How to save Word file by field name as filename using VBA button?

chemtoli · #1 01-20-2017, 04:43 AM

For example I need to save a Word doc by Costumer Number (example; David Hass) and Request Number (example: 001-17) so when I click on VBA button Save by CN & RN, my Word file should be saved on PDF format in the same folder by name David Hass 001-17.

dwirony · #2 01-20-2017, 09:08 AM

I'm assuming you already know to create a userform with the button. In order to get the "constumer number" and "request number", we need to know where those are generating in your document in order to define the range. Does the "constumer number" and "request number" always generate in the same spot?

chemtoli · #3 01-21-2017, 05:20 AM

Dear dwirony,

I know hot to create a Form but I don't know how to create the VBA button. And yes, "constumer number" and "request number" always are in the same spot?

Thank you so much

dwirony · #4 01-23-2017, 02:19 PM

Could you provide a sample document? I need to see where the variables generate so we can create a range. For example, lets just say this is a line in your document:

"Dear customer: Your constumer number is 21523. Please refer to your request number which is 02915. These numbers will assist you in..."

Then we would use a range function like this to give a value to those:

Code:

Dim rng1 As Range, rng2 As Range, ConstumerNumber As String, RequestNumber As String
    Set rng1 = ActiveDocument.Range
    If rng1.Find.Execute(FindText:="Your constumer number is ") Then
            Set rng2 = ActiveDocument.Range(rng1.End, ActiveDocument.Range.End)
            If rng2.Find.Execute(FindText:=". Please refer to your") Then
                ConstumerNumber = ActiveDocument.Range(rng1.End, rng2.Start).Text
            End If
    End If
    Set rng1 = ActiveDocument.Range
    If rng1.Find.Execute(FindText:="request number which is ") Then
            Set rng2 = ActiveDocument.Range(rng1.End, ActiveDocument.Range.End)
            If rng2.Find.Execute(FindText:=". These numbers will assist") Then
                RequestNumber = ActiveDocument.Range(rng1.End, rng2.Start).Text
            End If
    End If

chemtoli · #5 01-24-2017, 08:36 AM

Dear dwirony

dwirony · #6 01-25-2017, 08:06 AM

Oh, I was under the impression that you were working from a Microsoft Word document, not excel. I'm afraid I can't help you if you're working out of excel. You're best off cross posting this over to an excel forum.

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