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#1
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![]() I'm not sure if the terminology I am using for this is correct but i am attempting to create a template that upon opening asks for specific data sets I.E. names account numbers etc. and then imports them into the document at the necessary spots to fill the necessary data. From my google searches and attempts and finding a solution for this on youtube i keep getting confronted with same information that does not seem to describe the processes I want. I have been attempting to work this out through the Insert tab and using the tools found under the quick parts section. I have been using ask and fillin but when i try to save these to the documents it is not initiating upon opening up new copies of the file. Am I missing a crucial step if anyone knows the basic step by step please comment as id be grateful beyond that if I'm using the wrong terminology please notify me as well as I would like to become more familiar with the terminology. ![]() |
#2
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There are two methods that come to mind. The first, and one I would not recommend, is to use ASK fields. The second would be to use a user form.
Create a Simple Userform Create & Employ a Userform If a userform will not do what you need, please write back. |
#3
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The ask field is what I have been fooling around with and i believe its what i need i just think im imputing it incorrectly. I know how to access it through the tabs but after i set the question and hit ok it asks immediately and does not create a question when merging a new copy im just trying to get it so i can build this template and others can access it click merge and just drop in the information as it is needed. Idk if that is any clearer also not sure if merge is the right terminology for what im saying.
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#4
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ASK fields only populate a bookmark. They do not display any content; for that you'd need to use a cross-reference to the bookmark and update it after completing the ASK field. If you want the input to display, consider using a FILLIN field.
Regardless, your introduction of 'merge' terminology makes it quite unclear what it is you're trying to do, as that terminology normally applies to mailmerges.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#5
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thank you guys im going to mess around with it and ill stop back in to let you know if your advice worked for what im trying. thanks for taking the time to look this over.
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