How to use conditional field If - Then - Else | Mail Merge | Microsoft Word

How to use conditional field If - Then - Else | Mail Merge | Microsoft Word | Course Excerpt

Рет қаралды 13,167

Күн бұрын

Do you want to use one document template file, but change how it looks based on what data gets merged into it? Learn how to write an IF - Then - Else field for a Microsoft Word mail merge and when to use one. Use a single criterion or multiple criteria in your IF. Simulate a logical AND and a logical OR.
By the way, if you're wondering how I inserted those curly braces, it's with the keyboard combination ctrl+F9. But, if your F9 key also has a picture on it, and that picture is "above" the F9, you might have to use ctrl + function key + F9 instead.
This video is part of a larger course on Creating data-responsive document templates for your spreadsheet-style data. This is especially useful for folks that need to work with form and survey responses on a one-by-one basis, but it's applicable to anyone who needs to generate consistently formatted reports from spreadsheet and CSV files. Learn more about the course and enroll on Teachable:
bloudesigns.teachable.com/p/f...
- Contents of this Video -
0:00 Do you need a SKIPIF instead?
0:10 When to use IF-THEN-ELSE
0:26 How to read an IF-THEN-ELSE
1:12 What you'll learn
1:36 A single criterion IF-THEN-ELSE fields
3:06 How to evaluate multiple criteria like with AND
3:32 Nesting IF-THEN-ELSE fields to evaluate multiple criteria
4:40 Using a formula in an IF-THEN-ELSE to evaluate multiple criteria
6:56 Why a formula might be better than nesting
7:16 How to evaluate multiple criteria like with OR
8:24 I'll see you in the next video!
Behind the scenes:
Video Editing with Techsmith's Camtasia: techsmith.z6rjha.net/YgjBNJ
Audio recording and normalization with (free) Audacity: www.audacityteam.org/
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Пікірлер: 11

@bloudesigns 2 жыл бұрын

Check out the full course: bloudesigns.teachable.com/p/formatting-and-reporting-csv-form-and-survey-data-for-easy-review-discussion-and-record-keeping

@SaidElnaffar 10 ай бұрын

This is a rare video to find -- Thanks. If youc an make a video on how to change content conditionally based on a value in a combo box, it will be appreciated.

@bloudesigns 10 ай бұрын

You're welcome! As for your question about combo boxes, I've found that people sometimes use that as a catch-all to describe different scenarios. Which one do you mean? (a) a single-select list of predefined options (like a dropdown list that lets you select one thing, and you could use the same document logic for a radio button control) (b) a multi-select list of predefined options (like checkboxes that let you check off multiple answers to the same question) (c) one where folks are allowed to add their own option to the list (might be used in conjunction with a or b) When you know the options that folks might select from because they've been predefined, you should be able to build on what I've covered in this video to check for those values in those fields and display/change document content accordingly. In the full course (hosted on Teachable), I've got some intermediate video lessons that might address your scenario. The video you watched here is the precursor to those videos: * Conditionally display static text (e.g., use data to determine which requirements to list before listing user responses that you're checking against those requirements) * Conditionally display fields with labels (i.e., only display the label and related data if certain other conditions are met) * Conditionally display document sections (i.e., your mail merge template could contain all of the sections you need for all possible variations, but you only display the ones you need based on the data values) * Conditionally display hyperlinks * Conditionally skip entire responses using SKIPIF There are also a couple of lessons for only performing calculations under certain circumstances - as determined by the options selected in the data. If you're interested in the full course, here's the link: bloudesigns.teachable.com/p/formatting-and-reporting-csv-form-and-survey-data-for-easy-review-discussion-and-record-keeping

@catherinebehan6659 8 ай бұрын

Great explanation, thank you.

@bloudesigns 8 ай бұрын

Glad it helped!

@bzb23 Жыл бұрын

🤯 mind blowing, great

@bloudesigns Жыл бұрын

Thanks, Bertrand!

@oldironsde 2 жыл бұрын

My if then else is not working. Can you tell me why? It includes the else paragraph in all letters. I used the rules, if-then-else. What I want is to say if lettercode = ESNH-2022ThankYou then insert this paragraph. Else insert this other paragraph. When merging with letters, it is not working. It uses the Else text in all letters. Can you help?

@bloudesigns 2 жыл бұрын

If I've understood correctly, I think you might have a formatting issue. What you describe - having two paragraphs ready to go, and deciding which to display based on the data - is something I cover in the full course in an Intermediate Topics lesson called "Conditionally display static text." In your case, the static text is the paragraphs. You can find the full course on Teachable: bloudesigns.teachable.com/p/formatting-and-reporting-csv-form-and-survey-data-for-easy-review-discussion-and-record-keeping Using your example, that would translate to: { IF { MERGEFIELD lettercode } = "ESNH-2022ThankYou" "your THEN paragraph" "your ELSE paragraph" } Take careful note of all of the spaces and all of the quotation marks. In this criterion check, the lettercode has to match the comparison string exactly, including any spaces. To be sure you've got the comparison string correct, you can always paste in a sample directly from the Data Source file. Let me know if that helped. If not, maybe we can sort it out in a quick Zoom with a screen share. You can book that on my Calendly: calendly.com/bloudesigns

@alexdagostino8522 Ай бұрын

My If-Then-Else is all working correctly, however, in some cases, the entirety of the text that should be showing, is not. Do you happen to know why that would occur?

@bloudesigns Ай бұрын

Hi! To clarify: is it that field values aren't displaying at all for some of your records, or are some of your fields truncating at, for example, 255 characters?