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>> Global Template
Hi, can you please confirm my thoughts on the following.
We have several agenda item templates. The layout is different from template to template. However, formatting is the same. For example, Heading 1 has the same formatting for all these templates. My thought is to set up a global agenda template that has all the styles used by all standard agenda templates. The reason is to avoid duplication of styles and the resulting problem of updating/maintenance. Another problem this is to help resolve, is that we have more than one contributor to agenda documents. An outcome we want is that we can combine documents into a single document (using Insert File) without having to reformat. So, we will have a style named, 'Agenda' in each standard template and in the global template. When the format of the Agenda style is changed/updated in the global template, will this change update each of the standard templates' Agenda style? Any ideas or suggestions for a better method appreciated. :-) Cheers Jonathan |
#2
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I call this concept having a primary and a set of derivative templates.
I keep the needed vba code in my primary template and create the derivative templates by opening the primary and using Save As to same the derivative template. The way I do it, the primary and each derivative template has a document variable which contains the name of the primary template. When a new document is created based upon a derivative template, the autonew macro checks to see whether the attached template's name matches the primary template name in the document variable. If it does not, it attaches the new document to the primary template and updates the styles. (It also brings in content from the header and footer of the primary template.) All other content and any unique styles in the derivative template remain in the new document. (The content which is transferred is bookmarked.) To do this, a key is to standardize on the storage location for the primary template. (The derivative templates can be kept anywhere.) This is a particular folder in the workgroup templates folder. The macro checks for the setting for the workgroup templates folder when it starts and sets this as a part of the path to attach the template to the new document. This way even if the workgroup templates folder location differs between computers or is changed at a later time, the macro continues to find the template. To have multiple sets of primary/derivative templates all that is needed is to change the document variable in the new primary template to the name of that new primary template. -- 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. "Jonathan Parminter" wrote in message ... Hi, can you please confirm my thoughts on the following. We have several agenda item templates. The layout is different from template to template. However, formatting is the same. For example, Heading 1 has the same formatting for all these templates. My thought is to set up a global agenda template that has all the styles used by all standard agenda templates. The reason is to avoid duplication of styles and the resulting problem of updating/maintenance. Another problem this is to help resolve, is that we have more than one contributor to agenda documents. An outcome we want is that we can combine documents into a single document (using Insert File) without having to reformat. So, we will have a style named, 'Agenda' in each standard template and in the global template. When the format of the Agenda style is changed/updated in the global template, will this change update each of the standard templates' Agenda style? Any ideas or suggestions for a better method appreciated. :-) Cheers Jonathan |
#3
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Thanks Charles,
personally I have no problem with creating macros and so forth. I am hoping to set up a solution for our word processing department that allows staff with no coding skills (and no inclination to learn any) to manage independantly. Jonathan -----Original Message----- I call this concept having a primary and a set of derivative templates. I keep the needed vba code in my primary template and create the derivative templates by opening the primary and using Save As to same the derivative template. The way I do it, the primary and each derivative template has a document variable which contains the name of the primary template. When a new document is created based upon a derivative template, the autonew macro checks to see whether the attached template's name matches the primary template name in the document variable. If it does not, it attaches the new document to the primary template and updates the styles. (It also brings in content from the header and footer of the primary template.) All other content and any unique styles in the derivative template remain in the new document. (The content which is transferred is bookmarked.) To do this, a key is to standardize on the storage location for the primary template. (The derivative templates can be kept anywhere.) This is a particular folder in the workgroup templates folder. The macro checks for the setting for the workgroup templates folder when it starts and sets this as a part of the path to attach the template to the new document. This way even if the workgroup templates folder location differs between computers or is changed at a later time, the macro continues to find the template. To have multiple sets of primary/derivative templates all that is needed is to change the document variable in the new primary template to the name of that new primary template. -- 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. "Jonathan Parminter" wrote in message ... Hi, can you please confirm my thoughts on the following. We have several agenda item templates. The layout is different from template to template. However, formatting is the same. For example, Heading 1 has the same formatting for all these templates. My thought is to set up a global agenda template that has all the styles used by all standard agenda templates. The reason is to avoid duplication of styles and the resulting problem of updating/maintenance. Another problem this is to help resolve, is that we have more than one contributor to agenda documents. An outcome we want is that we can combine documents into a single document (using Insert File) without having to reformat. So, we will have a style named, 'Agenda' in each standard template and in the global template. When the format of the Agenda style is changed/updated in the global template, will this change update each of the standard templates' Agenda style? Any ideas or suggestions for a better method appreciated. :-) Cheers Jonathan . |
#4
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If you get the shortcut organizer people will be able to apply / change
document variables without coding skills. http://www.chriswoodman.co.uk/Shortcut%20Organizer.htm You can set up the basic coding in one template and let people use it. It will still require training in use of bookmarks if you are transfering document content (i.e. headers/footers) as well as styles, otherwise, it can used without any vba skills (although it will require such skills to set up initially). -- 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. "Jonathan Parminter" wrote in message ... Thanks Charles, personally I have no problem with creating macros and so forth. I am hoping to set up a solution for our word processing department that allows staff with no coding skills (and no inclination to learn any) to manage independantly. Jonathan -----Original Message----- I call this concept having a primary and a set of derivative templates. I keep the needed vba code in my primary template and create the derivative templates by opening the primary and using Save As to same the derivative template. The way I do it, the primary and each derivative template has a document variable which contains the name of the primary template. When a new document is created based upon a derivative template, the autonew macro checks to see whether the attached template's name matches the primary template name in the document variable. If it does not, it attaches the new document to the primary template and updates the styles. (It also brings in content from the header and footer of the primary template.) All other content and any unique styles in the derivative template remain in the new document. (The content which is transferred is bookmarked.) To do this, a key is to standardize on the storage location for the primary template. (The derivative templates can be kept anywhere.) This is a particular folder in the workgroup templates folder. The macro checks for the setting for the workgroup templates folder when it starts and sets this as a part of the path to attach the template to the new document. This way even if the workgroup templates folder location differs between computers or is changed at a later time, the macro continues to find the template. To have multiple sets of primary/derivative templates all that is needed is to change the document variable in the new primary template to the name of that new primary template. -- 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. "Jonathan Parminter" wrote in message ... Hi, can you please confirm my thoughts on the following. We have several agenda item templates. The layout is different from template to template. However, formatting is the same. For example, Heading 1 has the same formatting for all these templates. My thought is to set up a global agenda template that has all the styles used by all standard agenda templates. The reason is to avoid duplication of styles and the resulting problem of updating/maintenance. Another problem this is to help resolve, is that we have more than one contributor to agenda documents. An outcome we want is that we can combine documents into a single document (using Insert File) without having to reformat. So, we will have a style named, 'Agenda' in each standard template and in the global template. When the format of the Agenda style is changed/updated in the global template, will this change update each of the standard templates' Agenda style? Any ideas or suggestions for a better method appreciated. :-) Cheers Jonathan . |
#5
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Thanks Charles.
Cheers Jonathan -----Original Message----- If you get the shortcut organizer people will be able to apply / change document variables without coding skills. http://www.chriswoodman.co.uk/Shortcut%20Organizer.htm You can set up the basic coding in one template and let people use it. It will still require training in use of bookmarks if you are transfering document content (i.e. headers/footers) as well as styles, otherwise, it can used without any vba skills (although it will require such skills to set up initially). -- 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. "Jonathan Parminter" wrote in message ... Thanks Charles, personally I have no problem with creating macros and so forth. I am hoping to set up a solution for our word processing department that allows staff with no coding skills (and no inclination to learn any) to manage independantly. Jonathan -----Original Message----- I call this concept having a primary and a set of derivative templates. I keep the needed vba code in my primary template and create the derivative templates by opening the primary and using Save As to same the derivative template. The way I do it, the primary and each derivative template has a document variable which contains the name of the primary template. When a new document is created based upon a derivative template, the autonew macro checks to see whether the attached template's name matches the primary template name in the document variable. If it does not, it attaches the new document to the primary template and updates the styles. (It also brings in content from the header and footer of the primary template.) All other content and any unique styles in the derivative template remain in the new document. (The content which is transferred is bookmarked.) To do this, a key is to standardize on the storage location for the primary template. (The derivative templates can be kept anywhere.) This is a particular folder in the workgroup templates folder. The macro checks for the setting for the workgroup templates folder when it starts and sets this as a part of the path to attach the template to the new document. This way even if the workgroup templates folder location differs between computers or is changed at a later time, the macro continues to find the template. To have multiple sets of primary/derivative templates all that is needed is to change the document variable in the new primary template to the name of that new primary template. -- 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. "Jonathan Parminter" wrote in message .. . Hi, can you please confirm my thoughts on the following. We have several agenda item templates. The layout is different from template to template. However, formatting is the same. For example, Heading 1 has the same formatting for all these templates. My thought is to set up a global agenda template that has all the styles used by all standard agenda templates. The reason is to avoid duplication of styles and the resulting problem of updating/maintenance. Another problem this is to help resolve, is that we have more than one contributor to agenda documents. An outcome we want is that we can combine documents into a single document (using Insert File) without having to reformat. So, we will have a style named, 'Agenda' in each standard template and in the global template. When the format of the Agenda style is changed/updated in the global template, will this change update each of the standard templates' Agenda style? Any ideas or suggestions for a better method appreciated. :-) Cheers Jonathan . . |
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