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#1
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Need a document that pops up a dialog box for user to enter info to merge
Hi all,
I am looking for a way to easily set up a document to allow a user to enter data, via a form that pops up. I want to make it very simple to setup and not use UserForms/VBA etc. Is there a recommended way of doing this, keeping it very simple ? cheers, Adam |
#2
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Need a document that pops up a dialog box for user to enter info to merge
Don't know that it is that much simpler and do know that it is much less
powerful or flexible, but ASK and/or Fill-In fields come to mind. See the tutorial at http://addbalance.com/word/download.htm -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi all, I am looking for a way to easily set up a document to allow a user to enter data, via a form that pops up. I want to make it very simple to setup and not use UserForms/VBA etc. Is there a recommended way of doing this, keeping it very simple ? cheers, Adam |
#3
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Need a document that pops up a dialog box for user to enter info to merge
Hi Charles,
am I missing something here or is it more difficult than it seems. Say for example, these are the only 2 fields I want inputted [Person's Name] and [insert subject here] (as below). Dear [Person's Name] [insert subject here] I then want to have the document created with the data fields filled in so that I can (1) print the document and (2) save the document to file - with the text already merged. Is there a way to do this without any vba. We have 100's and 100's of documents that need this doing to and to use userforms etc is overkill. There will be a few people doing it with relatively basic word skills. The old Wordperfect prompts were perfect for this and very easy to do. thanks. "Charles Kenyon" wrote in message ... Don't know that it is that much simpler and do know that it is much less powerful or flexible, but ASK and/or Fill-In fields come to mind. See the tutorial at http://addbalance.com/word/download.htm -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi all, I am looking for a way to easily set up a document to allow a user to enter data, via a form that pops up. I want to make it very simple to setup and not use UserForms/VBA etc. Is there a recommended way of doing this, keeping it very simple ? cheers, Adam |
#4
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Need a document that pops up a dialog box for user to enter info to merge
A Fill-In field in the template will do what you want. See the Ask and
Fill-In field tutorial at http://addbalance.com/word/download.htm. Also, though, look into macrobutton fields as click-and-type prompts. See http://addbalance.com/usersguide/fields.htm#Macrobutton. { MacroButton NoMacro [Click here and type] } I have a suspicion that you are migrating from Word Perfect or some other word processing program. If that is the situation, write back and I'll give you a bunch of links that will help, because these two programs do not approach things the same way. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi Charles, am I missing something here or is it more difficult than it seems. Say for example, these are the only 2 fields I want inputted [Person's Name] and [insert subject here] (as below). Dear [Person's Name] [insert subject here] I then want to have the document created with the data fields filled in so that I can (1) print the document and (2) save the document to file - with the text already merged. Is there a way to do this without any vba. We have 100's and 100's of documents that need this doing to and to use userforms etc is overkill. There will be a few people doing it with relatively basic word skills. The old Wordperfect prompts were perfect for this and very easy to do. thanks. "Charles Kenyon" wrote in message ... Don't know that it is that much simpler and do know that it is much less powerful or flexible, but ASK and/or Fill-In fields come to mind. See the tutorial at http://addbalance.com/word/download.htm -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi all, I am looking for a way to easily set up a document to allow a user to enter data, via a form that pops up. I want to make it very simple to setup and not use UserForms/VBA etc. Is there a recommended way of doing this, keeping it very simple ? cheers, Adam |
#5
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Need a document that pops up a dialog box for user to enter info to merge
Thanks Charles.
You are correct We have a heap of templates that were done in WP. The users are novices at using Word and I want to make this process as painless as possible. So I'm after a solution that works and is simple to use. I looked at your Tutorial and found that it wasn't as straight forward as I would like ( I gave it to a user to look at and they had no idea where to even start). Am I missing something here, or isn't there just a very straight forward way of doing this ? No macros, No vba, no userforms. cheers. "Charles Kenyon" wrote in message ... A Fill-In field in the template will do what you want. See the Ask and Fill-In field tutorial at http://addbalance.com/word/download.htm. Also, though, look into macrobutton fields as click-and-type prompts. See http://addbalance.com/usersguide/fields.htm#Macrobutton. { MacroButton NoMacro [Click here and type] } I have a suspicion that you are migrating from Word Perfect or some other word processing program. If that is the situation, write back and I'll give you a bunch of links that will help, because these two programs do not approach things the same way. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi Charles, am I missing something here or is it more difficult than it seems. Say for example, these are the only 2 fields I want inputted [Person's Name] and [insert subject here] (as below). Dear [Person's Name] [insert subject here] I then want to have the document created with the data fields filled in so that I can (1) print the document and (2) save the document to file - with the text already merged. Is there a way to do this without any vba. We have 100's and 100's of documents that need this doing to and to use userforms etc is overkill. There will be a few people doing it with relatively basic word skills. The old Wordperfect prompts were perfect for this and very easy to do. thanks. "Charles Kenyon" wrote in message ... Don't know that it is that much simpler and do know that it is much less powerful or flexible, but ASK and/or Fill-In fields come to mind. See the tutorial at http://addbalance.com/word/download.htm -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi all, I am looking for a way to easily set up a document to allow a user to enter data, via a form that pops up. I want to make it very simple to setup and not use UserForms/VBA etc. Is there a recommended way of doing this, keeping it very simple ? cheers, Adam |
#6
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Need a document that pops up a dialog box for user to enter info to merge
It is simple. Insert = Field. The tutorial shows the different ways to
approach what you are trying to do. Here's the ... General Info on moving from Word Perfect to Word: Word and Word Perfect work very differently from one another. Each program's methods have strengths and weaknesses; but, if you try to use one of these programs as if it were the other, it is like pushing on a string! You can easily make a lot of extra work for yourself. If you are unwilling to take the time to learn to use Word's methods, you should stick to using Word Pad. You'll have a lot less grief, although you'll miss out on a lot of raw power. See http://www.addbalance.com/word/wordperfect.htm http://www.mvps.org/word/FAQs/Genera...ordPerfect.htm http://www.mvps.org/word/FAQs/Genera...AndGotchas.htm http://www.mvps.org/word/FAQs/General/RevealCodes.htm http://www.mvps.org/word/FAQs/Genera...Converters.htm http://businesssoft.about.com/comput.../blconvert.htm for information on Word for Word Perfect users. For mo http://www.mvps.org/word/FAQs/Custom...platePart2.htm http://www.mvps.org/word/FAQs/Custom...platePart1.htm http://www.addbalance.com/usersguide/templates.htm http://www.mvps.org/word/FAQs/Number...gExplained.htm http://www.addbalance.com/usersguide/styles.htm http://www.mvps.org/word/FAQs/Custom...latesStore.htm In Word 2000 (or later) You can get the function keys to display in a special toolbar at the bottom of the screen if you want (something like pressing F3 twice in WP). The following macro will do this. Sub ShowMeFunctionKeys() Commandbars("Function Key Display").Visible = True End Sub Word's Extend key (F8) gives something similar to block processing. Learn about Styles - really learn! http://www.addbalance.com/usersguide/styles.htm I resisted for years and now regret every day of those years because although that string was still very hard to push, it kept getting longer and longer, and had some very important projects tied to it! Once you understand styles and the Word concept of organizing things into Chinese boxes everything falls into place and instead of pushing a string, you can push a button that turns on the very powerful text processing machine known as Microsoft Word and it will start doing your work for you instead of running around behind you trying to undo what you just thought you did. Finally, in WP a lot of people use macros to hold chunks of text - boilerplate. In Word this function is filled by Templates, AutoText and AutoCorrect, not macros. Follow the links at http://addbalance.com/word/wordwebre...s.htm#AutoText for more information on these tools. It's a lot of reading, I know. It's OK to chunk it down and do a bit each day, but I would recommend that you make it a top priority to do that bit each day. You can use FILLIN and ASK fields or UserForms to query the user. For some form documents, Word's "online forms" work very well. For more about online forms, follow the links at http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm especially Dian Chapman's series of articles. As for converting documents from Word Perfect to use in Word... In a word, don't plan on it. I would not recommend using converted documents long-term. They will be filled with formatting anomolies that will get you at the worst time. This is especially true of any documents containing automatic numbering or bullets. Try recreating form documents in Word using the following process: In Word Perfect (if you still have it, in Word if not) save your files as text files. Use your converted files as references to show you how you want your formatting to look. Create a new document in Word and insert the text from the text file. Save this new document as a Word template. Format it the way you want using styles, not direct formatting. Save it again. To use a template within Word, use File = New and pick your template. This will create a new document for you. General practice in WP is to have a document and copy and edit it to create a new document. This is not good practice in Word. In Word, construct a good, tight, template for your documents and use that template when constructing new documents. Among other things, this can avoid embarrassing "metadata" http://www.addbalance.com/usersguide/metadata.htm and things like surprise headers and footers from creeping into new documents. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Thanks Charles. You are correct We have a heap of templates that were done in WP. The users are novices at using Word and I want to make this process as painless as possible. So I'm after a solution that works and is simple to use. I looked at your Tutorial and found that it wasn't as straight forward as I would like ( I gave it to a user to look at and they had no idea where to even start). Am I missing something here, or isn't there just a very straight forward way of doing this ? No macros, No vba, no userforms. cheers. "Charles Kenyon" wrote in message ... A Fill-In field in the template will do what you want. See the Ask and Fill-In field tutorial at http://addbalance.com/word/download.htm. Also, though, look into macrobutton fields as click-and-type prompts. See http://addbalance.com/usersguide/fields.htm#Macrobutton. { MacroButton NoMacro [Click here and type] } I have a suspicion that you are migrating from Word Perfect or some other word processing program. If that is the situation, write back and I'll give you a bunch of links that will help, because these two programs do not approach things the same way. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi Charles, am I missing something here or is it more difficult than it seems. Say for example, these are the only 2 fields I want inputted [Person's Name] and [insert subject here] (as below). Dear [Person's Name] [insert subject here] I then want to have the document created with the data fields filled in so that I can (1) print the document and (2) save the document to file - with the text already merged. Is there a way to do this without any vba. We have 100's and 100's of documents that need this doing to and to use userforms etc is overkill. There will be a few people doing it with relatively basic word skills. The old Wordperfect prompts were perfect for this and very easy to do. thanks. "Charles Kenyon" wrote in message ... Don't know that it is that much simpler and do know that it is much less powerful or flexible, but ASK and/or Fill-In fields come to mind. See the tutorial at http://addbalance.com/word/download.htm -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi all, I am looking for a way to easily set up a document to allow a user to enter data, via a form that pops up. I want to make it very simple to setup and not use UserForms/VBA etc. Is there a recommended way of doing this, keeping it very simple ? cheers, Adam |
#7
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Need a document that pops up a dialog box for user to enter info to merge
Thanks Charles.
MacroButton is exactly what I was looking for. thanks again. Adam "Charles Kenyon" wrote in message ... It is simple. Insert = Field. The tutorial shows the different ways to approach what you are trying to do. Here's the ... General Info on moving from Word Perfect to Word: Word and Word Perfect work very differently from one another. Each program's methods have strengths and weaknesses; but, if you try to use one of these programs as if it were the other, it is like pushing on a string! You can easily make a lot of extra work for yourself. If you are unwilling to take the time to learn to use Word's methods, you should stick to using Word Pad. You'll have a lot less grief, although you'll miss out on a lot of raw power. See http://www.addbalance.com/word/wordperfect.htm http://www.mvps.org/word/FAQs/Genera...ordPerfect.htm http://www.mvps.org/word/FAQs/Genera...AndGotchas.htm http://www.mvps.org/word/FAQs/General/RevealCodes.htm http://www.mvps.org/word/FAQs/Genera...Converters.htm http://businesssoft.about.com/comput.../blconvert.htm for information on Word for Word Perfect users. For mo http://www.mvps.org/word/FAQs/Custom...platePart2.htm http://www.mvps.org/word/FAQs/Custom...platePart1.htm http://www.addbalance.com/usersguide/templates.htm http://www.mvps.org/word/FAQs/Number...gExplained.htm http://www.addbalance.com/usersguide/styles.htm http://www.mvps.org/word/FAQs/Custom...latesStore.htm In Word 2000 (or later) You can get the function keys to display in a special toolbar at the bottom of the screen if you want (something like pressing F3 twice in WP). The following macro will do this. Sub ShowMeFunctionKeys() Commandbars("Function Key Display").Visible = True End Sub Word's Extend key (F8) gives something similar to block processing. Learn about Styles - really learn! http://www.addbalance.com/usersguide/styles.htm I resisted for years and now regret every day of those years because although that string was still very hard to push, it kept getting longer and longer, and had some very important projects tied to it! Once you understand styles and the Word concept of organizing things into Chinese boxes everything falls into place and instead of pushing a string, you can push a button that turns on the very powerful text processing machine known as Microsoft Word and it will start doing your work for you instead of running around behind you trying to undo what you just thought you did. Finally, in WP a lot of people use macros to hold chunks of text - boilerplate. In Word this function is filled by Templates, AutoText and AutoCorrect, not macros. Follow the links at http://addbalance.com/word/wordwebre...s.htm#AutoText for more information on these tools. It's a lot of reading, I know. It's OK to chunk it down and do a bit each day, but I would recommend that you make it a top priority to do that bit each day. You can use FILLIN and ASK fields or UserForms to query the user. For some form documents, Word's "online forms" work very well. For more about online forms, follow the links at http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm especially Dian Chapman's series of articles. As for converting documents from Word Perfect to use in Word... In a word, don't plan on it. I would not recommend using converted documents long-term. They will be filled with formatting anomolies that will get you at the worst time. This is especially true of any documents containing automatic numbering or bullets. Try recreating form documents in Word using the following process: In Word Perfect (if you still have it, in Word if not) save your files as text files. Use your converted files as references to show you how you want your formatting to look. Create a new document in Word and insert the text from the text file. Save this new document as a Word template. Format it the way you want using styles, not direct formatting. Save it again. To use a template within Word, use File = New and pick your template. This will create a new document for you. General practice in WP is to have a document and copy and edit it to create a new document. This is not good practice in Word. In Word, construct a good, tight, template for your documents and use that template when constructing new documents. Among other things, this can avoid embarrassing "metadata" http://www.addbalance.com/usersguide/metadata.htm and things like surprise headers and footers from creeping into new documents. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Thanks Charles. You are correct We have a heap of templates that were done in WP. The users are novices at using Word and I want to make this process as painless as possible. So I'm after a solution that works and is simple to use. I looked at your Tutorial and found that it wasn't as straight forward as I would like ( I gave it to a user to look at and they had no idea where to even start). Am I missing something here, or isn't there just a very straight forward way of doing this ? No macros, No vba, no userforms. cheers. "Charles Kenyon" wrote in message ... A Fill-In field in the template will do what you want. See the Ask and Fill-In field tutorial at http://addbalance.com/word/download.htm. Also, though, look into macrobutton fields as click-and-type prompts. See http://addbalance.com/usersguide/fields.htm#Macrobutton. { MacroButton NoMacro [Click here and type] } I have a suspicion that you are migrating from Word Perfect or some other word processing program. If that is the situation, write back and I'll give you a bunch of links that will help, because these two programs do not approach things the same way. -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi Charles, am I missing something here or is it more difficult than it seems. Say for example, these are the only 2 fields I want inputted [Person's Name] and [insert subject here] (as below). Dear [Person's Name] [insert subject here] I then want to have the document created with the data fields filled in so that I can (1) print the document and (2) save the document to file - with the text already merged. Is there a way to do this without any vba. We have 100's and 100's of documents that need this doing to and to use userforms etc is overkill. There will be a few people doing it with relatively basic word skills. The old Wordperfect prompts were perfect for this and very easy to do. thanks. "Charles Kenyon" wrote in message ... Don't know that it is that much simpler and do know that it is much less powerful or flexible, but ASK and/or Fill-In fields come to mind. See the tutorial at http://addbalance.com/word/download.htm -- Charles Kenyon Word New User FAQ & Web Directory: http://addbalance.com/word Intermediate User's Guide to Microsoft Word (supplemented version of Microsoft's Legal Users' Guide) http://addbalance.com/usersguide See also the MVP FAQ: http://www.mvps.org/word which is awesome! --------- --------- --------- --------- --------- --------- This message is posted to a newsgroup. Please post replies and questions to the newsgroup so that others can learn from my ignorance and your wisdom. "Bomber" wrote in message ... Hi all, I am looking for a way to easily set up a document to allow a user to enter data, via a form that pops up. I want to make it very simple to setup and not use UserForms/VBA etc. Is there a recommended way of doing this, keeping it very simple ? cheers, Adam |
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