Form fields and bookmarks restrictions

[AttiCuS]

Hi,

I'm new here and also I'm new in working with Word forms. I have intermediate experience with Excel VBA.

I attached Word file on which I'm working, but without success.

What I want to do is set a restriction for drop-down form field. Is it possible at all to restrict each form field to be visible or not? If not, maybe it is possible to set each form field as inactive.

E.x.:
1. If we choose A from drop down field then some form fields (bookmarks) are not visible.
2. If we choose B from drop down field then bookmark "bye" and "restriction" are not visible with formatting (line below "Bye")
3. If checked "yes" then all formfields (bookmarks) are not visible.

As said I'm new and not sure what is difference between form field and bookmark. To do mentioned points should I use VBA code or can I just work on Cross-reference?

Please advise me, I attached example file.



Regards,
AttiCuS

[macropod]

It is not possible to conditionally show/hide formfields. Doing that or conditionally enabling/disabling them would require a macro. Also, instead of Yes and No checkboxes, you should consider having a single dropdown with Yes/No choices. That way, there's no risk of both being checked. Field coding can be used to conditional show/hide your 'Bye' & 'Restriction' text.

[AttiCuS]

Hi macropod,

Thank you for your replay. I tried to add simple VBA code, however without any success.

What I want to do is: when I choose 'A' from 'drop_list' then in 'Text1" should appear text: 'xxx'. I used this code:

Sub OnExitCB1B()
If ActiveDocument.drop_list = "A" Then
ActiveDocument.FormFields("Text1").Result = "xxx"
End If
End Sub

But it doesn't work :-(

Could you give an example how could look macro for enabling/disabling formfields?

The case is that I have protected form to be filled. To start filling the template/form we have to choose one option from dropdown list. Then we get an info/text in the formfield below. And what is the most important depend by what we choose from dropdown some section in the document should be enabled/disabled to edit. What you can see each text, like 'Hello' or 'Bye' is added as formfield with disabled fill-in option.

I was thinking also about adding text next to different heading. E.x.: when you choose 'A' from dropdown next to 'Bye" should appear text -'do not fill this section'.

I'm just learning it and for now it is black magic for me ;-) I see that you have large experience in work with MS Word. I would really appreciate if you could show me the road how to solve it.

Regards,
AttiCuS

[macropod]

Here's some code to get you started. Note that I've included a reference to 'chbx_yes2', but the corresponding checkbox lacks the bookmark name.

Sub OnExitCB1B()
With ActiveDocument
  Select Case .FormFields("drop_list").Result
    Case "A"
      .FormFields("Text1").Result = "xxx"
      With .FormFields("Dropdown_yes_no")
        .DropDown.Value = .DropDown.Default
        .Enabled = False
      End With
      With .FormFields("chbx_yes2")
        .CheckBox.Value = False
        .Enabled = False
      End With
      With .FormFields("chbx_no2")
        .CheckBox.Value = False
        .Enabled = False
      End With
    Case "B"
      .FormFields("Dropdown_yes_no").Enabled = True
      .FormFields("chbx_yes2").Enabled = True
      .FormFields("chbx_no2").Enabled = True
    Case "C"
      .FormFields("Dropdown_yes_no").Enabled = True
      .FormFields("chbx_yes2").Enabled = True
      .FormFields("chbx_no2").Enabled = True
  End Select
End With
End Sub

[AttiCuS]

Hi macropod,

Thanks, it works perfect!

However, I have one more issue, which can't solve.

Private Sub Document_Close()
  Select Case ActiveDocument.FormFields("drop").Result
    Case "Internal"
    If ActiveDocument.FormFields("mob_ph_check").CheckBox.Value = False And ActiveDocument.FormFields("broad_check").CheckBox.Value = False And ActiveDocument.FormFields("car_check").CheckBox.Value = False And ActiveDocument.FormFields("vsp_check").CheckBox.Value = False Then
        MsgBox "Are you sure that contract should be without benefits?", vbOKOnly
        Cancel = True
    End If
    Case "Permanent"
    If ActiveDocument.FormFields("mob_ph_check").CheckBox.Value = False And ActiveDocument.FormFields("broad_check").CheckBox.Value = False And ActiveDocument.FormFields("car_check").CheckBox.Value = False And ActiveDocument.FormFields("vsp_check").CheckBox.Value = False Then
        MsgBox "Are you sure?", vbOKOnly
        Cancel = True
    End If
  End Select
End Sub

I used this code to run action. When I choose 'Internal' or 'Permanent' from formfield 'drop' and couple of checkboxes are not checked then want to close the file I get a message. And then I have a possibility to save file, don't save or cancel and back to file and continue filling form.

Is it possible to run the same action if I click 'Save' - little disk in the left upper corner?

Best regards,
AttiCuS

[macropod]

You might try using a macro like:

Sub FileSave()
Call Document_Close
End Sub

[AttiCuS]

Such a shame that was so easy

However, have one more question. I little modified my code insteady of vbOKOnly I used vbYesNoCancel. And now I don't know how to assign 'No' and 'Cancel'. If someone choose No or Cancel should go back to file with possible to continue filling the form. So, won't get question 'Do you want to save changes you made to...'

Could you help me with that, as well?

Anyway, I'm really grateful for your help so far

Regards,
AttiCuS

[macropod]

In that case, you might use something like:

Private Sub FileSave()
Call FieldCheck
End Sub
 
Private Sub Document_Close()
Call FieldCheck
End Sub
 
Private FieldCheck()
  Select Case ActiveDocument.FormFields("drop").Result
    Case "Internal"
    If ActiveDocument.FormFields("mob_ph_check").CheckBox.Value = False And ActiveDocument.FormFields("broad_check").CheckBox.Value = False And ActiveDocument.FormFields("car_check").CheckBox.Value = False And ActiveDocument.FormFields("vsp_check").CheckBox.Value = False Then
        MsgBox "Are you sure that contract should be without benefits?", vbOKOnly
    End If
    Case "Permanent"
    If ActiveDocument.FormFields("mob_ph_check").CheckBox.Value = False And ActiveDocument.FormFields("broad_check").CheckBox.Value = False And ActiveDocument.FormFields("car_check").CheckBox.Value = False And ActiveDocument.FormFields("vsp_check").CheckBox.Value = False Then
        MsgBox "Are you sure?", vbOKOnly
    End If
  End Select
End Sub

[AttiCuS]

Hi macropod,

Thank you for an example.

However, it was not my intend.

Now I saved my file as Microsoft Word Macro-Enabled Template.

I want to use vbYesNoCancel buttons.

But, I don't know how to assign each button. When someone choose 'Yes' the macro should let save the file, even if clicked 'Save' - little disk in left upper corner or want to close the file by pressing 'X'. But, if someone choose 'No' or 'Cancel' should go back to file with possible to continue filling the form. So won't get system question 'Do you want to save changes you made to...'.

Private Sub Document_Close()
  Select Case ActiveDocument.FormFields("drop").Result
    Case "Internal"
    If ActiveDocument.FormFields("mob_ph_check").CheckBox.Value = False And ActiveDocument.FormFields("broad_check").CheckBox.Value = False And ActiveDocument.FormFields("car_check").CheckBox.Value = False And ActiveDocument.FormFields("vsp_check").CheckBox.Value = False Then
        MsgBox "Are you sure that contract should be without benefits?", vbYesNoCancel
        Cancel = True
    End If
    Case "Permanent"
    If ActiveDocument.FormFields("mob_ph_check").CheckBox.Value = False And ActiveDocument.FormFields("broad_check").CheckBox.Value = False And ActiveDocument.FormFields("car_check").CheckBox.Value = False And ActiveDocument.FormFields("vsp_check").CheckBox.Value = False Then
        MsgBox "Are you sure?", vbYesNoCancel
        Cancel = True
    End If
  End Select
End Sub
 
Sub FileSave()
Call Document_Close
End Sub

[macropod]

In that case you could use code like:

Private Sub Document_Close()
Dim Rslt As Long
    Select Case ActiveDocument.FormFields("drop").Result
    Case "Internal"
    If ActiveDocument.FormFields("mob_ph_check").CheckBox.Value = False And ActiveDocument.FormFields("broad_check").CheckBox.Value = False And ActiveDocument.FormFields("car_check").CheckBox.Value = False And ActiveDocument.FormFields("vsp_check").CheckBox.Value = False Then
        Rslt = MsgBox("Are you sure that contract should be without benefits?", vbYesNoCancel)
        Select Case Rslt
            Case vbYes
            Case vbNo
            Case vbCancel
       End Select
    End If
    Case "Permanent"
    If ActiveDocument.FormFields("mob_ph_check").CheckBox.Value = False And ActiveDocument.FormFields("broad_check").CheckBox.Value = False And ActiveDocument.FormFields("car_check").CheckBox.Value = False And ActiveDocument.FormFields("vsp_check").CheckBox.Value = False Then
        Rslt = MsgBox("Are you sure?", vbYesNoCancel)
        Select Case Rslt
            Case vbYes
            Case vbNo
            Case vbCancel
       End Select
    End If
  End Select
End Sub

Simply flesh out the Case statements with whatever you want to have happen when the user presses Yes, No or Cancel.

[AttiCuS]

Hi macropod,

You turned me to good way, as always

However, still don't have any idea how to 'bite' it ;-)

         Select Case Rslt
            Case vbYes
            Me.Saved = True
            Case vbNo
            Exit Sub
         End Select

I've changed the button option to vbYesNo. But it doesn't work;/

When clicked little disk to save the file, I got question and this is ok. However when I chose button 'Yes' or 'No' nothing has happened.

I want to make the action if I click X to close the file I got the question - and it works. Then when I choose 'Yes' the file should be saved but when choose 'No' I want to go back to file without system question if I want save the file and then continue filling template. The same action if I click little disk to save the file.

Could you help me with that also?

[macropod]

Perhaps:

Private Sub Document_Close()
Dim Rslt As Long, bStatus As Boolean
With ActiveDocument
    bStatus = (.FormFields("mob_ph_check").CheckBox.Value = False And _
      .FormFields("broad_check").CheckBox.Value = False And _
      .FormFields("car_check").CheckBox.Value = False And _
      .FormFields("vsp_check").CheckBox.Value = False)
    Select Case .FormFields("drop").Result
    Case "Internal"
    If bStatus = True Then
        If MsgBox("Are you sure that contract should be without benefits?", vbYesNo) = vbYes Then .Save
    Else
      .Save
    End If
    Case "Permanent"
    If bStatus = True Then
        If MsgBox("Are you sure?", vbYesNo) = vbYes Then .Save
    Else
      .Save
    End If
  End Select
End With
End Sub