Word Merge Troubleshooting

This article outlines some common issues encountered when implementing SmartSimple's Word Merge functionality and their resolutions.

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Issue:

• Clicking the button to generate the MS Word Merge causes a browser window or tab entitled SmartSimple MS Word Merging to open, but does not open (or prompt you to open) the MS Word document.

Solution:

• Add the following to your list of "Trusted Sites" within your browser:

http://msword.smartsimple.biz/

Cause:

• Depending on your browser's security settings when you generate a MS Word Merge document it will either open the document, or prompt you before opening document. If you have disabled the warning messages the browser may simply not open the file without prompting you. Adding the above URL to your trusted site list will allow it to open anyway. Alternately, you can reset your browser's security settings.

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Issue:

• The variable name (i.e. @variable@) is displayed on the MS Word document.

Solution:

• On the MS Word Merge field in the Values section include <!--hideifnotfound--> in front of any variables that may not be present to ensure nothing is displayed, rather than the variable name.

Cause:

• If a variable is not found, the @variablename@ is not able to be converted to stored data, so is displayed on the MS Word Merge document exactly as written. This can happen if the associated Custom Field is on a different Template or Type.

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Issue:

• Using sslogic within an MS Word Merge custom field results in a missing custom field in the Field List View.

Solution:

• The following syntax will resolve the issue. You must include an return/enter line at the end, as well as including a duplicate of the variable name immediately following the sslogic condition.

<!--@sslogic(',@client.categoryids@,' regexp ',1853,'>'0')-->
companyName=@client.name@;
companyName=@client.name@;
companyAddress=@client.address@;
<!--@end-->
<!--@sslogic(',@client.categoryids@,' regexp ',1853,'<'0')-->
companyName=@client.parent.name@;
companyName=@client.parent.name@;
companyAddress=@client.parent.address@;
<!--@end-->
<newline at the end>

See Also

• Didn't find your solution? - Contact our Support Desk

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