Triggering Save As dialog box when updating a dotm file

amankap · #1 05-14-2024, 06:38 AM

I have a macro that triggers a Save As dialog box whenever a custom dotm file was opened. I made a minor change to the macro, but now the Save As dialog box is not triggered when I open the dotm file. Can anyone provide guidance on what I might be missing? Thank you.

Code:

Sub AutoOpen()
    If ActiveDocument.CustomDocumentProperties.Count = 0 Then
        ActiveDocument.CustomDocumentProperties.Add Name:="AlreadyProcessed", LinkToContent:=False, Value:=1, Type:=msoPropertyTypeBoolean
        Call FormatCaptions
        Call CentreFigures
        Call SaveDoc
        Selection.HomeKey Unit:=wdStory
    End If
End Sub

Private Sub FormatCaptions()

...
Private Sub CentreFigures()
...

Private Sub SaveDoc()
    If ActiveDocument.Bookmarks.Exists("Title") Then
        ActiveDocument.BuiltInDocumentProperties("Title") = ActiveDocument.Bookmarks("Title").Range.Text
    Else
        ActiveDocument.BuiltInDocumentProperties("Title") = ActiveDocument.Name
    End If
    ActiveDocument.BuiltInDocumentProperties("Company") = "XYZ"
    ActiveDocument.BuiltInDocumentProperties("Author") = "ABC"
    ActiveDocument.BuiltInDocumentProperties("Last author") = "LMN"
    ActiveDocument.BuiltInDocumentProperties("Subject") = ""
    ActiveDocument.BuiltInDocumentProperties("Keywords") = ""
    ActiveDocument.BuiltInDocumentProperties("Category") = ""
    
    With Dialogs(wdDialogFileSaveAs)
        .Name = ActiveDocument.BuiltInDocumentProperties("Title")
        .Format = wdFormatXMLDocument  ' actually saves file as a DOCX
        If .Show Then
            .Execute
        End If
    End With
        
End Sub

gmaxey · #2 05-14-2024, 09:53 AM

]I don't see why your SaveDoc macro is not executed when you open the template.
You can try putting a stop in the AutoOpen macro then when your code hits the step, stop through (with the F8 key) and troubleshoot. Maybe the CustomDocumentProperties.Count is not = 0

[CODE]Sub AutoOpen()
Stop
If ActiveDocument.CustomDocumentProperties.Count = 0 Then
ActiveDocument.CustomDocumentProperties.Add Name:="AlreadyProcessed",
LinkToContent:=False, Value:=1, Type:=msoPropertyTypeBoolean
FormatCaptions
CentreFigures
SaveDoc
Selection.HomeKey Unit:=wdStory
End If
End Sub[/CODE

Charles Kenyon · #3 05-15-2024, 08:45 PM

Why are you saving a copy of your .dotm?
Why not simply start a new document based on it?

Or, are you doing this so you have a backup?

amankap · #4 05-21-2024, 11:14 AM

Hi Greg, thanks for your response. I have added Stop but nothing changed.

amankap · #5 05-21-2024, 11:18 AM

Hi Charles,
I am saving a copy of a .dotm file because I need to add some functionality to the macro-enabled template. When I add the new functionality, the .dotm file stops triggering the Save As dialog when the file is opened.

To test what went wrong, I simply opened a working .dotm file, made a minor change to an existing comment line, and saved it.

Even this stops the function where opening the .dotm file results in the Save As dialog.

Regards,
Aman

amankap · #6 05-21-2024, 11:22 AM

Hi Greg,
I think, as you said, maybe the CustomDocumentProperties.Count is not 0.
Any input on how this can be fixed?

regards,
Aman

amankap · #7 05-21-2024, 12:07 PM

I think now I know what I was doing wrong.
Let me try it and if it will work, will update the solution here.

Charles Kenyon · #8 05-21-2024, 01:11 PM

Just to clarify:

You are opening the template for editing, not using it to create a new document?
You want a backup saved in addition to the one provided by the Save Backup function?

Again, the customary use of a document template is the creation of new documents based on the template, not opening the template.

Quote:

Originally Posted by amankap

Hi Charles,
I am saving a copy of a .dotm file because I need to add some functionality to the macro-enabled template. When I add the new functionality, the .dotm file stops triggering the Save As dialog when the file is opened.

To test what went wrong, I simply opened a working .dotm file, made a minor change to an existing comment line, and saved it.

Even this stops the function where opening the .dotm file results in the Save As dialog.

Regards,
Aman

gmaxey · #9 05-21-2024, 12:02 PM

If you added the Stop and then stepped through the code as I suggested, you will be all to tell if the .Count = 0 or not. If .Count is not = 0 then your code to save the document is not being called. What happens if you remove the If ... and the ... End If lines?

At least then the code to save will be called.

amankap · #10 06-06-2024, 06:13 AM

Thanks Greg! It worked.

Quote:

Originally Posted by gmaxey

If you added the Stop and then stepped through the code as I suggested, you will be all to tell if the .Count = 0 or not. If .Count is not = 0 then your code to save the document is not being called. What happens if you remove the If ... and the ... End If lines?

At least then the code to save will be called.

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