Including Tables in a Word Merge Document

You can also add data to one or more existing tables in the resultant MS Word document if you have multiple records that you need to include.

• In the MS Word document you must create a table with the relevant number of columns. The table should only include a single row with the column headings (the heading do not have to match the field names within SmartSimple.)
• You do not have to create form fields within the table. New rows will be created automatically and populated with data in the order specified in in the MS Word Merge Custom Field Values section.
• Tables should be included at the very end of the Values section.
• The table you create in MS Word for the example above would look like this:

Using Object [#...#] syntax

• Used to pull in list of activities, contacts, users, companies, notes, associations, transactions, level-1, utaproviderL1, utaproviderL2, utaconsumerL1 or utacomsumerL2 into the Word Merge document.

For example: to include all Level 2 Activities related to a Level 1 entity you could use:

table_1=[#(?object=activity)|~description~|~statusname~|~startdate~|~enddate~|$1139409$|#];

• Be sure there are no spaces between the pipes (|) and variables.
• In the example below the first table (identified by position and referenced as table_1) is set to the records associated with the entity.

See Also

To set up a Word merge:

• Step 1 - Create the MS Word document that will be used as the template.
• Step 2 - Upload the Word document to a SmartFolder.
• Step 3 - Create a Special - MS Word Merge custom field.

Advanced Word Merge Features Include:

• Exporting List View Results to Microsoft Word
• Uploading a MS Word Merge Document to a Custom Field
• Including Tables in a Word Merge Document
• Using ReportProperty with a Word Merge Document
• Including Check Boxes on an MS Word Merge Document
• Including XML on an MS Word Merge Document
• Using Conditional Logic on a MS Word Merge Document