So this is a bit of a Excel/Word VBA question. I have a generic report that uses data from a spreadsheet to make it unique. For each unique lines of data, I generate a unique report via mailmerge. The mailmerge macro works great; however, when I open the new files, the Table of Contents is no longer a table and just regular formatting. Is there a way to modify the VBA to keep/copy the TOC for each file so it can be updated within the new file? I am using Word/Excel 365 btw
VBA Code:
Sub MailMergeToPdfBasic() ' Mark the start of the Subroutine (i.e. Macro) and name it "MailMergeToPdf"
' Macro created by Imnoss Ltd
' Please share freely while retaining attribution
' Last Updated 2021-05-03
Dim masterDoc As Document, singleDoc As Document, lastRecordNum As Integer ' Create variables ("Post-it Notes") for later use
'Dialogs(wdDialogMailMergeRecipients).Display TimeOut:=1
Set masterDoc = ActiveDocument ' Identify the ActiveDocument (foremost doc when Macro run) as "masterDoc"
masterDoc.MailMerge.DataSource.ActiveRecord = wdLastRecord ' jump to the last active record (active = ticked in edit recipients)
lastRecordNum = masterDoc.MailMerge.DataSource.ActiveRecord ' retrieve the record number of the last active record so we know when to stop
masterDoc.MailMerge.DataSource.ActiveRecord = wdFirstRecord ' jump to the first active record (active = ticked in edit recipients)
Do While lastRecordNum > 0 ' create a loop, lastRecordNum is used to end the loop by setting to zero (see below)
masterDoc.MailMerge.Destination = wdSendToNewDocument ' Identify that we are creating a word docx (and no e.g. an email)
masterDoc.MailMerge.DataSource.FirstRecord = masterDoc.MailMerge.DataSource.ActiveRecord ' Limit the selection to just one document by setting the start ...
masterDoc.MailMerge.DataSource.LastRecord = masterDoc.MailMerge.DataSource.ActiveRecord ' ... and end points to the active record
masterDoc.MailMerge.Execute False ' run the MailMerge based on the above settings (i.e. for one record)
Set singleDoc = ActiveDocument ' Identify the ActiveDocument (foremost doc after running the MailMerge) as "singleDoc"
singleDoc.SaveAs2 _
FileName:=masterDoc.MailMerge.DataSource.DataFields("DocFolderPath").Value & Application.PathSeparator & _
masterDoc.MailMerge.DataSource.DataFields("DocFileName").Value & ".docx", _
FileFormat:=wdFormatXMLDocument ' Save "singleDoc" as a word docx with the details provided in the DocFolderPath and DocFileName fields in the MailMerge data
singleDoc.Close False ' Close "singleDoc", the variable "singleDoc" can now be used for the next record when created
If masterDoc.MailMerge.DataSource.ActiveRecord >= lastRecordNum Then ' test if we have just created a document for the last record
lastRecordNum = 0 ' if so we set lastRecordNum to zero to indicate that the loop should end
Else
masterDoc.MailMerge.DataSource.ActiveRecord = wdNextRecord ' otherwise go to the next active record
End If
Loop ' loop back to the Do start
End Sub ' Mark the end of the Subroutine