parts and then Field?. Under Categories, select (All). Under Field names, select MergeField. Type the name of the merge field under Field name. Click OK.

Go to Mailings > Select Recipients > Use an Existing List, then choose New Source to open the Data Connection Wizard. Choose the type of data source you want to use for the mail merge, and then select Next. Follow the prompts in the Data Connection Wizard to complete the data connection to the merge document.

Conditional Formatting with Mail Merge in Word - YouTube YouTube Start of suggested clip End of suggested clip It you know any kind of formatting. You may wish to show I'm gonna leave the other one blank. So ifMoreIt you know any kind of formatting. You may wish to show I'm gonna leave the other one blank. So if the merge field number is greater than 20. Turn it red otherwise. Leave it in the font that it is.