using templates

P

pkurz

I am stuck on how to get my template to "run." I have fill in fields, etc in a 1 p template and I don't know how to make the system ask the user for input.

In Word Perfect, I used merge to a form document and I imagine it is similar here, but I can't figure it out....

help, please.
 
J

Jezebel

Are you trying to do this from VBA?


pkurz said:
I am stuck on how to get my template to "run." I have fill in fields, etc
in a 1 p template and I don't know how to make the system ask the user for
input.
In Word Perfect, I used merge to a form document and I imagine it is
similar here, but I can't figure it out....
 
P

pkurz

I don't know what vba is! I just made a template from a *.dot document with fill in blanks and a repeating header.

pat
 
C

Charles Kenyon

If you store your template in your templates folder (or a subfolder) and use
File => New to create a new document, your Fill-In fields will run
automatically. They run on the creation of a new document based on a
template, not on opening the template.

This is how templates are suppposed to be used in Word.
--

Charles Kenyon

Word New User FAQ & Web Directory:
<URL: http://addbalance.com/word/index.htm>

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide)
<URL: http://addbalance.com/usersguide/index.htm>

See also the MVP FAQ: <URL: http://www.mvps.org/word/> which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

pkurz said:
I am stuck on how to get my template to "run." I have fill in fields, etc
in a 1 p template and I don't know how to make the system ask the user for
input.
In Word Perfect, I used merge to a form document and I imagine it is
similar here, but I can't figure it out....
 
P

pkurz

Thank you.. that looks right. now when I put in one blank, how to get from field to field? Also, it is not prompting me with the prompts I entered.

I don't know how to move forward. once I can do that I can create a macro to move the user along, correct?
 
C

Charles Kenyon

Are you creating a new document based on the template? When you do, Word
will go through your document and sequentially run your Fill-In fields.
Also, look into ASK fields.

Much better may be an "online form" created using the forms toolbar.

Much, much, better is a UserForm, which requires vba programming but is
worth learning. UserForms are custom dialog boxes and let you get all sorts
of data at one time rather than having ten or fifteen Fill-In or ASK
prompts. They are much more flexible than online forms.

By the way, this is a vba newsgroup. "vba" stands for Visual Basic for
Applications and is the progamming language for Word and other Office
applications. If you want more information on fields, I would suggest
posting your questions in the mailmerge.fields newsgroup. Take a look at the
MVP FAQ site for loads of good tutorials on using fields, online forms, and
userforms.
--

Charles Kenyon

Word New User FAQ & Web Directory:
<URL: http://addbalance.com/word/index.htm>

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide)
<URL: http://addbalance.com/usersguide/index.htm>

See also the MVP FAQ: <URL: http://www.mvps.org/word/> which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

pkurz said:
Thank you.. that looks right. now when I put in one blank, how to get from
field to field? Also, it is not prompting me with the prompts I entered.
I don't know how to move forward. once I can do that I can create a macro
to move the user along, correct?
 
P

pkurz

thank you so much.. I figured I might be in the wrong place. I will look into the vba programming too

pat
 

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