General discussion


Automating a Word file with Access

By Tink! ·
The order desk girl has a letter that is in Word with Merge data retrieved from a table in an Access Database. With the upgrade to Office 2003, the merge feature is setup a bit differently which then confuses her.

There are two fields that she filters by. The first one called "Letter" should always find records with "yes". The second field called "Date" is a specific date that then narrows down the data to one or 2 records.

In order to simplify the whole thing I want to automate it so that when she opens her letter in Word, it asks her for the date and then automatically filters the records and merges her data.

So, what is the easiest way to do this? Within Access or within the Word document? And how do you recommend doing it? The table by the way is called "Table1".

Thank you.

This conversation is currently closed to new comments.

Thread display: Collapse - | Expand +

All Comments

Collapse -

I would use Access

by faradhi In reply to Automating a Word file wi ...

Either way you will be using VBA. I find the VBA in access more straight forward. I would set the letters up as a report that uses a query run off a form that asks her for the date.

Collapse -

Tech Q & A

by illilli In reply to Automating a Word file wi ...

I would put this question in the Tech Q & A.

Collapse -

found a solution

by Tink! In reply to Automating a Word file wi ...

Thanks for your input.
I ended up creating a query in Access and then making a macro to export the query as a Word Merge file (text format). Then all I had to do was point the Word mail merge ltter to the text document instead of the Access DB.

Only one snag left...there is one field that is a short date format in Access, but the export sends the time with it too (all Zeros since time isn't input into the field). I've tried changing the table design to make the field Text. But it still is exporting as Date/Time field.
Any help with this would be appreciated.

Related Discussions

Related Forums