#1
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Auto name form based on field value
I have created a fillable form for users that will be available on our Sharepoint site. Once the form is filled out it gets mailed to a specific email address. How do I get the form to auto populate a document name based on a field value? Preferably based on a last name field, first name field.docx.
TIA!!! |
#2
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The macro required to do this will need to know what type of field you are using and of course you will have to rely on the user being prepared to run the macro as you cannot enforce that.
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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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The default document name is whatever is in the Title document property. If you were using content controls on your form (and only needed one field to give you the document name) then you could link the name field to the Title document property to get that as your default document name.
If you need to concatenate two separate fields to make the default document name then you will need a macro and could get it to write the values of those fields into the title document property anytime before the user tries to save. It would be best to do this with a content control OnExit macro but that is just one way of doing it.
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Andrew Lockton Chrysalis Design, Melbourne Australia |
Tags |
document name, field names, macro vba word |
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