Re: tab and return in mail merge
- From: mardukes <mardukes@xxxxxxxxxxxxxxxxxxxxxxxxx>
- Date: Wed, 18 Feb 2009 06:54:10 -0800
I thank you and I do appreciate the puzzlement. No one seems to know what's
going on.
I don't know about Content Control facilities and I don't see where the .net
programming is (probably all server side) but it is XML that we're talking
about.
My "template" is saved in Word XML format. When I open it in word it looks
like the original mail merged document. When it comes up (in Word) via the
CRM call to merge it looks like merge fields.
There is quote template out there that is refered to as "directory" vs
letter, email etc. Assumedly this means a single document has repeating
lines -- multiple product items/qty/prices for one customer. The mail merge
"code" has program flow control (if statements) and structure beyond merge
fields. It is a reference to this language that I am seeking; I'm not
convinced it is VBA.
--
md
"Peter Jamieson" wrote:
Sorry, I missed your reply. If you're still here,.
1. I am wondering what you mean by a "template" in CRM. In Word we
generally mean something quite specific - in effect a document in a
format designed to be used to make multiple copies of itself. In your
scenario, it sounds like even the data document is regarded as a template.
2. On the subject of "mail merge programming", traditional Word mail
merge really consists of the following things:
a. designing your data source
b. designing your mail merge main document (another thing I would
think of as a "template" even if it is not strictly speaking a Word
template)
c. connecting the mail merge main document to the data source
d. defining any additional sorts/filters (ideally done in (a))
e. defining where the output should go
f. manipulating the merge output during the merge
g. (possibly) manipulating the merge output after the merge
You would typically need to program the Word object model to do at least
(c) - if anything complicated is involved, (f) and (g). VBA is one way
to do that. But mostly, you should try to avoid the necessity do do that
by getting (a) and (b) right. Unfortunately for security reasons you may
end up having to do (c) in code.
Another possibility is that CRM is oriented towards the newer Word 2007
"Content Control" facilities. In that case, the expectation would
probably be that you insert COntent Controls connected to an XML data
store defined in the .docx/.docm file, and have code - probably in a
..NET language - to populate the data store one record at a time and
generate the "tear-off copies" you need, cf. a merge.
But without getting more info about CRM, I'm stuck...
Peter Jamieson
http://tips.pjmsn.me.uk
mardukes wrote:
I wish I could tell you more but not even anyone at CRM can describe it to me.
All mail merge templates have be saved as Word xml. So I assume the CRM
server instantiates the xml. The stripping has to be in Dynamics because I
just got a hotfix that cured the end-of-line issue. Since I have little hope
that they will go back into that fix and extend it to the tabs, I am hoping
there is a mail merge constant of some sort that I could imbed. (E.g. {tab})
My secondary hope is that someone can point me to the documentation (this is
clearly not a VBA question) for "mail merge programming" so that I could look
into it myself.
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