I need an interactive form

P

Peter

I am trying to create an interactive form where my salesforce can request up
to 15 products using the form. I want the form to have some unique fields
such a SalesRep and Customer name and also have a group of 5 fields (to input
information relating to each product) that may be repeated up to 15 times
depending on the number of products requested.

I would like the initial form to only include one group of 5 fields to allow
for the first product to be entered and also include a button or checkbox
that the sales rep could select for additional groups of fields to be added
to the form if more products need to be requested.

The form currently looks as follows:

1. Customer Name ____
2. Sales Rep Name ____

3. Product 1 Name ____
4. Product 1 Quantity ___
5. Product 1 Price ______
6. Product 1 Delivery Method _____
7. Product 1 Delivery Date _____

8. Add another product? [_]

==================

Fields 3 - 8 would be repeated here below if the checkbox on line 8 was
selected.

I have created a modified macro linked to the 'Run Macro on Exit' event
under the checkbox properties which unprotects the form, copies lines 3 to 8,
moves the cursor below line 8. pastes the new fields into theform and then
re-protects the form.

2 problems remain:

1. How do I check whether the checkbox is selected? Currently the copy/
paste macro runs everytime the checkbox loses focus and not only if it is
checked.

2. The programming required in problem 1 above has to work without the use
of bookmarks or field names becuase the new filed names are added
interactively when the macro runs and are not assigned by me. Is there a way
to refer to the checkbox without a hard coded name?

Please help I have tried everything that I know of but to no avail.

Many thanks.
 
W

Word Heretic

G'day Peter <[email protected]>,

1) test the value in selection.fields(1)

2) relative offset in file (eg field 10) or preceding text (eg: Find
"Do you want a dooveylacker?" and use cell(2)


Steve Hudson - Word Heretic

steve from wordheretic.com (Email replies require payment)
Without prejudice


Peter reckoned:
 
P

Peter

Steve:

Could you please help me with the code? There is obviously something wrong
with my IF statement as I can't get it to work. I have copied it below:

Sub addnewterm3()
ActiveDocument.Unprotect
If Selection.Fields(1).Value = True Then
Selection.MoveLeft Unit:=wdCharacter, Count:=19
Selection.MoveUp Unit:=wdLine, Count:=6
Selection.MoveDown Unit:=wdLine, Count:=6, Extend:=wdExtend
Selection.Copy
Selection.MoveDown Unit:=wdLine, Count:=2
Selection.PasteAndFormat (wdPasteDefault)
Selection.MoveUp Unit:=wdLine, Count:=9
Selection.MoveRight Unit:=wdCharacter, Count:=29
End If
ActiveDocument.Protect wdAllowOnlyFormFields
End Sub

Many thanks
Peter

========

Word Heretic said:
G'day Peter <[email protected]>,

1) test the value in selection.fields(1)

2) relative offset in file (eg field 10) or preceding text (eg: Find
"Do you want a dooveylacker?" and use cell(2)


Steve Hudson - Word Heretic

steve from wordheretic.com (Email replies require payment)
Without prejudice


Peter reckoned:
I am trying to create an interactive form where my salesforce can request up
to 15 products using the form. I want the form to have some unique fields
such a SalesRep and Customer name and also have a group of 5 fields (to input
information relating to each product) that may be repeated up to 15 times
depending on the number of products requested.

I would like the initial form to only include one group of 5 fields to allow
for the first product to be entered and also include a button or checkbox
that the sales rep could select for additional groups of fields to be added
to the form if more products need to be requested.

The form currently looks as follows:

1. Customer Name ____
2. Sales Rep Name ____

3. Product 1 Name ____
4. Product 1 Quantity ___
5. Product 1 Price ______
6. Product 1 Delivery Method _____
7. Product 1 Delivery Date _____

8. Add another product? [_]

==================

Fields 3 - 8 would be repeated here below if the checkbox on line 8 was
selected.

I have created a modified macro linked to the 'Run Macro on Exit' event
under the checkbox properties which unprotects the form, copies lines 3 to 8,
moves the cursor below line 8. pastes the new fields into theform and then
re-protects the form.

2 problems remain:

1. How do I check whether the checkbox is selected? Currently the copy/
paste macro runs everytime the checkbox loses focus and not only if it is
checked.

2. The programming required in problem 1 above has to work without the use
of bookmarks or field names becuase the new filed names are added
interactively when the macro runs and are not assigned by me. Is there a way
to refer to the checkbox without a hard coded name?

Please help I have tried everything that I know of but to no avail.

Many thanks.
 
D

Doug Robbins - Word MVP

Use a Userform with a Multi-Select Listbox and code that creates a new row
of data for each item selected in the Listbox

See the article "How to create a Userform" at:

http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm

See the article "How to find out which Items are selected in a Multi-Select
ListBox" at:

http://www.word.mvps.org/FAQs/Userforms/GetMultiSelectValues.htm

This routine loads a listbox with client details stored in a table in a
separate
document (which makes it easy to maintain with additions, deletions etc.),
that document being saved as Clients.Doc for the following code.

On the UserForm, have a list box (ListBox1) and a Command Button
(CommandButton1) and use the following code in the UserForm_Initialize() and
the CommandButton1_Click() routines

Private Sub UserForm_Initialize()
Dim sourcedoc As Document, i As Integer, j As Integer, myitem As Range,
m As Long, n As Long
' Modify the path in the following line so that it matches where you
saved Clients.doc
Application.ScreenUpdating = False
' Open the file containing the client details
Set sourcedoc = Documents.Open(FileName:="e:\worddocs\Clients.doc")
' Get the number or clients = number of rows in the table of client
details less one
i = sourcedoc.Tables(1).Rows.Count - 1
' Get the number of columns in the table of client details
j = sourcedoc.Tables(1).Columns.Count
' Set the number of columns in the Listbox to match
' the number of columns in the table of client details
ListBox1.ColumnCount = j
' Define an array to be loaded with the client data
Dim MyArray() As Variant
'Load client data into MyArray
ReDim MyArray(i, j)
For n = 0 To j - 1
For m = 0 To i - 1
Set myitem = sourcedoc.Tables(1).Cell(m + 2, n + 1).Range
myitem.End = myitem.End - 1
MyArray(m, n) = myitem.Text
Next m
Next n
' Load data into ListBox1
ListBox1.List() = MyArray
' Close the file containing the client details
sourcedoc.Close SaveChanges:=wdDoNotSaveChanges
End Sub

Private Sub CommandButton1_Click()
Dim i As Integer, Addressee As String
Addressee = ""
For i = 1 To ListBox1.ColumnCount
ListBox1.BoundColumn = i
Addressee = Addressee & ListBox1.Value & vbCr
Next i
ActiveDocument.Bookmarks("Addressee").Range.InsertAfter Addressee
UserForm2.Hide
End Sub

The Initialize statement will populate the listbox with the data from the
table and then when a client is selected in from the list and the command
button is clicked, the information for that client will be inserted into a
bookmark in the document. You may want to vary the manner in which it is
inserted to suit our exact requirements, but hopefully this will get you
started.

To make it easy for you, the code has been written so that it will deal with
any number of clients and any number of details about each client. It
assumes that the first row of the table containing the client details is a
header row.


--
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

Peter said:
I am trying to create an interactive form where my salesforce can request
up
to 15 products using the form. I want the form to have some unique fields
such a SalesRep and Customer name and also have a group of 5 fields (to
input
information relating to each product) that may be repeated up to 15 times
depending on the number of products requested.

I would like the initial form to only include one group of 5 fields to
allow
for the first product to be entered and also include a button or checkbox
that the sales rep could select for additional groups of fields to be
added
to the form if more products need to be requested.

The form currently looks as follows:

1. Customer Name ____
2. Sales Rep Name ____

3. Product 1 Name ____
4. Product 1 Quantity ___
5. Product 1 Price ______
6. Product 1 Delivery Method _____
7. Product 1 Delivery Date _____

8. Add another product? [_]

==================

Fields 3 - 8 would be repeated here below if the checkbox on line 8 was
selected.

I have created a modified macro linked to the 'Run Macro on Exit' event
under the checkbox properties which unprotects the form, copies lines 3 to
8,
moves the cursor below line 8. pastes the new fields into theform and then
re-protects the form.

2 problems remain:

1. How do I check whether the checkbox is selected? Currently the copy/
paste macro runs everytime the checkbox loses focus and not only if it is
checked.

2. The programming required in problem 1 above has to work without the
use
of bookmarks or field names becuase the new filed names are added
interactively when the macro runs and are not assigned by me. Is there a
way
to refer to the checkbox without a hard coded name?

Please help I have tried everything that I know of but to no avail.

Many thanks.
 

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