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#1
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We currently use several basic report templates. The current method of creating reports is rather brute force. If a report section has 5 different options of text (each of which might be several paragraphs) we have all 5 options populated in the template. We just delete whatever text is not needed (i.e. delete 4 of the 5 options).
We are in the process of revising all templates, etc. to Word 2013 (removing the backwards compatibility). As part of this, we are looking for a way to more efficiently 1) develop a new template and 2) populate needed text. We know we can use Quick Parts/Auto Text to do this, but the Auto Text list would get rather long and the text is somewhat hard to see (leading to errors in inserting the wrong text). Ideally, we would have a document which is a library of all optional language in which we could somehow mark which text should be inserted, and have it automatically placed in the report, but I know of no way to do this. Any ideas would be appreciated. |
#2
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Create & Employ a Userform
Create a Simple Userform AutoTextList field - How to add pop-up lists to any Word document, so you can click your way through changes in seconds |
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