Form Help/Suggestion

jmattingly85 · #1 07-03-2017, 07:29 PM

Hello,

I have a set of Word documents (about 25) that have a pull down box with names. Based on the name selected, when you press tab, three other fields populate (address, phone and fax number - this is setup with an if statement in between { } ). We are frequently adding to these, and it takes some time to create the if statement for each form. I am wondering if there is a way to setup some type of control document that the information is added to there and it updates on the Word docs instead of having to update each one individually?

Thank you in advance for your help!

gmayor · #2 07-04-2017, 04:51 AM

If I was doing this, I would create an Excel worksheet that has columns with the names and their associated data and in the document a selection of content controls that correspond to the columns of the worksheet. I would then pop up a userform to select the name from the worksheet and insert the data into the various content controls as appropriate.

At its simplest would be the attached. Put both files in the same folder and create a new document from the template. Click in the first content control and you will see an example of what I mean.

Edit the worksheet as appropriate (don't change the columns without changing the code).

jmattingly85 · #3 08-09-2017, 05:48 PM

Thank you for the response. Is it possible for the Excel document to be stored in a different folder?

gmayor · #4 08-09-2017, 08:14 PM

Change the path in the userform code from

Code:

Private Sub UserForm_Initialize()
    xlFillList ComboBox1, 1, ThisDocument.Path & "\Addresses.xlsx", "Sheet1"
End Sub

to reflect the path of the worksheet e.g.

Code:

Private Sub UserForm_Initialize()
    xlFillList ComboBox1, 1, "C:\Newpath\Addresses.xlsx", "Sheet1"
End Sub

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