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Merging Table Data, Check Boxes,...Expand / Collapse
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Posted 9/24/2007 9:06:48 PMPost #1789
 

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A client I am at is evaluating Word Mail Merge. We have a few  requirements that I need info/help with.

1) There are multiple tables in a Word Template that I am pulling information into. The issue is that for each row I am hitting the same field entitiy but for different entries. For example I could have multiple opportunities under an account that I need to list the Opportunity Description and say created date. When I attempt this now I am getting the first opportunity record duplicated in multiple rows.

2) I have check boxes in a templete. Is there an ablitiy to insert a bit filed as a checkbox. For example adding a X in the Yes Box or X in a No Box

3) I have been able to bring in fields from a Parent and Child entity. Does Word Mail Merge have the ability to do a Parent/Child/Grandchild relationship in a Template. If so are there any Gottcha's involved.

Thanks

Posted 9/28/2007 6:27:52 AMPost #1810
 

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Hello,

1. I am not exactly sure what you mean but, if you could send us the template to look over that would be great. Send it to support@c360.com and one of our support staff will take a look.

2. This is possible, you could solve this by using {if...} statements in the template

3. This is also possible but, depends on your needs

It would be a lot easier if you could send us a sample template to look at and a brief explanation of what you are trying to accomplish. Please send that along with any additional questions to support@c360.com. Thank you.

Brume N.

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