How to use conditional field If - Then - Else | Mail Merge | Microsoft Word | Course Excerpt

Do you want to use one document template file, but change how it looks based on what data gets merged into it? Learn how to write an IF - Then - Else field for a Microsoft Word mail merge and when to use one. Use a single criterion or multiple criteria in your IF. Simulate a logical AND and a logical OR.

By the way, if you're wondering how I inserted those curly braces, it's with the keyboard combination ctrl+F9. But, if your F9 key also has a picture on it, and that picture is "above" the F9, you might have to use ctrl + function key + F9 instead.

This video is part of a larger course on Creating data-responsive document templates for your spreadsheet-style data. This is especially useful for folks that need to work with form and survey responses on a one-by-one basis, but it's applicable to anyone who needs to generate consistently formatted reports from spreadsheet and CSV files. Learn more about the course and enroll on Teachable:

- Contents of this Video -
0:00 Do you need a SKIPIF instead?
0:10 When to use IF-THEN-ELSE
0:26 How to read an IF-THEN-ELSE
1:12 What you'll learn
1:36 A single criterion IF-THEN-ELSE fields
3:06 How to evaluate multiple criteria like with AND
3:32 Nesting IF-THEN-ELSE fields to evaluate multiple criteria
4:40 Using a formula in an IF-THEN-ELSE to evaluate multiple criteria
6:56 Why a formula might be better than nesting
7:16 How to evaluate multiple criteria like with OR
8:24 I'll see you in the next video!

Behind the scenes:

Note: This description contains affiliate links, which means that at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support!

[SaidElnaffar]

This is a rare video to find -- Thanks. If youc an make a video on how to change content conditionally based on a value in a combo box, it will be appreciated.

[oldironsde]

My if then else is not working. Can you tell me why? It includes the else paragraph in all letters. I used the rules, if-then-else. What I want is to say if lettercode = ESNH-2022ThankYou then insert this paragraph. Else insert this other paragraph.

When merging with letters, it is not working. It uses the Else text in all letters. Can you help?

[alexdagostino]

My If-Then-Else is all working correctly, however, in some cases, the entirety of the text that should be showing, is not. Do you happen to know why that would occur?