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Automatically naming documents with data in form fields?
I want to save documents using data that I have entered in form fields as the
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#2
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Automatically naming documents with data in form fields?
On Mon, 20 Feb 2006 08:05:27 -0800, AMG
wrote: I want to save documents using data that I have entered in form fields as the title. You'll need a macro to do that. Because you've given almost no details about your documents, it's hard to recommend what should be in the macro. At a minimum you'll need a statement like this: ActiveDocument.SaveAs FileName:= _ ActiveDocument.FormFields("CaseName").Result & ".doc" but replace "CaseName" with the actual name of the form field containing the text that forms the first part of the file name. There are a lot of other things to think about. For instance: - If you want the file to be saved in a folder other than the one listed as the Documents folder in Tools Options File Locations, you'll have to put that path into the FileName expression. - You'll have to check the field result to make sure it isn't empty and doesn't contain any characters that aren't legal in a file name. - You'll need error handling in case the folder isn't available or something else unexpected happens. - If your macro is named FileSaveAs, it will run instead of the built-in SaveAs command (see http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That may or may not be what you want to do. -- 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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Automatically naming documents with data in form fields?
I have the form fields named text1, text2, etc. I want to save the file as
text1 text2 (today's date) unit text7.doc "Jay Freedman" wrote: On Mon, 20 Feb 2006 08:05:27 -0800, AMG wrote: I want to save documents using data that I have entered in form fields as the title. You'll need a macro to do that. Because you've given almost no details about your documents, it's hard to recommend what should be in the macro. At a minimum you'll need a statement like this: ActiveDocument.SaveAs FileName:= _ ActiveDocument.FormFields("CaseName").Result & ".doc" but replace "CaseName" with the actual name of the form field containing the text that forms the first part of the file name. There are a lot of other things to think about. For instance: - If you want the file to be saved in a folder other than the one listed as the Documents folder in Tools Options File Locations, you'll have to put that path into the FileName expression. - You'll have to check the field result to make sure it isn't empty and doesn't contain any characters that aren't legal in a file name. - You'll need error handling in case the folder isn't available or something else unexpected happens. - If your macro is named FileSaveAs, it will run instead of the built-in SaveAs command (see http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That may or may not be what you want to do. -- 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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Automatically naming documents with data in form fields?
In that case, you want code like this, which constructs the file name in a
string, piece by piece, and then uses the string to save the file: Dim myFile As String With ActiveDocument.FormFields myFile = .Item("Text1").Result myFile = myFile & " " & _ .Item("Text2").Result myFile = myFile & " " & _ Format(Now, "dd MMM yyyy") myFile = myFile & " unit " & _ .Item("Text7").Result myFile = myFile & ".doc" End With ActiveDocument.SaveAs FileName:=myFile You can choose the format you want for the date, but be careful not to put in any characters that aren't valid in a file name. All the other considerations I listed earlier still need to be taken care of. -- 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. AMG wrote: I have the form fields named text1, text2, etc. I want to save the file as text1 text2 (today's date) unit text7.doc "Jay Freedman" wrote: On Mon, 20 Feb 2006 08:05:27 -0800, AMG wrote: I want to save documents using data that I have entered in form fields as the title. You'll need a macro to do that. Because you've given almost no details about your documents, it's hard to recommend what should be in the macro. At a minimum you'll need a statement like this: ActiveDocument.SaveAs FileName:= _ ActiveDocument.FormFields("CaseName").Result & ".doc" but replace "CaseName" with the actual name of the form field containing the text that forms the first part of the file name. There are a lot of other things to think about. For instance: - If you want the file to be saved in a folder other than the one listed as the Documents folder in Tools Options File Locations, you'll have to put that path into the FileName expression. - You'll have to check the field result to make sure it isn't empty and doesn't contain any characters that aren't legal in a file name. - You'll need error handling in case the folder isn't available or something else unexpected happens. - If your macro is named FileSaveAs, it will run instead of the built-in SaveAs command (see http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That may or may not be what you want to do. -- 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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Automatically naming documents with data in form fields?
That worked beautifully! However, I have more than one template and would
like to automatically save the document in a particular file, depending on which template I am using. For example, any document made with template BAM would be saved in a file named "Bay Area Mobile" using data from the form fields as its title. "Jay Freedman" wrote: In that case, you want code like this, which constructs the file name in a string, piece by piece, and then uses the string to save the file: Dim myFile As String With ActiveDocument.FormFields myFile = .Item("Text1").Result myFile = myFile & " " & _ .Item("Text2").Result myFile = myFile & " " & _ Format(Now, "dd MMM yyyy") myFile = myFile & " unit " & _ .Item("Text7").Result myFile = myFile & ".doc" End With ActiveDocument.SaveAs FileName:=myFile You can choose the format you want for the date, but be careful not to put in any characters that aren't valid in a file name. All the other considerations I listed earlier still need to be taken care of. -- 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. AMG wrote: I have the form fields named text1, text2, etc. I want to save the file as text1 text2 (today's date) unit text7.doc "Jay Freedman" wrote: On Mon, 20 Feb 2006 08:05:27 -0800, AMG wrote: I want to save documents using data that I have entered in form fields as the title. You'll need a macro to do that. Because you've given almost no details about your documents, it's hard to recommend what should be in the macro. At a minimum you'll need a statement like this: ActiveDocument.SaveAs FileName:= _ ActiveDocument.FormFields("CaseName").Result & ".doc" but replace "CaseName" with the actual name of the form field containing the text that forms the first part of the file name. There are a lot of other things to think about. For instance: - If you want the file to be saved in a folder other than the one listed as the Documents folder in Tools Options File Locations, you'll have to put that path into the FileName expression. - You'll have to check the field result to make sure it isn't empty and doesn't contain any characters that aren't legal in a file name. - You'll need error handling in case the folder isn't available or something else unexpected happens. - If your macro is named FileSaveAs, it will run instead of the built-in SaveAs command (see http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That may or may not be what you want to do. -- 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. |
#6
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Automatically naming documents with data in form fields?
Define a string that contains the path to the folder you want, and
attach it to the beginning of the file name: Dim myFile As String Dim myPath As String myPath = "C:\Bay Area Mobile\" ' this part is the same as in the previous macro With ActiveDocument.FormFields myFile = .Item("Text1").Result myFile = myFile & " " & _ .Item("Text2").Result myFile = myFile & " " & _ Format(Now, "dd MMM yyyy") myFile = myFile & " unit " & _ .Item("Text7").Result myFile = myFile & ".doc" End With myFile = myPath & myFile ActiveDocument.SaveAs FileName:=myFile In each template, change the line that assigns the value of myPath to the proper folder for that template's documents. -- 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. On Sun, 12 Mar 2006 11:05:26 -0800, AMG wrote: That worked beautifully! However, I have more than one template and would like to automatically save the document in a particular file, depending on which template I am using. For example, any document made with template BAM would be saved in a file named "Bay Area Mobile" using data from the form fields as its title. "Jay Freedman" wrote: In that case, you want code like this, which constructs the file name in a string, piece by piece, and then uses the string to save the file: Dim myFile As String With ActiveDocument.FormFields myFile = .Item("Text1").Result myFile = myFile & " " & _ .Item("Text2").Result myFile = myFile & " " & _ Format(Now, "dd MMM yyyy") myFile = myFile & " unit " & _ .Item("Text7").Result myFile = myFile & ".doc" End With ActiveDocument.SaveAs FileName:=myFile You can choose the format you want for the date, but be careful not to put in any characters that aren't valid in a file name. All the other considerations I listed earlier still need to be taken care of. -- 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. AMG wrote: I have the form fields named text1, text2, etc. I want to save the file as text1 text2 (today's date) unit text7.doc "Jay Freedman" wrote: On Mon, 20 Feb 2006 08:05:27 -0800, AMG wrote: I want to save documents using data that I have entered in form fields as the title. You'll need a macro to do that. Because you've given almost no details about your documents, it's hard to recommend what should be in the macro. At a minimum you'll need a statement like this: ActiveDocument.SaveAs FileName:= _ ActiveDocument.FormFields("CaseName").Result & ".doc" but replace "CaseName" with the actual name of the form field containing the text that forms the first part of the file name. There are a lot of other things to think about. For instance: - If you want the file to be saved in a folder other than the one listed as the Documents folder in Tools Options File Locations, you'll have to put that path into the FileName expression. - You'll have to check the field result to make sure it isn't empty and doesn't contain any characters that aren't legal in a file name. - You'll need error handling in case the folder isn't available or something else unexpected happens. - If your macro is named FileSaveAs, it will run instead of the built-in SaveAs command (see http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That may or may not be what you want to do. -- 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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