View original (French)

Automate salutation

colnago4 Posted messages 20 Registration date   Status Member Last intervention   -  
m@rina Posted messages 27610 Registration date   Status Moderator Last intervention   -
Hello,

I need to create a template document to edit nominative decrees using mail merge.
In my Excel table, I fill in the columns that will be used to populate my template document.
However, I can't automate the variables "Monsieur; Madame; Mademoiselle" described below.
For example, in the fields corresponding to the civility, I would like it so that when I select Monsieur, it outputs First Name LAST_NAME born

Madame = First Name USAGE_NAME born LAST_NAME
Monsieur = First Name LAST_NAME born
Mademoiselle = First Name LAST_NAME born.

Thank you for your help

Kind regards.

4 answers

  1.
    m@rina Posted messages 27610 Registration date   Status Moderator Last intervention   11 563
     
    Hello,

    So to begin with, we no longer use "Mademoiselle" for official documents! It's frustrating, why do we always have to indicate if the lady is married and not the gentleman???

    Otherwise, and generally speaking, all of this can be done with IF THEN ELSE fields:

    {IF {MERGEFIELD Civility} = "Monsieur" "né" "née"}

    This means: if the Civility field equals "Monsieur", we will have "né" and in all other cases we will have "née".

    Concerning the surname, it’s better to condition it based on whether it's filled or not, as a lady (even married) may keep her maiden name...

    I remind you that ALL { } fields are inserted using Ctrl+F9. You can also use the Rules button under the Mailings tab and choose IF THEN ELSE.

    m@rina

    --
    Do not ask me your questions in private. I do not answer them.
    2
  2. Raymond PENTIER Posted messages 58213 Registration date   Status Contributor Last intervention   17 482
     
    Hello.

    I strongly advise you against ending your greetings
    with "né" for gentlemen,
    and "née" for young ladies.

    Your problem will be that much easier to solve ...
    --
    Retirement is great! Especially in the Antilles...
    Raymond (INSA, AFPA)
    0
  3. colnago4 Posted messages 20 Registration date   Status Member Last intervention  
     
    Hello,
    I have to take into account the variable born or born.
    Regarding the variables
    if Madam = First Name LAST_NAME born LAST_NAME_PATRONYMIC
    if Sir = First Name LAST_NAME_PATRONYMIC born
    if Madam (unmarried) = First Name LAST_NAME_PATRONYMIC born.
    Where I am stuck is in the formula to enter.
    {IF {MERGEFIELD Madam} = First Name LAST_NAME born LAST_NAME_PATRONYMIC} {IF {MERGEFIELD Madam LAST_NAME = "" } = LAST_NAME_PATRONYMIC born} IF {MERGEFIELD Sir} = LAST_NAME_PATRONYMIC born}.
    But it doesn't work; my formula must not be correct

    Best regards

    --
    Best regards
    0
    1. Raymond PENTIER Posted messages 58213 Registration date   Status Contributor Last intervention   17 482
       
      Have you read m@rina's response?
      0
  4. colnago4 Posted messages 20 Registration date   Status Member Last intervention  
     
    In m@rina's message
    she talks about the rules button under the Mailings tab and chooses IF THEN ELSE, unless I'm mistaken, this option only works for two variables whereas in my case there are three.
    Mrs., Mr., and Mrs. not married.
    --
    Sincerely
    0
    1. m@rina Posted messages 27610 Registration date   Status Moderator Last intervention   11 563
       
      There may be three cases, but only two genders (until proven otherwise!).
      So if Mr. => born, for the others it's born as female.
      Note that several conditions can follow one another.
      For the use name, it's either empty or not empty... so just one condition as well. For this type of condition, we can simplify with a switch. I explain it here:
      https://www.faqword.com/index.php/word/publipostage/981
      0