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#1
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Word 2007 Online Forms
I am creating a collection of forms to be filled in by technicians in a small
call center. The forms will be stored in a SharePoint 2007 library. I need a means to be able to have the techs clear the form after using it, without unprotecting and using the Reset Fields commands in the Legacy Forms group of commands. A macro possibly saved in Normal.dotm, and a button on the QAT seems a possible solution, but I do not know how to do a macro to perform this task for several differently named forms. Any help will be appreciated. Thank you. Carl |
#2
Posted to microsoft.public.word.newusers
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Word 2007 Online Forms
The form should be a template. The users then open a new document (form)
from the template and fill it out. When they want another form, they open it from the template again. That's what templates are for: you don't have to unprotect and clear a used form to reuse it. If you create a Work Group folder for the templates and then point each users' File Location, Workgroup template setting to that folder, they will see all the templates in their File | New dialog. Alternatively, they could have desktop shortcuts pointing to the Workgroup templates (the default action of double-clicking a shortcut to a template is to open a new document based on the template). -- Terry Farrell - MSWord MVP "Carl_B" wrote in message ... I am creating a collection of forms to be filled in by technicians in a small call center. The forms will be stored in a SharePoint 2007 library. I need a means to be able to have the techs clear the form after using it, without unprotecting and using the Reset Fields commands in the Legacy Forms group of commands. A macro possibly saved in Normal.dotm, and a button on the QAT seems a possible solution, but I do not know how to do a macro to perform this task for several differently named forms. Any help will be appreciated. Thank you. Carl |
#3
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Word 2007 Online Forms
Thank you for the response. While the use of a template will certainly
protect the document from permanent change, the techs using the form need to be able to get to a cleared form in a manner much quicker than saving, closing and then opening another form (they are under time constraints, and the forms are quite large and compex). I still require a macro that will work resetting the fields in a variety of forms. "Terry Farrell" wrote: The form should be a template. The users then open a new document (form) from the template and fill it out. When they want another form, they open it from the template again. That's what templates are for: you don't have to unprotect and clear a used form to reuse it. If you create a Work Group folder for the templates and then point each users' File Location, Workgroup template setting to that folder, they will see all the templates in their File | New dialog. Alternatively, they could have desktop shortcuts pointing to the Workgroup templates (the default action of double-clicking a shortcut to a template is to open a new document based on the template). -- Terry Farrell - MSWord MVP "Carl_B" wrote in message ... I am creating a collection of forms to be filled in by technicians in a small call center. The forms will be stored in a SharePoint 2007 library. I need a means to be able to have the techs clear the form after using it, without unprotecting and using the Reset Fields commands in the Legacy Forms group of commands. A macro possibly saved in Normal.dotm, and a button on the QAT seems a possible solution, but I do not know how to do a macro to perform this task for several differently named forms. Any help will be appreciated. Thank you. Carl . |
#4
Posted to microsoft.public.word.newusers
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Word 2007 Online Forms
It is unlikely that any other method that you might come up with would be
any quicker. You could however make the process more automatic by having a macro on the QAT that used the command Documents.Add "TemplateName" -- 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, originally posted via msnews.microsoft.com "Carl_B" wrote in message ... Thank you for the response. While the use of a template will certainly protect the document from permanent change, the techs using the form need to be able to get to a cleared form in a manner much quicker than saving, closing and then opening another form (they are under time constraints, and the forms are quite large and compex). I still require a macro that will work resetting the fields in a variety of forms. "Terry Farrell" wrote: The form should be a template. The users then open a new document (form) from the template and fill it out. When they want another form, they open it from the template again. That's what templates are for: you don't have to unprotect and clear a used form to reuse it. If you create a Work Group folder for the templates and then point each users' File Location, Workgroup template setting to that folder, they will see all the templates in their File | New dialog. Alternatively, they could have desktop shortcuts pointing to the Workgroup templates (the default action of double-clicking a shortcut to a template is to open a new document based on the template). -- Terry Farrell - MSWord MVP "Carl_B" wrote in message ... I am creating a collection of forms to be filled in by technicians in a small call center. The forms will be stored in a SharePoint 2007 library. I need a means to be able to have the techs clear the form after using it, without unprotecting and using the Reset Fields commands in the Legacy Forms group of commands. A macro possibly saved in Normal.dotm, and a button on the QAT seems a possible solution, but I do not know how to do a macro to perform this task for several differently named forms. Any help will be appreciated. Thank you. Carl . |
#5
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Word 2007 Online Forms
There isn't a quicker way: Word is designed to use templates which is
quickest, simplest and reliable. Create a macro that will Save and Close the current form and Open up a new form from the template. Add the macro to the QAT. Terry "Carl_B" wrote in message ... Thank you for the response. While the use of a template will certainly protect the document from permanent change, the techs using the form need to be able to get to a cleared form in a manner much quicker than saving, closing and then opening another form (they are under time constraints, and the forms are quite large and compex). I still require a macro that will work resetting the fields in a variety of forms. "Terry Farrell" wrote: The form should be a template. The users then open a new document (form) from the template and fill it out. When they want another form, they open it from the template again. That's what templates are for: you don't have to unprotect and clear a used form to reuse it. If you create a Work Group folder for the templates and then point each users' File Location, Workgroup template setting to that folder, they will see all the templates in their File | New dialog. Alternatively, they could have desktop shortcuts pointing to the Workgroup templates (the default action of double-clicking a shortcut to a template is to open a new document based on the template). -- Terry Farrell - MSWord MVP "Carl_B" wrote in message ... I am creating a collection of forms to be filled in by technicians in a small call center. The forms will be stored in a SharePoint 2007 library. I need a means to be able to have the techs clear the form after using it, without unprotecting and using the Reset Fields commands in the Legacy Forms group of commands. A macro possibly saved in Normal.dotm, and a button on the QAT seems a possible solution, but I do not know how to do a macro to perform this task for several differently named forms. Any help will be appreciated. Thank you. Carl . |
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