Re: [libreoffice-users] More mail merge help needed

Hi.
I generate certificates of test data, up to 700 at a time, by merging a 
hand created form (document, template) with data in a spread sheet. I 
don't use the wizard. Once the form is done I swap out spread sheets 
(change data source) with each new set of data.
For SF they state they need a .doc template and I don't know if the LO 
form for a merge translates to a .doc. Someone else may know.
I pretty much follow the steps that have been described in this list, so 
possibly trying to merge with a spread sheet may be a first step before 
trying to create a template for SF.
Create your list of data first, then make the form. Put a heading row at 
the top of each column to help.
Steve

On 2013-08-23 14:33, Carl Paulsen wrote:
> Yes, that's the way I was working at this.  But I realize there may be 
> other approaches.  Still, it made me wonder about hand-generating mail 
> merge documents even without Salesforce, which is also something I'd 
> like to understand how to do.
>
> I occasionally get questions about spreadsheets, text documents, mail 
> merges and the like, and where possible I extol the virtues of LO (I 
> personally don't use MSO but may end up needing to if I can't figure 
> out the mail merge/Salesforce issue).  So any learning I can do on 
> mail merges will help me be more convincing.
>
> I also act as a consultant to non-profits for Salesforce and simple 
> mail merges are a key concern.  Salesforce has it's own weaknesses in 
> that realm, but it's what I/we are stuck with.   I'm working on 
> learning all I can about it so I can speak with authority on more than 
> just MSO.
>
> Thanks,
> Carl
>
>
>
> On 8/22/13 10:21 PM, Steve Edmonds wrote:
> > Hi.
> > Are you wanting to upload this document as a template for a SF 
> > extended mail merge.
> > Do you need this document in .doc format (seems so from my quick look 
> > at SF instructions).
> > Steve
> >
> > On 2013-08-23 13:48, Carl Paulsen wrote:
> > > Thanks, Paul.  I've been away for a bit.
> > >
> > > There is a LO connector for SF, but AFAIK that connector won't make 
> > > a merge document work within the broader Force.com platform. But 
> > > this may be worth looking into further.  I'm still stuck on creating 
> > > the document with next record and next page fields to make it 
> > > actually function as a merge document.
> > >
> > > Carl
> > >
> > >
> > >
> > > On 8/15/13 10:29 AM, Paul D. Mirowsky wrote:
> > > > I am not an expert, but I do have a question.
> > > >
> > > > Does "Salesforce" have a database connector that will allow you to 
> > > > use LibreOffice Base as an intermediary to your Writer document?
> > > >
> > > > Paul
> > > >
> > > > On 8/14/2013 1:35 PM, Carl Paulsen wrote:
> > > > > I'm trying to create mail merge documents that contain merge 
> > > > > fields for a document that can't connect directly to the data 
> > > > > source. That source (Salesforce) can read the documents if the 
> > > > > field names are correctly entered.  I can type the field names in 
> > > > > manually, but I can't figure out how to generate a label merge 
> > > > > document that will work.
> > > > >
> > > > > The mail merge wizard doesn't seemingly allow users to generate 
> > > > > label merges (options are letter and email).  And I can't find a 
> > > > > way to generate a merge document manually without using the 
> > > > > wizard.  I see no menu items for mail merge steps (I can find the 
> > > > > insert field tool, but that's it - no tool to allow me to switch 
> > > > > between merge fields and merged data without going into the wizard).
> > > > >
> > > > > I've tried starting with New->Labels, then choosing the correct 
> > > > > label type and clicking New Document (I can't connect to the 
> > > > > database, so can't enter the merge fields in the dialog).  I can 
> > > > > then type in merge fields as Salesforce wants to see them, but I 
> > > > > can't figure out how to make it a merge document with the "next 
> > > > > record" and "next page" items.  In Insert->Fields there is a Next 
> > > > > Record option but it's only available when there's a database 
> > > > > connected.
> > > > >
> > > > > Finally, I've been through a lot of documentation so if there's a 
> > > > > good mail merge document online, that might be enough.


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