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#1
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Document with drop down field for attorney. How to fill in the address etc in other fields.
I have a form with a drop down field with the name of 30 attorneys that we contact. Once the attorney is chosen from the drop down field I would like the other fields to automatically get populated. These include [Attorney Address] [Attorney City][Attorney State][Attorney Zip] [Attorney Tel] [Attorney Fax] However if the attorney is not in the drop down field then the other fields can be entered manually. A second question related to the first is the following: Can a drop down field be entered manually if the choice is not in the drop down menu. For example. Suppose there are 5 attorneys in the drop down field but the document will have a new attorney's name, is there a way for a field to do double duty, both as a drop down and as a manual entry. This would help immensely. |
#2
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The answer is that what you request could be done.
For me, it would be a major amount of work (i.e. a couple of month devoted to doing it). I expect that professional Word programmers probably would find it easier, but not trivial. I expect that much would have to be done each time you wanted to change the data in the list. A combobox allows a drop-down list that you can type in something not found in the list. The way I would approach this would be to have a data table in Excel and use Mail Merge. |
#3
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You can do it with macros easily enough and this echoes similar work I have done for the US legal sector in the past.
I would store all the fields required in a dedicated Excel worksheet for ease of maintenance. The attached has just a couple of fields, but demonstrates the methodology. You can add fields to the worksheet and bookmarks to the document to reflect those fields and write the values to the bookmarks as shown. Put both attachments in the same folder and create a new document from the template. The userform is displayed. The combo box is filled with the data from the worksheet. select an entry and click Continue to write the data to the document. You will find more on filling comboboxes and userforms on my web site.
__________________
Graham Mayor - MS MVP (Word) (2002-2019) Visit my web site for more programming tips and ready made processes www.gmayor.com |
#4
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Gmayor,
First of all, I am new to working with macros. I have a document that I have to update student progress on a daily basis. I am simply trying to create a dropdown box with a list student names to speed this process up. I have tried to adapt your Attorney.dotm and example.xlsx from above, but with no luck. Any help would be appreciated. |
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if then else, mail merge, tables |
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