Automatically change title of routed file?

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Hi,

I'd like to set up a template which is a request form which needs input from
a number of people. I can use the email routing slip & the file would be a
word template (.dot).

What I'd like to do is have the file change its title when the first pieces
of information are added.

For example, it's a form which requests a new material code for something we
purchase - solvent A. The requestor would open the material code request
template and complete the first section which would include the name of the
material (solvent A). They would then set up a routing slip which routes the
form through technical/purchasing/logistics etc.
When they routed the document the filename would change to something like:
material code request - Solvent A. Without them having to change this.

Can this be done? I can find out how to reference the name of a file within
the document but not to change its name - is there any way of 'tricking' word
to do this using the fact that it choses the first sentence as the default
name when suggesting a title?

The reason I want to do this is that there are large numbers of these
requests received by some people & if they can easily file/index them it will
be much easier to keep track.

Thanks in advance - these communities are so helpful!

I'm using Word 2002/XP professional

J
 
If the template contains formfields into which they are entering the name of
the item, have a macro that runs on exit from that field that saves the
document with a filename constructed from the string "Material Code
Request - " & the .Result of the formfield.

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Hope this helps,
Doug Robbins - Word MVP
 
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