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Making current Word forms easier to use



 
 
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  #1  
Old November 18th, 2005, 09:17 AM posted to microsoft.public.word.newusers
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Default Making current Word forms easier to use

Okay! I have a vision!

Currently, we have a Word document that we use throughout our company. A
sample of this would look like this:

----- start of document -----

Your Name: [blank text form field]

Job Number: [blank text form field]
Job Salary Grade: [blank text form field]
Job Title: [blank text form field]

----- end of document -----

When our employees fill this out, they click into the grey area (the blank
text form field areas) and type in the necessary information.

There's a few things I wanted to do with this form to make it easier for
both the user and the person's retrieving the completed document.

1) We always have an Excel listing of our Job Numbers (a LONG list). This
listing changes once a year. This listing has "Job Number," "Job Salary
Grade," and "Job Title" already in this Excel document. I wanted to find a
way where I can incorporate this Excel data into this Word document so that
the person filling out this form can click on a drop down combo box, choose
the correct Job Number, and have the Word document automatically populate the
Job Salary Grade and Job Title (all from the same Excel document). In some
cases, we might not have the Job number listed, so this combo box has to
allow for the user to type in something that may not even exist in the main
Excel document. Is there a way to put the Excel data that we already have
into this Word document to make this kind of thing happen? It doesn't make
any sense to have the user type in a Job Number, then a Salary Grade, and
finally a Job Title on every form they want to submit - It's time consuming
for them and it there are allot of data entry errors that occur.

2) Is there any way to make all of these "text form fields" (or data items
/ combo boxes / whatever) available as data that can be retrieved by calling
for the information from the completed form? For instance, a completed form
would have the user's name, Job Number, Job Salary Grade, and Job Title
already typed in. Can I pull this information into either an Access database
or an Excel file? Is there a way to assign names to these "fields" for this
kind of access?

Do I need to look at converting this document into something else (from a
Word document into an Excel document)? I have thought about creating a
single Access database, however there are two problems. First of all, not
all the users out there have Access. Secondly, there are users who are not
"on-site" therefore they need to e-mail a completed form of some kind to a
central location for the data entry process.

Thanks in advance to anyone who can explain my options on this!

Ronny
  #2  
Old November 18th, 2005, 04:47 PM posted to microsoft.public.word.newusers
external usenet poster
 
Posts: n/a
Default Making current Word forms easier to use

If you stay in Word, a UserForm will offer more flexibility than a protected
form, but what you really want is InfoPath, which will accommodate, I think,
all your requests. It is designed for just that purpose.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"Ronny Hamida" wrote in message
...
Okay! I have a vision!

Currently, we have a Word document that we use throughout our company. A
sample of this would look like this:

----- start of document -----

Your Name: [blank text form field]

Job Number: [blank text form field]
Job Salary Grade: [blank text form field]
Job Title: [blank text form field]

----- end of document -----

When our employees fill this out, they click into the grey area (the blank
text form field areas) and type in the necessary information.

There's a few things I wanted to do with this form to make it easier for
both the user and the person's retrieving the completed document.

1) We always have an Excel listing of our Job Numbers (a LONG list).

This
listing changes once a year. This listing has "Job Number," "Job Salary
Grade," and "Job Title" already in this Excel document. I wanted to find

a
way where I can incorporate this Excel data into this Word document so

that
the person filling out this form can click on a drop down combo box,

choose
the correct Job Number, and have the Word document automatically populate

the
Job Salary Grade and Job Title (all from the same Excel document). In

some
cases, we might not have the Job number listed, so this combo box has to
allow for the user to type in something that may not even exist in the

main
Excel document. Is there a way to put the Excel data that we already have
into this Word document to make this kind of thing happen? It doesn't

make
any sense to have the user type in a Job Number, then a Salary Grade, and
finally a Job Title on every form they want to submit - It's time

consuming
for them and it there are allot of data entry errors that occur.

2) Is there any way to make all of these "text form fields" (or data

items
/ combo boxes / whatever) available as data that can be retrieved by

calling
for the information from the completed form? For instance, a completed

form
would have the user's name, Job Number, Job Salary Grade, and Job Title
already typed in. Can I pull this information into either an Access

database
or an Excel file? Is there a way to assign names to these "fields" for

this
kind of access?

Do I need to look at converting this document into something else (from a
Word document into an Excel document)? I have thought about creating a
single Access database, however there are two problems. First of all, not
all the users out there have Access. Secondly, there are users who are

not
"on-site" therefore they need to e-mail a completed form of some kind to a
central location for the data entry process.

Thanks in advance to anyone who can explain my options on this!

Ronny


 




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