Please Note: This article is written for users of the following Microsoft Word versions: 2007 and 2010. 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: Maintaining Fields in a Merged Document.

Maintaining Fields in a Merged Document

by Allen Wyatt
(last updated July 12, 2018)

3

Jacqueline asked if it is possible to maintain cross-reference fields in a merged Word document. It seems that when the merge is done, the cross-references are converted to plain text.

Word is actually designed to behave this way, and for good reason. Consider your source document for just a moment. If you have a cross-reference to a paragraph, that is fine. Now, suppose you merge this source document with ten data records. Now, instead of one referenced paragraph you have ten copies of the same paragraph—all in the same document. To which of the ten paragraphs should the cross-reference exist? Now imagine the cross-reference confusion if you merge with fifty or a hundred data records. Since Word has no way of knowing how the cross-reference should be maintained, it converts the cross-reference to plain 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 (11491) applies to Microsoft Word 2007 and 2010. You can find a version of this tip for the older menu interface of Word here: Maintaining Fields in a Merged Document.

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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What is nine less than 9?

2019-07-05 02:55:42

Marek Margetín

Hi Allen,
we understand the reason why Word works, but that doesn't mean that Jacqueline's problem, which I had too, should be unsuccessfully closed. I wonder where I'm making a mistake, but I see a simple solution that no MVP has written yet. Please correct me.

If the whole "problem" with cross-referencies in mail-merge is that a NEW merged document loses bookmarks / cross-reference links from the original document, then .. => simply edit only OLD document. With this idea I started to look for and in a few minutes I found that Field.Unlink is quite useful to replace MailMerge.Execute. The best part is that we can select which field should be unlinked/processed (mergefield) and which should be not (cross-referencies). Just need to prepare for correct output with turning on .ViewMailMergeFieldCodes (Preview Results).

Please do you see any serious mistake in that?

I'm a lawyer, not a programmer, so I don't dare to post here my lay VBA code, but it works like charm for me. If you agree, please type a short profi code for Jacqueline and other users. Thank you.


2013-10-21 19:57:21

jay

yes, so there is no tip?


2012-06-25 09:18:03

Dag Ole

So, the tip is; "You can't"? I wonder because I would like the NUMPAGES field to be evaluated in the merged document and not in the template and don't find a way to accomplish this.


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