[Workflowtoolkit-l] Borrowing Loan Template Issues

[Leslie Czechowski]

Have you tried printing one of the documents first? The xls file needs 
to be created, and my understanding is that the only way to do that is 
to print a document which then creates the xls file. / Leslie

On 1/12/2012 4:59 PM, Lexie Aldridge wrote:
>
> We recently went live with ILLiad borrowing and even though things are 
> going pretty smoothly so far (knock on wood), I am still learning the 
> system. I've run into a problem with my borrowing loan labels template 
> that I can't seem to figure out. After we upgraded to 8.1, I was going 
> back through and customizing the templates we had changed in 8.0, but 
> I'm not sure what happened to the borrowing loan labels because I 
> can't seem to get the mail merge function to work for this template as 
> they do for other templates (running the SQL commands and using XLS 
> data files to pull info).
>
> As I said before, I'm still new the system and especially new to 
> working with documents with mail merge functions, so I may be making 
> this harder than it needs to be. However, unlike the other templates 
> the mail merge functions are not highlighted for me to use and change 
> the template around. I've looked through the guidelines on the Atlas 
> Systems website and I am still having a hard time figuring out how to 
> get my template to allow me to make changes to the different fields. 
> When I open the template up through my c:\Program Files\ILLiad\Print 
> directory, it doesn't even ask if I want to run the "SQL command" as 
> it does for the other templates because it just automatically opens 
> up. I've tried reinstalling the original template, but it still opens 
> up without giving me the ability to change any of the fields permanently.
>
> Does anyone have any suggestions or solutions I could try? I'm at a 
> loss and after several days of trying different things, it's starting 
> to make me want to pull my hair out, so needless to say, any tips or 
> tricks would be greatly appreciated!
>
> Thanks in advance.
>
> -Lexie
>
> Lexie Aldridge
>
> ILL/Serials
>
> Troy University- Montgomery
>
> Rosa Parks Library
>
> w: (334)241-9784
>
>
>
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-- 
Leslie Czechowski
Assistant Director of Access Services
University of Pittsburgh Health Sciences Library System
200 Scaife Hall, 3550 Terrace St.
Pittsburgh, PA 15261
412-648-2049
email: lczech at pitt.edu
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