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  1. #1
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    can this even be done with a Word doc?? (Office XP edition)

    Hey guys, first time poster here. I was referred here from a fellow member at another well-known forum on the net. He said you guys were pretty knowledgable. So here's my problem:

    Hey guys. Let me try to explain short and sweet what I am wanting to do, and mabye someone can tell me whether it can be done. What I am wanting to do is for where I work, where we (my fellow 12 co-workers and myself) have been challenged to find a solution to a problem we have been having. In our line of work, for every "peice of work" we do, we have to fill out a simple form in Word. This form MUST be correct, yet plenty of my co-workers keep forgetting to fill in a couple of fields every now and then. We simply get the info, then fill it into a pre-made word document with a header and tables.

    I was wondering if it's possible in Word to be able to make a template of this one page, and be able to fix up dialog boxes to fill in the info automatically. Like, say we open the template, and a dialog box opens wanting the date (one of the required fields always). You then type in the date, click next, and it'll will ask for the info in order. After you enter in the info in the consecutive dialogs, it will fill out the form automatically. My idea is that if you have to go through it a step at a time, you won't miss any of the fields. Can this be done in Word using macros or something of the sort?

    Sorry if this a stupid question, but I thought it might be possible. Thanks ahead of time for any links or info you guys can provide.

  2. #2
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    Re: can this even be done with a Word doc?? (Office XP edition)

    An even easier solution than a dialog box is to create the template using form fields. Then lock the template for editing.

    When you create a new document based on the form field filled template, tab will move from each item required.

    I'll attach a sample.
    Attached Files Attached Files

  3. #3
    Uranium Lounger
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    Re: can this even be done with a Word doc?? (Office XP edition)

    And one other solution, similar to Guy's, is to make a template that has ASK or FILLIN fields. When you create a new document based on the template you are prompted to answer questions, which are then placed in bookmarked locations in the document. You'll know when you're done because the questions will stop. I'd attach an example, but I'm leaving in 5 hours for a plane & need to get some sleep. <img src=/S/smile.gif border=0 alt=smile width=15 height=15>

  4. #4
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    Re: can this even be done with a Word doc?? (Office XP edition)

    Thanks for both of your posts. Your post, ggallo, would work good, but Phil, your's is more of what I was looking for. Thanks a bunch, and I'll let you guys know how it turns out. I'm going to attempt to figure out how to use ASK and FILLIN fields, which shouldn't take a no more than a couple of days. If anyone has any pointers, feel free let me know!!

  5. #5
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    Re: can this even be done with a Word doc?? (Office XP edition)

    Phil's suggestion would certainly work but may be more difficult to get the data types you need. For instance if the question is "what date" how do you ensure that only a date can be entered and not your mother's maiden name. The suggested option of the Form fields will probably be better as you can constrain fields to be:
    Drop-down lists where the user has to choose one option
    Free text fields of no more than x characters
    Check boxes
    Date fields
    Currency fields. etc.
    Andrew Lockton, Chrysalis Design, Melbourne Australia

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