I want to save documents using data that I have entered in form fields as the
title.

On Mon, 20 Feb 2006 08:05:27 -0800, AMG
<(E-Mail Removed)> wrote:

>I want to save documents using data that I have entered in form fields as the
>title.

You'll need a macro to do that. Because you've given almost no details
about your documents, it's hard to recommend what should be in the
macro. At a minimum you'll need a statement like this:

ActiveDocument.SaveAs FileName:= _
ActiveDocument.FormFields("CaseName").Result & ".doc"

but replace "CaseName" with the actual name of the form field
containing the text that forms the first part of the file name.

There are a lot of other things to think about. For instance:

- If you want the file to be saved in a folder other than the one
listed as the Documents folder in Tools > Options > File Locations,
you'll have to put that path into the FileName expression.

- You'll have to check the field result to make sure it isn't empty
and doesn't contain any characters that aren't legal in a file name.

- You'll need error handling in case the folder isn't available or
something else unexpected happens.

- If your macro is named FileSaveAs, it will run instead of the
built-in SaveAs command (see
http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That
may or may not be what you want to do.

--
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.

I have the form fields named text1, text2, etc. I want to save the file as
text1 text2 (today's date) unit text7.doc

"Jay Freedman" wrote:

> On Mon, 20 Feb 2006 08:05:27 -0800, AMG
> <(E-Mail Removed)> wrote:
>
> >I want to save documents using data that I have entered in form fields as the
> >title.
>
> You'll need a macro to do that. Because you've given almost no details
> about your documents, it's hard to recommend what should be in the
> macro. At a minimum you'll need a statement like this:
>
> ActiveDocument.SaveAs FileName:= _
> ActiveDocument.FormFields("CaseName").Result & ".doc"
>
> but replace "CaseName" with the actual name of the form field
> containing the text that forms the first part of the file name.
>
> There are a lot of other things to think about. For instance:
>
> - If you want the file to be saved in a folder other than the one
> listed as the Documents folder in Tools > Options > File Locations,
> you'll have to put that path into the FileName expression.
>
> - You'll have to check the field result to make sure it isn't empty
> and doesn't contain any characters that aren't legal in a file name.
>
> - You'll need error handling in case the folder isn't available or
> something else unexpected happens.
>
> - If your macro is named FileSaveAs, it will run instead of the
> built-in SaveAs command (see
> http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That
> may or may not be what you want to do.
>
> --
> 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.
>

In that case, you want code like this, which constructs the file name in a
string, piece by piece, and then uses the string to save the file:

Dim myFile As String
With ActiveDocument.FormFields
myFile = .Item("Text1").Result
myFile = myFile & " " & _
.Item("Text2").Result
myFile = myFile & " " & _
Format(Now, "dd MMM yyyy")
myFile = myFile & " unit " & _
.Item("Text7").Result
myFile = myFile & ".doc"
End With
ActiveDocument.SaveAs FileName:=myFile

You can choose the format you want for the date, but be careful not to put
in any characters that aren't valid in a file name.

All the other considerations I listed earlier still need to be taken care
of.

--
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.

AMG wrote:
> I have the form fields named text1, text2, etc. I want to save the
> file as text1 text2 (today's date) unit text7.doc
>
> "Jay Freedman" wrote:
>
>> On Mon, 20 Feb 2006 08:05:27 -0800, AMG
>> <(E-Mail Removed)> wrote:
>>
>>> I want to save documents using data that I have entered in form
>>> fields as the title.
>>
>> You'll need a macro to do that. Because you've given almost no
>> details about your documents, it's hard to recommend what should be
>> in the macro. At a minimum you'll need a statement like this:
>>
>> ActiveDocument.SaveAs FileName:= _
>> ActiveDocument.FormFields("CaseName").Result & ".doc"
>>
>> but replace "CaseName" with the actual name of the form field
>> containing the text that forms the first part of the file name.
>>
>> There are a lot of other things to think about. For instance:
>>
>> - If you want the file to be saved in a folder other than the one
>> listed as the Documents folder in Tools > Options > File Locations,
>> you'll have to put that path into the FileName expression.
>>
>> - You'll have to check the field result to make sure it isn't empty
>> and doesn't contain any characters that aren't legal in a file name.
>>
>> - You'll need error handling in case the folder isn't available or
>> something else unexpected happens.
>>
>> - If your macro is named FileSaveAs, it will run instead of the
>> built-in SaveAs command (see
>> http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That
>> may or may not be what you want to do.
>>
>> --
>> 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.

That worked beautifully! However, I have more than one template and would
like to automatically save the document in a particular file, depending on
which template I am using. For example, any document made with template BAM
would be saved in a file named "Bay Area Mobile" using data from the form
fields as its title.

"Jay Freedman" wrote:

> In that case, you want code like this, which constructs the file name in a
> string, piece by piece, and then uses the string to save the file:
>
> Dim myFile As String
> With ActiveDocument.FormFields
> myFile = .Item("Text1").Result
> myFile = myFile & " " & _
> .Item("Text2").Result
> myFile = myFile & " " & _
> Format(Now, "dd MMM yyyy")
> myFile = myFile & " unit " & _
> .Item("Text7").Result
> myFile = myFile & ".doc"
> End With
> ActiveDocument.SaveAs FileName:=myFile
>
> You can choose the format you want for the date, but be careful not to put
> in any characters that aren't valid in a file name.
>
> All the other considerations I listed earlier still need to be taken care
> of.
>
> --
> 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.
>
> AMG wrote:
> > I have the form fields named text1, text2, etc. I want to save the
> > file as text1 text2 (today's date) unit text7.doc
> >
> > "Jay Freedman" wrote:
> >
> >> On Mon, 20 Feb 2006 08:05:27 -0800, AMG
> >> <(E-Mail Removed)> wrote:
> >>
> >>> I want to save documents using data that I have entered in form
> >>> fields as the title.
> >>
> >> You'll need a macro to do that. Because you've given almost no
> >> details about your documents, it's hard to recommend what should be
> >> in the macro. At a minimum you'll need a statement like this:
> >>
> >> ActiveDocument.SaveAs FileName:= _
> >> ActiveDocument.FormFields("CaseName").Result & ".doc"
> >>
> >> but replace "CaseName" with the actual name of the form field
> >> containing the text that forms the first part of the file name.
> >>
> >> There are a lot of other things to think about. For instance:
> >>
> >> - If you want the file to be saved in a folder other than the one
> >> listed as the Documents folder in Tools > Options > File Locations,
> >> you'll have to put that path into the FileName expression.
> >>
> >> - You'll have to check the field result to make sure it isn't empty
> >> and doesn't contain any characters that aren't legal in a file name.
> >>
> >> - You'll need error handling in case the folder isn't available or
> >> something else unexpected happens.
> >>
> >> - If your macro is named FileSaveAs, it will run instead of the
> >> built-in SaveAs command (see
> >> http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That
> >> may or may not be what you want to do.
> >>
> >> --
> >> 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.
>
>
>

Define a string that contains the path to the folder you want, and
attach it to the beginning of the file name:

Dim myFile As String
Dim myPath As String
myPath = "C:\Bay Area Mobile\"

' this part is the same as in the previous macro
With ActiveDocument.FormFields
myFile = .Item("Text1").Result
myFile = myFile & " " & _
.Item("Text2").Result
myFile = myFile & " " & _
Format(Now, "dd MMM yyyy")
myFile = myFile & " unit " & _
.Item("Text7").Result
myFile = myFile & ".doc"
End With

myFile = myPath & myFile

ActiveDocument.SaveAs FileName:=myFile

In each template, change the line that assigns the value of myPath to
the proper folder for that template's documents.

--
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.

On Sun, 12 Mar 2006 11:05:26 -0800, AMG
<(E-Mail Removed)> wrote:

>That worked beautifully! However, I have more than one template and would
>like to automatically save the document in a particular file, depending on
>which template I am using. For example, any document made with template BAM
>would be saved in a file named "Bay Area Mobile" using data from the form
>fields as its title.
>
>"Jay Freedman" wrote:
>
>> In that case, you want code like this, which constructs the file name in a
>> string, piece by piece, and then uses the string to save the file:
>>
>> Dim myFile As String
>> With ActiveDocument.FormFields
>> myFile = .Item("Text1").Result
>> myFile = myFile & " " & _
>> .Item("Text2").Result
>> myFile = myFile & " " & _
>> Format(Now, "dd MMM yyyy")
>> myFile = myFile & " unit " & _
>> .Item("Text7").Result
>> myFile = myFile & ".doc"
>> End With
>> ActiveDocument.SaveAs FileName:=myFile
>>
>> You can choose the format you want for the date, but be careful not to put
>> in any characters that aren't valid in a file name.
>>
>> All the other considerations I listed earlier still need to be taken care
>> of.
>>
>> --
>> 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.
>>
>> AMG wrote:
>> > I have the form fields named text1, text2, etc. I want to save the
>> > file as text1 text2 (today's date) unit text7.doc
>> >
>> > "Jay Freedman" wrote:
>> >
>> >> On Mon, 20 Feb 2006 08:05:27 -0800, AMG
>> >> <(E-Mail Removed)> wrote:
>> >>
>> >>> I want to save documents using data that I have entered in form
>> >>> fields as the title.
>> >>
>> >> You'll need a macro to do that. Because you've given almost no
>> >> details about your documents, it's hard to recommend what should be
>> >> in the macro. At a minimum you'll need a statement like this:
>> >>
>> >> ActiveDocument.SaveAs FileName:= _
>> >> ActiveDocument.FormFields("CaseName").Result & ".doc"
>> >>
>> >> but replace "CaseName" with the actual name of the form field
>> >> containing the text that forms the first part of the file name.
>> >>
>> >> There are a lot of other things to think about. For instance:
>> >>
>> >> - If you want the file to be saved in a folder other than the one
>> >> listed as the Documents folder in Tools > Options > File Locations,
>> >> you'll have to put that path into the FileName expression.
>> >>
>> >> - You'll have to check the field result to make sure it isn't empty
>> >> and doesn't contain any characters that aren't legal in a file name.
>> >>
>> >> - You'll need error handling in case the folder isn't available or
>> >> something else unexpected happens.
>> >>
>> >> - If your macro is named FileSaveAs, it will run instead of the
>> >> built-in SaveAs command (see
>> >> http://www.word.mvps.org/FAQs/Macros...tSavePrint.htm). That
>> >> may or may not be what you want to do.
>> >>
>> >> --
>> >> 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.
>>
>>
>>