The Process Designer lets you extend and change the processes you initially created using the Mail Merge Wizard. It is for advanced users only. If the user needs to alter certain options you will normally add some controls on the Access forms and change the settings programmatically (see Programming mail merge processes).
To open the Process Designer, on the Mail Merge menu/ribbon, select Tools > Process Designer
The process designer has three panes:
To change an Activity (or datasource)
To add an Activity (or datasource)
Things you might want to do with the Process Designer:
and much more!
The information on processes is stored in a file called [yourdatabase]_processes.xml.
|Save As...||Generate Code||Load process from XML / Use process classes only|
|Exit||Database||Insert / Move / Delete|
|Data source||Insert / Copy|Paste / Left|Right / Delete|
|Move||Forward / Back|
Popup (right-click on processes list box)
The normal way to open [YourDatabase]_processes.xml would be from starting from the database menu. So:
Mail Merge > Tools > Open Process Designer. This is the preferred route.
Create a new empty processes.xml file. This possibility has been added for completeness, not as a preferred way to create a processes.xml file. See the remark above.
Open an existing processes.xml file.
Save changes to the open processes.xml file in another file. This is useful if you want to work with / try out different versions.
Lets you save changes to another file.
Close the Process Designer.
Copies the selected processDelete
Removes the selected process
Executes a set of design time check to see if the selected process can be executed without problems.
Generates VBA code corresponding to the selected process which you can use in your Access application, either 'as is' under a button (1.), or as starting point for your own mail merge automation using the 4TOPS Mail Merge Objects (2.).
Databases refer to any named file from which Data sources can be used by the process' activities.
Currently only Access databases can be used. By default this refers to the current database.
Make a new database known.
Remove Database from process
Data sources roughly correspond to Access tables, queries or forms.
Add a new data source to be used by one or more activities.
Step in a process. Activities are executed in the order in which they are listed in the Activities collection of a process.
Add a new activity to a process, one of:
Start Options dialog.
Shows this help file opened on content tab
Author and version info
Change position in list
Delete selected process
List shows available processes
Shows available databases
Shows available data sources
Activities in in the selected process, in the order they are executed.
New XML File
Load XML File
Save XML File
Insert Data source
Add Mail Merge
Add Activity SaveAs
Add Activity PrintOut
Add Activity SendMail
Add Activity Send Fax
Set the properties for the selected object.