Mail merge with check box form field

Question

I am looking for a way to set a checkbox field to checked via a mail merge. I would like to avoid using a macro if possible. The document I was provided has a check box form field with a bookmark named "SUBMIT". Is there a way to pass in data (CSV file) that will cause the checkbox to be checked? Perhaps a data field named SUBMIT whose value is true, etc?

If that is not doable, I was considering just passing an "X" or some character that represents a check mark and overlaying the field.

Answer 1

Yes, this should be doable using field codes. You can have an IF field display a font symbol or a graphic for True / False based on the content of a field in the mail merge data source.

For the sake of discussion, let's say the field name in the data source is "Submit". Insert a pair of field brackets by pressing Ctrl+F9 and create the IF field structure, inserting the MergeField from the mergefield list:

{ IF { MergeField "Submit" } = 0 "" "" }

Note that I'm checking for "false" because this value is predictably 0, while True might be 1 or -1.

Now position the cursor between the first pair of double-quotes and insert the "not checked" graphic or symbol. For example, you could use Word's Insert/Symbol dialog box to insert a WingDings box. Repeat for the "checked" box, using a checked symbol or graphic.

Alt+F9 to toggle the field codes back to display and test.