Mail merge, fields & references
Generate merged documents and keep fields, captions, footnotes and cross-references correct.
20 project-authored proposals · taxonomy v1.1 · 0 new benchmark runs. Verifiers and partial-credit rules below are designs, not executed results.
- Typical applications
- Word · LibreOffice Writer
- Class GUI-need label
G2· GUI-essential
Task proposals · 20
Expand to inspect the complete original wording and proposed checks. Original proposal text remains English in both interfaces.
R04.02.01.03-T01 Mail-merge 25 offer letters to PDF
Original instruction
Mail-merge fixtures/candidates.xlsx (25 rows: name, role, salary, start_date) into input/offer_template.docx, then export one PDF per candidate to out/ named Offer_<name>.pdf. Each letter must show that candidate's name, role, salary, and start date.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP09· Files & folders- Conditions
- None declared
- Proposed difficulty
- 4 / 5
Proposed verifier
25 PDFs exist with correct per-record field values (name/role/salary/start_date) matching the spreadsheet rows; filenames match the pattern. Graded on the output set + extracted field text. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
30% merge wired to datasource; 40% 25 correct documents; 30% PDFs named correctly
R04.02.01.03-T02 Figure captions and cross-references
Original instruction
In input/report.docx, add 'Figure n' captions (Caption style + SEQ) to the 9 images and replace every literal phrase 'see figure above/below' with a live cross-reference field to the correct figure number. Update all fields.
- Platforms
win· Windowsmac· macOS- Applications
- Word · LibreOffice Writer
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Nine SEQ-based captions number 1-9; each former literal reference is now a REF field resolving to the right figure number. Graded on SEQ/REF fields; typed literal numbers instead of fields fail. VBA, LibreOffice macros/UNO and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% 9 captions with SEQ; 40% cross-references as live fields; 20% correct targets
R04.02.01.03-T03 Insert and number footnotes
Original instruction
In input/article.docx, convert the 6 bracketed notes marked [NOTE: ...] into proper footnotes at their anchor positions, so they auto-number 1-6 and appear at the bottom of their pages. Remove the bracket markers.
- Platforms
win· Windowsmac· macOS- Applications
- Word · LibreOffice Writer
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 2 / 5
Proposed verifier
Six footnotes exist at the right anchors numbered 1-6 with the note text; the bracket markers are gone. Graded on the footnote elements + numbering. VBA, LibreOffice macros/UNO and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
50% six footnotes at anchors; 30% auto-numbered 1-6; 20% markers removed
R04.02.01.03-T04 Mail-merge mailing labels
Original instruction
Create a label document (30-per-sheet layout) and mail-merge fixtures/contacts.csv (40 rows: name, address1, city, state, zip) into it so every label shows a correctly formatted address block. Save out/labels.docx.
- Platforms
win· Windowsmac· macOS- Applications
- Word · LibreOffice Writer
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
out/labels.docx has 40 labels across the sheets with each address block populated from the matching CSV row in the correct format. Graded on the merged label text vs the datasource. VBA, LibreOffice macros/UNO and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
30% label layout + merge; 40% 40 correct addresses; 30% formatting
R04.02.01.03-T05 Mail-merge envelopes
Original instruction
Set up a #10 envelope mail-merge using fixtures/contacts.csv as the recipient source and the fixed return address in return.txt, producing out/envelopes.docx with one envelope per contact (15 rows).
- Platforms
win· Windowsmac· macOS- Applications
- Word · LibreOffice Writer
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
out/envelopes.docx has 15 envelopes with the correct recipient per row and the fixed return address on each. Graded on merged envelope text. VBA, LibreOffice macros/UNO and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
30% envelope merge set up; 40% 15 correct recipients; 30% return address present
R04.02.01.03-T06 Conditional merge field
Original instruction
In input/renewal_template.docx merged with fixtures/customers.xlsx, add an IF field so customers with status 'premium' get the premium paragraph and others get the standard paragraph, and a greeting that uses 'Dear <first>' or 'Dear Customer' when first name is blank. Produce out/renewals.docx.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 4 / 5
Proposed verifier
Merged output shows the premium paragraph only for premium rows and the blank-name fallback greeting where first name is empty, per the datasource. Graded on per-record merged text vs expected branching. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% IF field logic correct; 40% correct branch per record; 20% greeting fallback
R04.02.01.03-T07 Insert TOC and update all fields
Original instruction
In input/guide.docx (headings styled, some SEQ captions present), insert an automatic Table of Contents, then update every field in the document (TOC, SEQ, REF, PAGE) so all numbers and page references are current. Save.
- Platforms
win· Windowsmac· macOS- Applications
- Word · LibreOffice Writer
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicknav· Pan/zoom/scrollkey· Shortcuts- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
A TOC field exists with correct entries/pages and all SEQ/REF/PAGE fields display updated values consistent with the document. Graded on field results vs recomputed values. VBA, LibreOffice macros/UNO and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% TOC inserted; 30% all fields updated; 30% values consistent
R04.02.01.03-T08 Cross-reference numbered headings
Original instruction
In input/standard.docx (headings numbered via styles), replace each placeholder '[REF: <heading title>]' with a live cross-reference to that heading's number, so references update if headings are renumbered. Update fields.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Each placeholder is replaced by a REF field pointing to the correct heading, resolving to its current number; re-numbering headings updates them. Graded on the REF fields + resolved targets; typed numbers fail. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% all placeholders replaced; 40% as live REF fields; 20% correct targets
R04.02.01.03-T09 Convert footnotes to endnotes and renumber
Original instruction
In input/paper.docx, convert all footnotes to endnotes collected at the document end, renumbered continuously in roman numerals, and update references. Save.
- Platforms
win· Windowsmac· macOS- Applications
- Word · LibreOffice Writer
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
No footnotes remain; the same notes exist as endnotes numbered in roman numerals continuously, references updated. Graded on footnote/endnote elements + numbering format. VBA, LibreOffice macros/UNO and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% converted to endnotes; 30% roman continuous numbering; 30% references updated
R04.02.01.03-T10 Mail-merge a product directory
Original instruction
Using a directory/catalog merge, merge fixtures/products.xlsx (60 rows: name, sku, price) into input/catalog_template.docx so all records flow onto continuous pages (not one page per record), each formatted as a catalog entry. Save out/catalog.docx.
- Platforms
win· Windowsmac· macOS- Applications
- Word · LibreOffice Writer
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 4 / 5
Proposed verifier
out/catalog.docx contains all 60 product entries flowing continuously (directory merge, not per-record page breaks) with correct name/sku/price per row. Graded on entry count + field values + no per-record section breaks. VBA, LibreOffice macros/UNO and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
30% directory merge type; 40% all 60 entries correct; 30% continuous layout
R04.02.01.03-T11 Nested and formatted merge fields
Original instruction
In input/invoice_template.docx merged with fixtures/invoices.xlsx, format the merged amount fields as currency with two decimals and the date field as 'DD Month YYYY' using field switches, and build a full-name field from first+last. Produce out/invoices.docx.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 4 / 5
Proposed verifier
Merged output shows amounts as currency (2 dp) and dates as 'DD Month YYYY' via numeric/date picture switches, and a combined full name per record. Graded on the rendered field values vs expected formatting. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% currency formatting switch; 30% date formatting switch; 30% combined name field
R04.02.01.03-T12 Mark citations and build a Table of Authorities
Original instruction
input/appellate_brief.docx cites 14 authorities (9 cases, 3 statutes, 2 court rules), most more than once, with short forms after the first cite. Mark each first cite as a long citation and each later short form as its short citation (TA fields), in categories Cases, Statutes and Rules. Insert a Table of Authorities after the TOC grouped by category, using 'passim' for authorities cited on 5+ pages, update fields and save output/appellate_brief.docx.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
TA fields: 14 long citations with correct category (Cases 1, Statutes 2, Rules 4); short-form TA fields at every later cite (recall 1.0 vs GT); TOA fields per category with the passim switch; cached TOA entries list each authority with page numbers equal to a render of the saved file. VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the file by any other process are logged and fail.
Proposed partial credit
35% 14 long-cite TA fields with categories; 25% short-cite TA fields; 25% TOA by category with passim; 15% page numbers match render
R04.02.01.03-T13 Insert date and fill-in fields
Original instruction
In input/form_letter.docx, insert a DATE field in the header (auto-updating) and three FILLIN/document-property fields for Recipient, Subject, and Reference that pull from the document properties. Set the properties and update fields.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 2 / 5
Proposed verifier
A DATE field is present in the header and the three property/fill-in fields display the set property values after updating. Graded on the field types + resolved values. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% date field; 40% three property fields resolve; 20% updated
R04.02.01.03-T14 Live page-number cross-references
Original instruction
In input/manual2.docx, replace each 'see page __' placeholder with a live cross-reference to the page number of the referenced bookmarked heading, so the numbers stay correct after repagination. Update fields.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Each placeholder becomes a PAGEREF field resolving to the correct page; re-paginating updates them. Graded on PAGEREF fields + resolved pages; typed page numbers fail. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% all placeholders replaced; 40% PAGEREF fields; 20% correct pages
R04.02.01.03-T15 Personalized letters without overflow
Original instruction
Mail-merge fixtures/donors.xlsx (30 rows: title, last_name, amount, campaign) into input/thankyou_template.docx with a greeting 'Dear <title> <last_name>,' and the amount formatted as currency. Ensure no record's greeting or body overflows its single-page layout. Produce out/thankyous.docx.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 4 / 5
Proposed verifier
30 merged letters show the correct personalized greeting and currency-formatted amount, each fitting on one page (no overflow to a second). Graded on per-record field values + page count per letter. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
30% merge+greeting; 30% currency formatting; 40% all 30 single-page
R04.02.01.03-T16 Insert citations and a bibliography
Original instruction
In input/review.docx, insert citation fields at the 5 marked positions referencing the sources in fixtures/sources (by key), using an APA style, and generate a Bibliography field listing the cited sources. Update fields.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Five citation fields reference the correct sources and a Bibliography field lists exactly those sources in APA format. Graded on the citation/bibliography fields + source keys. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% 5 citations at correct spots; 30% correct sources; 30% bibliography field generated
R04.02.01.03-T17 Calculated table field
Original instruction
In input/quote.docx, add a formula field in the table's Total cell that sums the line-item amounts above it (=SUM(ABOVE)) formatted as currency, and update it so it shows the correct total.
- Platforms
win· Windowsmac· macOS- Applications
- Word · LibreOffice Writer
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 2 / 5
Proposed verifier
The Total cell contains a formula field summing the line items (not a typed number), formatted as currency, displaying the correct sum. Graded on the field + computed value; a typed total fails. VBA, LibreOffice macros/UNO and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
50% formula field present; 30% correct sum; 20% currency format
R04.02.01.03-T18 Filtered mail-merge
Original instruction
Mail-merge input/notice_template.docx with fixtures/accounts.xlsx but include only records where balance_due > 0 and region = 'West' (use the merge recipient filter). Produce out/notices.docx with one letter per matching record.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP01· Document- Conditions
- None declared
- Proposed difficulty
- 4 / 5
Proposed verifier
out/notices.docx contains exactly the letters for records matching both filter conditions (count + identities match the expected filtered set) with correct field values. Graded on the filtered record set vs the datasource. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
40% filter conditions applied; 40% correct record set; 20% field values correct
R04.02.01.03-T19 Conditional merge with per-record PDFs
Original instruction
Mail-merge fixtures/employees.xlsx into input/letter_template.docx with: an IF block choosing the correct benefits paragraph by plan tier, a formatted salary, and a merged full name; then export one PDF per employee to out/ named Letter_<employee_id>.pdf.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP09· Files & folders- Conditions
long· Long-horizon- Proposed difficulty
- 5 / 5
Proposed verifier
One PDF per employee named by employee_id, each showing the correct tier paragraph, formatted salary, and full name per the datasource. Graded on the output set + per-record extracted content vs expected branching. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
25% merge+fields; 25% IF tier logic; 30% all correct documents; 20% PDF naming
R04.02.01.03-T20 Consistent references after a heavy edit
Original instruction
input/handbook.docx has figures, tables, footnotes, numbered headings, a TOC, and an index that are all now out of sync after content was added. Insert the two new figures with captions, add their cross-references, then update every field (TOC, LoF, LoT, index, SEQ, REF, PAGE) so all references and numbers are consistent.
- Platforms
win· Windowsmac· macOS- Applications
- Word
- Interfaces
desk· Desktop GUI- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
CL· CLI-sufficient- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollkey· Shortcuts- Work product
WP01· Document- Conditions
long· Long-horizon- Proposed difficulty
- 5 / 5
Proposed verifier
New figures captioned via SEQ and cross-referenced; after updating, all SEQ/REF/PAGE/TOC/LoF/LoT/index fields resolve consistently (numbers and pages match the final layout). Graded on the full set of field results vs recomputed values. Word VBA and COM/AppleScript automation are disabled, the VM has no terminal or Python, and writes to the output files by any other process are logged and fail.
Proposed partial credit
25% new figures+captions; 25% cross-references added; 25% all SEQ/REF updated; 25% TOC/LoF/LoT/index consistent
Mapped research references
No benchmark reference is assigned to this class in the current mapping.