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Including Check Boxes on an MS Word Merge Document

22 bytes added, 16:50, 22 June 2009
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===MS Word Template===
On the MS Word Template document create a ''Text Form Field''. The double-click on the field and enter the name '''source'' in the “Bookmark” field.
: The '''source''' field is where the merge data is stored. When the MS Word Merge document is opened, a macro will use this value in this field to determine whether or not the associated checkbox should be checked. The field will then be deleted by the Macromacro.
Next create the ''Check Box Form Field'', double-click on it and enter the name '''target''' in the “Bookmark” field. Be sure that you have created a “Check Box Form Field”, not just a Check Bo
==Notes==
The user who performs the MS Word Merge must have Macros macros enabled for MS Word or it will not run.
:* Macros can be enabled via the Tools menu > Macros > Security
:* The setting can be set to either Medium or Low. Medium is recommended, which means the user will have to agree to allow the Macro macro to run each time the document is opened.
When you are creating the original MS Word Merge document you will need to disable Macros macros while you work on the document. Otherwise the source “Text Form Fields” will be deleted by the Macro macro each time you open the document. You should only allow the macro to run when you have actually created the document via the MS Word Merge in SmartSimple.
The "On Error GoTo ExitSub" command in the script is very important. Once the document has been opened the first time the Macro macro deletes all the '''source''' Text Form Fields. Any time the document is opened subsequently the Macro macro will try to reference these fields, and since they no longer exist the command will fail and the macro will exit.
[[Category:Custom Fields]]
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