Single source-multiple forms

[ladygr]

My question is this: I have a series of about 30 forms that I need to
reference and/or link to a central form with checkboxes (maybe like a TOC).
The top portion of this form would have fill-in information like name, ID#,
Date of birth, etc., and it would be added to a central data source for
future use. After the information is filled in, they would "check" which
forms they needed for that situation. Only the forms that were selected would
open and the information for that individual would "merge" into the opened
forms. Any ideas??? Prefer word, as all the forms are already made. The data
source has been started as a mail-merge .doc, but I am will to change that if
need be. Any/All help deeply appreciated.

 

[Doug Robbins - Word MVP]

Sounds more like an application for a UserForm.

See
Please Fill Out This Form
Part 1: Create professional looking forms in Word
http://www.computorcompanion.com/LPMArticle.asp?ID=22

Part 2: Adding Automation to your Word forms.
http://www.computorcompanion.com/LPMArticle.asp?ID=46

Part 3: Learn more VBA (macros) to automate your forms.
http://www.computorcompanion.com/LPMArticle.asp?ID=119

Part 4: Use custom dialog boxes in your Word forms
http://www.computorcompanion.com/LPMArticle.asp?ID=127

Part 5: Connect your AutoForm to a database to save input time and keep
better records!
http://www.computorcompanion.com/LPMArticle.asp?ID=136


--
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

 

[ladygr]

Doug,

Had a chance to read all 5 parts and play with the "central form" creating
and automating it. That was fun, but have some concerns/problems. First, it
seems this process is for single form-multi data sources. I need the other
way around, I have MANY forms, but only one source file. Second, most of the
people in the disctrict I work for do not use macros on most of their
computers, so the security settings are on "high" and they wouldn't know how
to change the security setting to allow them anyway, which is the main reason
I thought of using the mail-merge process. So, I may actually be back to
square 1. Is there a way to perhaps "hyperlink" the list of documents, access
only the ones chosen with a checkbox, and fill those chosen documents in with
the record information that was input at the top of the central form? All
this without using macros? Would it be better to perhaps use references on
the chosen forms rather than mergefields? Or are there processes I could look
into to complete this task? Again, ANY and ALL suggestions are deeply
appreciated and will be tried.

Deborah

 

[ladygr]

Doug,

I just found that site while looking through the discussion forums for
something I could use. I shall read and try, then report sucess or failure.
Thanks for the input!!

Deborah