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  1. #1
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    Fillin forms - suggestions? (Word 2000)-MULTI-Fillin forms

    Following on from my query on "Dotted underlines", which was aimed at formatting printable filled in forms, I'm now wondering about the best approach for actually inserting the user data. The completed form is to print out double-sided, as a table. The table borders represent "cut lines" and the whole thing is chopped up, collated, folded and stapled into a business card sized booklet.

    The point is that the layout of the printable document is anything but user friendly, so I'm looking for ways to totally shield the user from the document, and be able to insert and review field information via user forms. I'd like to do this using something along the lines of a "wizard", which takes the user through 5 forms, with the options to move forwards or to go back and revise their input. Also the ability to edit the information by reactivating the "wizard".

    I've not tried anything like this before, so I'd like suggestions on its viability, or any better alternatives.

    thanks

    Alan

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    Re: Fillin forms - suggestions? (Word 2000)-MULTI-Fillin forms

    Alan,

    A multipage userform (wizard) is a very sensible option in this situation. This will require you to go the VBA route though.

    If you do, you're best off working out the basics of creating a userform, and getting the content into the document, with a simple (single-page) userform first, before moving on to creating a multi-page form.

    Gary

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    Re: Fillin forms - suggestions? (Word 2000)-MULTI-Fill

    Thanks Gary. I've made a start on the first form of the wizard. I can see some unchartered VBA territory looming already :-). The trouble with using a single form to start with is that there are just soooooo many fields. But I might try a condensed version, as you suggest.

    The thing I have to figure is when to write the user form values to the document fields. I'm guessing that each time one of the wizard forms becomes hidden (meaning the user has moved forwards or backwards in the sequence) is an appropriate event to trigger writing values to the document fields. ???

    Alan

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    Re: Fillin forms - suggestions? (Word 2000)

    You could consider using a merge. Merge data can be stored in a Word table, Excel sheet, or Access table, all manipulated primarily through the Merge Wizard. Advantages of this method include allowing the user to enter data in any order and update and re-run without having to run through numerous dialogs, and low maintenance for you

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    Re: Fillin forms - suggestions? (Word 2000)-MULTI-Re%3

    I had thought about a merge, especially in terms of accumulating records in a master document, rather than producing one off booklets. Not sure what the requirement is here. The main thing that steered me away is that some fields need to be selected from combo boxes, and I am uncertain if these can be accommodated via the Merge Wizard.

    Alan

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    Re: Fillin forms - suggestions? (Word 2000)-MULTI-Fill

    With regard to when to write the values to the document fields, it's probably best to do it only once, when the user clicks 'Finish'. (Even if a previously filled in control is on a userform page that is no longer visible, you still can access the value of the control with code.)

    Sounds like you are off to a good start; if there are too many controls to fit on one userform page, you might as well try the multipage userform - just expect to tear a few hairs the first time you try it! (and don't hesitate to post questions here)

    Gary

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    Re: Fillin forms - suggestions? (Word 2000)-MULTI-Fill

    Yep, updating the doc fields at the end of the process seemed the obvious choice as soon as I read my own post <g>. For some reason I was trying to sync things with whichever form was visible... obviously, visibility is not relevant.

    It will definitely need several forms, even just from the logical organisation point-of-view e.g. 4 lots of LastName etc. fields for 4 different people -> 4 similar but separate forms.

    There will *no doubt* be further questions posted here <g>

    Alan

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    Re: Fillin forms - suggestions? (Word 2000)-MULTI-Re:

    Just a separate query re: the mail merge solution. In my Word 2000, I can't locate a "wizard" as such. I can access "Letter Wizard" and "Mail Merge" via the Tools menu, but nothing specifically called "Merge Wizard". Is this a separate component that needs to be installed?

    thanks

    Alan

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    Super Moderator jscher2000's Avatar
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    Re: Fillin forms - suggestions? (Word 2000)-MULTI-Re:

    Oh, sorry, it's called Mail Merge Helper. <img src=/S/smile.gif border=0 alt=smile width=15 height=15> Choose Mail Merge... from the Tools menu, and you either can morph the current document into a merge document or you can create a new one from inside that dialog.

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    Re: Fillin forms - suggestions? (Word 2000)-MULTI-Re:

    OK, thanks. I'm familiar with basic mail merge, and the facilities provided by the helper. Unfortunately, I don't think the simple option of a table of values for fields will cut it. I really need dropdown selections, option buttons etc.

    Alan

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