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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I would like to create a database that takes information like name, test scores, recommendations and inserts these results into a generic word document or text document (or Form) so it can be personalized to each individual.

Where can I look to find out how this can be done just so I can get myself on the right track.

Thanks in advance.

Posted

Ano is right, you need merge fields (CTRL + F9 and type mergefield) so if the field in the database is "DateEntry" then in word it would be {mergefield dateentry}.

A thing to note - if you have relational data displayed, when you export you will have to select the different tables and export those fields too. I suggest you just click on "export all" as when you merge, word will only take the fields referenced in your form file (word document). Export the data as merge type "mer"

In word you can also create paragraphs that will alter the content based on field i.e Yes/No radio buttons. e.g {If {mergefield Current} = "Yes" "put in this text here" "else put in this"}.

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