Populating form fields with Excel data

[Mary]

I have a variety of templates using form fields. I need to import specific
data into some of the form fields and the form needs to remain as template
after the data is imported and seperate templates need to be created after
the import. I must be locked for some sections as the user needs to be able
to fill-in the form fields. I have run into quite a few stumbling blocks.
I can't use a mail merge because it strips my field codes out that are not
being populated and the mail merge does not seem to work with templates.
Is there any other way I can populate form fields (or bookmarks) with data
from an excel workbook? Any ideas would be appreciated.

Thanks!

 

[macropod]

Hi Mary,

If there's a logical relationship between one of your formfields and a row or column offset (or even a named range) in Excel, you
could use a LINK field and update the range referfence that the LINK field uses. An 'on exit' or 'on entry' macro would also be
required. If there isn't such a relationship, and the Excel data would need to be searched, you could still pull the data across
with a macro - it'd just be a bit more work.

 

[Mary]

Hi macropod,

Thanks for your reply. That idea is probably good for creating one
document, however, maybe I should give some more information. I need to
take the one template and generate 500+ templates using records from an
excel spreadsheet, (personalizing the templates). Then the templates will
be used by office staff to complete online. Any ideas?

Thanks,
Mary

Hi Mary,

If there's a logical relationship between one of your formfields and a row or column offset (or even a named range) in Excel, you
could use a LINK field and update the range referfence that the LINK field uses. An 'on exit' or 'on entry' macro would also be
required. If there isn't such a relationship, and the Excel data would need to be searched, you could still pull the data across
with a macro - it'd just be a bit more work.

--
Cheers
macropod
[MVP - Microsoft Word]

I have a variety of templates using form fields. I need to import specific
data into some of the form fields and the form needs to remain as template
after the data is imported and seperate templates need to be created after
the import. I must be locked for some sections as the user needs to be able
to fill-in the form fields. I have run into quite a few stumbling blocks.
I can't use a mail merge because it strips my field codes out that are not
being populated and the mail merge does not seem to work with templates.
Is there any other way I can populate form fields (or bookmarks) with data
from an excel workbook? Any ideas would be appreciated.

Thanks!