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customizing sequential numbers in Word
I've read through the stings and have a general idea how to create sequential
numbering using a Form in Word. The form I've created, which I saved as a templete, is for data requests. So, anytime a requester opens the template, a new tracking number would be created. I was hoping to customize the numbering scheme so anytime someone opens a template it would generate a tracking number with the person's intials followed by the date and the next number..e.g., DM_Oct132009_1 and so on. This is just an example, I'm not sure if this is possible..any recommendations? |
#2
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customizing sequential numbers in Word
On Tue, 13 Oct 2009 14:35:01 -0700, Meg
wrote: I've read through the stings and have a general idea how to create sequential numbering using a Form in Word. The form I've created, which I saved as a templete, is for data requests. So, anytime a requester opens the template, a new tracking number would be created. I was hoping to customize the numbering scheme so anytime someone opens a template it would generate a tracking number with the person's intials followed by the date and the next number..e.g., DM_Oct132009_1 and so on. This is just an example, I'm not sure if this is possible..any recommendations? Let's assume you're using the macro-and-settings-file scheme in http://word.mvps.org/FAQs/MacrosVBA/NumberDocs.htm. In that macro, this line is responsible for writing the unique document number into the document at a bookmark: ActiveDocument.Bookmarks("Order").Range.InsertBefo re Format(Order, "00#") The part of this up to "InsertBefore" is the command that determines where to write the number; the remaining part, Format(Order, "00#"), supplies the number. What you want to do is modify the number. Putting in the date is the easy part. This expression creates the date in the format you showed, followed by the undersco Format(Now, "MMMddyyyy_") So the date and the number together would be Format(Now, "MMMddyyyy_") & Format(Order, "00#") I can't tell you how to add the person's initials until you explain whether those initials (or the person's full name, from which the initials could be extracted) exist somewhere in the form -- are they in a text form field, and if so, what is that field's name? -- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. |
#3
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customizing sequential numbers in Word
Hi Jay-
Thank you for your quick response. I posted a response earlier, but it didn't show up. To answer your question, I created a text box for the project mananger to enter their name. I would like their intitials to show up in the tracking # when they first open the template. In the link you provided, there is a reference to a .txt - do you create this text file with a list of numbers? I'm not clear on the role of the .txt document. Thank you again! Meg "Jay Freedman" wrote: On Tue, 13 Oct 2009 14:35:01 -0700, Meg wrote: I've read through the stings and have a general idea how to create sequential numbering using a Form in Word. The form I've created, which I saved as a templete, is for data requests. So, anytime a requester opens the template, a new tracking number would be created. I was hoping to customize the numbering scheme so anytime someone opens a template it would generate a tracking number with the person's intials followed by the date and the next number..e.g., DM_Oct132009_1 and so on. This is just an example, I'm not sure if this is possible..any recommendations? Let's assume you're using the macro-and-settings-file scheme in http://word.mvps.org/FAQs/MacrosVBA/NumberDocs.htm. In that macro, this line is responsible for writing the unique document number into the document at a bookmark: ActiveDocument.Bookmarks("Order").Range.InsertBefo re Format(Order, "00#") The part of this up to "InsertBefore" is the command that determines where to write the number; the remaining part, Format(Order, "00#"), supplies the number. What you want to do is modify the number. Putting in the date is the easy part. This expression creates the date in the format you showed, followed by the undersco Format(Now, "MMMddyyyy_") So the date and the number together would be Format(Now, "MMMddyyyy_") & Format(Order, "00#") I can't tell you how to add the person's initials until you explain whether those initials (or the person's full name, from which the initials could be extracted) exist somewhere in the form -- are they in a text form field, and if so, what is that field's name? -- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. |
#4
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customizing sequential numbers in Word
Hi Jay-
Thank you for your quick response. In the form I created, I have a field called Project Mgr Name. This is the person's initials I wanted to assign to the tracking number. "Jay Freedman" wrote: On Tue, 13 Oct 2009 14:35:01 -0700, Meg wrote: I've read through the stings and have a general idea how to create sequential numbering using a Form in Word. The form I've created, which I saved as a templete, is for data requests. So, anytime a requester opens the template, a new tracking number would be created. I was hoping to customize the numbering scheme so anytime someone opens a template it would generate a tracking number with the person's intials followed by the date and the next number..e.g., DM_Oct132009_1 and so on. This is just an example, I'm not sure if this is possible..any recommendations? Let's assume you're using the macro-and-settings-file scheme in http://word.mvps.org/FAQs/MacrosVBA/NumberDocs.htm. In that macro, this line is responsible for writing the unique document number into the document at a bookmark: ActiveDocument.Bookmarks("Order").Range.InsertBefo re Format(Order, "00#") The part of this up to "InsertBefore" is the command that determines where to write the number; the remaining part, Format(Order, "00#"), supplies the number. What you want to do is modify the number. Putting in the date is the easy part. This expression creates the date in the format you showed, followed by the undersco Format(Now, "MMMddyyyy_") So the date and the number together would be Format(Now, "MMMddyyyy_") & Format(Order, "00#") I can't tell you how to add the person's initials until you explain whether those initials (or the person's full name, from which the initials could be extracted) exist somewhere in the form -- are they in a text form field, and if so, what is that field's name? -- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. |
#5
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customizing sequential numbers in Word
Hi Meg,
This may get a bit deep if you don't have any experience with macros, but I'll try to make it easier. First, to answer the question in your other reply: The macro in the mvps.org article uses a file "C:\Settings.txt" to store the current value of the "order number". If the file doesn't exist, the macro will create it. The name and folder location of the file aren't important -- you can name it as you like and store it anywhere on the disk -- the only requirement is that both references to it in the macro are exactly the same. The forma field name can't be literally "Project Mgr Name" because spaces aren't allowed. Look again in the Properties box of the field; it might be that the spaces are just removed to make ProjectMgrName, or underscores are used to make Project_Mgr_Name. In the following code sample, I've used the former version. The code in your macro should take account of a couple of possible snags. The user might not have filled in the project manager name field yet, so there wouldn't be anything to get initials from. If the field isn't blank, it might have just one name -- maybe the person's surname -- instead of two. Or it might have several, like the scientist Johannes van der Waals. I chose to show how to extract one initial or at most two. In addition to the code from the mvps.org article that gets and saves the Order number, you need code like this: Dim ProjMgrName As String Dim ProjMgrInit As String Dim LastSpacePos As Long Dim TrackNum As String ProjMgrName = _ Trim(ActiveDocument.FormFields("ProjectMgrName").R esult) If Len(ProjMgrName) = 0 Then ' field is empty MsgBox "Please enter Project Manager name" Exit Sub End If If InStr(ProjMgrName, " ") = 0 Then ' field has no spaces -- take only first letter ProjMgrInit = Left(ProjMgrName, 1) Else ' field has one or more spaces ' find location of last space, get second initial from next letter LastSpacePos = InStrRev(ProjMgrName, " ") ProjMgrInit = Left(ProjMgrName, 1) & _ Mid(ProjMgrName, LastSpacePos + 1, 1) End If TrackNum = UCase(ProjMgrInit) & _ Format(Now, "_MMMddyyyy_") & _ Format(Order, "0#") Meg wrote: Hi Jay- Thank you for your quick response. In the form I created, I have a field called Project Mgr Name. This is the person's initials I wanted to assign to the tracking number. "Jay Freedman" wrote: On Tue, 13 Oct 2009 14:35:01 -0700, Meg wrote: I've read through the stings and have a general idea how to create sequential numbering using a Form in Word. The form I've created, which I saved as a templete, is for data requests. So, anytime a requester opens the template, a new tracking number would be created. I was hoping to customize the numbering scheme so anytime someone opens a template it would generate a tracking number with the person's intials followed by the date and the next number..e.g., DM_Oct132009_1 and so on. This is just an example, I'm not sure if this is possible..any recommendations? Let's assume you're using the macro-and-settings-file scheme in http://word.mvps.org/FAQs/MacrosVBA/NumberDocs.htm. In that macro, this line is responsible for writing the unique document number into the document at a bookmark: ActiveDocument.Bookmarks("Order").Range.InsertBefo re Format(Order, "00#") The part of this up to "InsertBefore" is the command that determines where to write the number; the remaining part, Format(Order, "00#"), supplies the number. What you want to do is modify the number. Putting in the date is the easy part. This expression creates the date in the format you showed, followed by the undersco Format(Now, "MMMddyyyy_") So the date and the number together would be Format(Now, "MMMddyyyy_") & Format(Order, "00#") I can't tell you how to add the person's initials until you explain whether those initials (or the person's full name, from which the initials could be extracted) exist somewhere in the form -- are they in a text form field, and if so, what is that field's name? -- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. |
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