I need help. Creating a form in Excel or word when I mark Yes in a field.....Any help?

[faytona]

So I am working with a spreadsheet that I create a summary in for every row of data/every month and occasionally if a row in the spreadsheet needs further exploration by a analyst I have to open a word document and copy the data into the fields(very tedious and have copied in the wrong information). Is there a way that if I answer "Yes" to a review needed field that this form would be created in Excel or Word and these specific Excel fields would carry into the form?

Any ideas of the best way to carry this out??? I know how to mail merge but I would like for it to happen only with that row of data when I mark yes for review in Excel???

Also, is it possible that when the reviewer has completed the review that the findings be carried back into the spreadsheet from whichever form is created in word or excel?

I am a pretty advanced user but I am really tired. I am having report blindness right now, and am up against the computing wall any ideas????Anyone done anything like this before???

Thanks for ANY help!

[teylyn]

Hello,

mark the rows with Yes, then run a mail merge with Word and filter the Excel data source to use only the rows with Yes.

cheers, teylyn