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#1
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Master/Sub, Forms or Fields... Oh My!
First let me say what a wonderful group here!
Perhaps I just don't understand the terminology or I really haven't seen what I'm looking for yet. I have a document created in Word 8 with sections containing "fields" to be filled in by 3 different people (actually "groups" of people). In the past the document was printed out and completed by hand. What I am attempting is having the document (template) available on the server (W2K). Person from group #1 opens the file, completes the sections related to his/her dept then saves the file with the client's name in the client's folder. Person from group #2 goes to the client's folder, opens the document, completes the respective section and saves it in the same folder. Person from group #3 does the same as #2. This way any one of the 3 can start the process of filling out the "form". Here is the part I'm lost at. I want to be able to "lock" each person's (group's) section so it can not be edited by anyone other than that person. My original thought was to save the sections as 3 separate files with write access only to the "group" that should be filling those sections. But then someone would have to merge the 3 files back into one document to maintain the "form's" format and layout. I'm not sure if there is a Word function to do this or if VBA is needed. Any and all input is appreciated Every person accessing this document will be using Word 10 or above if that helps with responses. TIA Duff |
#2
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You would need to use vba. The terms Master and Subdocument refer to a
dangerous Word feature you don't want to be using. You could set up an AutoOpen macro that would check the username and then enable/disable fields in particular sections depending on the username of the person opening the document. This could be defeated rather easily, though, by opening the document without allowing the macro to run. I suppose you could have it disable all of the fields before saving. The vba work would not be that difficult but likely would be tedious. An alternative might be to turn on track changes so that you could track who made what change and simply have policies as to who can work on what. (I don't know that track changes works in protected forms; I've never tried it. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Duff" duff515(at)hotmail.com wrote in message ... First let me say what a wonderful group here! Perhaps I just don't understand the terminology or I really haven't seen what I'm looking for yet. I have a document created in Word 8 with sections containing "fields" to be filled in by 3 different people (actually "groups" of people). In the past the document was printed out and completed by hand. What I am attempting is having the document (template) available on the server (W2K). Person from group #1 opens the file, completes the sections related to his/her dept then saves the file with the client's name in the client's folder. Person from group #2 goes to the client's folder, opens the document, completes the respective section and saves it in the same folder. Person from group #3 does the same as #2. This way any one of the 3 can start the process of filling out the "form". Here is the part I'm lost at. I want to be able to "lock" each person's (group's) section so it can not be edited by anyone other than that person. My original thought was to save the sections as 3 separate files with write access only to the "group" that should be filling those sections. But then someone would have to merge the 3 files back into one document to maintain the "form's" format and layout. I'm not sure if there is a Word function to do this or if VBA is needed. Any and all input is appreciated Every person accessing this document will be using Word 10 or above if that helps with responses. TIA Duff |
#3
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Thank you for the input Charles. I am back on this "project" and will try
implementing your suggestion! Duff "Charles Kenyon" wrote in message ... You would need to use vba. The terms Master and Subdocument refer to a dangerous Word feature you don't want to be using. You could set up an AutoOpen macro that would check the username and then enable/disable fields in particular sections depending on the username of the person opening the document. This could be defeated rather easily, though, by opening the document without allowing the macro to run. I suppose you could have it disable all of the fields before saving. The vba work would not be that difficult but likely would be tedious. An alternative might be to turn on track changes so that you could track who made what change and simply have policies as to who can work on what. (I don't know that track changes works in protected forms; I've never tried it. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Duff" duff515(at)hotmail.com wrote in message ... First let me say what a wonderful group here! Perhaps I just don't understand the terminology or I really haven't seen what I'm looking for yet. I have a document created in Word 8 with sections containing "fields" to be filled in by 3 different people (actually "groups" of people). In the past the document was printed out and completed by hand. What I am attempting is having the document (template) available on the server (W2K). Person from group #1 opens the file, completes the sections related to his/her dept then saves the file with the client's name in the client's folder. Person from group #2 goes to the client's folder, opens the document, completes the respective section and saves it in the same folder. Person from group #3 does the same as #2. This way any one of the 3 can start the process of filling out the "form". Here is the part I'm lost at. I want to be able to "lock" each person's (group's) section so it can not be edited by anyone other than that person. My original thought was to save the sections as 3 separate files with write access only to the "group" that should be filling those sections. But then someone would have to merge the 3 files back into one document to maintain the "form's" format and layout. I'm not sure if there is a Word function to do this or if VBA is needed. Any and all input is appreciated Every person accessing this document will be using Word 10 or above if that helps with responses. TIA Duff |
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