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#1
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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
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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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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
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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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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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