Written by Allen Wyatt (last updated April 25, 2023)
This tip applies to Word 2007, 2010, 2013, 2016, 2019, and 2021
When using Word's mail merge feature, you are not limited to using only the actual data fields when putting together your merge document. Word also includes special fields that allow you to conditionally control how Word does the merging. These types of fields can be easily inserted by clicking on the Insert Word Field drop-down list on the Mail Merge toolbar. The three fields you can use for conditional processing are as follows:
You cannot use Word's conditional mail-merge fields to compare values in any record other than the current one. It would be very nice to compare the contents of a data field in the current record with the contents of the same data field in the previous record, but Word will unfortunately not allow it.
One possible workaround to this shortcoming—if you are using an Excel worksheet as your data source—is to simply copy the controlling field (column) to another column, and then offset it by one row. Here is an example:
Item | Category | OldCat | ||
---|---|---|---|---|
Dogs | 1 | |||
Cats | 1 | 1 | ||
Birds | 2 | 1 | ||
Pigs | 3 | 2 |
As Word processes each record of the data source, the value of the OldCat data field is the same as the contents of the Category data field in the previous record. Thus, you could use a compound field such as the following to check and act upon the comparison between the fields:
{IF {MERGEFIELD Category} <> {MERGEFIELD OldCat} "first text" "second text"}
WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (8176) applies to Microsoft Word 2007, 2010, 2013, 2016, 2019, and 2021. You can find a version of this tip for the older menu interface of Word here: Conditional Processing During a Mail Merge.
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