Selecting specific data for merges

When you merge documents, you produce varying copies of the form document. Each copy contains specific information from a record in the data source. If you do not want to merge all the records in a data source, you can limit a merge to certain records in the data file by marking a range of records that you want to merge or by specifying conditions for records.

It is recommended that you use no more than 512 fields per record.


To mark records for a merge

WordPerfect Office btnbacktotopproc Selecting specific data for merges
1.
 
Click Tools WordPerfect Office onestep Selecting specific data for merges Merge.
2.
 
In the Merge dialog box, click Form document, and choose the location of the form file.
3.
 
Click Data source, and choose the location of the data file.
4.
 
Click Records.
5.
 
Enable the Mark records option in the Selection method area.
6.
 
Type the range of records to display in the Display records from boxes.
7.
 
Choose the first field to display in the First field to display box.
8.
 
Click Update record list.
9.
 
Click OK.

You can also
Mark individual records
Enable the records in the Record list box.
Select all records
Click Mark all records in list.
Clear all marked records
Click Unmark all records in list.

To specify conditions for a merge

WordPerfect Office btnbacktotopproc Selecting specific data for merges
1.
 
Click Tools WordPerfect Office onestep Selecting specific data for merges Merge.
2.
 
Click Merge.
3.
 
Click Form document, and choose the location of the form file.
4.
 
Click Data source, and choose the location of the data file.
5.
 
Click Records.
6.
 
Enable the Specify conditions option in the Selection method area.
7.
 
Select a field from the Field list box.
8.
 
Type the selection criteria in the Condition text boxes.
If you want to see examples of selection criteria, click Example.
9.
 
Click OK.

You can also
Choose a range of records
Enable the Record number range check box. In the From box, type the first record in the range. In the To box, type the last number in the range.
Reset conditions
Click Clear all.

Selecting specific data for merges