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#1
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Prompt a mail merge with Fill-in
I am trying to create a letterhead template for our company in Word 2000. I
have a mail merge data soure set up with the sender's name, office, phone # and email address. I would like to set up a fill-in prompt for the sender to enter their name and this would automatically start the merge and populate it with their information. Is this possible and if so, HOW???? Thank you for all your help!!!! |
#2
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Mailmerge is not really the best thing for that. Better to use a UserForm
See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm On such a form, you could have a list box that automatically gets populated with the details for all of the employees and then when an employee is selected from the list and a command button is clicked, the data for that employee would be entered into the appropriate places in the document that is being created. This routine loads a listbox with client details stored in a table in a separate document (which makes it easy to maintain with additions, deletions etc.), that document being saved as Clients.Doc for the following code. On the UserForm, have a list box (ListBox1) and a Command Button (CommandButton1) and use the following code in the UserForm_Initialize() and the CommandButton1_Click() routines Private Sub UserForm_Initialize() Dim sourcedoc As Document, i As Integer, j As Integer, myitem As Range, m As Long, n As Long ' Modify the path in the following line so that it matches where you saved Clients.doc Application.ScreenUpdating = False ' Open the file containing the client details Set sourcedoc = Documents.Open(FileName:="e:\worddocs\Clients.doc" ) ' Get the number or clients = number of rows in the table of client details less one i = sourcedoc.Tables(1).Rows.Count - 1 ' Get the number of columns in the table of client details j = sourcedoc.Tables(1).Columns.Count ' Set the number of columns in the Listbox to match ' the number of columns in the table of client details ListBox1.ColumnCount = j ' Define an array to be loaded with the client data Dim MyArray() As Variant 'Load client data into MyArray ReDim MyArray(i, j) For n = 0 To j - 1 For m = 0 To i - 1 Set myitem = sourcedoc.Tables(1).Cell(m + 2, n + 1).Range myitem.End = myitem.End - 1 MyArray(m, n) = myitem.Text Next m Next n ' Load data into ListBox1 ListBox1.List() = MyArray ' Close the file containing the client details sourcedoc.Close SaveChanges:=wdDoNotSaveChanges End Sub Private Sub CommandButton1_Click() Dim i As Integer, Addressee As String Addressee = "" For i = 1 To ListBox1.ColumnCount ListBox1.BoundColumn = i Addressee = Addressee & ListBox1.Value & vbCr Next i ActiveDocument.Bookmarks("Addressee").Range.Insert After Addressee UserForm2.Hide End Sub The Initialize statement will populate the listbox with the data from the table and then when a client is selected in from the list and the command button is clicked, the information for that client will be inserted into a bookmark in the document. You may want to vary the manner in which it is inserted to suit our exact requirements, but hopefully this will get you started. To make it easy for you, the code has been written so that it will deal with any number of clients and any number of details about each client. It assumes that the first row of the table containing the client details is a header row. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Heidi M." Heidi wrote in message ... I am trying to create a letterhead template for our company in Word 2000. I have a mail merge data soure set up with the sender's name, office, phone # and email address. I would like to set up a fill-in prompt for the sender to enter their name and this would automatically start the merge and populate it with their information. Is this possible and if so, HOW???? Thank you for all your help!!!! |
#3
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Doug,
Thank you so much for your help. I have been pulling my hair out trying to figure this out. Heidi "Doug Robbins" wrote: Mailmerge is not really the best thing for that. Better to use a UserForm See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm On such a form, you could have a list box that automatically gets populated with the details for all of the employees and then when an employee is selected from the list and a command button is clicked, the data for that employee would be entered into the appropriate places in the document that is being created. This routine loads a listbox with client details stored in a table in a separate document (which makes it easy to maintain with additions, deletions etc.), that document being saved as Clients.Doc for the following code. On the UserForm, have a list box (ListBox1) and a Command Button (CommandButton1) and use the following code in the UserForm_Initialize() and the CommandButton1_Click() routines Private Sub UserForm_Initialize() Dim sourcedoc As Document, i As Integer, j As Integer, myitem As Range, m As Long, n As Long ' Modify the path in the following line so that it matches where you saved Clients.doc Application.ScreenUpdating = False ' Open the file containing the client details Set sourcedoc = Documents.Open(FileName:="e:\worddocs\Clients.doc" ) ' Get the number or clients = number of rows in the table of client details less one i = sourcedoc.Tables(1).Rows.Count - 1 ' Get the number of columns in the table of client details j = sourcedoc.Tables(1).Columns.Count ' Set the number of columns in the Listbox to match ' the number of columns in the table of client details ListBox1.ColumnCount = j ' Define an array to be loaded with the client data Dim MyArray() As Variant 'Load client data into MyArray ReDim MyArray(i, j) For n = 0 To j - 1 For m = 0 To i - 1 Set myitem = sourcedoc.Tables(1).Cell(m + 2, n + 1).Range myitem.End = myitem.End - 1 MyArray(m, n) = myitem.Text Next m Next n ' Load data into ListBox1 ListBox1.List() = MyArray ' Close the file containing the client details sourcedoc.Close SaveChanges:=wdDoNotSaveChanges End Sub Private Sub CommandButton1_Click() Dim i As Integer, Addressee As String Addressee = "" For i = 1 To ListBox1.ColumnCount ListBox1.BoundColumn = i Addressee = Addressee & ListBox1.Value & vbCr Next i ActiveDocument.Bookmarks("Addressee").Range.Insert After Addressee UserForm2.Hide End Sub The Initialize statement will populate the listbox with the data from the table and then when a client is selected in from the list and the command button is clicked, the information for that client will be inserted into a bookmark in the document. You may want to vary the manner in which it is inserted to suit our exact requirements, but hopefully this will get you started. To make it easy for you, the code has been written so that it will deal with any number of clients and any number of details about each client. It assumes that the first row of the table containing the client details is a header row. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Heidi M." Heidi wrote in message ... I am trying to create a letterhead template for our company in Word 2000. I have a mail merge data soure set up with the sender's name, office, phone # and email address. I would like to set up a fill-in prompt for the sender to enter their name and this would automatically start the merge and populate it with their information. Is this possible and if so, HOW???? Thank you for all your help!!!! |
#4
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Doug,
Sorry to bother you again but I am getting hung up on the "defining" and "load"ing the client data into "MyArray". I have the source doc open while working on the user form but missing something somewhere. Thanks, Heidi "Heidi M." wrote: Doug, Thank you so much for your help. I have been pulling my hair out trying to figure this out. Heidi "Doug Robbins" wrote: Mailmerge is not really the best thing for that. Better to use a UserForm See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm On such a form, you could have a list box that automatically gets populated with the details for all of the employees and then when an employee is selected from the list and a command button is clicked, the data for that employee would be entered into the appropriate places in the document that is being created. This routine loads a listbox with client details stored in a table in a separate document (which makes it easy to maintain with additions, deletions etc.), that document being saved as Clients.Doc for the following code. On the UserForm, have a list box (ListBox1) and a Command Button (CommandButton1) and use the following code in the UserForm_Initialize() and the CommandButton1_Click() routines Private Sub UserForm_Initialize() Dim sourcedoc As Document, i As Integer, j As Integer, myitem As Range, m As Long, n As Long ' Modify the path in the following line so that it matches where you saved Clients.doc Application.ScreenUpdating = False ' Open the file containing the client details Set sourcedoc = Documents.Open(FileName:="e:\worddocs\Clients.doc" ) ' Get the number or clients = number of rows in the table of client details less one i = sourcedoc.Tables(1).Rows.Count - 1 ' Get the number of columns in the table of client details j = sourcedoc.Tables(1).Columns.Count ' Set the number of columns in the Listbox to match ' the number of columns in the table of client details ListBox1.ColumnCount = j ' Define an array to be loaded with the client data Dim MyArray() As Variant 'Load client data into MyArray ReDim MyArray(i, j) For n = 0 To j - 1 For m = 0 To i - 1 Set myitem = sourcedoc.Tables(1).Cell(m + 2, n + 1).Range myitem.End = myitem.End - 1 MyArray(m, n) = myitem.Text Next m Next n ' Load data into ListBox1 ListBox1.List() = MyArray ' Close the file containing the client details sourcedoc.Close SaveChanges:=wdDoNotSaveChanges End Sub Private Sub CommandButton1_Click() Dim i As Integer, Addressee As String Addressee = "" For i = 1 To ListBox1.ColumnCount ListBox1.BoundColumn = i Addressee = Addressee & ListBox1.Value & vbCr Next i ActiveDocument.Bookmarks("Addressee").Range.Insert After Addressee UserForm2.Hide End Sub The Initialize statement will populate the listbox with the data from the table and then when a client is selected in from the list and the command button is clicked, the information for that client will be inserted into a bookmark in the document. You may want to vary the manner in which it is inserted to suit our exact requirements, but hopefully this will get you started. To make it easy for you, the code has been written so that it will deal with any number of clients and any number of details about each client. It assumes that the first row of the table containing the client details is a header row. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Heidi M." Heidi wrote in message ... I am trying to create a letterhead template for our company in Word 2000. I have a mail merge data soure set up with the sender's name, office, phone # and email address. I would like to set up a fill-in prompt for the sender to enter their name and this would automatically start the merge and populate it with their information. Is this possible and if so, HOW???? Thank you for all your help!!!! |
#5
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Heidi,
It doesn't have to be done manually. The code I gave you is for the Initialize event of the userform. When the userform is initialized by creating a new document from the template, using FileNew, the listbox will automatically be populated with the data from the table in the source file. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Heidi M." wrote in message ... Doug, Sorry to bother you again but I am getting hung up on the "defining" and "load"ing the client data into "MyArray". I have the source doc open while working on the user form but missing something somewhere. Thanks, Heidi "Heidi M." wrote: Doug, Thank you so much for your help. I have been pulling my hair out trying to figure this out. Heidi "Doug Robbins" wrote: Mailmerge is not really the best thing for that. Better to use a UserForm See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm On such a form, you could have a list box that automatically gets populated with the details for all of the employees and then when an employee is selected from the list and a command button is clicked, the data for that employee would be entered into the appropriate places in the document that is being created. This routine loads a listbox with client details stored in a table in a separate document (which makes it easy to maintain with additions, deletions etc.), that document being saved as Clients.Doc for the following code. On the UserForm, have a list box (ListBox1) and a Command Button (CommandButton1) and use the following code in the UserForm_Initialize() and the CommandButton1_Click() routines Private Sub UserForm_Initialize() Dim sourcedoc As Document, i As Integer, j As Integer, myitem As Range, m As Long, n As Long ' Modify the path in the following line so that it matches where you saved Clients.doc Application.ScreenUpdating = False ' Open the file containing the client details Set sourcedoc = Documents.Open(FileName:="e:\worddocs\Clients.doc" ) ' Get the number or clients = number of rows in the table of client details less one i = sourcedoc.Tables(1).Rows.Count - 1 ' Get the number of columns in the table of client details j = sourcedoc.Tables(1).Columns.Count ' Set the number of columns in the Listbox to match ' the number of columns in the table of client details ListBox1.ColumnCount = j ' Define an array to be loaded with the client data Dim MyArray() As Variant 'Load client data into MyArray ReDim MyArray(i, j) For n = 0 To j - 1 For m = 0 To i - 1 Set myitem = sourcedoc.Tables(1).Cell(m + 2, n + 1).Range myitem.End = myitem.End - 1 MyArray(m, n) = myitem.Text Next m Next n ' Load data into ListBox1 ListBox1.List() = MyArray ' Close the file containing the client details sourcedoc.Close SaveChanges:=wdDoNotSaveChanges End Sub Private Sub CommandButton1_Click() Dim i As Integer, Addressee As String Addressee = "" For i = 1 To ListBox1.ColumnCount ListBox1.BoundColumn = i Addressee = Addressee & ListBox1.Value & vbCr Next i ActiveDocument.Bookmarks("Addressee").Range.Insert After Addressee UserForm2.Hide End Sub The Initialize statement will populate the listbox with the data from the table and then when a client is selected in from the list and the command button is clicked, the information for that client will be inserted into a bookmark in the document. You may want to vary the manner in which it is inserted to suit our exact requirements, but hopefully this will get you started. To make it easy for you, the code has been written so that it will deal with any number of clients and any number of details about each client. It assumes that the first row of the table containing the client details is a header row. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Heidi M." Heidi wrote in message ... I am trying to create a letterhead template for our company in Word 2000. I have a mail merge data soure set up with the sender's name, office, phone # and email address. I would like to set up a fill-in prompt for the sender to enter their name and this would automatically start the merge and populate it with their information. Is this possible and if so, HOW???? Thank you for all your help!!!! |
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