MailMerge from a collection to a Word document

[MadalinaAcsinte]

Hello everyone,

I want to get the info from a collection and introduce it through MailMerge in a Word document in the background.

Anyone knows how should I do that?

I don't want to connect the document to an Excel or database because I have already the data needed in a collection and I want to use it from there.

Thanks a lot,

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Madalina Acsinte
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[ewilson]

Hi @MitchellBroudy,

The revised VBO is attached to one of my replies further up in this discussion. Feel free to give it a try and see if it meets your needs.

Cheers,
​

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Eric Wilson
Director, Partner Integrations for Digital Exchange
Blue Prism
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[MitchellBroudy]

Eric

Thanks for reaching out.

I cannot figure how to import the vbo from the comment.

I only see code.

Any assistance would be appreciated. 

Mitch

On Wed, Apr 21, 2021, 5:03 PM Eric Wilson via Blue Prism Community <Mail@blueprism.email> wrote:

Hi @Mitchell Broudy, The revised VBO is attached to one of my replies further up in this discussion. Feel free to give it a try and see if it... -posted to the "Getting Started" community

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Re: MailMerge from a collection to a Word document

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Apr 21, 2021 10:01 PM Eric Wilson

Hi @Mitchell Broudy, The revised VBO is attached to one of my replies further up in this discussion. Feel free to give it a try and see if it meets your needs. Cheers, ------------------------------ Eric Wilson Director, Partner Integrations for Digital Exchange Blue Prism ------------------------------

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[ewilson]

@MitchellBroudy,

The VBO is actually attached to a different comment of mine in the discussion. I believe it's the #7 comment. On the footer of the comment you'll see a link to the uploaded VBO. Just right-click on the link and select "Save Link As...". Then save the .xml file to your machine. From there you should be able to import it into Blue Prism.

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Cheers,

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Eric Wilson
Director, Partner Integrations for Digital Exchange
Blue Prism
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[MitchellBroudy]

Eric:

Thank you so much. I will provide you feedback in the next few days and let you know how it goes.  

Yours truly,

Mitch

Mitchell D. Broudy
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On Wed, Apr 21, 2021 at 5:03 PM Eric Wilson via Blue Prism Community <Mail@blueprism.email> wrote:

Hi @Mitchell Broudy, The revised VBO is attached to one of my replies further up in this discussion. Feel free to give it a try and see if it... -posted to the "Getting Started" community

Getting Started

Post New Message Online

Re: MailMerge from a collection to a Word document

Reply to Group Online Reply to Group

Apr 21, 2021 10:01 PM Eric Wilson

Hi @Mitchell Broudy, The revised VBO is attached to one of my replies further up in this discussion. Feel free to give it a try and see if it meets your needs. Cheers, ------------------------------ Eric Wilson Director, Partner Integrations for Digital Exchange Blue Prism ------------------------------

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[ewilson]

@MitchellBroudy identified an issue with the previous Word VBO I posted, so here's an update that accounts for situations where the Preserve formatting during updates flag is not selected, within Word, when defining the MergeField.

Cheers,

​

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Eric Wilson
Director, Partner Integrations for Digital Exchange
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[MitchellBroudy]

Eric was awesome.   He showed me the path to success with my project. Lessons Learned - I typically create an excel file with column headers to use as the mail merge field names in the word document.  In fact, Microsoft has a built in mechanism to assist; however, this process created multiple problems (Errors). Eric pointed to Field Tab to create merge field names. This Tab can you put on Microsoft word Ribbon. Again, the field tab creates the merge field names. You can still add switches without creating errors. 

When a mergefield is blank the field name populates on the document. To overcome this problem, I built in logic to put a space " " where the merge fields were blank. Thanks again Eric.

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Mitchell Broudy
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