Modules & VBA :: Export Single Record To MS Word Template
May 25, 2015
I am working in Access 2013.I'll be performing a series of inspections at a number of intersections for a small community. The data being captured is consistent from site to site and lends itself to a database application, and what I would like to do is the following:Use forms to capture the data.Generate a report to preview the output for a single record. I may ultimately decide to set the report datasource to a query.Attach a macro to a button that exports fields from that record to a template based in MS Word.The first two bullet items I can handle with my limited Access capability. Each file has to be individually reviewed and saved, and each file will ultimately contain an electronic signature.
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Apr 14, 2013
I would like to have a button (cmdPrintIntroLetter) on my Client Details form that takes the client name, address and company data of the record that I'm currently viewing and putting it into an address box in a Word document.
e.g. when I contact a new customer and input their details into my form I want to then be able to send them an introductory letter (standard wording) from me with just the click of a button.
FAO: FirstName LastName
CompanyName
Address1
Address2
Address3
Town
County
Postcode
I've been faffing around with concatenating my address fields into an address textbox in a report but I really don't like using a report to write a letter, it just feels wrong - on every level.I also want another button (cmdEmailBrochure) which opens an email template using the records email address and inserting the name of the client into the body of the email.
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Apr 29, 2014
I'm using the below to merge an access form into a word template (it's a starter for 10).
That works fine. What I need to do is save the word template as HTML so I can then upload it to my website.
Dim wordApp1 As Word.Application
Dim docPath1 As String
Dim fileName1 As String
Dim PageName As String
PageName = Forms!Frm_Page_Create![Page]
docPath1 = Application.CurrentProject.Path & "Merges"
[code]....
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Jul 28, 2013
I'm doing a project for my work. I created a few reports in Access. Some of these reports are simple graphic bars. How can I insert these reports into a word document template?
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Jul 2, 2015
I have a form with fields that contain the address/postcode etc of the person in question, and I also have a template letter that needs to have said persons address/postcode etc at the sending stage after a button is clicked.
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Jul 26, 2013
I have the following VBA code that auto populates a word template:
Private Sub Command24_Click()
On Error GoTo ErrorHandler:
ErrorHandler:
[Code].....
The code executes flawlessy but there are three values that are based off check boxes set as YES/NO (EMPLOYEDATREGISTRATION, EMPLOYED and FRINGEBENEFITS). These values show up as -1 for YES and 0 for NO.
Is there anyway to add code to mine that would allow me to change these values before they are sent to the Word template?
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Jul 20, 2015
I have a few problems and I want them to be able to be done from switchboard:
1. Is there a way for me to export a particular report (after selecting it) to a closed excel template, that is formatted? It would open the excel template (that has a logo and column headings), export data to below the column headings, then save the file with a unique name?
2. Also, a way to import data from an excel file, after allowing the user to select file? Only data below the column headings mentioned above. Same data will be appended to existing table.
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Mar 12, 2014
In my DB I have a query that I need to create a static webpage from, now in excel I can do the record button and bingo, but access is a lot more confusing.
I have a template named doc_tplt.html that when I do the export from the query it creates the webpage using this template.
I want to have a form with a selection of command buttons on it to export to html using the template for various queries and tables.
What is the VBA code to export the query (qry_docs) and apply the template (doc_tplt.html) and save to the same directory as the DB itself.
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Feb 11, 2015
So I press a button on my Form1 and my tbl_customers table is exported onto a specific sheet in a templated Excel file "customer-template" that I have created.
This file has formulas on another sheet that based on the imported data.
The file is then saved to a specific location C:AccessCustomersHistory with the file name based on a date that was criteria from my original form E.g. "customers 11-02-15"
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Mar 12, 2014
What I want to do instead is open an existing .XLSM wokrbook delete or update the 7 sheets it creates and replace them with the new query results from access.
I love this code below because it works really well but now I have a new requirement. I have a workbook that has a "dashboard" sheet that looks at the sheets from acccess and summerizes the data. So, I'd like Access to open that "template" excel workbook and delete the old sheets and put in the new ones..The required sheets to keep are called "Metrics", "Validation" and "Mara"
What I was trying to do for the past few hours was another work around which was to have Access run this code, then excel run some code to import the "dashboard" formulas but I can't get it to copy to another workbook because it links to the OLD workbook..Here is the working code that needs modding:
Code:
Option Compare Database
Public Function ExportAdvanced()
Dim strWorksheet As String
Dim strWorkSheetPath As String
Dim appExcel As Excel.Application
Dim sht As Excel.Worksheet
Dim wkb As Excel.Workbook
Dim Rng As Excel.Range
Dim strTable As String
Dim strRange As String
Dim strSaveName As String
Dim strPrompt As String
Dim strTitle As String
Dim strDefault As String
[code]...
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Sep 8, 2014
Any Single line of code available?
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May 15, 2014
I am trying to create a form with a button attached to each record that would allow the user to click the button and it would automatically open outlook and fill in the TO:, SUBJECT: and BODY: fields. Here is the code that I currently have:
Code:
Private Sub Command33_Click()
Dim strEmail As String
Dim strMsg As String
Dim oLook As Object
Dim oMail As Object
Set oLook = CreateObject("Outlook.Application")
Set oMail = oLook.CreateItem(0)
[code]...
There are two issues I keep running into:
1. This code opens outlook and populates all of the fields but pastes the email incorrectly. Instead of pasting just the email (email@email.com) it pastes the html tags as well (email@email.com#mailto:email@email.com#) which means that the user would have to delete everything between the #'s in order to send the email every time.
2. I currently have the email BODY pulling from a table but this obviously limits what I can do. I would like to simply encode the BODY within the VBA code. The setup I am looking for is:
one paragraph
a blank line
a hyperlink to a website
a blank line
another paragraph
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Sep 26, 2013
I'm trying to create an export to word but am having some trouble. I keep getting the following error;
Run time error '91'; variable or object of With block not defined.
This error occurs at Set TblWord = docNew.Tables.Add(Selection.Range, 3, 5)
I have a feeling its 'Selection' that is causing the problem but I can't work it out!
Code:
Dim AppWord As Word.Application
Dim DocWord As Word.Document
Dim TblWord As Word.Table
[Code]......
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Dec 17, 2013
I am trying to export an attachment item (Picture .jpg) to a word document. I have been exporting text to a word document successfully with below syntax "
With rst
strLandSalesID = Nz(.Fields("LandSalesID"))
strPhotograph = Nz(.Fields("Attachments"))
However, attachment do not work.
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Apr 10, 2014
Like the title says it:
Is it possible to link/export a query to a existing Word document?
I have several Word documents with text, and i want to place the data of a few query's in those documents in a certain place.
Is this possible true vba or another way?
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Aug 4, 2014
Is there a quick way to export ALL VBA code to a text file/word document?
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Jul 11, 2005
and I want to write in some places
I know to open the word
and write in to the word
to write in to word:
Dim objWord As Word.Application
Set objWord = CreateObject("Word.Application")
objWord.Visible = False 'True is visible
objWord.Documents.Add ("C:DocumentsTest.dot")
objWord.ActiveDocument.Bookmarks("bmCusDetails").Select
objWord.Selection.Text = Forms![a]![b]
objWord.Visible = True
but how am I write in a special place?
thanks alot, and sorry on my english
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Jan 23, 2008
Hi I have a database and I want to basically use table fields to load into a Word template and I want this done via code, i.e a button....any help very much appreciated!
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Feb 16, 2006
i have a form and was wondering if it was possible to take some of the fields and drop them into a template word document from inside access. so as to create a button that when clicked opens up the template and transferes the wanted form data.
any idears how to automate this process would be greatly appreciated
thanks in advance john
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Apr 7, 2014
I have a Word template that I require my data to be exported to. Is there a way to import a .docx into a report design?
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Mar 7, 2013
I am creating a db for my work place that records incidents that take place. I am a novice at Access but I have made different tables, queries, forms and reports and they all work.
I was wondering if there was a way to extract data that a user enters into a form and then use that to populate a word template *without* coding using VBA? I am really a beginner and not confident with VBA at all. I have read the forum and that seems to be an option (but would rather something else if possible!)
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May 23, 2005
Hi guys!
I have my word template set up such that some data is copied from the open form into the document and some data is taken from a table which is created from a query based on the content of the form (the record number). This works well HOWEVER (there's always a however isn't there :rolleyes: ) where two users click on the button at exactly the same time or within a very short space of time the query only runs once and either the database crashes (bad) or the document is created for the second person with the wrong data (very bad).
How can I make it so that only one person can run the query at a time (ideally build in a delay in processing so that the query will run for them when the first person has finished...failing that a message to say please try again later)? They will always be working with a different record.
I'm a bit stuck as to what to search for in the forum for an answer to this so haven't really searched.....sorry :(
Many thanks
Jo
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Jan 13, 2014
I was thinking today if it is possible to fill Access reports based on a specific Word template? I don't want to populate a Word file with Access data as users of my app might not all have Word. Or is there another solution using a WYSIWYG editor where users can format everything according to their needs? That would be fantastic.
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Oct 11, 2005
Hello, I am here back in the forum because would like some help to define a code.
Meloncolly has already helped me but I think that I have mixed up two pieces of code and cannot find the solution.
I need to export my access data to a document in excel.
I will select the recorset of the data to export, using a combo box on a form named MENU.
The excel file is a template named MASTER. Before the recorset is copied, I need to make a copy of the template via code. The copy will be the document into which copy the data. Once the data is copies, I would like an input box asking users if they would like to save the new excel file and be able to name it with the name they will type in the input box.
My last problem is that the database is used by 20 users and what happens if are all exporting to the template? Will this automatically name itselft, MASTER1, MASTER 2, etc?
This is the code that I am using and tried to put together. It does copy the data into master 1 but leaves the template opened. It also tells me that there is something missing.
THanks:
Private Sub ExportToExcel_Click()
Dim myid
Dim obj As Object
Set obj = GetObject("C: estMaster.xls")
'Dim mypath
obj.Application.Visible = True
obj.Windows(1).Visible = True
obj.Application.ScreenUpdating = False
myid = Me.[MyCombo]
'grab the three field values from the table
Dim mySSN, myFirstname, myLname
mySSN = DLookup("[WESSN]", "[MASTER]", "[id]=" & myid)
myFirstname = DLookup("[WEFN]", "[MASTER]", "[ID]=" & myid)
myLname = DLookup("[WELN]", "[MASTER]", "[ID]=" & myid)
'open excel and the required file
Dim appXL3 As Excel.Application
Dim blnStartXL3 As Boolean
On Error Resume Next
' Check if Excel is already running
Set appXL3 = GetObject(, "Excel.Application")
If appXL3 Is Nothing Then
blnStartXL3 = True
'Else
' We have to start Excel ourselves
Set appXL3 = CreateObject("Excel.Application")
If appXL3 Is Nothing Then
MsgBox "Can't start Excel", vbExclamation
GoTo exit_handler
End If
End If
With appXL3
'.Visible = True
On Error GoTo Err_Handler
'open the excel file
'mypath = "C: estMaster.xls"
'.Workbooks.Open mypath
.ActiveWorkbook.SaveAs "c: estMaster1.xls"
.Sheets("Data").Select
'enter variable values into cells
.Range("B6") = mySSN
.Range("B3") = myFirstname
.Range("B5") = myLname
'do some other stuff
'save the workbook
.ActiveWorkbook.Save
'close it too
.ActiveWorkbook.Close
.ActiveWorkbook.Close
'exit and tidy up
exit_handler:
On Error Resume Next
If blnStartXL3 = True Then
'We must quit Excel
appXL3.Quit
End If
Set appXL3 = Nothing
Exit Sub
Err_Handler:
MsgBox Err.Description, vbExclamation
DoCmd.SetWarnings True
Resume exit_handler
MsgBox "The tables have been successfully exported to " & txtExportFile & "."
Exit Sub
End With
End Sub
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Feb 18, 2015
I have an access .adp project which is linked to a sql server tables (2008 r2), I have a button on an access form which I click and successfully gets customer details based on a query. What I wanted to know is when I am viewing a specific record i.e. details for Patient Number X, when I click on a mail merge button from their record form can the mail merge document only open with their details not all customers?
I have tried to delve into vba and modules to acheive this but I am a newbie.
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Apr 10, 2014
I have made a form with different records now my goal is to filter those records and export the details of those records to excisting Word files.
So for instance:
Record filtered on:
Title: TrainingsSharepoint
Location: London
Than it wil export the details to --> Doc1.docx
Or
Title: TrainingSale
Location: Berlin
Than it will export the details to --> Doc2.docx
And so one...
The Word files already have some text in them so i want to set up variables to insert the details in the right place.
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