G
Guest
Is there a way to automatically created a file name to save a file created
from a template based upon the data entered in to the fields?
from a template based upon the data entered in to the fields?
G
Graham Mayor
Automatically?
Fields?
Word version?
It is certainly possible to save documents with a filename based on
information in the document, but you need to tell us something about the
document.
--
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Graham Mayor - Word MVP
My web site www.gmayor.com
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Fields?
Word version?
It is certainly possible to save documents with a filename based on
information in the document, but you need to tell us something about the
document.
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
G
Guest
Sorry not enough inf.
Im running word 2007 and have created a template. Ive got some feild codes
in a template that include the following: Project, version number, title,
document category (my own categories for different type of documents used in
our company ie SOP, Finished Goods Specification, Record...). Currently
staff have to duplicate some information in the file name as well as put it
into the cover page of the document.
The file name that we use is the sum of the above fields all in a particular
order. For example the file name I want people to consistently use is:
"Project_Name, Document_Title, Document_Type, Version_#".
Is there a way that Word can automate the name of the file based on data
entered into the data fields?
Thanks
Im running word 2007 and have created a template. Ive got some feild codes
in a template that include the following: Project, version number, title,
document category (my own categories for different type of documents used in
our company ie SOP, Finished Goods Specification, Record...). Currently
staff have to duplicate some information in the file name as well as put it
into the cover page of the document.
The file name that we use is the sum of the above fields all in a particular
order. For example the file name I want people to consistently use is:
"Project_Name, Document_Title, Document_Type, Version_#".
Is there a way that Word can automate the name of the file based on data
entered into the data fields?
Thanks
G
Graham Mayor
Still not enough info. We cannot see your documents!
What kind of 'field codes' are these? How are they inserted into the
document and how are they stored?
--
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Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
What kind of 'field codes' are these? How are they inserted into the
document and how are they stored?
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
G
Guest
Hi thanks for persisting with me.
The field codes that I am using are from a word 2003 template I made are
"text Form Field Codes". I'm currently got word 2007 on my computer.
I have inserted the text fields into a table that is on the cover page of
the template. Currently the template is stored on my C drive and the
documents made from the template are in another folder (although that can
change I suppose if it needs too).
Hope I have answered your questions with enough detail.
cheers
The field codes that I am using are from a word 2003 template I made are
"text Form Field Codes". I'm currently got word 2007 on my computer.
I have inserted the text fields into a table that is on the cover page of
the template. Currently the template is stored on my C drive and the
documents made from the template are in another folder (although that can
change I suppose if it needs too).
Hope I have answered your questions with enough detail.
cheers
G
Graham Mayor
Assuming your formfields bookmark names are those you indicate, then the
following macro run on exit from the last of the relevant fields will save
the document in the format you require in the current folder. Alternatively
you can add the code to a toolbar save button,
Sub FileSaveForm()
Dim sValue1 As String
Dim sValue2 As String
Dim sValue3 As String
Dim sValue4 As String
Dim sFname As String
With ActiveDocument
sValue1 = .FormFields("Project_Name").Result
sValue2 = .FormFields("Document_Title").Result
sValue3 = .FormFields("Document_Type").Result
sValue4 = .FormFields("Version").Result
sFname = sValue1 & Chr(44) & sValue2 & Chr(44) _
& sValue3 & Chr(44) & "Version " & sValue4 & ".doc"
If InStr(1, sFname, " ") <> 0 Then
sFname = Replace(sFname, " ", "_")
End If
MsgBox sFname
.SaveAs sFname
End With
End Sub
http://www.gmayor.com/installing_macro.htm
Note the macro does not check whether the filename already exists!
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
following macro run on exit from the last of the relevant fields will save
the document in the format you require in the current folder. Alternatively
you can add the code to a toolbar save button,
Sub FileSaveForm()
Dim sValue1 As String
Dim sValue2 As String
Dim sValue3 As String
Dim sValue4 As String
Dim sFname As String
With ActiveDocument
sValue1 = .FormFields("Project_Name").Result
sValue2 = .FormFields("Document_Title").Result
sValue3 = .FormFields("Document_Type").Result
sValue4 = .FormFields("Version").Result
sFname = sValue1 & Chr(44) & sValue2 & Chr(44) _
& sValue3 & Chr(44) & "Version " & sValue4 & ".doc"
If InStr(1, sFname, " ") <> 0 Then
sFname = Replace(sFname, " ", "_")
End If
MsgBox sFname
.SaveAs sFname
End With
End Sub
http://www.gmayor.com/installing_macro.htm
Note the macro does not check whether the filename already exists!
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
G
Graham Mayor
You can remove the line MsgBox sFname - that was simply for testing.
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
G
Guest
thanks very much
--
agibson
--
agibson
Graham Mayor said:
G
Graham Mayor
You are welcome 
--
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Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
G
Guest
Hi GM, its taken me a while to learn macros to use the code that you gave me
a month ago but I just got it to work.
its fantastic
thanks
a month ago but I just got it to work.
its fantastic
thanks
G
Graham Mayor
You should have said that you were having problems?
Glad you got there in the end.
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Glad you got there in the end.
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
G
Guest
Hello again,
If I could trouble you for a question please.
I've got the macro running as I previously have said. I've even added an
extra Value, and its running great. However all the values are in the tile
are only separated by a comma - no space between them. It makes it kinda
hard to read. See below
C:\Users\Andrew\Documents\D_1234,Cool_QMS,test_document,SOP,V_1.00.doc
Is there a way to put a space between each sValue or some other type of
charater. I tried " " on the off chance that it might work but got an error.
C:\Users\Andrew\Documents\D_1234, Cool_QMS, test_document, SOP, V_1.00.doc
If I could trouble you for a question please.
I've got the macro running as I previously have said. I've even added an
extra Value, and its running great. However all the values are in the tile
are only separated by a comma - no space between them. It makes it kinda
hard to read. See below
C:\Users\Andrew\Documents\D_1234,Cool_QMS,test_document,SOP,V_1.00.doc
Is there a way to put a space between each sValue or some other type of
charater. I tried " " on the off chance that it might work but got an error.
C:\Users\Andrew\Documents\D_1234, Cool_QMS, test_document, SOP, V_1.00.doc
G
Graham Mayor
The macro was originally written to remove spaces and replace them with
underscores using the section
If InStr(1, sFname, " ") <> 0 Then
sFname = Replace(sFname, " ", "_")
End If
and I had deliberatly refrained from adding spaces after the commas as I
assumed from your original post that you didn't want them. So you can start
by losing that bit.
Next the commas are inserted with & Chr(44) &. If you want a space after the
comma you could simply extend each occurrence to
& Chr(44) & CHR(32) &
or
& Chr(44) & " " &
but if you leave
If InStr(1, sFname, " ") <> 0 Then
sFname = Replace(sFname, " ", "_")
End If
those spaces will be replaced with underscores. If you want the underscores
in the field results, you can add them
to the individual field results eg
sValue1 = .FormFields("Project_Name").Result
If InStr(1, sValue1, " ") <> 0 Then
sValue1 = Replace(sValue1, " ", "_")
End If
sValue2 = .FormFields("Document_Title").Result
If InStr(1, sValue2, " ") <> 0 Then
sValue2 = Replace(sValue2, " ", "_")
End If
sValue3 = .FormFields("Document_Type").Result
If InStr(1, sValue3, " ") <> 0 Then
sValue3 = Replace(sValue3, " ", "_")
End If
sValue4 = .FormFields("Version").Result
If InStr(1, sValue4, " ") <> 0 Then
sValue4 = Replace(sValue4, " ", "_")
End If
If you find it simpler to manipulate you can take this a step further and
add the commas and spaces to each string before assembling them in the
sFname string eg
With ActiveDocument
sValue1 = .FormFields("Project_Name").Result
If InStr(1, sValue1, " ") <> 0 Then
'Replace the user entered space with an underscore
sValue1 = Replace(sValue1, " ", "_")
'add the comma and space
sValue1 = sValue1 & Chr(44) & Chr(32)
End If
sValue2 = .FormFields("Document_Title").Result
If InStr(1, sValue2, " ") <> 0 Then
sValue2 = Replace(sValue2, " ", "_")
sValue2 = sValue2 & Chr(44) & Chr(32)
End If
sValue3 = .FormFields("Document_Type").Result
If InStr(1, sValue3, " ") <> 0 Then
sValue3 = Replace(sValue3, " ", "_")
sValue3 = sValue3 & Chr(44) & Chr(32)
End If
sValue4 = .FormFields("Version").Result
If InStr(1, sValue4, " ") <> 0 Then
sValue4 = Replace(sValue4, " ", "_")
sValue4 = sValue4 & Chr(44) & Chr(32)
End If
sFname = sValue1 & sValue2 _
& sValue3 & "Version " & sValue4 & ".doc"
.SaveAs sFname
End With
and if you don't want underscores at all it is even simpler:
With ActiveDocument
sValue1 = .FormFields("Project_Name").Result
sValue1 = sValue1 & Chr(44) & Chr(32)
sValue2 = .FormFields("Document_Title").Result
sValue2 = sValue2 & Chr(44) & Chr(32)
sValue3 = .FormFields("Document_Type").Result
sValue3 = sValue3 & Chr(44) & Chr(32)
sValue4 = .FormFields("Version").Result
sValue4 = sValue4 & Chr(44) & Chr(32)
sFname = sValue1 & sValue2 _
& sValue3 & "Version " & sValue4 & ".doc"
.SaveAs sFname
End With
End Sub
Does that help?
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
underscores using the section
If InStr(1, sFname, " ") <> 0 Then
sFname = Replace(sFname, " ", "_")
End If
and I had deliberatly refrained from adding spaces after the commas as I
assumed from your original post that you didn't want them. So you can start
by losing that bit.
Next the commas are inserted with & Chr(44) &. If you want a space after the
comma you could simply extend each occurrence to
& Chr(44) & CHR(32) &
or
& Chr(44) & " " &
but if you leave
If InStr(1, sFname, " ") <> 0 Then
sFname = Replace(sFname, " ", "_")
End If
those spaces will be replaced with underscores. If you want the underscores
in the field results, you can add them
to the individual field results eg
sValue1 = .FormFields("Project_Name").Result
If InStr(1, sValue1, " ") <> 0 Then
sValue1 = Replace(sValue1, " ", "_")
End If
sValue2 = .FormFields("Document_Title").Result
If InStr(1, sValue2, " ") <> 0 Then
sValue2 = Replace(sValue2, " ", "_")
End If
sValue3 = .FormFields("Document_Type").Result
If InStr(1, sValue3, " ") <> 0 Then
sValue3 = Replace(sValue3, " ", "_")
End If
sValue4 = .FormFields("Version").Result
If InStr(1, sValue4, " ") <> 0 Then
sValue4 = Replace(sValue4, " ", "_")
End If
If you find it simpler to manipulate you can take this a step further and
add the commas and spaces to each string before assembling them in the
sFname string eg
With ActiveDocument
sValue1 = .FormFields("Project_Name").Result
If InStr(1, sValue1, " ") <> 0 Then
'Replace the user entered space with an underscore
sValue1 = Replace(sValue1, " ", "_")
'add the comma and space
sValue1 = sValue1 & Chr(44) & Chr(32)
End If
sValue2 = .FormFields("Document_Title").Result
If InStr(1, sValue2, " ") <> 0 Then
sValue2 = Replace(sValue2, " ", "_")
sValue2 = sValue2 & Chr(44) & Chr(32)
End If
sValue3 = .FormFields("Document_Type").Result
If InStr(1, sValue3, " ") <> 0 Then
sValue3 = Replace(sValue3, " ", "_")
sValue3 = sValue3 & Chr(44) & Chr(32)
End If
sValue4 = .FormFields("Version").Result
If InStr(1, sValue4, " ") <> 0 Then
sValue4 = Replace(sValue4, " ", "_")
sValue4 = sValue4 & Chr(44) & Chr(32)
End If
sFname = sValue1 & sValue2 _
& sValue3 & "Version " & sValue4 & ".doc"
.SaveAs sFname
End With
and if you don't want underscores at all it is even simpler:
With ActiveDocument
sValue1 = .FormFields("Project_Name").Result
sValue1 = sValue1 & Chr(44) & Chr(32)
sValue2 = .FormFields("Document_Title").Result
sValue2 = sValue2 & Chr(44) & Chr(32)
sValue3 = .FormFields("Document_Type").Result
sValue3 = sValue3 & Chr(44) & Chr(32)
sValue4 = .FormFields("Version").Result
sValue4 = sValue4 & Chr(44) & Chr(32)
sFname = sValue1 & sValue2 _
& sValue3 & "Version " & sValue4 & ".doc"
.SaveAs sFname
End With
End Sub
Does that help?
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
G
Guest
Got it exactly how I wanted it,
thanks for the detailed answer
thanks for the detailed answer
G
Graham Mayor
Excellent
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
A
Andrew
I've been using this macro for some time and its working fine. however with
word 2007 and the excellent "properties" section I think it would be better
to use these fields instead of "form fields".
Is this a simple change?
thanks
word 2007 and the excellent "properties" section I think it would be better
to use these fields instead of "form fields".
Is this a simple change?
thanks
G
Graham Mayor
Word has always had the properties section, however it was you who indicated
that you wanted to extract the information from form fields, after much
pressing on the topic. If you want to extract the data from the document
property fields then that too is possible, but inserting the data into the
doc property fields in the first place is less convenient than using form
field data that is already in your document, when you want an automated
process.
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
that you wanted to extract the information from form fields, after much
pressing on the topic. If you want to extract the data from the document
property fields then that too is possible, but inserting the data into the
doc property fields in the first place is less convenient than using form
field data that is already in your document, when you want an automated
process.
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>