News, tips, advice, support for Windows, Office, PCs & more. Tech help. No bull. We're community supported by donations from our Plus Members, and proud of it
Home icon Home icon Home icon Email icon RSS icon
  • Understanding Microsoft Word Catalogue/Directory Mailmerge Tutorial Post

    Posted on WSbcraig Comment on the AskWoody Lounge

    Home Forums AskWoody support Productivity software by function MS Word and word processing help Understanding Microsoft Word Catalogue/Directory Mailmerge Tutorial Post

    This topic contains 17 replies, has 4 voices, and was last updated by  macropod 3 days, 21 hours ago.

    • Author
      Posts
    • #508277 Reply

      WSbcraig
      AskWoody Lounger

      Howdy!

      I have downloaded the wonderful tutorial on this post: http://windowssecrets.com/forums/showthread//154370-Microsoft-Word-Catalogue-Directory-Mailmerge-Tutorial

      And it REALLY has helped a lot – but when I run it, I get errors. I think I am missing a step when trying to add my own data into it….and my knowledge of VBA is minimum

      Here is a basic outline of what I have done and what I want:
      – I have an access table that has multiple product quotes that I want to send on one email per customer, instead of one product quote per email resulting in too many emails per customer
      – With the help of this community and YouTube, I have created a Mail Merge Directory that allowed me to great a template that does exactly that and got super excited
      – I then realized you couldn’t email it – so I found the above stated tutorial and starting working with it

      Personal Issues:
      – Firstly, I cannot do a add-in/plug-in on my work computer
      – My VBA knowledge is minimum, but I learn more every day – so be patient with me, but I am eager to learn

      Problems in my understanding of the tutorial:
      – In the tutorial there are 3 word files, do you use all 3 docs? It looks like you do in the Macro, but I’m confused on how you use each one
      – Do you literally need a “data” field in the ‘Email Merge Main Document.doc’ – or is this where you put the data you want in the doc?

      I will start with that, and go from there if I can get some help. Please let me know if I need to explain anything else

      Thank y’all!

    • #1592075 Reply

      macropod
      AskWoody_MVP

      There are indeed three files:
      1. The e-mail mailmerge main document, which you configure for a normal e-mail merge. This file should contain whatever text you need and a single «Data» mergefield for the data. Save this document in an appropriate folder with the name ‘Email Merge Main Document.doc’
      2. A separate Catalog/Directory mailmerge main document, with a single paragraph containing field coding as described in the tutorial. You should add the macro from the tutorial to this document, then save it in the same folder as the ‘Email Merge Main Document’. Once you’ve done that, run the ‘RunMerge’ macro.
      3. A document named ‘EmailDataSource.doc’. This file is created by the ‘RunMerge’ macro. You can delete this file after the merge has finished if you don’t need it for anything else.

      Cheers,
      Paul Edstein
      [Fmr MS MVP - Word]

      • #1592141 Reply

        WSbcraig
        AskWoody Lounger

        Ahhhhh okay!! Thank you for clearing that up for me – that makes sense.

        Also, in your tutorial for the Catalog/Directory mailmerge main document, the single paragraph says “{SET Key {MERGEFIELD State}} —> does this mean you are sorting/grouping by state?

        and when I run it I receive a “bug” on the line <> as Object variable or With block variable not set (Error 91)

        Thank you!

        • #1592162 Reply

          macropod
          AskWoody_MVP

          Also, in your tutorial for the Catalog/Directory mailmerge main document, the single paragraph says “{SET Key {MERGEFIELD State}} —> does this mean you are sorting/grouping by state?[/quote]
          Correct

          and when I run it I receive a “bug” on the line <> as Object variable or With block variable not set (Error 91)

          That suggests you have an invalid filename. Check what your implementation is populating the StrDoc variable with.

          Cheers,
          Paul Edstein
          [Fmr MS MVP - Word]

          • #1592165 Reply

            WSbcraig
            AskWoody Lounger

            That suggests you have an invalid filename. Check what your implementation is populating the StrDoc variable with.

            I apologize, but what does that mean exactly? Basically I took your docs from the tutorial and added my own information and pulled from my access table – that way I had the same file names and the macro was already in place – do I need to start from scratch with the docs?

            Thank you again for the help, your tutorial made me so happy to find – I was about to give up

    • #1592195 Reply

      macropod
      AskWoody_MVP

      Did you add the macro to the Catalog/Directory mailmerge main document (#2 in post 2) and save both it and the ‘Email Merge Main Document’ to the same folder before running the macro?

      Cheers,
      Paul Edstein
      [Fmr MS MVP - Word]

      • #1592317 Reply

        WSbcraig
        AskWoody Lounger

        Yessir I did – I noticed that on your tutorial, the marco is in both docs, do I need to take it out of doc #1?

        • #1592343 Reply

          macropod
          AskWoody_MVP

          I noticed that on your tutorial, the marco is in both docs, do I need to take it out of doc #1?

          There are no macros in any of the tutorial documents except for the ones incorporated into the body of the tutorial itself. If your copies have such macros in the VBA environment, it’s because you put them there…

          Cheers,
          Paul Edstein
          [Fmr MS MVP - Word]

          • #1592879 Reply

            WSbcraig
            AskWoody Lounger

            Ohhhhhh gotcha. I apologize – I must have added them the first time I worked on the project and didn’t note that I added the macro.

            Next question in adding the code – is there a way I can do it without a tablemaker, or do I need to do that?

            • #1592883 Reply

              macropod
              AskWoody_MVP

              is there a way I can do it without a tablemaker, or do I need to do that?

              You need all the macros from that part of the tutorial. The ‘EmailMergeTableMaker’ macro is called by the ‘RunMerge’ macro; without it the ‘RunMerge’ macro will fail. Similarly, the ‘TableJoiner’ macro is called by the ‘EmailMergeTableMaker’ macro; without it the ‘EmailMergeTableMaker’ macro will fail.

              Cheers,
              Paul Edstein
              [Fmr MS MVP - Word]

            • #1592886 Reply

              WSbcraig
              AskWoody Lounger

              Okay, thank you!

              Thank you for the patience and answering my multiple questions

            • #1594308 Reply

              WSorcver
              AskWoody Lounger

              Hi, I read the tutorial but I vaven’t found the way to get rid of the BreakLine (¶) that make a empty line between the rows of my table….. is there a way to do so? All the other things are working just excelent…

    • #1594310 Reply

      macropod
      AskWoody_MVP

      The tutorial does tell you how to deal with that, under ‘Merging to Tables’…

      Cheers,
      Paul Edstein
      [Fmr MS MVP - Word]

    • #1594316 Reply

      WSorcver
      AskWoody Lounger

      Do you mean with the MSWord Macro?

    • #1594317 Reply

      WSorcver
      AskWoody Lounger

      Is there a way to do it with this kind of table?

        [*]The first row is a header of the table
        [*]The second row is a first info of the client
        [*]The third row is a a second header for some info of the same client
        [*]The fourt row is a the sencond info of the client

      After that….. comes the sencond client with the same array…
      47110-Tables

      Thank you for your help!!

      Attachments:
    • #1594319 Reply

      macropod
      AskWoody_MVP

      Provided your mailmerge main document is set up correctly, the TableJoiner macro should work just as well with that kind of table.

      Cheers,
      Paul Edstein
      [Fmr MS MVP - Word]

    • #1977729 Reply

      bwrede
      AskWoody Lounger

      Is there another link for the

      Understanding Microsoft Word Catalogue/Directory Mailmerge tutorial? I really need to create a mail merge from a spreadsheet with calendar data – startDate, startTime and endTime, event, but I want it to print out with the date as the main category and all times for that date below rather than having each date print out with each time.

      10/7/2019

      8am-9am – breakfast

      10am-11am – lunch

      10/8/2019

      7am-8am – exercice

      8am-9am – breakfast

      Thanks, bwrede

    • #1982639 Reply

      macropod
      AskWoody_MVP

    Please follow the -Lounge Rules- no personal attacks, no swearing, and politics/religion are relegated to the Rants forum.

    Reply To: Understanding Microsoft Word Catalogue/Directory Mailmerge Tutorial Post

    You can use BBCodes to format your content.
    Your account can't use Advanced BBCodes, they will be stripped before saving.