[Workflowtoolkit-l] Borrowing Loan Template Issues

Leslie Czechowski lczech at pitt.edu
Fri Jan 13 08:00:47 EST 2012


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
>
>
>
> _______________________________________________
> Workflowtoolkit-l mailing list
> Workflowtoolkit-l at geneseo.edu
> http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l

-- 
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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