Before adding a Run Microsoft Word (Merge)The Run Microsoft Word (Merge) tool is used to create a task step that creates single or multiple documents in common Microsoft Word formats containing mail-merged data. task step, ensure you have met the following:
Microsoft Word Installation and Product Activation
A valid installation of Microsoft Word must be installed and registered on the BPA Platform client computer(s) that you intend to run Run Microsoft Word (Merge) tasks from.
Use the ConfiguratorYou use the Configurator to install third-party software that may be required by available tools. Connection to required agents are also configured here. Note that you can only launch the Configurator if logged into the machine with Administrator rights. to ensure BPA Platform can detect the registered component.
Adding a Task Step
To add a new Run Microsoft Word (Merge) step to an existing task,
- Open the relevant task (if creating a new task, see How to Create a Basic Task).
|||Click and drag the Run Microsoft Word (Merge) icon from the Task Browser to the task Design area.|
|||From the task's Design tab, right-click on empty space and select New > Format > Run Microsoft Word (Merge).|
- In the General tab, Name your task step and, if required, choose the data input source for the merge document.How Do I Do This?
The General tab is used to enter the following details for the step:
Name — Enter a meaningful name for the step
Tip: If this task instance makes use of two or more Run Microsoft Word (Merge) steps, ensure the Name used is unique for each individual step.
Description — If required, enter a description of this step Use a Recordset — Enable this parameter if recordset data from a previous task step is required to populate the merge document Input Recordset — Contains all available recordsets from steps previously created in the task
For more information, go to the main General tab topic.
- Go to the Main tab and configure the merge document template.How Do I Do This?
Click the image to view full size.
Click Import to import the Word document template.
Map the Mail Merge field to the Data Source Column by dragging the relevant recordset columns from the Task Browser.
From the Document Generation Options pane, you specify when a new document is generated:
One Document — Generate a new document each time the Run Microsoft Word (Merge) task step is run. New Document when columnchanges — Generate a new document each time the value in a specified column changes. Select the relevant column. New documentfor each row — Generate a new document for every record in the input recordset.
For more information, go to the main Main tab topic.
- (Optional) Go to the Document Properties tab and change the properties of the outputted Word document. All standard properties are available.
- (Optional) Go to the Advanced tab and enter the SQL statement to customise the data inputs for the merge document.
Go to the Options tab and select the relevant error handling options for this task step.How Do I Do This?
The Options tab allows you to define how errors in this step are handled at task runtime.
If an error occurs, you can decide whether the step should Continue processing, or terminate the step immediately (Abort Task).
If Import data source file is selected then the mail merge data source file is imported along with the document.
Click to save the task step.