Linking Access To A Word Template
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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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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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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Apr 18, 2006
Hi all,
i need help regarding linking Access to various Word documents.:confused:
the task consists in choosing a particular Country, Year and Month from Combo Boxes and then view the related reports in Word.
for example : United Kingdom, 2006, January
more than one report can be related to a particular country.
is there a way this can be done? (maybe through the use of LookUp for the folder path?!)
any help will be much appreciated.
thanks.
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Nov 3, 2013
I am trying to take the data that is put into a form or report and export it to a certain document in word.
The user will be filling out a Reciept. On the form there will be a to and from box for them to fill out, along with many other options. Once the user enters in all the data required I want them to be able to click a button and it generate onto the attached file, in its perspective fields. Is there a way to match the documents to correspond to my program?
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Apr 18, 2013
I have developed a database using Access 2010. This is split into a Front End and a Back End.
In the same folder as the Back End I store a number of user modifiable files in either bitmap (.bmp) or MS Word (.doc to retain compatibility with older versions).
Unfortunately, the drive letter where the back end resides will change from location to location and I can't do anything about that.
I have set up a function that returns the location of the folder where the docs reside irrespective of the back end drive location, and this works perfectly with OLE linked pictures but not with OLE linked Word documents. User changes show correctly in Word document changes at locations with the original drive assignment but other locations show only the original doc contents even though they have been changed on the local back end location. - even if I delete the Source Item info on the report!!
An example of the code I am using for the Source Item is <GetBackEndPath() & "Footer.doc"> without the angled brackets of course, where GetBackEndPath() is a global variable storing the location of the documents folder ending with a back slash.
I have tried the above in the reports Source Doc property but Access won't accept this and says it isn't valid for this property.
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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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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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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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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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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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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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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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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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Dec 18, 2006
Thanks to some of the threads here, I have managed to automate inputting form data from a record into bookmarks in a word document template (a letter). What I am trying to do is to lock the letter allowing modification only to the form fields in that template. If the original template is locked (allowing entry only in the fields), the data does not flow through. So I was trying to accomplish this through the "ProtectedForForms" property. However, it does not work. The letter gets locked before the information flows through. Here's the code I am trying to use (borrowed from one of the users here):
Private Sub cmd_letWarn_Click()
' Check for empty fields and unsaved record.
If IsNull(occupant) Then
MsgBox "Occupant Name cannot be empty"
Me.occupant.SetFocus
Exit Sub
End If
If IsNull(propad_no) Then
MsgBox "Building Number cannot be empty"
Me.propad_no.SetFocus
Exit Sub
End If
If IsNull(prop_ZIP) Then
MsgBox "ZIP Code cannot be empty"
Me.prop_ZIP.SetFocus
Exit Sub
End If
If Me.Dirty Then
If MsgBox("Record has not been saved. " & Chr(13) & _
"Do you want to save it?", vbInformation + vbOKCancel) = vbOK Then
DoCmd.RunCommand acCmdSaveRecord
Else
Exit Sub
End If
End If
' Create a Word document from template.
Dim WordApp As Word.Application
Dim strTemplateLocation As String
' Specify location of template
strTemplateLocation = "T:PlanningPlanningEnforcementLogsuppfiles emp warn.dot"
On Error Resume Next
Set WordApp = GetObject(, "Word.Application")
If Err.Number <> 0 Then
Set WordApp = CreateObject("Word.Application")
End If
On Error GoTo ErrHandler
WordApp.Visible = True
WordApp.WindowState = wdWindowStateMaximize
WordApp.Documents.Add Template:=strTemplateLocation, NewTemplate:=False
' Replace each bookmark with field contents.
With WordApp.Selection
.Goto what:=wdGoToBookmark, Name:="ownername"
.TypeText [occupant]
.Goto what:=wdGoToBookmark, Name:="bnum"
.TypeText [propad_no]
.Goto what:=wdGoToBookmark, Name:="stname"
.TypeText [propad_street]
.Goto what:=wdGoToBookmark, Name:="zipcode"
.TypeText [prop_ZIP]
.Goto what:=wdGoToBookmark, Name:="pbnum"
.TypeText [propad_no]
.Goto what:=wdGoToBookmark, Name:="pstname"
.TypeText [propad_street]
.Goto what:=wdGoToBookmark, Name:="ppn"
.TypeText [parcel_no]
.Goto what:=wdGoToBookmark, Name:="ordinance"
.TypeText [code_sections]
.Goto what:=wdGoToBookmark, Name:="orddesc"
.TypeText [complaint_typ]
.Goto what:=wdGoToBookmark, Name:="ownername2"
.TypeText [occupant]
.Goto what:=wdGoToBookmark, Name:="officer"
.TypeText [officer_name]
End With
DoEvents
WordApp.Activate
WordApp.ActiveDocument.ProtectedForForms = True
Set WordApp = Nothing
Exit Sub
ErrHandler:
Set WordApp = Nothing
End Sub
Thanks in adavance for any help.
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Nov 15, 2005
Hi there,
I am not the best in Access, I will admit. But need a function to open up a MS Outlook template (.oft file) within Access which is hosted on an internal server. Anyone help with quick steps on how to do this, It would be greatly apprciated.
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Feb 5, 2006
Hello All,
I thought i would ask this question an how to import data from excel into access.
I am using sage to invoice clients and i can output this in to excel format then i would like the best and simplest way to pull the data though into access.
The data file has column headings at the first row ie A1 though to J1 and after this is the data, i have a table setup with the relivent table names, I had thought how easy this would be, but as always this was not the case.
The outputed excel sheet will vary in location so i think i need a diolog box to select the file and then some how link it to extract the data, is this right and if so how can it be achived.
Any thoughts
Alastair
UPDATE
**************************************Resolved Thanks to Pat Hartman *************************
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Nov 30, 2004
Hello all..
I have an HTML template with about 15 TAGS built in to it..such as:
[SKU]
[MITVALUE_TITLE]
[MITVALUE_ACCESSORY1]
[MITVALUE_ACCESSORY2]
[MITVALUE_ACCESSORY3]
[MITVALUE_ACCESSORY4]
[MITVALUE_ACCESSORY5]
[MITVALUE_ACCESSORY6]
[MITVALUE_ACCESSORY7]
etc. etc. etc...
Now I would like to somehow populate those fields from the tables that i have.. (The all have a common "related" field)
example:
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN"
"http://www.w3.org/TR/html4/loose.dtd">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1">
<title>Untitled Document</title>
<style type="text/css">
<!--
.style10 {color: #FF0000; font-size: 12px; }
-->
</style>
</head>
<body>
<table width="100%" height="100%" border="0">
<tr>
<th height="23" colspan="2" scope="col">ITEM INCLUDES:</th>
<th width="30%" height="100%" rowspan="4" scope="col"><a href="[MITVALUE_PHOTO5]" target="_blank"><img src="[MITVALUE_PHOTO5]" width=266 height=200 border="6" align="right"></a></th>
</tr>
<tr>
<th width="73%" height="23" colspan="2" scope="col"><p align="center">[MITVALUE_ITEM]</p></th>
</tr>
<tr>
<th width="10%" height="23" scope="col"><div align="left"></div></th>
<th width="38%" scope="col"><div align="left"><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="0D4587"> </font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY1]<br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY2]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY3]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY4]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY5]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY6]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY7]</font></font></b></font></font></b></font></div></th>
</tr>
<tr>
<th height="23" colspan="2" scope="col"><span class="style10">THIS ITEM ONLY INCLUDES ITEMS LISTED ABOVE </span></th>
</tr>
</table>
</body>
</html>
................................................
I would like those fields to be put in automatically.. wether they are in a memo field within a table or a field within a query ... it really doesn't matter.... Anyone have any ideas?
Regards,
OvAdoggvO
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Jan 23, 2013
I am using a template that I downloaded off of MicrosoftOffice.com. I really like the setup but I need to make a few modifications to it, but the modifications I want to make I can not do due to it being a web-based(I think). I am a newbie to access and I am slowly learning about macros, vba codes, formatting, and what not.
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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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Apr 30, 2013
What I have now is an excel template (with ~12 worksheets) that many regional offices use to enter in some lease data, from which the excel sheet creates a rental schedule and does a whole ton of calculations on that data. Some are NPV calculations, some are yields etc etc.Eventually, I would like to:
1) Enable users to fill out one of these templates, and save the data to the database (Just the inputs? All the data? My reading suggests just the inputs)
2) Use the database to produce one of these templates for any lease in our system (shouldn't be hard, from what I've read)
3) Sum up calculations from this template for many records (eg. if a tenant has many leases, what is the NPV of all of those leases, or what is the total NPV for all tenants)
I have the inputs (from Access) I will have no problem using them in the excel version, but does it make sense to use Access given that I may need to somehow be switching back and forth to get the info I want for my various reports? I am very comfortable writing macros in VBA for excel, so if that's the solution, that is no problem. I assume what I need for #1 and #2 is a macro to arrange the inputs from the excel sheet into a format that can easily be dropped into access tables and vice versa.
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Feb 12, 2013
I'm using access 2013 and I like the inventory desktop template but cannot find out how to edit categories, or location.
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Jun 13, 2014
I used the Contacts Database Template to import a comma delimited txt file of contacts data. The template included a number of tables, queries, forms & reports which I did not require. I deleted them leaving only a Table entitled 'Addressbk'. I added an Entry Form using the standard access tools and this works fine with the table. However, on running the access database I get the following error message; 'The form named "Main" is mis-spelled or refers to a form that doesn't exist. My only form is labelled 'Entry Form', so it would appear that one of the forms I deleted must have been named 'Main'. If one ignores the error message the database & entry form function perfectly.
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Nov 24, 2014
How much formatting can be done to a report from Access into Excel? I am trying to (or will be in the next day or so) to create a report to export data and I would like it presented in a specific format. This is hopefully to replace a spreadsheet where someone currently has to collate and re-type a load of info that has already been typed into various other spreadsheets.
Access is going to happily cope with all of those users entering their data to a table, and I would like to be able to output that data to something similar to the end result now? Is there a way to have an Excel template file and simply direct Access what to put in which cell?
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May 19, 2006
I am trying to use the template provided in the Access database wizards, pages and projects. Its called Order Entry. What i would like to do is edit the template to fit my needs but i need to change the Product ID feild from Autonumber to a product id of my own. I would however like to keep it as the Key.
Any Suggestions?
Mulith
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