Modules & VBA :: Mail Merge In MS Word (using Data From MS Access)
Mar 9, 2014
I often create contract using mail merge. I have an access file that I want to use as data source for word file. But it does not automatically.
Please see the attached file !
If there are 1 customer and 1 property, I do not need to do anything. Conversely, if there are many customers and many properties, I take time to manipulate.
Firstly, I open the word file. I have to copy and paste paragraphs that I want. Highlight of the original paragraphs is blue.
Secondly, I click 'Insert Word Field' -> select 'Next Record'.
In short, I want to use VBA in access file to automatically perform the steps that I have outlined.
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Mar 11, 2014
I often create contract using mail merge. I have an access file that I want to use as data source for word file. But it does not automatically.
Please download the attached file !
If there are 1 customer and 1 property, I do not need to do anything. Conversely, if there are many customers and many properties, I take time to manipulate.
Firstly, I open the word file. I have to copy and paste paragraphs that I want. Highlight of the original paragraphs is blue.
Secondly, I click 'Insert Word Field' -> select 'Next Record'.
In short, I wish to use VBA in access file to automatically perform the steps that I have outlined.
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Aug 17, 2007
I want to use an Access Table for a mail merge but when i try to use the merge option I get a pop up asking for a password. I put in my administrator password for the database and it tells me I dont have acess to the database. It has something to do with the passwords i put on the database.
Anyone have any ideas to what I need to do to get this to work?
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Feb 18, 2015
I am preparing a Word document for a mail shot, and need to import data from my access file. I am trying to build a formula that will take a field from the Access file and, if it is true, print some data.
So far, I have =IF(Schedule 2014=40,full page). Schedule 2014 is a column in the query I am using in this mail merge, 40 is an amount of money in that column and full page is the text that should appear in the Word document. The result I am getting is!Syntax Error, 2014 .
The remainder of the information I am merging is working well. I am asking for the 40 to appear in the relevant recipient's letter which is fine, but I want it to print full page before it (or half page for 30, or quarter page for 20)
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Aug 22, 2006
I am wanting to do away with access 97 on a few computers here at work but we cant afford to buy everyone office 2003. Before I buy us access 2003 for a computer I need to know if word 97 will do a mail merge with access 2003. Or could I just buy Office 2003 package for the few computers and it will work that way for a bit more money. I think there would be a compatability issue...
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Nov 24, 2006
I have done several mail merges where you open Microsoft Word, select your data (inthis case a query from access) and them use mail merge to create the documents.
However, i need to do it the other way. I have a project in access where the user will be in access and need to do a mail merge to word, so i want the data to be sent from access to word while they are still in access, if that makes sense.
If there are any good turorials that ppl know about or what i could be looking for in order to achieve this then i would be very grateful to all who reply!!
Thanks
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Jul 8, 2005
I wonder if there is a way to link two tables or queries to a word doc for mail merge. I have an investigative memo and many findings associated with it. They all in Access for record keeping. Now I want to merge the main memo with all findings into a word document. The trick part is that the memo is also different so I cannot have a uniformed letter pre-defined in word. The content of memo is coming from Access too. I don't know if there is a way to do it or simply have two independent mail merges and combine two words doc in one (how?, hate to copy and paste).
Suggestions are appreciated.
Good day and night.
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Nov 26, 2013
I have a MS Access 2010 application when the User opens form CONTACTS Form
◦User finds single record to be used CONTACTID is identifier to be used for selection
◦User clicks button to open form frm_MAIL_MERGE
◦Frm_MAIL_MERGE has a drop down combo box that reads the folder location where the application resides and displays all .DOTM files (that is all template files) and one more combo box which contains the CONTACTID.
◦User selects single .dotm file for merge
◦Frm_MAIL_MERGE has either drop down to select CONTACTID or UNBOUND data field for user to type in CONTACTID number
◦User enters CONTACTID to be used for the mail merge
◦User selects SUBMIT
◦Application merges selected .dotm file with the information in table CONTACTS for the selected CONTACTID
◦Merged document is saved on the user Desktop as xxx.docx
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Oct 11, 2005
I have produced a A2k db for distribution to others. Part of the db is a function that links to some word docs via hyperlinks. The word docs have been set up as mail merge docs to a table in the db.
When used in Office 2000 this function is faultless but when installed on a computer running Office 2003 they sometimes get a problem when they open the doc in that the mail merge toolbar is greyed out. It seems as if the doc can't find the db. Has anyone else experienced this problem and know of any fix that can be applied.
I have searched the MS Knowledge base and this forum to no avail, although the MS KB did have references to similar problems (not a direct comparison of the problem) that required a service pack download to fix.
Before I tell someone to download a service pack I need to eliminate any other problem that may be causing it.
Thanks :confused:
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Mar 18, 2014
I am currently working o a Library Management System. most of the work is done but there remains two major problems.
I want to calculate the fines that a member will have automatically on a form. i have a basic pseudocose which is
IF Loan.returned=0 AND ReturnDate<Today{note- i.e. date()Today(), etc.}
THEN Loan.fine_BDT=20*(Today-Loan.ReturnDate)
Note2- The form has the following fields from a query which is connected to table loan-
LoanID
LoanDate
ItemID
MemberID
ReturnDate
DateReturned
Returned(Yes/no)
2. The other one is with the Mail merge. i Want to use a query to supply the data for a mail merge. However, since the database id encrypted with a password it cannot be reached.
I am currently using Access 2007.
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May 12, 2005
Hi I wonder if anyone can help? I have looked through prevous posts and cant find any answers that fit what I need to do. For reference I am using Access 97 and Word 97.
I want to be able to have a client record open in a form and click a button and for that particular record to merge with a preformatted word doc. I have created a query that gives me all the fields I need (as they are over multiple tables) and I can successfully combine this into a mail merge. But it currently takes *all* the records and I want it to only do the current one. I also want user to be able to click a button somewhere on the form that automates this process for him. Is this possible?
I have investigated transfertext and filled in what I think I should have but it seems to do nothing. It creates another (unopenable) file in the same folder as the word doc and does nothing else. But I am using the 'export word for windows merge' in the tranfertext action?
If I can only crack this I will be happy! Many thanks in advance for any help
DD
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Mar 9, 2008
I've got a mail merge letter in word using a booking system which I've built in Access, and I want to be able to access the mail merge letter (or the letter template) through that switchboard. Is this through running a certain macro, and if so, can anybody tell me what it is?
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Jun 27, 2014
So I have the following query which works perfectly (and will be use to create a report) but when the query runs to create the report I also want it to mail merge some of the items into word to be used on address labels.
Code:
SELECT Dunmow.Date, Dunmow.Undeliverable, Dunmow.Duplicate, Dunmow.[OTM with XXXXXX], Dunmow.[Landlords Salutation], Dunmow.[LL Address 1], Dunmow.[LL Address 2], Dunmow.[LL Address 3], Dunmow.[LL Address 4], Dunmow.[LL Address 5], Dunmow.[LL Postcode], Dunmow.[Letter 1], Dunmow.[Letter 2], Dunmow.[Letter 3], Dunmow.[Letter 4], Dunmow.[Letter 5], Dunmow.[Letter 6], Dunmow.[Letter 7], Dunmow.[Letter 8]
FROM Dunmow
WHERE (((Dunmow.Date)=DateAdd("d",-7,Date())) AND ((Dunmow.Undeliverable)=False) AND ((Dunmow.Duplicate)=False) AND ((Dunmow.[OTM with XXXXXX])=False) AND ((Dunmow.[Letter 1])=False));
So thats my query, What I want it to do is to take the following
[Landlords Salutation]
[LL Address 1]
[LL Address 2]
[LL Address 3]
[LL Address 4]
[LL Address 5]
[LL Postcode]
and use it for a merge item to create the labels required.
I have a standard word document/label document I wish to paste this into.
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Sep 10, 2013
I have created a rather large data entry form for one of our departments which will be used to run a mail merge document. The merge is run off of a query of the form, rather than the tables themselves...I think that is what I've read is the right thing to do?
Anyways, most of it is working great so far but I've run into an issue where a few of the form fields are combo boxes. In access and in the query the data looks correct, but when you look at it in word (in edit recipient list) and after the merge, it will have a file path name instead.
So a combo box that has "Medical Plans and Visual Plans" in that field in the query, comes over saying "c:Users
ameAppData
Ex: New Hires are provided information about Medical Plans and Visual Plans.
Ex: New Hires are provided information about MeC:UsersbrooksAppData
It always shows the first two letters before putting the filepath name in there.
I have tried doing it multiple ways...a lookup to another table, lookup right in the field itself....get the same results.
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Sep 8, 2014
Any simple working mail merge application with a one to many field filling into the word document. I have no problem with a one to one, but if the subform has 2 or more associated records related to the main form, I cannot pass all the fields. Build a recordset loop or concatenated script so I can learn from it and add it to an existing project.
Example:
main form: CustomerID, Customer, Address
subform: ProductID, Product, Cost, fk_CustomerID
Sample data:
main form: 1, James Smith, 118 Clover Lane
subform entry 1: 4, Small Shipping Boxes, 2.00, 1
subform entry 2: 5, packing tape, 1.75, 1
subform entry 3: 3, Large Shipping Boxes, 3.00, 1
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Aug 7, 2013
I have a report in my database with a button called "MailMerge".
My aim is that when clicked, this will open a word document, that has already been created, but automatically complete the merge based on the data in a table.
The catches:
1) I need to be able to ask the user the content of the word document from within access, and automatically populate it
2) I need to be able to ask the user who has written the word document and automatically populate it
3) I need to use a document which I have already created, because of various reasons, but obviously the merge fields can be updated.
Currently, I am trying to append the results of the query into a table, TBL_Merge and then use code to both ask the questions above, and then complete the merge.
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Jun 19, 2014
I'm wondering if it's possible to set up an automatic Outlook mail merge with attachments from Access. We have several account managers, and each one receives a different version of the same report - filtered to his/her accounts. For now, I have set it up for the user to select the account managers and hit "Print Reports" to save each individual report into a destination folder. The user then uses an email template, attaches the report, and sends the email to an account manager. She has to send this email separately to each account manager.
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Jun 11, 2014
I know this is possible (e.g. opendatasource) but search as I might I can't get the exact code.
Scenario: Multiple front ends, in different folders, linked to single back end.
When mail merging, a temp table is created in FE - thereby different source for each user.
The Word doct is linked to a source (via Mail Merge) and I want to change that source according to the logon of the user, which is held on an open form.
Ideally like:
Case Mary use C: Db1 emptable
Case Tom use C:Db2 emptable
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Feb 18, 2015
I have an access .adp project which is linked to a sql server tables (2008 r2), I have a button on an access form which I click and successfully gets customer details based on a query. What I wanted to know is when I am viewing a specific record i.e. details for Patient Number X, when I click on a mail merge button from their record form can the mail merge document only open with their details not all customers?
I have tried to delve into vba and modules to acheive this but I am a newbie.
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Aug 14, 2013
I might be able to get "super easy mail merge" to work, but the problem is i want clicking the "merge" button to launch a file chooser box- so i can navigate to the word doc i want to use for the merge (destination doc will change with the currently selected record- i'm not merging a single record, however).
Basically i want to do exactly what right clicking on a table/query, then choosing "export" then choosing "merge with word" does (access 2007).
Can't do as a report because we may have "complex" letters- with graphics and/or tables.
why is something that is a simple right-click menu option so difficult to automate??
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Aug 20, 2013
I basically have a form which the record source is either from a table or query and all I would like to do is to have a button which when pressed will open up a previously created word template and insert all relevant fields into the template. First Name, Last Name, Address etc.
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Dec 7, 2005
Hi, could anyone teach me how to do this? Thanks in advance!
Here is the result of a query I have:
PersonEmail ProductAmountCategory
AA@hotmail.comApple10Fruit
AA@hotmail.comOrange20Fruit
AA@hotmail.comPen30Office
BB@hotmail.comApple15Fruit
BB@hotmail.comOrange25Fruit
BB@hotmail.comPen35Office
CC@hotmail.comApple18Fruit
CC@hotmail.comOrange28Fruit
CC@hotmail.comPen38Office
What I need to do is the develop a report, in a format like:
Person:A
Category
FruitAmountOfficeAmount
Apple10Pen30
Orange20
Total30Total30
Do this for A,B,and C and send the individual report in via email to them. To me it looks like a mail merge, but I don't know how to manipulate the data and put it into the layout. My real data has a lot of data, about 100 person, and about 60 product that falls into two categories. Is there anyway easy and fast way to do this? Please help! Thank you very much!
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Nov 19, 2004
I am using a query for a word mail merge and would like to maintain the formating from Access into Word. Is this possible and if so how. If not, anyone have a clue how to do it in Word... I am importing the date and would like it to be long version (Friday, November 19, 2004) and it's giving me the short version (11/19/04),
Thanks and have a great weekend!
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Jul 25, 2007
I am wanting to create letters in word to go out to trainees which lists the courses they are booked on. I have successfully created a query which has a parameter under the 'Trainee ID' field, where I put in the trainee ID number and the query pulls out the courses that particular trainee is on. However, when I try to mail merge this into word, it works well BUT...insists on creating a new document/letter for each course the person is booked on.
What I wanted was for it to list the courses below the trainee name but can't for the life of me get it to do this
Anyone got any ideas ? I would appreciate any help with this
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Jan 11, 2014
I am looking to perform a mail merge from access to Publisher. I have linked everything together and got everything looking the way that I want it to look however...
What I want to do is when I perform the mail merge I would like publisher to save a copy of each individual record from the database as a specific file based on one field of the mail merge.
I will try to clarify...
One of the mail merge fields is ClientAccountNumber I would like the merge to save a copy of the publisher file into c:mailmerge as a PDF including the year 2014.
So this file(s)for example would look like
C:mailmerge123456 - 2014.pdf C:mailmerge123457 - 2014.pdf etc...
Code:
Sub MailMerge()
'
' Macro1 Macro
Dim TempDocCreate
Dim FileNameTemp As MailMergeDataField
Set FileNameTemp = Application.ActiveDocument.MailMerge.DataSource.DataFields.Item("Box 22 Rcp Acct No")
With ActiveDocument.MailMerge.DataSource
Application.ActiveDocument.ExportAsFixedFormat pbFixedFormatTypePDF, Filename:= _
"L:Operations DatabaseProjects1042PublisherPDF2011 Merge" & "FileNameTemp" & " - 2011" & ".pdf"
End With
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Sep 4, 2013
My DB is merge in a currency field set to 2 decimal places into word. It's doing this by declaring the fields as variable, calling an instance of work then dropping the values into the bookmarks. All works fine....
When a value is 360.64 is fine, but when it's something that ends with a 0 (360.60) - is loses the 0 giving me 360.6.
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