Please Note: This article is written for users of the following Microsoft Word versions: 2007, 2010, 2013, and 2016. If you are using an earlier version (Word 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Word, click here: Conditional Processing During a Mail Merge.

Conditional Processing During a Mail Merge

by Allen Wyatt
(last updated August 4, 2018)

8

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:

  • If ... Then ... Else. Use this field if you want to do a comparison between a data field and a value, and then take some action based on the comparison. This field is equivalent to the construct of the same name used in many programming languages.
  • Next Record If. Use this field if you want to compare the contents of a data field to a value, and then jump to the next record if the comparison is true.
  • Skip Record If. Use this field when you want to compare the contents of a data field to a value, and then ignore the current data record if the comparison is true.

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, and 2016. You can find a version of this tip for the older menu interface of Word here: Conditional Processing During a Mail Merge.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

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Comments

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What is 0 + 1?

2016-12-14 09:23:20

Liz

Is it possible to compare two records. In the data source it will say:

Name Amount
Jane Smith $1,000
Jane Smith $ 500
Jane Smith $6,000
Bob Jones $2,000
Bob Jones $ 750

In may merge I want it to list all of Jane Smith's numbers. When it sees the name has changed I want it to do a new record with Bob's numbers. How would I write that?


2016-07-19 15:57:14

Shelley

I'm not sure how to do this for my data. I need to print address labels and one of my fields is "farm name" which is frequently blank. When blank I want to just skip to the next field. For example for someone with a farm name the label should be:

Name
Farm name
street
city, St zip

while for someone without it would print

Name
street
city, st zip

Thanks!!


2015-02-26 11:33:46

Amara

Hello Allen, I wonder if you can tell me what rule to use and how for my problem at hand. I need to use the mail merge with a data source. I am not using the mail merge for mailing reasons, instead I am trying to print labels for a production plant. Is there a way I can print X amount of copies for 1 record based off of the "quantity" field in the data source? Let's say that my record source has 3 lines/rows. Row1 has a quantity of 2, Row2 has a quantity of 3, and Row3 has a quantity of 1. I will need 2 of the same labels printed for the first row followed by 3 of the same labels for the second row, followed by 1 label for the third row. I look forward to hearing your suggestions!


2014-07-05 22:06:12

Thain Dikkers

Can not get this to work. How do you put the if statement in a Document so it will either print a line or not print the line? Do we need to start with Ctrl F9?


2014-02-02 04:41:01

Jakub

Thank you for resolving! I didn't use Ctrl+F9 for inner brackets in if block.


2014-01-27 15:13:47

awyatt

Jakub,

You need to add the OldCat column in your data source (Excel?) and make sure it is offset by one row from the Category column.

You also need to make sure that your merge fields are put into your Word document as actual fields, using Ctrl+F9 to insert each field (which creates the braces). The fact that you are getting back "Category}" with the ending brace indicates that you're not adding the merge field as an actual field.

-Allen


2014-01-27 15:01:49

Jakub

Hello Allen,
thank you for this tip using If ... Then ... Else in Mail Merge.

But your example doesnt work for me.
In MS Word I have following:
{ MERGEFIELD Item }
{ MERGEFIELD Category }
{ MERGEFIELD OldCat }
{ IF {MERGEFIELD Category} <> {MERGEFIELD OldCat} "first text" "second text" }

And the result for example for second record is:
Cats
1
1
Category}

Instead of:
Cats
1
1
second text

It takes me hours, but I cant figure out why it doesnt work.
Can you help me?


2013-11-11 07:58:01

Bryan

You have poor data structure if changing the order of the records changes the meaning. Also, the point of a mail merge is to separate out each record -- what are you doing with it that you need to compare it to the last one?

(I'm certain I've commented on this topic before, but I can't seem to find it right now).


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