Word Template 3

[jchewsmith]

How can you create a template in word that prompts user to fill in "variable fields" and prevents them from changing the rest of the doc?

Example: Our employee will open the Template be asked to type in the Customer Name and the Product Name and then print the doc.

Dr. {Customer Name}.

Your order of {Product Name} will be shipped today.

Thank You

 

[TonyJollans]

Sounds like a simple Word Form, but you're spoilt for choice!

If you're using Word 2007 or later you could use Content Controls, but a legacy protected form is simpler to create.

You could, alternatively, use ASK Fields, or even enter the data somewhere else and use a Mail merge to produce the document to print.

With a bit more detail of the environment it would be easier to say what the best solution was, but, as said at the beginning, a legacy Word form would probably be what you want.

In Word 2003 and earlier use the Forms toolbar. In Word 2007 and later use the Legacy Tools dropdown in the Controls Group of the Developer tab of the Ribbon.

Enjoy,
Tony

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[SkipVought]

hi,

... type in the Customer Name and the Product Name and then print the doc.

Are these brand new Customers and Products? I doubt it!

It would seem to me that you have a list/table containing customer data and another list/table containing product data.

So why not a forms DROP DOWN to select the appropriate data. MUCH less error prone and MUCH less aggrivating for the user (I'd be insensed to have to TYPE in data for stuff that already exists somewhere! What a senseless waste!)

Skip,

_{Just traded in my old subtlety...
for a NUANCE!}

 

[macropod]

So why not a forms DROP DOWN to select the appropriate data

If you're talking Form Fields, they're limited to 25 entries. Even with Content Controls, for anything larger you'd want to drive the process through a macro that populates the dropdowns from, say, an Excel workbook. And then there are new customers & products to consider. I suspect some users will be aggravated by not being able to simply type new customer details etc directly into the document ...

For instructions on fillable forms, see:

http://support.microsoft.com/kb/238278

http://office.microsoft.com/en-us/w...-that-users-complete-in-word-HP005230270.aspx

http://www.addbalance.com/usersguide/forms.htm

http://word.mvps.org/FAQs/TblsFldsFms/LinesInForms.htm

http://gregmaxey.mvps.org/word_tip_pages/master_your_formfields.html

Cheers
Paul Edstein
[MS MVP - Word]