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How to merge Infopath data in Word template

Posted on 2009-07-13
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Last Modified: 2012-05-07
Hi Experts,

We have a MOSS 2007 portal here with an Infopath doc library. One Infopath doc containt various informations about a customer, product they needed, technological information,address, etc. Now, we would like to take some of those informations and merge it into a Microsoft Word 2003 template. The goal here is to automate, for example, the creation of a contract where the client name, address, targeted product, etc. would be automatically filled into the word template.  I already tried to insert a field from an Infopath XML document without success (it tell me that Word get an error while loading the xml file). I don't really know what to look for...

So, the question is : How would you do that? Custom code in the Word template? Custom code in the Infopath form? Secret magic feature on the MOSS?

Thanks
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Question by:TELEBECINFO
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LVL 37

Expert Comment

by:Joanne M. Orzech
ID: 24869811
I don't know if this will give you any insight that you don't already have but post since you've received no other responses
http://office.microsoft.com/en-us/infopath/CH100598421033.aspx
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Author Comment

by:TELEBECINFO
ID: 24870323
Thanks for the response. I think the link show how to merge different infopath files into one, and that's not exaclty what i want. The goal is to take informations from an infopath xml and merge it into a word file.

I'm now looking into XSLT, it seam that I may be able to do something with it.
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Joanne M. Orzech earned 500 total points
ID: 24871139
Ok -- we haven't implemented this yet so I have no way to know or test... but I did run across this which has a ton of links in it which might prove helpful (or not :)).

http://openxmldeveloper.org/forums/thread/138.aspx


Also - Cindy Meister lists three options here:
http://www.eggheadcafe.com/forumarchives/officedeveloperautomation/Mar2006/post25915407.asp

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Author Comment

by:TELEBECINFO
ID: 24873492
Thanks, last link provided usefull informations!
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LVL 37

Expert Comment

by:Joanne M. Orzech
ID: 24878631
Excellent!  Thanks so much.  Glad I was able to help a little.

Joanne Orzech
MS Word MVP
EE Zone Advisor
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