Word Skip Record If Rule (Mail Merge)
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:
- Word Mail Merge, Address Block
- Word Mailings Greeting Line (Mail Merge)
- Word Insert Merge Field (Mail Merge)
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.
In the figure above the Company Name is being compared to the text string “Google inc”.