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myPM Merge: Operation

FlowChart: myPM Merge
  • Inputs...
    • User: Update MS Access Source File ( *.mdb ) data / MS Excel Source File ( *.xls ) data
    • User: Create MS Word Destination File ( *.doc ) / MS Excel Destination File ( *.xls )

  • Load Data File ( *.mmu ) / Configure...
    • Define: Source File properties ( Filename, Table / Worksheet, etc. )
    • Define: Destination File properties ( Filename, - / Worksheet, etc. )
    • Define: Merge Map ( Source Field, Destination BookMark / Cell )
    • Define: Merge Filter ( Optional: Source Field, Comparison, Value )
    • Define: Merge Preview ( Source Field )
    • Save: Save configuration to Data File ( *.mmu )

  • Process Data...
    • Extract: Source File data
    • Filter: Source File data ( Optional )
    • Validate: Source File data
    • User: Select source records to merge ( Merge Preview )
    • Open: Open Destination File

  • Outputs...
    • Merge: Insert Source File data
    • Save: Save merged Destination File ( Optional )
    • Print: Print merged Destination File ( Optional )
    • Close: Close Destination File

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