Losing references to template

[KenderFaith]

I have a macro-enabled template in 2007 (.dotm) with a user form, which is
being used my multiple users and is saved in a shared network location.

For some reason, whenever anyone has a document based on the template open
on their desktops, if anyone else tries to base a document on the template,
they get a "Field Review.dotm is locked for use by (Name of person using
it)", then gives the option to open "Read Only".

My understanding is that multiple users should be able to have documents
that are based on the same template open without locking the template. Am I
missing something or is this a Word 2007 bug?

Please help...

 

[Jean-Guy Marcil]

KenderFaith was telling us:
KenderFaith nous racontait que :

I have a macro-enabled template in 2007 (.dotm) with a user form,
which is being used my multiple users and is saved in a shared
network location.

For some reason, whenever anyone has a document based on the template
open on their desktops, if anyone else tries to base a document on
the template, they get a "Field Review.dotm is locked for use by
(Name of person using it)", then gives the option to open "Read Only".

My understanding is that multiple users should be able to have
documents that are based on the same template open without locking
the template. Am I missing something or is this a Word 2007 bug?

Please help...

How are people creating a document based on the said template?

Is there any code that interacts with the template itself, such as saving
it?

--

Salut!
_______________________________________
Jean-Guy Marcil - Word MVP
(e-mail address removed)
Word MVP site: http://www.word.mvps.org

 

[KenderFaith]

Users double-click on the dotm file, thus opening a new document based on the
template (or they can open the template by using right-click menu and
selecting "new"). The template is on a shared server location, and users are
working on PCs and Laptops connected to the network.

The template is made to record information from sequential reviews, with
each review saved as a different file. User creates a new document based on
the template, and a user form pops up. The user fills out the info from
their review (i.e. date, who was there, etc) & hits "OK". The code attached
to the OK button sends the info from the form into bookmarked locations on
the document and rebuilds the bookmarks. Then, when the user wants to make a
new review report for the same project, they simply open the last one. When
they do, the user form pops up on open, already loaded with the information
in the document, which the user can change as necessary (they then do a "save
as" and save the document as the next sequential numbered review - i.e. they
open FRR 004, make changes, and save as FRR 005). This saves them an awful
lot of time typing redundant information.

There is no code that interacts with the original template itself, although
of course, documents based on the template reference the template so that the
macros etc. will function.

I've also found that if the documents based on the template are saved as
"docm" files (rather than 97-2003 "doc" files), the macros and user forms
don't work at all(it looks like the references to the inital template
disappear in documents based on the original template).

I'm really stumped & confused by this one...any ideas?

Thanks

 

[KenderFaith]

Hi Jean-Guy:

The template is saved in a shared location on the server; none of the code
refers to the template file itself.

Template is set up with code that loads a user form on new or open; the
document's use is to track progress of sequential reviews for each project.
For the first review, user opens a new document based on the template, fills
out the user form then saves the document as "RR 001". Next time they do a
review for that project, they open RR 001.doc; the user form pops up
(populated with the info from the previous RR); they fill out any changes to
the info for RR 002, then do a "save as".

Template is saved as a .dotm. Documents based on the template are saved in
97-2003 format (.doc); I've also found that if a document based on the
template is saved in any of the 2007 file formats (including .docx and
..docm), somehow the references to the template disappear and the user form
and macros (of course) won't function.

I'm pretty frustrated by this one. I've never had any issues like this in
previous versions of Word, which is why I'm so stumped. Is there some reason
why my references keep disappearing if I try to save a template-based
document in one of the new Word 2007 formats?

Thanks a bunch