conditionally select the records to be merged

How can I filter (conditionally select) the records to be merged?

Writer allows you to filter (conditionally select or skip) records to be merged. 

To filter records,

  1. Open the merge template.
  2. Choose the data source of your choice. Then you will find a Filter icon next to the linked data source file.


  3. From the Filter Records popup, you can 
  • Filter records based on certain conditions
  • Filter records between a particular range.



  1. For more details on filters based on conditions, click here.
  2. Click here to learn how to add filters in subforms.



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