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Mail Merge Documents: From Basics to Complex Conditionals
Welcome
Get the most out of the course (4:59)
Resources
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Foundations
Understand the flow of information (7:26)
Field Code basics (5:47)
Beginner's Basics
The Basic Project (2:19)
Connect to the Data Source (2:38)
Change the Data Source (1:05)
Design the Template (2:59)
Add field codes to the Template (6:05)
Format date fields (3:09)
Format text fields (1:48)
Format number fields (1:42)
A single hyperlink (7:53)
Move things around (1:12)
Other standard formatting (headers, page numbers, etc.) (2:07)
Check for errors (1:52)
Sort and filter for a nicer Review Document (4:52)
Preview vs. Finish (5:42)
You don't always have to branch. (0:47)
Quick Quiz: Reviewing the basics - test yourself!!
Growth Project - A slightly different Basics Project!
Growth Project - Your own Basics Project!
Basics FAQ - last updated 4 January 2022
Intermediate Topics - Getting Conditional & Fancy
Why 'basic' might not cut it, and what you can do about it (1:09)
The Intermediate Project (3:43)
Test Yourself - Connect the data source (0:39)
Design the template (4:27)
Getting conditional with IF-THEN-ELSE (8:27)
Conditionally display static text (5:07)
Conditionally display fields with labels (4:31)
Number calculations (3:42)
Calculate scores from rating scales (3:51)
Conditionally display document sections (4:47)
Conditionally display hyperlinks (4:26)
Conditionally skip entire responses - SKIPIF (3:35)
Cleaning up and merging (1:40)
Growth Project - An error to fix!
Growth Project - A slightly different Intermediate Project!
Intermediate FAQ - last updated 4 January 2022
Distributing the files
What should you distribute? (0:59)
What's next?
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