I am still planning my office WordPerfect to Word migration at work.
Its moving along but i am still doubting my approach to converting some complex templates, leaving me asking this question.
VB User forms or is there a reusable/easier/no code solution?
Folks like message boxes. I don't know why.
I have a lot of users who are used to some automation to help them fill out a form. Moving the curser from place to place with helpful message boxes along the way.
So, I am looking to convert a bunch WordPerfect Templates to MS Word Templates. The templates are pre formatted long documents with variable text.
The user experience in the WordPerfect templates is pretty complex.
They typically start automatically with a series prompts or keyboard merges, they use logic such if/else and for loops as well as y/n to put in dynamic text while take the user from bookmark to bookmark in the document, even allowing the user to type in a paragraph instead of in a little message box or small field.
I recently learned how to make macro enabled templates in Word that open to a user form with fields. My VB user form has a button on the bottom that inserts the values of the form to bookmarks in the document and closes the form.
It works pretty good. I even figured out how to use checkboxes that dynamically insert different building block auto text to a desired bookmark in the doc. So, I know how to use the developer tab in the ribbon enough to be dangerous but I am still learning. Now that I can do it I replicated it for other templates, but at some point, I foresee that I will want to get out of the template business and train secretaries to make temples. I just can't picture secretaries using VB, ever with instructions and sample code. It just feels wrong. hmmmm
But I can't help wonder if there is another or easier way to automate some less complicated documents.
I noticed some interesting features in Words mail merge that I have yet to duplicate in a .dotm template. For example: "Ask" and "Fill In".
Is it possible to create a .dotm that opens the preformated doc that takes users from fill in to fill in?
Your thoughts are much appreciated.
A Sample "Hello Word" would be even more appreciated.