Outline Numbered Headings?

A

Annamarie

Hello all,

I turn once again to you for problem-solving. I've happily found my way to
using Outline view (my last query to this list) and have moved on to this
problem.

I cheerfully created a template called "Bizplan.dot" in which my headers
were nicely formatted with outline numbers so that Header 1 displayed a
Roman number I, Header 2 an "A" and Header 3, a "1" - standard out-of the
box choice in outline numbered formatting. I could go back and forth from
Outline view to Print..

At some point I closed Word -it asked me if I wanted to save changes to
template - I naturally said yes. Open the doc and oops - no outline
numbering. The style SAYS it is there. But it isn't.

So far I've:

Reapplied, reapplied and reapplied. Eventually this crashes Word.
Selected all text, except final formatting paragraph thingy and copied over.
Opened a version I sent to someone else before the problem and the problem
is still there.
Opened a new blank document with the template "bizplan.dot" styles are
there.
Reattached template to doc with Update styles checked - nothing....

I'm out of ideas and puzzled about this. I think I've hit a bug - but what's
the workaround?

I could clear formatting in my doc and then move text to new doc with good
template and then reassign styles one by one...?

Thanks.. Hope that this is clear enough to have you help.


Annamarie Pluhar
Pluhar Associates

(e-mail address removed) <--fix this before replying
 
J

John McGhie [MVP - Word and Word Macintosh]

Hi Annamarie:

There are two possibilities. Let's go for the easy one first:

Go to Tools>Templates and Add-ins>... And check the setting of the checkbox
labelled "Automatically update styles on open". If that is turned on, it
will wipe out your numbering every time you open the document. It MUST be
turned OFF if you are using outline numbering.

If it wasn't that:

It is possible for the style or list template storage in a .doc format Word
document to become corrupt. When that happens, changes are either ignored
or partially applied.

This may be what has happened, in which case, start again with a new
document and do NOT copy any formatted text from the old one. Paste the
text in as "Text Only", otherwise it will bring its corrupted formatting
into the new document with it.

If it was neither of those, get back to us and we'll get serious with it...

Cheers

Hello all,

I turn once again to you for problem-solving. I've happily found my way to
using Outline view (my last query to this list) and have moved on to this
problem.

I cheerfully created a template called "Bizplan.dot" in which my headers
were nicely formatted with outline numbers so that Header 1 displayed a
Roman number I, Header 2 an "A" and Header 3, a "1" - standard out-of the
box choice in outline numbered formatting. I could go back and forth from
Outline view to Print..

At some point I closed Word -it asked me if I wanted to save changes to
template - I naturally said yes. Open the doc and oops - no outline
numbering. The style SAYS it is there. But it isn't.

So far I've:

Reapplied, reapplied and reapplied. Eventually this crashes Word.
Selected all text, except final formatting paragraph thingy and copied over.
Opened a version I sent to someone else before the problem and the problem
is still there.
Opened a new blank document with the template "bizplan.dot" styles are
there.
Reattached template to doc with Update styles checked - nothing....

I'm out of ideas and puzzled about this. I think I've hit a bug - but what's
the workaround?

I could clear formatting in my doc and then move text to new doc with good
template and then reassign styles one by one...?

Thanks.. Hope that this is clear enough to have you help.


Annamarie Pluhar
Pluhar Associates

(e-mail address removed) <--fix this before replying

--

Please reply to the newsgroup to maintain the thread. Please do not email
me unless I ask you to.

John McGhie <[email protected]>
Microsoft MVP, Word and Word for Macintosh. Consultant Technical Writer
Sydney, Australia +61 (0) 4 1209 1410
 
A

Annamarie

Hi Annamarie:

There are two possibilities. Let's go for the easy one first:

Go to Tools>Templates and Add-ins>... And check the setting of the checkbox
labelled "Automatically update styles on open". If that is turned on, it
will wipe out your numbering every time you open the document. It MUST be
turned OFF if you are using outline numbering.

If it wasn't that:

It is possible for the style or list template storage in a .doc format Word
document to become corrupt. When that happens, changes are either ignored
or partially applied.

This may be what has happened, in which case, start again with a new
document and do NOT copy any formatted text from the old one. Paste the
text in as "Text Only", otherwise it will bring its corrupted formatting
into the new document with it.

If it was neither of those, get back to us and we'll get serious with it...

Cheers
Argh..

Number one did nothing. Made sure Tools/Templates and Add-ins/update box
NOT checked. Several times...
Number two, here's what happened:

I opened New doc in my Bizplan.dot template. Headings had outline numbered
I copied one line from document that was in Heading 1 and did paste
special/unformatted text. When I pasted it the Headings styles reverted to
default (without outline numbers).

Closed without saving.
Opened new doc in template. Copied all of my document into TextEdit.
Stripped formatting with Format/Make Plain Text.
Copied into new doc. Headings style reverted to default. (without outline
numbers).
Opened new doc in template. Headings style has no numbered outline.
Quit Word.
Reopened Word, opened new doc in the template. Headings have outline
numbered.
Anytime I try to take text from my document into the template the headings
default. I've also done a "clear formatting" on the doc, cut and paste text
and it STILL does it.

Templates aren't supposed to work like this, right?

Thanks.
Annamarie (who is spending way too much time on this.. But I do want to
understand what the issue is.)
 
A

Annamarie

HI there, I posted this reply earlier but put it at the bottom so it may
have gotten missed, I've also tried to make it even clearer.

Argh here's what happened...

Number one did nothing. Made sure Tools/Templates and Add-ins/update box
NOT checked. Several times...
Number two:

I opened New doc in my Bizplan.dot template. Headings had outline numbered
I copied one line from original document that was in Heading 1 and did
paste special/unformatted text. When I pasted it the Headings styles
reverted to default (without outline numbers).
Closed without saving.

Opened "new" doc in template. Copied all of my original document into
TextEdit.
Stripped formatting with Format/Make Plain Text.
Copy and pasted stripped text into the new doc. The Headings styles reverted
to the default versions. (without outline numbers).
Opened another "new" doc in the "bizplan.dot" template. Headings style has
no numbered outline.
Quit Word.
Reopened Word, opened new doc in the template. Headings have outline
numbered.

Interpretation: There is something in my text that despite clearing it of
formatting still causes the template revert to the default Headings styles.
Anytime I try to take text from my document into the template the headings
Revert to the default. I've also done a "clear formatting" on the doc, cut
and paste text and it STILL does it.

Templates aren't supposed to work like this, right? I thought that the
beauty of templates is that one can bring text into them and then apply a
style found in the template.

Thanks.
Annamarie (who is spending way too much time on this.. But I do want to
understand what the issue is.)


Hi Annamarie:

There are two possibilities. Let's go for the easy one first:

Go to Tools>Templates and Add-ins>... And check the setting of the checkbox
labelled "Automatically update styles on open". If that is turned on, it
will wipe out your numbering every time you open the document. It MUST be
turned OFF if you are using outline numbering.

If it wasn't that:

It is possible for the style or list template storage in a .doc format Word
document to become corrupt. When that happens, changes are either ignored
or partially applied.

This may be what has happened, in which case, start again with a new
document and do NOT copy any formatted text from the old one. Paste the
text in as "Text Only", otherwise it will bring its corrupted formatting
into the new document with it.

If it was neither of those, get back to us and we'll get serious with it...

Cheers



Annamarie Pluhar
Pluhar Associates

(e-mail address removed) <--fix this before replying
 
J

John McGhie [MVP - Word and Word Macintosh]

Hi Annamarie:

OK, now you are putting me to work :) There is a possibility that either
BizPlan or the documents created from it (or both) are corrupted. If they
are, it will never work, you have to chuck them out, create a new Normal
template, create new templates and documents from it, then paste the
unformatted text into them. Once a template corrupts, it can spread
formatting bugs like a virus throughout your documents.

But that's not what I think. Here's what I think is happening-- I think we
need to go all the way into the details to understand this mechanism so you
can see the problem...

1) The Template is named Bizplan.

2) It has the built-in Heading styles

3) The built in styles in BizPlan do NOT have numbering

4) BizPlan template has numbering applied as direct formatting.

If you create a new document based upon BizPlan, the styles will be copied
from BizPlan to the new document. So will the text.

In this case, the "text" may not have any characters in it: we're talking
about the "Text story" which can be a single empty paragraph. It can't be
any "less" than that -- the single empty paragraph always exists. It could
be a lot more: it could include all of the text that forms the outline of a
Business Plan. No matter: same condition either way. The second is what I
expect -- that's why you create a template, to get the boilerplate text.

OK, now when you copy from BizPlan, you are copying the styles (which have
no numbering) and the direct formatting (which has).

When you paste text in from a different document:
A) If it has no formatting it gets no numbering
B) If it has styles it gets no numbering
C) If it has direct formatting, it gets "something" but what it gets is a
combination of what it had in the source document and how things are set up
in the target document. Always messy and unpredictable.

"Numbering" is like any other formatting, including styles. Internally it
is simply a binary pointer: it's a large number that indicates the rows in
the various formatting tables that contain all of the settings that make up
the formatting.

When you copy text from one document to another, Word attempts to find the
matching entries in the formatting tables of the destination document. If
they are not there, Word brings them over with the copy and adds them.

With numbering, this goes wrong most of the time, because although the
entries are already existing in the destination document, they contain the
wrong formatting.

The only way around this is to ensure that the styles in the destination
document have the numbering you want defined as part of the style, and that
the text in the source document has its formatting applied only with styles.

So long as there is no direct formatting applied to the text coming in from
the source document, the styles in the destination document will take over
and the text will be correctly formatted when it lands. If there's the
merest hint of direct formatting in the source text, Word creates its
formatting as new entries in the destination documents style tables, and at
that point instantly breaks the numbering in the pasted text.

You have to ensure that the pasted text has been formatted with the correct
style names to get it to paste. This is one reason why I always recommend
that users use the built-in Word styles exclusively: it means that whenever
they paste text into any other document, the styles will exist in the
destination document, and halves the chances for things to go wrong.

So now I think you can see what is going wrong. What you need to do is:
1) Open BizPlan as a document
2) Carefully define the numbering to be part of the styles, using Shauna's
method.
3) Remove ALL direct formatting.
4) Close and save the document.
5) Open an existing document
6) Remove all direct formatting
7) Tools>Templates and Add-ins>Automatically update styles
8) Tolls>Templates and Add-ins>Turn Automatically update styles OFF again
(it will instantly update the styles in the document to those in the
template, then you want to turn it off again)
9) Save the document
10) You will then need to run through the existing document and correct the
number re-starts: these cannot come in from the template, they get cleared
when you update the styles.

11) If you now create a document from BizPlan, it should have the correct
numbering on its styles.

12) If you now paste styles-formatted text from another document into a
document created from BizPlan, it should paste correctly and number
correctly provided the text had no direct formatting applied.

When learning to do this, it takes a while to adjust our work practices: for
decent results you must EITHER work only with styles OR work only with
direct formatting. You cannot have a mixture of both.

To make life simple, do NOT use either Table Styles or Number Styles in
Word. These mechanisms are both totally broken from the point of view of
trying to use them in documents. If you use them, they tend to break all
your formatting, and they're cows of things to try to remove once they get
into the document.

Hope this helps

HI there, I posted this reply earlier but put it at the bottom so it may
have gotten missed, I've also tried to make it even clearer.

Argh here's what happened...

Number one did nothing. Made sure Tools/Templates and Add-ins/update box
NOT checked. Several times...
Number two:

I opened New doc in my Bizplan.dot template. Headings had outline numbered
I copied one line from original document that was in Heading 1 and did
paste special/unformatted text. When I pasted it the Headings styles
reverted to default (without outline numbers).
Closed without saving.

Opened "new" doc in template. Copied all of my original document into
TextEdit.
Stripped formatting with Format/Make Plain Text.
Copy and pasted stripped text into the new doc. The Headings styles reverted
to the default versions. (without outline numbers).
Opened another "new" doc in the "bizplan.dot" template. Headings style has
no numbered outline.
Quit Word.
Reopened Word, opened new doc in the template. Headings have outline
numbered.

Interpretation: There is something in my text that despite clearing it of
formatting still causes the template revert to the default Headings styles.
Anytime I try to take text from my document into the template the headings
Revert to the default. I've also done a "clear formatting" on the doc, cut
and paste text and it STILL does it.

Templates aren't supposed to work like this, right? I thought that the
beauty of templates is that one can bring text into them and then apply a
style found in the template.

Thanks.
Annamarie (who is spending way too much time on this.. But I do want to
understand what the issue is.)






Annamarie Pluhar
Pluhar Associates

(e-mail address removed) <--fix this before replying

--

Please reply to the newsgroup to maintain the thread. Please do not email
me unless I ask you to.

John McGhie <[email protected]>
Microsoft MVP, Word and Word for Macintosh. Consultant Technical Writer
Sydney, Australia +61 (0) 4 1209 1410
 
A

Annamarie

HI John,

Thanks for taking on the challenge. I suspect I simply have a corrupted
template...

I KNOW I didn't apply the outline numbering to the formatting directly. (or
at least I think I know that..) If this is a hint, I do remember being
pleasantly surprised that all the headings immediately took on numbering
when I applied Outline Numbering to Heading 1. (Heading 2, Heading 3 etc.)
Other hint: When I open a new doc based on the BizPlan template, the
formatting palette shows all the Headings with the numbering intact. It as
soon as I copy anything into the template that it reverts.

I was going to be a good girl and try out the steps you so laboriously
typed out (really appreciated!) but once I started to follow Shauna's
instructions I ran into the problem that my styles have all the outline
numbering in them. I think I'm not allowed to send you attachments, but I've
placed 2 snapshots in my iDisk Public Folder - my user name is "ria_amp".
The files aare called: Numbered Styles.png, and HeadingsStyles.png.. I put
them there to show you.

I'm going to create "BizPlan2.dot" following Shauna.. I'll let you know!

Hmmm you said something about a corrupted normal.dot - I don't think I have
that...


Thanks
 
A

Annamarie

Whoops you are right I have corrupted Normal template. Will follow
instructions on MVP site that you wrote.

I'll report back.
 
J

John McGhie [MVP - Word and Word Macintosh]

Damn! Yes, if you play around with numbering too often (particularly if you
inadvertently make a conflicting change tot he numbering...) then the
template will corrupt. If it does, you're pooched...

Hint: Make these changes in BizPlan, not Normal as you are doing. I'm not
a big fan of putting complex numbering schemes in the Normal template. You
can, and there are times I would, but usually you want Normal template to
hand you a fairly plain vanilla document with no "extra features" :)

Cheers


Whoops you are right I have corrupted Normal template. Will follow
instructions on MVP site that you wrote.

I'll report back.

--

Please reply to the newsgroup to maintain the thread. Please do not email
me unless I ask you to.

John McGhie <[email protected]>
Microsoft MVP, Word and Word for Macintosh. Consultant Technical Writer
Sydney, Australia +61 (0) 4 1209 1410
 
A

Annamarie

To anyone reading this for help on outline numbering. Immediately go to
http://www.shaunakelly.com/word/numbering/OutlineNumbering.html and follow
directions precisely.

John - This was absolutely worth my many messages and your help. Thanks. I
had read Shauna's instructions some years ago. When I did my outline
numbering I was sort of remembering. I'm not exactly sure what corrupted the
templates but they were corrupted. I also now know how to get a clean Normal
template (Yes, I know one of those things I should've known years ago -but I
didn't.)

I'm a fan of customized templates - I'd like to leave "normal.dot" as
vanilla as possible so I now have bizplan1.dot and when I applied it to my
stripped doc it took. Yeah!

I think I now need to figure out how to have a global template that loads my
customized toolbar so that I can leave normal.dot vanilla. Is that right?

Thanks and a HUGE thank you to Shauna whose instructions I've read before
and who is largely responsible for what I know about Word.

Annamarie
 
J

John McGhie [MVP - Word and Word Macintosh]

Hi Annamarie:

Well done! I knew you'd get there -- I had every confidence in you :) I
think we corresponded before about Shauna's articles.

OK, the logic I use to force toolbars into view is quite complex. I can
send it to you if you like, and we can work from there. But first, let's
see if you need it.

1) create a customised toolbar and put it in a template.

2) Create a document from that template, or attach a document to the
template.

3) The toolbar should appear. If it doesn't, use View>Toolbars to bring it
up.

4) Make an editing change to the document, then save and close it.

Each time you open that document, while the template remains attached, the
toolbar should automatically appear.

You may not need a macro. Try it.

When I say my macro is "complex", that's because I do have customised
toolbars in my Normal template. I also have them in my attached templates.
I use a macro in Normal template to work out which toolbars should be
displayed with which documents. It has taken me years to refine it so I do
not get any surprises :)

Cheers


To anyone reading this for help on outline numbering. Immediately go to
http://www.shaunakelly.com/word/numbering/OutlineNumbering.html and follow
directions precisely.

John - This was absolutely worth my many messages and your help. Thanks. I
had read Shauna's instructions some years ago. When I did my outline
numbering I was sort of remembering. I'm not exactly sure what corrupted the
templates but they were corrupted. I also now know how to get a clean Normal
template (Yes, I know one of those things I should've known years ago -but I
didn't.)

I'm a fan of customized templates - I'd like to leave "normal.dot" as
vanilla as possible so I now have bizplan1.dot and when I applied it to my
stripped doc it took. Yeah!

I think I now need to figure out how to have a global template that loads my
customized toolbar so that I can leave normal.dot vanilla. Is that right?

Thanks and a HUGE thank you to Shauna whose instructions I've read before
and who is largely responsible for what I know about Word.

Annamarie

--

Please reply to the newsgroup to maintain the thread. Please do not email
me unless I ask you to.

John McGhie <[email protected]>
Microsoft MVP, Word and Word for Macintosh. Consultant Technical Writer
Sydney, Australia +61 (0) 4 1209 1410
 

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