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ILLiad exports certain tables to the .xls files for Microsoft Word to read into the templates. Usually those tables include:

  • Transactions: Data related to specific requests
  • Users: Data related to patrons using ILLiad
  • LenderAddresses: Data related to other libraries, both borrowing and lending
  • LocalInfo

You can add any ILLiad field related to the current record by clicking the Insert Merge Field drop-down box on the Mailings tab of the Word template. Clicking a field name on the list will add the record to the mail merge document and show a merge tag within the template. Editing is easier if the MERGEFIELD coding is not visible. To toggle the codes off and on, use Alt F9.

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Viewing Word Merge Fields for Templates

The word merge fields for a specific print template are visible in the PrintQueue worksheet of that template's .xls file. For example, to view the merge fields available in the PrintRequest.doc Word template, look in the PrintQueue of the PrintRequest.xls file. Note that if the xls file does not exist, you will have to print the document once to generate the .xls file in order to view the PrintQueue worksheet.

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The PrintQueue vs. the LegacyQueue worksheet.
The PrintQueue vs. the LegacyQueue worksheet.

The LegacyQueue worksheet exists in the .xls files so that Word templates created for ILLiad 7.4 and prior will still work without changing merge field names. We suggest using the PrintQueue worksheet for any new Word templates you create as they have more complete and clear field names, e.g., Transactions.TransactionNumber versus TRANSACTIO.

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Formatting MergeField Information

The formatting of MergeField information in a word document happens in the document's field codes for the field that is being input. You can format the commands manually by typing in your changes or using the Edit Field command.

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