Hey all! Brand new here. Been searching around for an answer to this but just couldn't find anything specific enough to help me. So here's what I got goin on...



Working with Windows 7 64-bit, Office 2010

I am trying to create a letter template that will be used by multiple people within our company. This letter will be in response to a request from our customers who wish to switch their billing option. In the letter's response, we will be denying their request, but will be offering a few different billing options. If the customer has a question on the these new billing options, we want them to be able to contact the correct person internally.

So since I'm creating the template, I wanted to add a drop down list. This list will contain the appropriate division's name as well as the person they will need to contact. Upon selecting the appropriate division, I would like the person's contact information to auto-populate.

So 2 questions.
1) Do I have to use legacy drop down lists to achieve this? I see there is a "run macro upon exit" option in the legacy drop down but not in the newer version. I like the newer dropdown list option as I don't have to protect the document for a user to select it. (While we want to standardize this letter, I don't want to tie the hands of those sending it out if they want to make other changes in the letter and therefore really don't want to worry about protecting it)
2) I'm a complete novice to macro writing. While I've done a lot of macro RECORDING, I've only tinkered with manually writing macro code. Just wondering how I might have the program key in the contact information (email address, phone, fax, etc.) once the drop down selection has been chosen.

Thanks in advance for the help!!

No, you don't have to use a legacy form field dropdown list. All the new content controls have document events that you can use. You should be able adapt the method shown here to like a text field to a dropdown list entry:

http://gregmaxey.com/word_tip_pages/...down_list.html

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Greg Maxey
Please visit my web site at http://www.gregmaxey.com/

Thanks gmaxey. I looked through that, but it looks to be a bit more in depth than what I'm looking for. I should have been more specific.

So really what I want is a Dropdrown list of probably 10 choices. Once one of those choices is selected (We'll call it "Name A") I would like "Name A" to appear 4 or 5 more times throughout the document. In doing more research, it looks like using Field Codes may be the way to go using an "IF" statement? Not really sure. I tried that earlier but it never updated when I selected something different from the dropdown list. It remained as the first text option I wrote in the IF statement of the field code. I have worked on this for the last day and it's driving me nuts. I find a lot of forums, websites, etc. that appear like they have the answers I need, but then I never get the right output. Perhaps it's user error?

See: http://gregmaxey.com/word_tip_pages/repeating_data.html

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Greg Maxey
Please visit my web site at http://www.gregmaxey.com/

Thanks, Greg. This wasn't exactly what I had in mind, but I can make it work. I inserted a Document Property. It doesn't give me the dropdown list I really wanted, but it will suffice.

So the goal of this template is to have specific groups fill in their department name once and have it populate throughout the letter. That's working now, but is there also a way to have a contact's name, email, and phone number appear at the end of the letter once the user types in their department name?