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#1
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Form Question -
I need to create an "account profile" form where the first page (account #1)
has fields to enter the required information (account name, etc.) and some fields will be drop-down lists. When I have finished filling in the information for account #1, I need to do a page break and then have the same form ready to be filled in for account #2. One document needs to be ready to handle 10 or more account profiles (1 to a page). This needs to be done in Word or Excel only, unfortunately no Access :-( Any ideas are greatly appreciated! |
#2
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I would suggest creating a one page form with a "Post" (or Save or something
like that) button on the bottom of the page. That button then writes the field values to a data file and puts the focus back on the first page. OR Create a form in VBA within Word/Excel and have the form post the information back into the document/spreadsheet. Bob Tulk MOUS(XP/97) "LoriM" wrote: I need to create an "account profile" form where the first page (account #1) has fields to enter the required information (account name, etc.) and some fields will be drop-down lists. When I have finished filling in the information for account #1, I need to do a page break and then have the same form ready to be filled in for account #2. One document needs to be ready to handle 10 or more account profiles (1 to a page). This needs to be done in Word or Excel only, unfortunately no Access :-( Any ideas are greatly appreciated! |
#3
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Hi ?B?TG9yaU0=?=,
I need to create an "account profile" form where the first page (account #1) has fields to enter the required information (account name, etc.) and some fields will be drop-down lists. When I have finished filling in the information for account #1, I need to do a page break and then have the same form ready to be filled in for account #2. One document needs to be ready to handle 10 or more account profiles (1 to a page). This needs to be done in Word or Excel only, unfortunately no Access :-( Generally, I'd - set up the entire form and test it, until I know it's perfect - insert a page break at the top - select all and create an AutoText entry, SAVED IN THE TEMPLATE for this form (not in Normal.dot) - remove the pagebreak and protect the form - now you need a macro that unprotects the form, inserts the AutoText entry at the end of the document, then reprotects the form without losing user input. Roughly, it would look like this: Sub InsertAutoTextInForm() Dim doc As Word.Document Dim rng As Word.Range Set doc = ActiveDocument Set rng = doc.Range rng.Collapse wdCollapseEnd If doc.ProtectionType wdNoProtection Then doc.Unprotect End If doc.AttachedTemplate.AutoTextEntries( _ "NameOfEntry").Insert rng, True doc.Protect wdAllowOnlyFormFields, True End Sub You'd need to substitute the name of your AutoText entry for NameOfEntry, above. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |
#4
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Note that if you have any Ref or calculation fields that rely on your
formfields they will be changed when you insert the AutoText entry which will redefine the bookmarks. If this is the case, you may need to select your entire document (or at least the current page) and either lock or unlink the fields. (This would be done while the document is unprotected.) The following amendment does this (but unlinks all fields in the body of the document). The poster may need something that only targets particular fields but this is quick and dirty and works. It is only necessary if the information in a form field is used in another field. Sub InsertAutoTextInForm() Dim doc As Word.Document Dim rng As Word.Range Set doc = ActiveDocument Set rng = doc.Range rng.Collapse wdCollapseEnd If doc.ProtectionType wdNoProtection Then doc.Unprotect End If doc.Fields.Unlink doc.AttachedTemplate.AutoTextEntries( _ "ATTest").Insert rng, True doc.Protect wdAllowOnlyFormFields, True End Sub The following macro updates only Ref fields. It could be called by the insertion module prior to insertion of the AutoText and the command could be changed to unlink. Sub RefFieldUpdateAllStory() ' Written by Charles Kyle Kenyon 15 November 2001 ' All Story Field Updater - Ref fields Dim oField As Field Dim oStory As Range On Error Resume Next For Each oStory In ActiveDocument.StoryRanges ' This goes into headers and footers as well as the regular document For Each oField In ActiveDocument.Range.Fields If oField.Type = wdFieldRef Then oField.Update End If Next oField Next oStory End Sub If a different kind of field is being used to reflect the data in the formfields, that field type could be specified instead. I guess one other change I would make to your (excellent) recommendations would be to change the paragraph formatting of the first paragraph of the AutoText entry to page break before rather than inserting a manual page break. This may be more than the original poster needs or wants. If so, I apologize. -- 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. "Cindy M -WordMVP-" wrote in message news:VA.0000a427.007a6e1a@speedy... Hi ?B?TG9yaU0=?=, I need to create an "account profile" form where the first page (account #1) has fields to enter the required information (account name, etc.) and some fields will be drop-down lists. When I have finished filling in the information for account #1, I need to do a page break and then have the same form ready to be filled in for account #2. One document needs to be ready to handle 10 or more account profiles (1 to a page). This needs to be done in Word or Excel only, unfortunately no Access :-( Generally, I'd - set up the entire form and test it, until I know it's perfect - insert a page break at the top - select all and create an AutoText entry, SAVED IN THE TEMPLATE for this form (not in Normal.dot) - remove the pagebreak and protect the form - now you need a macro that unprotects the form, inserts the AutoText entry at the end of the document, then reprotects the form without losing user input. Roughly, it would look like this: Sub InsertAutoTextInForm() Dim doc As Word.Document Dim rng As Word.Range Set doc = ActiveDocument Set rng = doc.Range rng.Collapse wdCollapseEnd If doc.ProtectionType wdNoProtection Then doc.Unprotect End If doc.AttachedTemplate.AutoTextEntries( _ "NameOfEntry").Insert rng, True doc.Protect wdAllowOnlyFormFields, True End Sub You'd need to substitute the name of your AutoText entry for NameOfEntry, above. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 8 2004) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |
#5
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Thanks so much to all of you for your help. I ended up creating it in Excel.
I appreciate all your comments! |
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