Check Form fields populated before save

OTPM · #1 03-07-2017, 02:12 PM

Hi All

I have a sample form with a number of form fields. What I want to be able to do is check that all form fields have been populated before the user is allowed to save the form using VBA.

Any advice/help/guidance would be appreciated.

A copy of my sample form is attached for reference.

macropod · #2 03-07-2017, 02:26 PM

The following code, when placed in the ‘ThisDocument’ module, prevents the document being closed if it contains any formfields that have not been filled in.

Code:

Private Sub Document_Close()
Dim FFld As FormField, Doc As Document
Set Doc = ActiveDocument
For Each FFld In Doc.FormFields
  If Trim(FFld.Result) = "" Then
    MsgBox "Please complete all the items"
    If Doc.Saved = True Then Doc.Reload
    Exit Sub
  End If
Next
End Sub

To test for whether designated formfields (in this case, “Text1” & “Text7”) have been completed, you might use code like:

Code:

Private Sub Document_Close()
Dim FFld As FormField, Doc As Document
Set Doc = ActiveDocument
For Each FFld In Doc.FormFields
  Select Case FFld.Name
    Case "Text1", "Text7"
      If Trim(FFld.Result) = "" Then
        MsgBox "Please complete the mandatory items"
        If Doc.Saved = True Then Doc.Reload
        Exit Sub
      End If
  End Select
Next
End Sub

OTPM · #3 03-07-2017, 02:28 PM

Hi Paul
Many thanks for your prompt response.
I will test it out tomorrow.
Again - many thanks.
Kind regards
Tony

gmayor · #4 03-07-2017, 10:05 PM

See also http://www.gmayor.com/formfieldmacros.htm

OTPM · #5 03-08-2017, 02:31 AM

Hi Paul
I have tested your first solution. The message box is displayed if I try and close the document without populating all fields. However when I press OK the routine falls over on Doc.Reload.
Any ideas on a resolution please?
Look forward to hearing from you.
Kind regards
Tony

macropod · #6 03-08-2017, 04:52 AM

Quote:

Originally Posted by OTPM

when I press OK the routine falls over on Doc.Reload

Are you adding the macro to the document or it's template? I can't recall which I used when developing the code some years ago, but it may need to be added to the document's template, not to the document itself - which also means you can save the document in the docx format.

OTPM · #7 03-08-2017, 07:55 AM

Hi Paul

Thanks for your response. I get the same issue. I am getting an Error '4198'.

Ideally the code needs to be in the document as multiple people will be using this template locally on their machines.

Thanks

Tony

macropod · #8 03-08-2017, 04:09 PM

I don't have time to investgate fully right now, but a quick & dirty workaround would be to change:
If Doc.Saved = True Then Doc.Reload
to:
Doc.Saved = False: SendKeys "{ESC}"

OTPM · #9 03-09-2017, 01:26 AM

Hi Paul

Many thanks for your response - that's seems to work exactly as I wanted it to. I will do some extensive testing now before I roll the solution out to the users.

Thanks again.

Greg - apologies for not responding to you sooner. Paul's solution was nearer to what I needed and appears to appears to work as I need it to.
Thanks again.

Kind regards

Tony

OTPM · #10 03-09-2017, 11:10 AM

Hi Paul

I now have the code working okay. However I need to link it to the "Save" or "Save As" commands. Would you advise how I can do this please. Once I have this I (or should I say "we") will have completed my little project :-).
Thanks in advance.
Tony

macropod · #11 03-09-2017, 05:01 PM

I'm not sure why you'd need to link it to either of those, since the document can't be exited anyway while the fields are incomplete. Disabling Save As, for example, means the user can't give the file a name before all fields are filled in.

OTPM · #12 03-10-2017, 07:04 AM

Hi Paul
Thanks for the feedback. My thinking was that a user may open the template and realise they don't have sufficient information to complete it and as a result would want to exit the template. However I will go with what I have at the moment and re-visit it should the need arise.
Again many thanks for your help.
Tony

macropod · #13 03-10-2017, 11:13 PM

Well, there's a 'gotcha' there - having created the new document, they can't exit if they realise they don't have sufficient information to complete it ...

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