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#1
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OLE link problem in Template
For weekly report, I have set up a template (report_wk.dot) with links to
charts in Excel spreadsheets. Once current position is established (by updating links when template opened), I want to break the links to save a snapshot of the weekly status (as report_wk_n.doc). Seems simple? Using Edit/Links to break all the links doesn't work. All the links are removed from the list and the document is saved, but there seems to be some residual link back to the original template, and its links to the Excel charts. When I open report_wk_n.doc I get asked if I want to update links, but the Edit/Links command is greyed out. Looking at windows explorer, I can see the template listed as ~$rt_wk.dot which usually means the document is open for editing. Help - how can I get rid of the links, so that I can distribute the report without questions re update. -- Patricia D |
#2
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OLE link problem in Template
Method 1: select all, then press Ctrl-Shift-F9. This replaces all fields
with their results. Following this, *nothing* in the document will update. Method 2: Print the report to PDF, and distribute that. This is often better practice anyway. Thed ~$rt_wk.dot file is not significant. As you say, this means that the document is open -- but that includes, for a template, any document based on the template. "Patricia D" wrote in message news For weekly report, I have set up a template (report_wk.dot) with links to charts in Excel spreadsheets. Once current position is established (by updating links when template opened), I want to break the links to save a snapshot of the weekly status (as report_wk_n.doc). Seems simple? Using Edit/Links to break all the links doesn't work. All the links are removed from the list and the document is saved, but there seems to be some residual link back to the original template, and its links to the Excel charts. When I open report_wk_n.doc I get asked if I want to update links, but the Edit/Links command is greyed out. Looking at windows explorer, I can see the template listed as ~$rt_wk.dot which usually means the document is open for editing. Help - how can I get rid of the links, so that I can distribute the report without questions re update. -- Patricia D |
#3
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OLE link problem in Template
I create new document from template, selected Yes to update links, did Ctrl+A
to select all, Ctrl+Shift+F9 to replace fields with results. When saving the document I was prompted "Do you want to save changes to the document template?" If I choose No, when I close the document I get asked if I want to update report_wk.dot If I choose Yes, I get no further questions when I close the document. Unfortunately in both cases, when I reopen saved document, I still get asked if I want to update links !! .. and Edit/Links is greyed out. -- Patricia D "Jezebel" wrote: Method 1: select all, then press Ctrl-Shift-F9. This replaces all fields with their results. Following this, *nothing* in the document will update. Method 2: Print the report to PDF, and distribute that. This is often better practice anyway. Thed ~$rt_wk.dot file is not significant. As you say, this means that the document is open -- but that includes, for a template, any document based on the template. "Patricia D" wrote in message news For weekly report, I have set up a template (report_wk.dot) with links to charts in Excel spreadsheets. Once current position is established (by updating links when template opened), I want to break the links to save a snapshot of the weekly status (as report_wk_n.doc). Seems simple? Using Edit/Links to break all the links doesn't work. All the links are removed from the list and the document is saved, but there seems to be some residual link back to the original template, and its links to the Excel charts. When I open report_wk_n.doc I get asked if I want to update links, but the Edit/Links command is greyed out. Looking at windows explorer, I can see the template listed as ~$rt_wk.dot which usually means the document is open for editing. Help - how can I get rid of the links, so that I can distribute the report without questions re update. -- Patricia D |
#4
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OLE link problem in Template
There are two things going on here.
1) the links to your Excel data, and 2) whatever is updating your template. It's unlikely that these are related. Ctrl-A, Ctrl-Shift-F9 won't work if you have links in headers and footers. Output to PDF would save you having to solve these problems. "Patricia D" wrote in message ... I create new document from template, selected Yes to update links, did Ctrl+A to select all, Ctrl+Shift+F9 to replace fields with results. When saving the document I was prompted "Do you want to save changes to the document template?" If I choose No, when I close the document I get asked if I want to update report_wk.dot If I choose Yes, I get no further questions when I close the document. Unfortunately in both cases, when I reopen saved document, I still get asked if I want to update links !! .. and Edit/Links is greyed out. -- Patricia D "Jezebel" wrote: Method 1: select all, then press Ctrl-Shift-F9. This replaces all fields with their results. Following this, *nothing* in the document will update. Method 2: Print the report to PDF, and distribute that. This is often better practice anyway. Thed ~$rt_wk.dot file is not significant. As you say, this means that the document is open -- but that includes, for a template, any document based on the template. "Patricia D" wrote in message news For weekly report, I have set up a template (report_wk.dot) with links to charts in Excel spreadsheets. Once current position is established (by updating links when template opened), I want to break the links to save a snapshot of the weekly status (as report_wk_n.doc). Seems simple? Using Edit/Links to break all the links doesn't work. All the links are removed from the list and the document is saved, but there seems to be some residual link back to the original template, and its links to the Excel charts. When I open report_wk_n.doc I get asked if I want to update links, but the Edit/Links command is greyed out. Looking at windows explorer, I can see the template listed as ~$rt_wk.dot which usually means the document is open for editing. Help - how can I get rid of the links, so that I can distribute the report without questions re update. -- Patricia D |
#5
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OLE link problem in Template
The conversion to PDF does completely get rid of all links, however a number
of weekly reports get consolidated before the final reported can be converted to PDF, so I was hoping to eliminate the other problem earlier. I have just discovered that the 'do you want to update' problem which remains after links are broken, is only a problem if the original template is accessible. So the administrator consolidating the final reports does not get the annoying update questions.... So, although I haven't worked out what is causing the problem, it doesn't get passed on with the document, so I can let it rest now. Thank you for the Ctrl+Shift+F9 - I will ask all template users to use that to break links in documents. -- Patricia D "Jezebel" wrote: There are two things going on here. 1) the links to your Excel data, and 2) whatever is updating your template. It's unlikely that these are related. Ctrl-A, Ctrl-Shift-F9 won't work if you have links in headers and footers. Output to PDF would save you having to solve these problems. "Patricia D" wrote in message ... I create new document from template, selected Yes to update links, did Ctrl+A to select all, Ctrl+Shift+F9 to replace fields with results. When saving the document I was prompted "Do you want to save changes to the document template?" If I choose No, when I close the document I get asked if I want to update report_wk.dot If I choose Yes, I get no further questions when I close the document. Unfortunately in both cases, when I reopen saved document, I still get asked if I want to update links !! .. and Edit/Links is greyed out. -- Patricia D "Jezebel" wrote: Method 1: select all, then press Ctrl-Shift-F9. This replaces all fields with their results. Following this, *nothing* in the document will update. Method 2: Print the report to PDF, and distribute that. This is often better practice anyway. Thed ~$rt_wk.dot file is not significant. As you say, this means that the document is open -- but that includes, for a template, any document based on the template. "Patricia D" wrote in message news For weekly report, I have set up a template (report_wk.dot) with links to charts in Excel spreadsheets. Once current position is established (by updating links when template opened), I want to break the links to save a snapshot of the weekly status (as report_wk_n.doc). Seems simple? Using Edit/Links to break all the links doesn't work. All the links are removed from the list and the document is saved, but there seems to be some residual link back to the original template, and its links to the Excel charts. When I open report_wk_n.doc I get asked if I want to update links, but the Edit/Links command is greyed out. Looking at windows explorer, I can see the template listed as ~$rt_wk.dot which usually means the document is open for editing. Help - how can I get rid of the links, so that I can distribute the report without questions re update. -- Patricia D |
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