Name a new document according to a string it contains

Zach Jennings · #1 09-20-2022, 10:45 AM

Quote:

Originally Posted by macropod

You could add code like the following to each template's 'ThisDocument' module. As coded, it prompts the user to save the file immediately it's created and defaults to whatever path is specified for the StrTmpPath variable and with whatever filename's specified for the StrName variable (which i've coded for the user's name and the system date in ISO format.

Code:

Private Sub Document_New()
Dim StrName As String, StrDefPath As String, StrTmpPath As String
StrName = Environ("UserName") & Format(Now, "YYYYMMDD")
StrTmpPath = "Filepath for documents based on this template"
StrDefPath = Options.DefaultFilePath(wdDocumentsPath)
Options.DefaultFilePath(wdDocumentsPath) = StrTmpPath
With Application.Dialogs(wdDialogFileSaveAs)
  .Name = StrName
  .Show
End With
Options.DefaultFilePath(wdDocumentsPath) = StrDefPath
End Sub

Hey Paul,

This code works wonders form me great job. I have one request though. Is it at all possible to change the code at the strname variable from the user of the system to a string in the actual document. I'm creating a form for my employees to enter clients information and have created a field for the customer name that I want the code to use as the name of the file. If it helps at all I have mapped the customer name to an xml node that i use for filling other fields throughout the document.

Thanks,
Zach Jennings

macropod · #2 09-20-2022, 02:45 PM

You wouldn't be able to do that via a Document_New macro, since your save string wouldn't exist immediately the document is created. One would have to wait until the user attempts to save the document for the first time.

Guessed · #3 09-20-2022, 03:40 PM

Zach
I think Paul misunderstood your question. Yes you can use a string (or xml value) from your actual document. You haven't provided enough details in order for us to give you the actual code update.

As an example since you are using xml mapping, you might want the contents of the first Content Control in the document to be part of the filename.

Code:

StrName = ActiveDocument.ContentControls(1).Range.Text & Format(Now, "YYYYMMDD")

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode

Similar Threads
Thread	Thread Starter	Forum	Replies	Last Post
Code to find numerical string + space throughout document & replace them with Comma	Robert Kay	Word VBA	6	02-21-2018 04:41 PM
How to Import range between two string from other document	PRA007	Word VBA	1	12-18-2015 09:23 PM
Way to search for a string in text file, pull out everything until another string?	omahadivision	Excel Programming	12	11-23-2013 12:10 PM
Replacing text string within document, it's not retaining formatting	livemusic	Word	4	02-25-2013 12:33 AM
Macro to create new word doc and save the file using String found in the document	VBNation	Word VBA	2	02-08-2013 07:14 AM