Prompting User to fille in fields when document is opened.

[GuyInTn]

Hello all,

This is a two part question.

1. How can I create a document that will ask the user a series of
questions when they open the document and then populate the document
with those answers?

2. How can I protect the other parts of that document so the user
cannot edit the other content?

Thanks,
Chris

 

[GuyInTn]

I forgot to add that I am using Office 2007.

 

[Malcolm Smith]

Chris

For the first part look at:
http://www.dragondrop.com/wordcoding/word011a.asp

- Malc

 

[src]

Hi Chris,

I can help with #1:

I've done this two ways. The simple way, for just a few fields is to
set up several ASK fields. These will be hidden from view but can be
seen with Show/FieldCodes. The info will be saved in a bookmark and
you can insert Cross References throughout your doc. When you need to
update the data, you select the line with the ASK fields and then F9
(Update). You'll then need to update all the cross references too. I
did this with a single macro that I recorded that simply did: CTRL-A
(select All), F9 (update).

The next way I did this (and am much happier with) is to use a UserForm
and store the data in Custom Document Properties. This makes for a
nicer user interface (instead of a series of pop-up dialogs), and much
nicer code control with VBA. You can still insert cross references by
Insert>Field>DocProperties (I did this with an "insert x-ref" button on
my UserForm).

For #2, I do know you can protect parts of a document based on
Sections. You can also toggle protection with VBA commands.

Hope this helps!