How to filter records by condition, range, or date in merge templates
Overview
Learn how to filter and select specific records from your data source to ensure only relevant information is included in your merged documents.
Ways to Filter Records:
- Based on Conditions
Apply one or more conditions to pull only the records that match specific criteria—like names starting with “A”, amounts greater than 1000, or a specific status. - Based on a Range
Select records from a particular range, such as rows 1–50, if you want to control the number of records being merged without setting conditions
Steps to Filter Records
1. Under 'Select Data Source', click Filter icon
2. Select Based on conditions if you want to set up condition(s) for the records. Alternatively, choose Between a particular range to choose records using range.
A. Filter Based on Record Range
Select records from a particular range, such as rows 1–50, if you want to control the number of records being merged without setting conditions.
B. Filter based on Conditions
Use conditions to filter and extract specific records from your data source that meet defined criteria. Apply one or more conditional operators to narrow down the records each time you run a merge. You can filter based on text, numbers, images, and other data types using the available list of conditions.
C. Filter based Date Conditions
To filter records using a date-based condition, ensure that the merge field you select is of the date type. Choose the appropriate date field from your data source and apply a condition from the available list. Make sure that the date or time format in your condition matches the format used in the selected field to ensure accurate filtering.
Additional Notes
Filter Subform Data in Merge
- Place the cursor inside the Subform Repeating Regions and right click to choose "Apply Filter to Repeat Records"
2. Configure required conditions based on subform fields values or range to filter subform records to merge and hit filter.
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