Hi Ryan,

Thanks for your inquiry. This sounds possible, could you please attach your template, a few entires of your datasource and prehaps an example output here for testing and we will give you some suggestions.

Thanks,

Hi

Thanks for your inquiry. Sure it is possible. To achieve this you should redesign your template a little and using Mail Merge with Regions instead of simple mail merge.

Attached is the modified template and here is the code:

// Get data.

string connectionsString = @"Driver={Microsoft Excel Driver (*.xls)};DriverId=790;Dbq=C:\Temp\datasource.xls;DefaultDir=C:\Temp;";

string queryString = "SELECT * FROM Data";

OdbcConnection connection = new OdbcConnection(connectionsString);

OdbcDataAdapter adapter = new OdbcDataAdapter(queryString, connection);

DataTable data = new DataTable();

adapter.Fill(data);

data.TableName = "Data";

// Open template.

Document doc = new Document(@"Test001\in.doc");

// Add MergeField callback.

doc.MailMerge.FieldMergingCallback = new HandleMergeField();

// Execute mail merge with regions.

doc.MailMerge.ExecuteWithRegions(data);

// Save output.

doc.Save(@"Test001\out.doc");

===================================================================

private class HandleMergeField : IFieldMergingCallback

{

    void IFieldMergingCallback.FieldMerging(FieldMergingArgs args)

    {

        if(args.FieldName == "City")

        {

            mRecordIndex++;

            string currentCity = args.FieldValue.ToString();

            if((!string.IsNullOrEmpty(mCity) && mCity!=currentCity) || mRecordIndex>2)

            {

                mRecordIndex = 0;

                // Move to the paragraph where the mergefied is located and set PageBreakBefore property.

                DocumentBuilder builder = new DocumentBuilder(args.Document);

                builder.MoveToField(args.Field, false);

                builder.CurrentParagraph.ParagraphFormat.PageBreakBefore = true;

            }

            mCity = currentCity;

        }

    }

    void IFieldMergingCallback.ImageFieldMerging(ImageFieldMergingArgs e)

    {

        // Do nothing.

    }

    private string mCity;

    private int mRecordIndex;

}

Hope this helps.

Best regards.

Hi

Thanks for your inquiry.

1. Yes, “Data” in your case is name of region in the document. Regions is part of document between “TableStart:XXX” and “TableEnd:XXX” merge fields, where XXX is name of region.

2. No, you do not need to create a separate region. Just execute simple mail merge after execution Mail Merge With Regions.

Best regards,

Hi

Thank you for additional information. Actually you do not need to execute simple mail merge with the same data source. As I remember in the header you have only few merge fields. So you need to select data for these merge fields into a separate data source (with only one data row) and execute simple mail merge with this data source.

Best regards.

Hi

Thanks for your inquiry. I think the best way to achieve what you need it building TOC using TOC entries. You can insert TOC entries (TC fields) from the code during executing mail merge.

The only one thing you need to change in your template is inserting TOC field like the following:

{ TOC \f \h }

Here is the modified code:

// Get data.

string connectionsString = @"Driver={Microsoft Excel Driver (*.xls)};DriverId=790;Dbq=C:\Temp\datasource.xls;DefaultDir=C:\Temp;";

string queryString = "SELECT * FROM Data";

OdbcConnection connection = new OdbcConnection(connectionsString);

OdbcDataAdapter adapter = new OdbcDataAdapter(queryString, connection);

DataTable data = new DataTable();

adapter.Fill(data);

data.TableName = "Data";

// Open template.

Document doc = new Document(@"C:\Temp\in.doc");

// Add MergeField callback.

doc.MailMerge.FieldMergingCallback = new HandleMergeField();

// Execute mail merge with regions.

doc.MailMerge.ExecuteWithRegions(data);

// Execute simple mail merge to fill the header with data.

doc.MailMerge.Execute(new string[] { "Canvassed", "Salesperson" }, new object[] { "test", "James Bond" });

// Update page layout to update page numbers in TOC.

doc.UpdatePageLayout();

// Save output.

doc.Save(@"C:\Temp\out.doc");

==================================================================

private class HandleMergeField : IFieldMergingCallback

{

    void IFieldMergingCallback.FieldMerging(FieldMergingArgs args)

    {

        DocumentBuilder builder = new DocumentBuilder(args.Document);

        if(args.FieldName == "City")

        {

            string currentCity = args.FieldValue.ToString();

            //  Move to the paragraph where the mergefied is located.

            builder.MoveToField(args.Field, false);

            mRecordIndex++;

            if((!string.IsNullOrEmpty(mCity) && mCity!=currentCity) || mRecordIndex>2)

            {

                mRecordIndex = 0;

                // Set PageBreakBefore property.

                builder.CurrentParagraph.ParagraphFormat.PageBreakBefore = true;

            }

            // Insert TC field to build TOC. Insert TC only if this is the first time when City occur.

            if (mCity != currentCity)

            {

                // Get current cell and move builder to the beginning of it.

                Cell cell = (Cell)builder.CurrentParagraph.GetAncestor(NodeType.Cell);

                builder.MoveTo(cell.FirstParagraph.FirstChild);

                builder.InsertField(string.Format("TC \"{0}\" \\l 1", args.FieldValue));

            }

            mCity = currentCity;

        }

        // Also insert TC field for each company.

        if(args.FieldName == "Company")

        {

            //  Move to the paragraph where the mergefied is located.

            builder.MoveToField(args.Field, false);

            // Companies is the second level of TOC.

            builder.InsertField(string.Format("TC \"{0}\" \\l 2", args.FieldValue));

        }

    }

    void IFieldMergingCallback.ImageFieldMerging(ImageFieldMergingArgs e)

    {

        // Do nothing.

    }

    private string mCity;

    private int mRecordIndex;

}

I highlighted my changes in the code and attached the modified template. Hope this helps.

Best regards,