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From: Carl_B on 1 Mar 2010 13:27 I am creating a collection of forms to be filled in by technicians in a small call center. The forms will be stored in a SharePoint 2007 library. I need a means to be able to have the techs clear the form after using it, without unprotecting and using the Reset Fields commands in the Legacy Forms group of commands. A macro possibly saved in Normal.dotm, and a button on the QAT seems a possible solution, but I do not know how to do a macro to perform this task for several differently named forms. Any help will be appreciated. Thank you. Carl
From: Terry Farrell on 1 Mar 2010 15:44 The form should be a template. The users then open a new document (form) from the template and fill it out. When they want another form, they open it from the template again. That's what templates are for: you don't have to unprotect and clear a used form to reuse it. If you create a Work Group folder for the templates and then point each users' File Location, Workgroup template setting to that folder, they will see all the templates in their File | New dialog. Alternatively, they could have desktop shortcuts pointing to the Workgroup templates (the default action of double-clicking a shortcut to a template is to open a new document based on the template). -- Terry Farrell - MSWord MVP "Carl_B" <CarlB(a)discussions.microsoft.com> wrote in message news:9CF435E0-8A76-441E-8869-6C4D084620C0(a)microsoft.com... > I am creating a collection of forms to be filled in by technicians in a > small > call center. The forms will be stored in a SharePoint 2007 library. > I need a means to be able to have the techs clear the form after using it, > without unprotecting and using the Reset Fields commands in the Legacy > Forms > group of commands. > A macro possibly saved in Normal.dotm, and a button on the QAT seems a > possible solution, but I do not know how to do a macro to perform this > task > for several differently named forms. > Any help will be appreciated. > Thank you. > Carl
From: Carl_B on 1 Mar 2010 21:26 Thank you for the response. While the use of a template will certainly protect the document from permanent change, the techs using the form need to be able to get to a cleared form in a manner much quicker than saving, closing and then opening another form (they are under time constraints, and the forms are quite large and compex). I still require a macro that will work resetting the fields in a variety of forms. "Terry Farrell" wrote: > The form should be a template. The users then open a new document (form) > from the template and fill it out. When they want another form, they open it > from the template again. That's what templates are for: you don't have to > unprotect and clear a used form to reuse it. If you create a Work Group > folder for the templates and then point each users' File Location, Workgroup > template setting to that folder, they will see all the templates in their > File | New dialog. Alternatively, they could have desktop shortcuts pointing > to the Workgroup templates (the default action of double-clicking a shortcut > to a template is to open a new document based on the template). > > -- > Terry Farrell - MSWord MVP > > "Carl_B" <CarlB(a)discussions.microsoft.com> wrote in message > news:9CF435E0-8A76-441E-8869-6C4D084620C0(a)microsoft.com... > > I am creating a collection of forms to be filled in by technicians in a > > small > > call center. The forms will be stored in a SharePoint 2007 library. > > I need a means to be able to have the techs clear the form after using it, > > without unprotecting and using the Reset Fields commands in the Legacy > > Forms > > group of commands. > > A macro possibly saved in Normal.dotm, and a button on the QAT seems a > > possible solution, but I do not know how to do a macro to perform this > > task > > for several differently named forms. > > Any help will be appreciated. > > Thank you. > > Carl > > . >
From: Doug Robbins - Word MVP on 2 Mar 2010 00:39 It is unlikely that any other method that you might come up with would be any quicker. You could however make the process more automatic by having a macro on the QAT that used the command Documents.Add "TemplateName" -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "Carl_B" <CarlB(a)discussions.microsoft.com> wrote in message news:3F959F0A-27C0-4584-8B59-F6AD0DF42566(a)microsoft.com... > Thank you for the response. While the use of a template will certainly > protect the document from permanent change, the techs using the form need > to > be able to get to a cleared form in a manner much quicker than saving, > closing and then opening another form (they are under time constraints, > and > the forms are quite large and compex). > I still require a macro that will work resetting the fields in a variety > of > forms. > > "Terry Farrell" wrote: > >> The form should be a template. The users then open a new document (form) >> from the template and fill it out. When they want another form, they open >> it >> from the template again. That's what templates are for: you don't have to >> unprotect and clear a used form to reuse it. If you create a Work Group >> folder for the templates and then point each users' File Location, >> Workgroup >> template setting to that folder, they will see all the templates in their >> File | New dialog. Alternatively, they could have desktop shortcuts >> pointing >> to the Workgroup templates (the default action of double-clicking a >> shortcut >> to a template is to open a new document based on the template). >> >> -- >> Terry Farrell - MSWord MVP >> >> "Carl_B" <CarlB(a)discussions.microsoft.com> wrote in message >> news:9CF435E0-8A76-441E-8869-6C4D084620C0(a)microsoft.com... >> > I am creating a collection of forms to be filled in by technicians in a >> > small >> > call center. The forms will be stored in a SharePoint 2007 library. >> > I need a means to be able to have the techs clear the form after using >> > it, >> > without unprotecting and using the Reset Fields commands in the Legacy >> > Forms >> > group of commands. >> > A macro possibly saved in Normal.dotm, and a button on the QAT seems a >> > possible solution, but I do not know how to do a macro to perform this >> > task >> > for several differently named forms. >> > Any help will be appreciated. >> > Thank you. >> > Carl >> >> . >>
From: Terry Farrell on 2 Mar 2010 04:20 There isn't a quicker way: Word is designed to use templates which is quickest, simplest and reliable. Create a macro that will Save and Close the current form and Open up a new form from the template. Add the macro to the QAT. Terry "Carl_B" <CarlB(a)discussions.microsoft.com> wrote in message news:3F959F0A-27C0-4584-8B59-F6AD0DF42566(a)microsoft.com... > Thank you for the response. While the use of a template will certainly > protect the document from permanent change, the techs using the form need > to > be able to get to a cleared form in a manner much quicker than saving, > closing and then opening another form (they are under time constraints, > and > the forms are quite large and compex). > I still require a macro that will work resetting the fields in a variety > of > forms. > > "Terry Farrell" wrote: > >> The form should be a template. The users then open a new document (form) >> from the template and fill it out. When they want another form, they open >> it >> from the template again. That's what templates are for: you don't have to >> unprotect and clear a used form to reuse it. If you create a Work Group >> folder for the templates and then point each users' File Location, >> Workgroup >> template setting to that folder, they will see all the templates in their >> File | New dialog. Alternatively, they could have desktop shortcuts >> pointing >> to the Workgroup templates (the default action of double-clicking a >> shortcut >> to a template is to open a new document based on the template). >> >> -- >> Terry Farrell - MSWord MVP >> >> "Carl_B" <CarlB(a)discussions.microsoft.com> wrote in message >> news:9CF435E0-8A76-441E-8869-6C4D084620C0(a)microsoft.com... >> > I am creating a collection of forms to be filled in by technicians in a >> > small >> > call center. The forms will be stored in a SharePoint 2007 library. >> > I need a means to be able to have the techs clear the form after using >> > it, >> > without unprotecting and using the Reset Fields commands in the Legacy >> > Forms >> > group of commands. >> > A macro possibly saved in Normal.dotm, and a button on the QAT seems a >> > possible solution, but I do not know how to do a macro to perform this >> > task >> > for several differently named forms. >> > Any help will be appreciated. >> > Thank you. >> > Carl >> >> . >>
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