Join Gini von Courter for an in-depth discussion in this video Prompting for individual input with FILLIN, part of Word 2010: Mail Merge.
In the previous two videos, we've used Microsoft Word's Ask and Fill-in fields to…collect information from the user at runtime to insert into the letter about…the location of our meeting, the date of the letter, and the date of the meeting.…We are left with one piece of information that we need to provide at runtime,…but it's different for each and every recipient.…That's the role of that recipient we will play in the meeting, highlighted here in teal.…For our team, we have three basic roles.…We have the role of the convener, we have the role of the recorder, and we have…a role for a timekeeper. Everyone else is an observer.…
So, what we'd like to do is, at the time we do the merge, be prompted to determine…the role for each of our team members at this specific meeting.…We're going to use a variation of the Fill-in field to be able to do this.…So, let's start by deleting this information here for the observer, and now…we'll use Rules > Fill-in and say, "Enter the meeting role."…Now, the Default role is observer, so we could simply enter that here.…
AuthorGini von Courter
- Choosing or creating a data source
- Using Mail Merge with Outlook contacts
- Merging data from an Excel spreadsheet
- Inserting address blocks and greetings
- Matching fields from a data source
- Previewing merge results
- Using rules for customized merges
Skill Level Intermediate
Excel 2010: Tips, Tricks, and Shortcutswith Dennis Taylor3h 43m Intermediate
1. Creating Personalized Letters
2. Creating Other Types of Merged Documents
3. Using Rules for Customized Merges
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