In this article I will explain the Skip Record If Rule used in Mail Merge.
What is it?
The Skip Record If Rule compares the value of a field with a certain value. If the comparison returns true, the current record will not be merged.
Consider the recipient list below:
Lets say we don’t want the recipients who work for “Google inc” to be merged. We would insert a Skip Record If Rule which compares the recipients Company Name field with the text “Google inc.”. If it matches then that record will be skipped:
As it can be seen from the figure above the first recipient was not merged.
Note: The result of the Skip Record If Rule will only be apparent after the merger has taken place.
Create the main layout for your document. Create a Recipient List. And Insert any Fields the document may need:
Click anywhere in the document.
Click on the Rules button on the Mailings Ribbon. Select the Skip Record If Field:
On the window that opens there are 3 parts:
The field that will be used for the comparison:
Note: The fields were defined when creating the Recipient List.
The method used to compare the field with:
The value to compare the field with:
In the figure above the Company Name is being compared to the text string “Google inc”.
Start the merger:
You can download the sample file for this article from the link below:
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