Preparing a drop down with options to complete multiple fields

ajb · #1 03-23-2018, 05:33 AM

Hi all,

I am looking for some help. I want to create a letter template that has a 'signature' sign off at the bottom. At our firm we have 10+ employees, each with different contact information.

Say we have Bob and Joe. Both Bob and Joe use the same letter template, but I want the signature section of the letter to have a dropdown two options for their names only. Then, based on the option the user picks, the signature section will fill with their respective information.

The format is as per this image

Is someone able to help me in this? I know the dropdown can be used for a sole text selection but what about running a Macro?

Would appreciate any help.

macropod · #2 03-23-2018, 02:47 PM

What kind of dropdown do you propose to use? With formfields, for example, the whole lot can be done without recourse to macros.

Charles Kenyon · #3 03-23-2018, 04:50 PM

If each uses a different computer or computer user, you could also simply use AutoText and an AutoText field for this. Each would have their own global template to hold this information. No drop-down needed.

ajb · #4 03-23-2018, 05:22 PM

Quote:

Originally Posted by macropod

What kind of dropdown do you propose to use? With formfields, for example, the whole lot can be done without recourse to macros.

Ah, perhaps fields are best. Just a list of about 10 names that will fill out their contact information in the spots denoted in the screenshot based on user selection.

I found your post here but I cant seem to format the output of the data (i.e. I cant get it to appear in the spots located in the screenshots.

I have attached word doc.

macropod · #5 03-23-2018, 05:25 PM

The attachment to that link uses content controls - and a macro. You need something more like: https://www.msofficeforums.com/word/...html#post46429

ajb · #6 03-23-2018, 06:06 PM

Quote:

Originally Posted by macropod

The attachment to that link uses content controls - and a macro. You need something more like: https://www.msofficeforums.com/word/...html#post46429

Hi Paul, unfortunately even after I unprotect that document changing the option in the dropdown results in no changes throughout the document. Is this user error or perhaps the file is from an older version of word?

macropod · #7 03-23-2018, 06:51 PM

You also need to change the conditions in the IF fields adjacent to the 'Code =' and 'Location =' texts. Did you do that?

ajb · #8 03-24-2018, 12:46 AM

Quote:

Originally Posted by macropod

You also need to change the conditions in the IF fields adjacent to the 'Code =' and 'Location =' texts. Did you do that?

I can't see any IF fields adjacent to Code and Location? Just the dropdown.

macropod · #9 03-24-2018, 12:56 AM

Did you press Alt-F9 - as instructed in the link?

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