Linking to word to excel

[Nicholas_jay]

Hi all,



I just have a query about linking a word document to an excel document. So what I am hoping to do is;

I have created a survey in word where people simply tick a checkbox depending on their answer.

What I would like to do is once a box is ticked/checked, the information that correlates to this is input into an excel document.

For example:

Question - What products do you recycle?
"I always recycle all of my plastic bottles" ☐
"I never recycle" ☐

If they were to check "I never recycle" , then this information will go straight to an excel document.

Is this even possible?

Any help will be much appreciated.

Nick

[macropod]

Possible, yes. Advisable, no.

Having Word work this way means that every time a survey document gets opened/updated, that Word session has to start Excel and, when data are added/edited, update the workbook. For however long that takes, no-one else can use the workbook. So, if someone opens a survey and doesn't close it, everyone else will be locked out. Plus it also means every survey participant needs to be able to access & update your workbook, in which case, you may as well just create a userform in the workbook and let them complete the survey there. Furthermore, by giving each user access to the workbook, either through a userform or a Word document, you create for yourself all sorts of issues related to tracking whether a previously-completed survey is being re-opened & edited and, if so, how to identify the data row to update, rather than adding a new row.

For the above reasons, it's advisable to collate the survey files into a single folder and, once you're done gathering the data, run a macro from Excel that goes through all the files and extracts the data.

[Nicholas_jay]

Thanks for your suggestion Paul. The purpose of the two forms was to save time during an external audit. The excel sheet would be passed on to the auditor with all the necessary data. But I suppose your other option would work too. I am new to macros but if you had a way to achieve this I am all ears/eyes. Cheers for the help.

Nick

[macropod]

I can provide Excel code for that easily enough, but you'll need different code depending on whether your form uses formfields or content controls - you should not have both in the same document, because they aren't designed for use together and can lead to strange document behaviour when both are used in the same document. So, when you've sorted out what kinds of checkboxes you'll be using, post back and I'll provide some code to get you started.

[Nicholas_jay]

Awesome, cheers for that ill be in touch soon.