Hi, Welcome to JustAnswer. This is Mahbub Shahin can assist you.Please let me know when you will be ready?
Please open the word file.
I have a test document opened with a drop down list. List options are Company A and Company B. Ready!
Can you see the Developer menu
Click on macro security
Select all macro
Also select trust access to the VBA...
Then click on ok
select enable all macros?
done...so this is going to require macro/vba. I was afraid that was going to be the case. Ok, next?
Now let me know is it showing any error, if you select anything from the drop down list
not seeing any error when I select from the DDL
Now close the document and open it again to see is it working or not.
Ok. Please take your time.
closed and open, DDL sections are working, no error
Is it populate or not?
I mean populate text in other areas of the document
ok, I am confused. The DDL list is working, but we didnt set anything up to populate in other areas of the docuement
Did you set any value?
thats the question. How do I tie a field back to the DDL selection so that when a selection is made, it populates that field.
Could you please send me the file?
I can send you the test file. Email?
No, please attach it here
you will find a attachment icon click on it.
trying to get this doc attached. the attachment icon says insert/edit image
Ok. Please click here www.wikisend.com
after uploading the file please send me the link.
DDL to Test list.docx
Dont know if this is going to be any help though.
Please send me the download link.
ok...it wouldnt paste
Did you copy the link?
http://wikisend.com/download/529962/DDL to Test list.docx
Is it your main document?
this is not the document I am ultimately going to be working with. This is a test document I started just to figure out if this can be done and how to do it.
Please hold on.
take your time...I will be back in a moment
I am back
ok...working on another document in the meantime, so take your time
I am apologize.
By using those commands one can create forms
so to get this to work with those controls, it has to be a form (and thus, a protected document)?
I do not find any way to make it work.
ok...I guess I will have to go to microsoft support with this one. I appriciate your time working on this and although I didnt get a solution, I did at least get that I was not just missing something stupid and that it is not an easy solution.
I opt out and leave this question for other experts if they have any idea.
Please do not rate my service.
Thank you for your continuous patience.
yes...I was just in the process of reading about content controls using macro/vba. Apparently this is not something that can just be done with the integrated controls.
note, the "document" is just a test that pretty much does nothing
cannot be done in Excel. Ultimatly, this is going to be used in a template that is a Statement of Work docuement. The issue is our legal department, which has to approve the template I am creating, wants this SOW to be used intercompany as well as between our customers.
This means I needed to come up with a way to select which "company" was using the template and have that selection populate to make the template correct for that particular user. The hope was that I could take the value of the selected drop down list item to populate fields.
The issue is this: We (Company A) write a SOW between us and a customer. No problem. But, when we (Company A) are brough into a project by a sister group (Company B), the SOW has to be duplicated; one is between Company A and Company B and the other is between Company B and the customer. Company B becomes our customer in this case.
The SOWs are identical, so we only want to create the content once. Save 2 copies and basically select the "branding", if you will. A drop down with the inter-Company names for section solves the issue, as long as I can get that selection to populate in some key areas within the document. Otherwise, you would have to make multiple selections and that opens the door to user error. I am looking for a one and done solution.
I was hoping to avoid VBA / Macros. These documents could get emailed around and filters these days at the servers have gotten so bad about stripping off attacments with macros and such.
I am willing to give it a shot if that is the solution. from what I am seeing on MS support forums, that is the way to go (and I think it should be rather simple code). I havent messed with VBA in years.
the setup is, I need one drop down list and there will be 3 or 4 areas in the template that need to reflect whatever is selected.
what do you think?
Ok....that's 2 that have opt'd out. I think at this point I am going to abandon the drop down list option and use text controls, which I know I can make work without VBA/Macros. It opens the door for user errors (typos), but that is just the risk we will have to take in order to make this work.
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I would cancel. I have decided to use another method. I know there is an answer but at this point I think it is going to be more in depth than needed right now.