I could use some help with TaskCentre. I am trying to define an MS Mail Merge as part of my task. That works fine. The problem that I have is that I need to be able to change which template I use during runtime. In other words, I need to be able to send different letters each time I run the task. Does anyone know if this is possible and how to do it?
TaskCentre Mail Merge
Be careful when using a
On August 28th, 2009 pncannon says:
Be careful when using a decision step in the task. If you are processing one record because the task fired from a trigger perhaps, then you will be okay. But if you are processing multiple records at once, you can do it, but it's a bit more involved. You need to use the data filter tool instead, but depending on the version of TaskCentre you have the method will need to be different.
The problem lies in the fact that the decision tool is not what I describe as 'result set aware', unlike the data filter which is. This is the key to you getting it to work.
I'm sorry but it's a bit too complicated to describe here as I do not know the scope of what you are trying to do.
TaskCentre Mail Merge
You need to be able to identify when to use which template, so you need a parameter fed into the task, or identify something in the data you are pulling to make that decision. Then use a decision tree to decide which path takes you to the proper template. Set up each template (and additional steps after the template) as you have the original one, but on a different path off of the decision tree.
Since I don't know the details of your task, here's a simple example. Scheduled task icon or trigger>>Query that pulls the data>>Decision tree>>Word merge template>>save document>> email>>etc. After the decision tree you need to have paths containing the same steps, but with the word merge template being different on each path.
Brenda