- MAKING WORD TEMPLATES USING EXCEL DATA MERGE HOW TO
- MAKING WORD TEMPLATES USING EXCEL DATA MERGE PDF
- MAKING WORD TEMPLATES USING EXCEL DATA MERGE UPDATE
In this example, each mail merge field is associated with a text label. Add content and formatting as necessary to Sales Invoice.docx.
MAKING WORD TEMPLATES USING EXCEL DATA MERGE HOW TO
For information about how to create repeating table rows in Microsoft Word, refer to Step 2: Create a Repeating Table in Microsoft Word Template File.Īfter you create the mail merge fields, Sales Invoice.docx looks like this:
On the eForm, this field is part of a repeating subform. Step 1: Create Mail Merge Fields in Microsoft Word
MAKING WORD TEMPLATES USING EXCEL DATA MERGE PDF
The updated Word document is saved as a PDF file to Google Drive using a Microsoft Word activity.
MAKING WORD TEMPLATES USING EXCEL DATA MERGE UPDATE
The Sales Invoice app is a process-based app that creates an invoice for a sale.įor the use case in this example, once the invoice information is entered in the eForm and approved, the form data is used to update mail merge fields in a formatted Microsoft Word document. Sales Invoice.docx in this example - to the Google Drive folder you want to use for your app. In this example, the access token nameįor more information, refer to Access Token for Google Drive. This example uses the Sales Invoice app fromįor more information, refer to How to Get the App. When the process completes, a PDF file is created by the Microsoft Word activity and stored in Google Drive. Examples for Artificial Intelligence (AI). (Example) Show a Subform in an E-mail Notification. (Example) Use Custom JavaScript in an eForm. (Example) Configure the User List Form Control. (Example) Configure a Convert Date Format activity. (Example) Open the Report View for a Completed eForm. 
(Example) Configure the Sequence Number Form Control. (Example) Configure an Excel Write Activity. (Example) Configure an Excel Read Activity. (Example) Create a Word Document and PDF File with Data from an App. (Example) Start an AgilePoint Workflow Through UiPath. (Example) Configure the Regular Expression Activity. (Example) Configure the Update Process Data Activity. (Example) Configure Dynamic Task Pool Activity and Load Balancing Activity. (Example) Configure a Document Transfer activity. (Example) Use Anonymous Authentication in a Process-Based App. (Example) Create a Loop to Repeat an Action and Store the Information in a SharePoint List. (Example) Create a Process-Based Application. (Example) Create and Run a Process-Based Application. Set wdocSource = wd.Documents.Examples for creating AgilePoint NX applications If MsgBox(Fileaddress, vbOKCancel) = vbCancel Then InitialFileName = "\\Nasprod-5\gbop\Customer Service\RMDs\Process Improvements\" Set Letter_File = Application.FileDialog(msoFileDialogFilePicker) Set wd = CreateObject("Word.Application") Question: is there a way within the Excel VBA (or other) to open the word doc so that the source is changed to the current spreadsheet? Set wd = GetObject(, "Word.Application") Opens the Word Template (to which later code not displayed merges the data with the template)Ĭhallenge: if the Word Template is already "sourced" to a different spreadsheet (say the spreadsheet from last month which has a different name), the user has to go through the steps to select the "newer" spreadsheet which I am calling the Word Template from. Asks the user to specify the Word Template. Creates Word Object since I want to link my spreadsheet to a Word Mailmerge template.
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