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VB to show a form for users to enter an address for a template
I work for a large company with many branches around the country.
We want each branch to have access to a range of document templates. The idea is when a user downloads and opens template, the first thing they have to do is select from a list that pops up confirming which branch they are from. The template will then automatically poulate the template page one header with the relevant branch address, phone and facsimile details. I normally do this type of stuff in Excel but this is the first time using VB and Macros in word. Any pointers?? -- Many Thanks EGGcel |
#2
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VB to show a form for users to enter an address for a template
1. Work with custom document properties. Define a custom property for each
of the values you're interested in -- branch name, address, phone, etc. If these are defined in a template, they are inherited by documents created from the template. Use DocProperty fields to display the values in the document. 2. Consider a no-macro approach: when you send out a template, insert dummy values like '[branch name]', '[phone number]', etc. It's obvious to the user that they have to do something about it; and it's not too hard to teach people to open the template itself and use File Properties Custom. 3. If you want to automate it, write a macro that runs when a new document is created, checks if the properties have ever been set and if not displays a UserForm to edit and save. Rather than putting the macro in every template, put it in an add-in. If you take this approach you'll also need to provide a way for users to get back to it when their phone number changes. And be aware that this sort of exercise is hell on wheels to support. "Eggtavius" wrote in message ... I work for a large company with many branches around the country. We want each branch to have access to a range of document templates. The idea is when a user downloads and opens template, the first thing they have to do is select from a list that pops up confirming which branch they are from. The template will then automatically poulate the template page one header with the relevant branch address, phone and facsimile details. I normally do this type of stuff in Excel but this is the first time using VB and Macros in word. Any pointers?? -- Many Thanks EGGcel |
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