• User forms In MS Word (MS Word XP SR1)

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    #422325

    I am trying to use text from another file to populate a userform in MS word. I want to enter one piece of user information and then use the file to fill in a number of fields throughout the document. I have done this in the past but so long ago I cant remember.

    Thanks in advance

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    • #962763

      Can you tell us in more detail what you mean by “then use the file to fill in a number of fields”?

      • #963068

        I work in a Lawyers office and I am looking to create a file of lawyer details that when one field it recognises who the person is and populates other fields. At the moment it is for a fax where if you choose the lawyers name it fills in reference, email, direct fax number and direct dial.

        I did something similar in my last firm but cant remember how it was done.

        Hope this all makes sense

        • #963074

          You could use mail merge to do this:
          – Create a “data” document in the form of a table in a Word document, Excel worksheet or Access database.
          – The first row of the table will contain the field names.
          – Each subsequent row will contain the data for one lawyer.
          – Create the fax document, leaving the information to be filled in blank.
          – Activate the Mail Merge task pane.
          – Specify Letter in step 1.
          – Specify that you want to use the cuirrent document in step 2.
          – Specify the “data” document in step 3.
          – In step 4, you can place merge fields in the appropriate place in the document.
          – In step 5, you can view the result.

          • #963075

            Would this not create a fax for each lawyer every time it was used. I need it to be creating one fax each time it is used with the lawyers details being populated for only that use then being left blank.

            • #963077

              In step 5, the user can click ‘Find a recipient’, then either print/send the document as displayed, or click ‘Edit recipient list’, select only one lawyer, then proceed to step 6 and perform the actual merge.

        • #963277

          We had a thread either on the Word board or the VBA board that discussed a similar project: choosing a particular branch office in a drop-down and automatically populating the address into the document. Hopefully you can find that thread — and hopefully it contains some good code to start from!

        • #963971

          (Edited by JanB on 02-Aug-05 12:14. added some text)

          You could also use an INI file to store the relevant data for each lawyer and read the information from the INI file depending on the users choice in the dropdown formfield. The INI file contains a section [Lawyers] with a single key “names” wich lists all the lawyers, separated by a semicolon. For each name in this list there is a section with the name, followed by keys for each value. See the attachd example. Just place the template and INI file in the same directory and it should work.

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