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24 Forms need to automate access to them

 
 
=?Utf-8?B?TGlnaHRrZWVwZXI=?=
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      19th Oct 2007
Once each month I have to fill in various forms that I have built in Word
2003. There are a total of 24 forms but only 8 are always filled out, then
up to 16 more may be required. What I want to do is prepare a macro or other
form of automation so that I can select which forms I will need to fill out
and then have them come up one at a time as I fill and complete them. It
would be very handy to be able to select either print or send once they are
all filled out.

Has anyone any ideas, I have been trying to come up with something for two
days without success

Mike
Boat Bluff Lighthouse
 
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Jay Freedman
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      19th Oct 2007
Lightkeeper wrote:
> Once each month I have to fill in various forms that I have built in
> Word 2003. There are a total of 24 forms but only 8 are always
> filled out, then up to 16 more may be required. What I want to do is
> prepare a macro or other form of automation so that I can select
> which forms I will need to fill out and then have them come up one at
> a time as I fill and complete them. It would be very handy to be
> able to select either print or send once they are all filled out.
>
> Has anyone any ideas, I have been trying to come up with something
> for two days without success
>
> Mike
> Boat Bluff Lighthouse


Hi Mike,

The full details would be a bit much for a newsgroup post, but here's the
summary of what would be needed for one possible approach.

In a global template (that is, one that's stored in Word's Startup folder),
you'll create a UserForm -- a custom dialog created in VBA -- and a macro
that displays the UserForm, plus a custom toolbar button to run the macro.
On the UserForm, you'll need check boxes for the 16 optional forms, plus an
OK button and a Cancel button. When the macro shows the UserForm, you can
check any or all of the check boxes and click the OK button. The macro will
then set up a list containing all of the required forms and each of the
selected optional forms.

A second custom toolbar button will let you repeatedly run another macro to
step through the list, closing the current form and opening the next form,
until all the forms are completed. And two more buttons will run macros to
print all the forms on the list, or to send them as attachments.

It's also possible that you can use existing software to work with your
forms; for example, look at Bill Coan's DataPrompter
(http://www.wordsite.com/products/dpdas.htm).

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.


 
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=?Utf-8?B?TGlnaHRrZWVwZXI=?=
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      19th Oct 2007
Thank you very much Jay
I am a bit of a dunderhead when it comes to this stuff, but once the coffee
kicks in I am going to experiment with your ideas and will let you know how I
make out.
Might take a little longer for me to reply than it took you.

Thanks again
Mike
&t


"Jay Freedman" wrote:

> Lightkeeper wrote:
> > Once each month I have to fill in various forms that I have built in
> > Word 2003. There are a total of 24 forms but only 8 are always
> > filled out, then up to 16 more may be required. What I want to do is
> > prepare a macro or other form of automation so that I can select
> > which forms I will need to fill out and then have them come up one at
> > a time as I fill and complete them. It would be very handy to be
> > able to select either print or send once they are all filled out.
> >
> > Has anyone any ideas, I have been trying to come up with something
> > for two days without success
> >
> > Mike

> ; Boat Bluff Lighthouse
>
> Hi Mike,
>
> The full details would be a bit much for a newsgroup post, but here's the
> summary of what would be needed for one possible approach.
>
> In a global template (that is, one that's stored in Word's Startup folder),
> you'll create a UserForm -- a custom dialog created in VBA -- and a macro
> that displays the UserForm, plus a custom toolbar button to run the macro.
> On the UserForm, you'll need check boxes for the 16 optional forms, plus an
> OK button and a Cancel button. When the macro shows the UserForm, you can
> check any or all of the check boxes and click the OK button. The macro will
> then set up a list containing all of the required forms and each of the
> selected optional forms.
>
> A second custom toolbar button will let you repeatedly run another macro to
> step through the list, closing the current form and opening the next form,
> until all the forms are completed. And two more buttons will run macros to
> print all the forms on the list, or to send them as attachments.
>
> It's also possible that you can use existing software to work with your
> forms; for example, look at Bill Coan's DataPrompter
> (http://www.wordsite.com/products/dpdas.htm).
>
> --
> Regards,
> Jay Freedman
> Microsoft Word MVP FAQ: http://word.mvps.org
> Email cannot be acknowledged; please post all follow-ups to the newsgroup so
> all may benefit.
>
>
>

 
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=?Utf-8?B?TGlnaHRrZWVwZXI=?=
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      21st Oct 2007
Well it looks like my VBA skills are a lot less than I might have ever
imagined. So I think I will look for someone to pay a few dollars to and
have them write it.

I very much appreciate the help though

Mike

"Lightkeeper" wrote:

> Thank you very much Jay
> I am a bit of a dunderhead when it comes to this stuff, but once the coffee
> kicks in I am going to experiment with your ideas and will let you know how I
> make out.
> Might take a little longer for me to reply than it took you.
>
> Thanks again
> Mike
> &t
>
>
> "Jay Freedman" wrote:
>
> > Lightkeeper wrote:
> > > Once each month I have to fill in various forms that I have built in
> > > Word 2003. There are a total of 24 forms but only 8 are always
> > > filled out, then up to 16 more may be required. What I want to do is
> > > prepare a macro or other form of automation so that I can select
> > > which forms I will need to fill out and then have them come up one at
> > > a time as I fill and complete them. It would be very handy to be
> > > able to select either print or send once they are all filled out.
> > >
> > > Has anyone any ideas, I have been trying to come up with something
> > > for two days without success
> > >
> > > Mike

> > ; Boat Bluff Lighthouse
> >
> > Hi Mike,
> >
> > The full details would be a bit much for a newsgroup post, but here's the
> > summary of what would be needed for one possible approach.
> >
> > In a global template (that is, one that's stored in Word's Startup folder),
> > you'll create a UserForm -- a custom dialog created in VBA -- and a macro
> > that displays the UserForm, plus a custom toolbar button to run the macro.
> > On the UserForm, you'll need check boxes for the 16 optional forms, plus an
> > OK button and a Cancel button. When the macro shows the UserForm, you can
> > check any or all of the check boxes and click the OK button. The macro will
> > then set up a list containing all of the required forms and each of the
> > selected optional forms.
> >
> > A second custom toolbar button will let you repeatedly run another macro to
> > step through the list, closing the current form and opening the next form,
> > until all the forms are completed. And two more buttons will run macros to
> > print all the forms on the list, or to send them as attachments.
> >
> > It's also possible that you can use existing software to work with your
> > forms; for example, look at Bill Coan's DataPrompter
> > (http://www.wordsite.com/products/dpdas.htm).
> >
> > --
> > Regards,
> > Jay Freedman
> > Microsoft Word MVP FAQ: http://word.mvps.org
> > Email cannot be acknowledged; please post all follow-ups to the newsgroup so
> > all may benefit.
> >
> >
> >

 
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