Replies

Hi Janine,

Just wondering if you had a chance to look at the template I sent over.
I have revised things somewhat (style names) and have some questions on the template you sent earlier.
Here are a few questions:

If I take the Appendix A and it’s sublevels and make multiple copies, then I can have Appendix B, C, D and so forth.

I did just that, and have Appendix 6-9 as the list level numbers 1-4. Some issues I have seen are that now I cannot get A to become B when and so forth when I have pasted or style inserted, a new set of appendix levels.

Also, when I restart a list number, it inserts an indent/tab. Where is this being controlled? I would like to have the list numbering in the appendix pages without indentation.

Thanks for any additional clarification/feedback you can provide on appendix based list numbers and heading levels.

Regards,

James

Thanks Charles and Andrew.

Some good information from you both on the Content Controls.
I am using up some of the available Document Property Content Controls for my effort. That approach works
well and the linking to copied CCs is reliable. I see though that once you use (abstract for example),
you cannot use the same CC again for another named CC, as that name is now reserved (so to speak). Luckily,
there are enough Document Property CCs (that I will use copies of), that I am covered. And, if I need to create
a CC that is not going to be mirrored across the document, then I can simply use a Plain Text CC from within the Developer tab. Carriage Returns is not an issue for the template I am developing.
Thanks again for the great feedback and I look forward to working with CCs more and more.

Regards,

James

Hi Andrew/Charles,

I am using MS Word 2016 and intend to use the built in CCs for simplicity and reliability. I did have a question on the (behind the scenes) linking between Document Property CCs.
For example, I insert an “Abstract” CC on a cover page and make it so you can edit the field, but not delete the box. Next I copy and paste that same box to a header on another page and modify the properties there, such that I can not edit or delete that copied box. Is this reliable, such that any change in the text on the cover page “Abstract CC” now globally updates all the headers with the pasted version (the pasted version being different in that you cannot delete or edit that box)? It sounds like the characteristics may have changed with new versions of Word (i.e. MS Word 2013 / MS Word 2016) and I just want to confirm that this approach is and will be reliable, before choosing this path. I think I know the answer, just want to confirm.

Thanks once again for your thoughts and suggestions on this topic.

Regards,

James

Hi Janine,

Here is a sample template. See attached.

In the body of the document, I am using:

H1
Para_Text
H2
Para_Text
H3
Para_Text
H4
Para_Text
H5
Para_Text

Issues with:

ListNumLev1
ListNumLev2
ListNumLev3
ListNumLev4

APPHEADL1
Para_Text
APPHEADL2
Para_Text
APPHEADL3
Para_Text
APPHEADL4
Para_Text
APPHEADL5
Para_Text

Issues again with same List Number Styles:

ListNumLev1
ListNumLev2
ListNumLev3
ListNumLev4

In addition to the List Numbering issue, there is also the issue with the Page Numbers. Should have A1 at the bottom of the first page of the Appendix page and so forth. I am hoping
to associate it automatically, versus manually formatting the page number each time.

Thanks for taking a look at this template.

Regards,

James

Hi Janine,

I may have to have you take a look at this template. For some reason, the List Numbering (Heading 6, 7, 8 and 9) is not working properly. This is for both the Appendix and Heading Level styles.
Also, not sure what you mean by “List Templates”.

I will get back to you shortly.

Thanks once again.

James

Hi Charles,

Thanks for the additional information on the Content Controls. Yes, for what I need now, the Document Property Content Controls seem to be the way to go.

Regards,

James

Hi Janine,

I copied over your appendix/heading and list level styles into my template and modified things like style names.
I will (as mentioned earlier) be limiting the number of styles – as much as possible to keep it simple. I created new styles based on the styles you provided
with these names: H1, H2, H3, H4, H5, ListNumLev1, ListNumLev2, ListNumLev3 and ListNumLev4. I am using Times New Roman exclusively in this particular template
with H1 all caps and H2-H5 first letter caps. Also, I am using one style for body text. I am calling it Para_Text. So, there is no style that will give you A, B, C, D and so forth. The user
would simply choose Appendix 1 and manually type in A Appendix, B Appendix or something to that effect, based on what they needed.

I think I am on a good track right now.

I do have another question though – somewhat related. Do you know if there is a way to trigger the page number in the footer to automatically insert the number or letter, based on the Heading 1 or Appendix one being used on a given page? For example, I go to the top of a new page and choose Appendix 1. Next I populate that page with appendix sub headings and text. It would be great if the page number automatically inserted:

A1 – for first page of an appendix page
1 – for the first page of a chapter page
i. for the first page of a TOC page

If this is possible, it would save the user from opening up the footer to edit the page number and deal with section breaks.

Let me know your thoughts on this.

Again, the last sample you provided has a great layout. Thanks once again for your assistance with these questions.

I will keep you posted on this template.

Regards,

James

Hi Janine,

I took a quick look at your template from home and the approach looks very promising.
Something amiss with Appendix 1 though, but that may be something I did not elaborate on. I guess it should start with A or A1.

I will take a deeper look in a few hours. Again, it is looking really promising.

Thanks so much for your time on this.

Regards,

James

Hi Janine,

I just saw your other post above. I will check it out now.
Thanks once again.

James

Hi Janine,

In regards to this template, I am currently trying to figure how to
get the chapter Multilevel Headings/List Numbering and Appendix Multilevel/List Numbering to work together.
I created a chapter based document and it is working great. I created an Appendix based version and it is working great. The problem
occurs when I try to import all the styles (with different names) into one master document. Perhaps, that is the wrong approach – so I am open to any suggestions
you may have on how to make it all work together in one template – that is Chapter/Appendix Multilevel Headings and List Numbering.

Thanks again for your thoughts and suggestions.

Regards,

James

Hi Janine,

That sounds really great on the CCs you mention in your template.
I look forward to checking it out.

Please see my reply to Andrew below too.

My finished template needs to have 2-3 numbers on the cover page, that will carry through
to the header pages (globally). The CCs I need would contain only numbers (i.e. publication number, contract number, etc.).

Thanks again for your input and time.

Regards,

James

Hello Andrew,

Thanks for the clarification on CCs. I appreciate it. I am new to the world of Content Controls and am trying to understand it all. In reality,
I only need a plain text CC versus a rich text CC – if it gives me the font type and size needed. I think using built in document properties (that are already linked) is a simple and effective approach. And, there are probably fewer things to go wrong . The Document Properties Abstract CC is working for me right now and so I will use that for the now. In the future, I will dive into other more expansive CCs. Right now though, I need to get this template finished in a few days and there are other issues I am trying to fix (as seen in my other post).

Regards,

James

Hi Janine,
I am not sure what you mean by “mapping the control”. I will look for Greg Maxey’s Content Control addin – but keep in mind, my
goal here is to create a simple template for users that will create documents, using a small number of styles and other features. They will
not be downloading any plugins or enabling the developer mode in MS Word or running macros. They will simply be putting data into the document (template).
If the plugin you mention carries through a template file, when opened by an end user, then that may be okay. But, the end goal, per my direction,
is to create a solid template where the user can simply focus on typing in content, without fussing with formatting, headers, footers, section breaks and more.
Thanks for your replies. I will look back to the addin you referenced and download it, to have on hand.
Regards,
-J

Hi Janine,

I have a Multilevel Template working, excepting, I cannot seem
to bring in Appendix Level Headings (merge together), such that I can use 1.0 or A.1 – based
on where I am in the document.

In the Heading Levels, we have:

Heading 1 is Heading 1
Heading 2 is actually List Level 1
and so forth down to Heading Level 8

See attached and I look forward to hearing back from you – your thoughts.

Thanks once again.

Regards,

Jim

Hi Jec1,

Thanks for the reply and sample. I had seen an approach used before in the past (forget the link), where you use a Multilevel List as both your Heading Styles and your Numbered Lists.
Using the approach, as I recollect, you lose the number of Heading Levels you can use.

For example, you have Heading 1 and then List Number 1 and then Heading 2 and List Number 2, or as shown below:

1. (Heading Level 1)
1. (List Number Level 1)
1.1 (Heading Level 3)
a. (List Number Level 2)
1.1.1 (Heading Level 5)
i. (List Number Level 3)
1.1.1.1 (Heading Level 7)
(1) (List Number Level 4)

I believe that is the limit as List Number Level 4 is actually Heading 8 and there are only 9 Heading Levels in total. This means, you have no more pairs to use.

I believe this approach will work, but I also need to create Appendix Level Headings too (probably with the same structure as above – and have both in the same template.
Do you know if that is doable?

Thanks in advance. I will check out your attachment now.

Regards,

-J