Conditional Formatting with Mail Merge Fields in Word

You may be familiar with Conditional Formatting in Excel. Well, Conditional Formatting can also be applied to fields in Word.

Now, Word does not have a Conditional Formatting button like in Excel, but you can write an IF function in the field and format the true and false responses. This will create the perfect Conditional Formatting behaviour.

In this example, Mail Merge is being used to inform members of how many points they have earned this week. If the number of points is greater than 20, I want the number formatted in red, and if not formatted in black.

The name of the Mail Merge field we need to edit is number. Continue reading

Formatting Mail Merge Fields from Excel

When performing a mail merge from Excel to Word, your mail merge fields tend to lose their Excel formatting. This is especially common with date, time and currency fields.

This tutorial will look at how you can correctly format date, time and currency mail merge fields from Excel. Once the formatting is applied to the mail merge document it will be remembered for future use.

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Mail Merge Rule with Multiple Conditions

Mail Merge can handle conditional rules such as If… Then… Else… to display different text depending on the information in the data source record. Normally these rules are quite simple tasks such as; if the member joined within the last month, or if they have a family membership.

Sometimes though you may need to use multiple conditions. For example, you may want to check if a member of a club had a Gold, Silver or Bronze membership. The new price of their membership depends on what membership they have.

Begin by inserting a basic If… Then… Else… rule. This gives you a head start with typing the rules by inserting the structure of the condition. It’s easier to expand on this rule, than write one from nothing.

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