I am trying to put a button on a form that will run a mail merge to populate a Word (2007) document with information from the single record in the form. I would think this would be easy to do, but after working on it, and searching the internet, I'm finding it is not. Normally I would simply use an Access Report to do this, but the document is about 7 pages long (a contract), and people want to have the ability to modify the result.
What I have done so far:
I've created a form that displays a single record from my Customers table
I've created a query that pulls the Customer fields I need, and is filtered on the Customer ID that is active in the form. When I open this query by itself, it pulls back the one record I want.
I then opened both the form and query, and then run through the External Data - Mail Merge wizard.
Problems I've run into:
1) Initially when I tried to select my query in the Mail Merge Wizard, it wouldn't show. I then found tips to prompt for the data connection type when the file is opened, and to set it to MS Access with DDE. This allowed me to see the query, and seemed to work OK when I added the fields I needed to the Word document. But then when I tried to rerun the Word doc, I would get a connection error. If I run through the connection setup process again, it seems to work, but again when I rerun it later, I get the connection error. For simplicity I have put the Access DB and Word document on my desktop. Eventually these will go on the network.
At this point I have a button on my form, and it successfully opens the Word document, but the "merged" fields just show the record that I had saved the document with, so there is no true merging going on. If I open the Access DB Form & query and then open the Word document directly, I get the error "Word could not re-establish a DDE connection to Microsoft Access to complete the current task".
I would think there has to be some standard method of doing this easily, as they are both Microsoft products, but I can't find it.
Thanks
Michael