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Q: Creating forms in Word using a database ( No Answer,   4 Comments )
Question  
Subject: Creating forms in Word using a database
Category: Computers > Software
Asked by: freddent-ga
List Price: $20.00
Posted: 28 Sep 2004 08:14 PDT
Expires: 01 Oct 2004 08:24 PDT
Question ID: 407419
I am a financial advisor.  We use a contact manager called Goldmine. 
The data structure is .dbf.  Goldmine provides a nice Word template to
place goldmine fields in Word 2003. This works fine.  What I want is a
way that I can automatically create a Investment Policy Statement
based on data in the client's Goldmine record.  For example:
If a client's record in Goldmine has a field for 'objectives'
(growth/income/speculation) I would like to be able to have the Word
document place boilerplate text in the appropriate place that would
describe what 'growth' means.  Each client is different.  My goal is
to have about 20-30 boilerplate autotext entries (I already know how
to create autotext entries) that would be placed in the document based
on the data fields in Goldmine.  I have a rudimentary knowledge of how
to insert fields and work with forms.  I just can't seem to get the
autotext to be inserted.  Can you help?  Thanks, Fred Dent
Answer  
There is no answer at this time.

Comments  
Subject: Re: Creating forms in Word using a database
From: dreamboat-ga on 28 Sep 2004 23:33 PDT
 
In this particular case, Fred, I don't think you can use autotext.
Well...you don't NEED to is really the case. If you want to use
autotext, it'll require a bunch of code to see what the value of the
bookmark (field) is, and then place the autotext accordingly. Instead,
make little doc files out of your autotext entries, and save them.
Then, use an IF and INCLUDETEXT field.

Please see this MSDN article written by Word MVP, Cindy Meister:
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnovba00/html/MailMergePartII.asp

Everyone seems to put how they found their answers. Well, whenever
it's mail merge or form fields, I do a google search for:

Meister Merge

:)
I'm not a researcher...so if this answers your question, it's on me.
Subject: Re: Creating forms in Word using a database
From: freddent-ga on 29 Sep 2004 12:09 PDT
 
Thanks!  That was a big help.  I would love to find someone to pay to
help me develop the document.  It would keep me from having to
reinvent the wheel.  However, I can't seem to find any Word
specialists who offer this service for hire.  If anyone knows one,
please advise.
Thanks,
fred
Subject: Re: Creating forms in Word using a database
From: dreamboat-ga on 29 Sep 2004 15:12 PDT
 
Me.
www.vbaexpress.com/contact.htm
But I'm not sure if I'm allowed to *sell* my own consulting services here.
Subject: Re: Creating forms in Word using a database
From: dreamboat-ga on 30 Sep 2004 22:59 PDT
 
I think you can close this, Fred. :)

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