Create Form and email

[John]

I need to create a form in word that can be sent out to users. The process
seems a bit complex, but it needs to fit in with company policy and IT
restrictions.

Using Office 2003 (Word and Outlook)

The basic process is:

1. a user opens a word document form and completes the details
2. Once a user fills in the form I want them to click a button which will
envoke the File>>Send To>>Mail Recipient. I want to take some of the data
that the user entered in the form to build the "Subject" text. I also want
to insert a standard block of text into the "Introduction" field.
3. The user would insert their supervisors email address and send the form
or I could get the supervisors email address from the form and have it auto
completed.
4. the supervisor needs to review the form and add coment and signature
block to top of email and then forward to my area.
5. Someone in my area needs to review the form add some technical details
and signature block to the top of the form then forward it on to its final
destination.

The email trail needs to remain visible as detailed above for this sytem to
work(Don't ask - it's frustrating). I can't send the form as an attachment.

Anyway, questions.

1. How can I have the fields in the form as variables that I can then insert
into the email "To" and Subject" Fields?

2. How do I insert a set text block into the "Introduction" field

3. Not quite programing but I noticed in some quick testing that if I use
radio buttons or drop down fields, they don't seem to be sent when the form
is emailed?

 

[Graham Mayor]

If you can't send the form as an attachment, how do you propose to include
the form fields and the macros in the e-mail message?
You would probably be better setting up a web page as a questionnaire and
posting a link.
Otherwise see http://word.mvps.org/faqs/interdev/sendmail.htm
or the example at http://www.gmayor.com/word_vba_examples.htm

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Graham Mayor - Word MVP


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[Lance Hebert]

Graham,

I have a similar issue, but I don't need anything in the subject field but
the document name and the email address completed for me. I would like to
have a button or hyperlink at the end of the form that the user would click
on and it would open the Outlook-New Mail Message window. I noticed your
examples on your website, but can I attach that to a button/hyperlink for the
user to click on once the form is completed? Thanks so much for your help,
Graham.

Lance

 

[Graham Mayor]

If you want the subject to contain the document name change the .subject=
line to
..Subject = ActiveDocument.Name
Yes you can run the macro from a toolbar button, but you will have two
problems
1. Documents containing macros will produce security warnings which may
cause the user to block the macros
2. Are you sure that the users have Outlook?
http://www.gmayor.com/installing_macro.htm
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Graham Mayor - Word MVP


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[Lance Hebert]

I don't want a toolbar button, just a hyperlink. I have the form setup with a
hyperlink that does exactly what I need it to, but the copy of the form that
is completed is not attached to the email. I just want this same function,
but with a copy of the form attached. Is this possible?

 

[Doug Robbins - Word MVP on news.microsoft.com]

Use a macrobutton field. See the article "Using MacroButton fields" at:

http://www.word.mvps.org/FAQs/TblsFldsFms/UsingMacroButton.htm


--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP, originally posted via msnews.microsoft.com

 

[Lance Hebert]

Doug/Graham,

So if I am understanding this process, this cannot be done without a macro,
is that right? I would like it to behave exactly like clicking on a hyperlink
and opening a New Mail Message window in Outlook, but with the document
attached. It looks as if this would not be possible without adding macros to
the documents. I was hoping to make something that would not come up with a
macro warning when the user first opens the form. Thank you both for your
help on this and I hope that I can get this to work like I want/hope.

 

[Lance Hebert]

I came across a possible solution, but is there a way of making a document
open the e-mail header information? If I don't need to send an acutal
document and the HTML information in an email would be enough, is there a way
of getting that header to come up automatically (without Macro) when opening
a document? Thanks again.

 

[Graham Mayor]

If you want the extra functionality you will need a macro and as you have
identified this creates security issues. You could overcome that by
supplying the document as a template from which the user could create
documents, but that raises other issues. There is no simple solution beyond
telling the user what to do with the form when completed.

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Graham Mayor - Word MVP


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