I have a Microsoft Excel file that updates with information from a form. A person fills out the form, a new row of data is added to the file. I created a Microsoft Word document to generate a summary of that data using the mail merge tool. It works fine, no problems. I can manually move to the next record and save that file with a unique name (typically the file ID).
I would like to know if there is a way to make it an automatic process. When a new row of data is entered into the Excel file (a form is submitted), the Word document moves to the next record in the mail merge and that is saved as a separate file. Is this possible? Maybe using VBA or some other process?
I tried using Power Automate, but I don't have access to the premium features to populate a Word document. There is a way to create an HTML file from the form data, but the output is several pages of complicated formatting, and I don't have enough expertise to code the HTML correctly. The mail merge is a simple way of moving the data and it works fine. I'd just like it to be automatic so I don't have to manually trigger the process or open the documents every time the form is completed.
