Select OK to initiate an upload to save your template changes for future use. When you return to the Attachment screen after editing the template, and possibly creating a merge document, the OK and Cancel options are presented. Using this option allows you to work with the Word template similar to the way you would if you were setting up a mail merge outside of OPERA. When you use Open, you may make changes to the template and save the changed template when you are done. Highlight a template and select Open to edit the template before performing the merge. Use the Open option discussed below if you wish to make permanent changes to the Word template. Any changes to the template made in this way will not be reflected in the template stored in the OPERA database. Note: If you wish to modify the Word document for this mail merge only, you may close the merged document, edit the doc template, then create the merged document again by using the Merge button in Word. Merge does not give you an opportunity to make changes to the template before performing the merge. Macros must be enabled in your Word application in order to perform the merge. Highlight an existing template and select Merge to use the extract results you just created, along with the named field list, to produce a merge file this merge file is automatically used as the data source with the selected template. You may select an already existing Word template, edit an existing template, or create a new template at this time. (The field list is a set of fields that have been selected from among the fields available from a data source used in your data extraction query.) Click in the Fieldlist column to see the name of the template doc file, the file size, and the date when it was created or last modified. This screen lists a description of your existing Word templates (which are a type of "attachment" in OPERA), along with the field list used by each. Creating the Mailing LabelĬhoose From Template (CSV) or From Template (HTML) from the Create Mailing options. ![]() Creates the mail merge document or merge file from only the items that are not tagged.ĭelete. Creates the mail merge document or merge file from only the items that are tagged. Displays a LOV in which you can select to view the more details about the selected item in the grid. Once this automated procedure is finished, the extract continues on as normal.ĭetails. After selecting the OK button on the LOV, distinct records in the result set are tagged eliminating duplicate records. Displays a Multi Select LOV in which the user can select the fields to check in the query extract results. Quickly selects none of the query results.ĭistinct. Automatically selects all of the query results. Check the box to save your query results, give them a unique name, and access them later by selecting Miscellaneous>Mailings>Extract Rules. Complete and already created profile request. Create a profile request that will be completed later. No profile requests need to be created or completed. These outputs can be directly merged into templates to prepare customized print or email responses. Note: HTML formats are used preferably when the information contains extended byte characters, such as the Japanese or Chinese language. Merge the returned data into a HTML format without importing it into a template. Merge the returned data into a CSV format without importing it into a template. ![]() New or existing HTML template in which the selected information will be placed into. ![]() New or existing Microsoft Word template in which the selected information will be placed into. Use whichever method is easiest when working with a particular set of information. When choosing query results for inclusion in a merge file, you can take either of two approaches: you may select all items that you have marked with an X in the left-hand column, or you may select all items that are not marked with an X in the left-hand column. Which specific data fields are shown in the search results grid depends on the query that you processed. The total number of records found is shown in parentheses in the title bar. This screen shows your query results - the records that have been returned by your database query. The Extract Results screen appears when you select Miscellaneous>Data Extraction>Data Extraction Query then click the Process button. Mailing labels are created with OPERA by using the Data Extraction feature and creating the labels with a Microsoft Word template.
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