#1
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Letter Template /w combo box list
Hi all, this will be my first post on this forum.
I have already searched around a little bit, however I cannot find an immediate answer to my question. For work I am trying to create a general letter template, which information (like entity name, address,...) is easily changeable thanks to selecting 1 entry in a combo box list (or drop down list). The rest of the information should automatically update. I thought there should be an easy way to accomplish this, however so far I can't find any way. The things that should be changeable should be: sender entity's information (name, address, phone number, VAT, ...) sender's information (name, title, phone, ...) I found a VBA entry on this forum, however as soon as there's multiple text fields involded, it simply bugs. Anyone has got any ideas? Thanks in advance! |
#2
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Where is the information in the list/combobox coming from? Do you have a list of names and addresses? See https://www.gmayor.com/Userform.htm & https://www.gmayor.com/Userform_ComboBox.html
You may also find https://www.gmayor.com/Envelope_Label_Add_In.htm useful as it uses addresses from Outlook, Excel or Access and inserts the address in a document (or on an envelope or label(s)).
__________________
Graham Mayor - MS MVP (Word) (2002-2019) Visit my web site for more programming tips and ready made processes www.gmayor.com |
#3
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Hi Gmayor
Thanks for your reply. I have looked into it briefly, and currently don't see this as a solution since it involves having to download an add-on AFAIK? (As I said, I haven't checked it in-depth yet). The information comes from within a word document with all of our entities listed in it. There's 3 kinds of information that have to update automatically (3 seperate drop box selections). Entity (with address, phone number, VAT-number, ...) Shared Service Center Sender (Name, Function, Phone number, Address, ...) Foot-text (VAT-number, Chamber of Commerce Number, Address, .... - preferably this one is linked to the entity). If there's no way to do this without having to use external add-ons, feel free to tell me so. My experience with VBA is rather low as well. Thanks in advance |
#4
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First, the userform addressed by Graham is probably the most robust method.
You can use Mapped Content Controls. Repeating Data Using Document Properties Content Controls and Other Mapped Content Controls However, unless you are willing to do your own XML coding, using a mapped drop down list requires use of an Add-In. There are two free ones that I know of: I regularly use both of these. The Add-Ins would be for design of the letter form, not required to use it. For design of letterhead, see the following: If you are introducing a Section break into your template, you are probably doing it wrong! |
#5
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The add-in is not required, it was just a suggestion to avoid re-inventing the wheel.
If your data is in a Word document, it would make more sense to put it in an Excel worksheet because then that doesn't have to be open and can easily be interrogated to get the information you want and used to fill a combo box. The code to do that is in the second of my links. It could also be used with a little modification to fill a dropdown content control, but as this is a template, I would stick with the userform.
__________________
Graham Mayor - MS MVP (Word) (2002-2019) Visit my web site for more programming tips and ready made processes www.gmayor.com |
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