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Including Check Boxes on an MS Word Merge Document

755 bytes added, 16:40, 22 June 2009
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This article explain how to use the data stored within [[SmartSimple]] to determine whether or not a Check Box on an MS Word Merge document is checked.
==General Procedure==
The [[Custom Field Type: MS Word Merge|MS Word Merge Custom Field]] allows you to merge text stored within [[SmartSimple]] into an MS Word document.
The [[Custom Field Type: MS Word Merge|MS Word Merge Custom Field]] allows you to merge text stored within [[SmartSimple]] into an MS Word document. You cannot merge information directly into a '''Check Box Form Field''' on the MS Word document to make it checked or unchecked. Instead it can be done as follows:* Create a source ''Text Form Field'' on the MS Word document to store the value that determines whether or not the Check Box should be checked.* Create the target ''Check Box Form Field''* Create a VB Script that runs automatically when the document opens and does the following:::* Read the value in the source Text Form Field.::* Change the value of the ''Check Box Form Field'' to '''True'' (which will make it checked), if the source value dictates that it should be checked.::* Delete the source ''Text Form Field''
Note: these instructions are for MS Word 2003. If you are using ==Example==The following example demonstrates how to check a different version check box on the steps may vary. Please consult MS Word Help for assistancedocument if the source field within [[SmartSimple]] has "CheckMe" as the stored value.
''Note: these instructions are for MS Word 2003. If you are using a different version the steps may vary. Please consult MS Word Help for assistance.''
Create ===MS Word Template==On the MS Word Template document create a ''Text Form Field, then ''. The double-click on it the field and enter a 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 Macro.
 The field (named sourcefield in this example) 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 Macro.   Next create the “Check ''Check Box Form Field”Field'', double-click on it and enter a the name '''target''' in the “Bookmark” field. Be sure that you have created a “Check Box Form Field”, not just a Check Box.0  The “check box form field” is named target in this exampleBo
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The user who performs the MS Word Merge must have Macros enabled for MS Word or it will not run.
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