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MS Office Forum / Word / Page Layout / November 2007

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Wizard creation in Word

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cayce - 01 Nov 2007 19:43 GMT
Is it possible to create Wizard in Word? My thought is to walk a user through
a series of questions. As they answer, certain areas of the document would
populate with appropriate content language. They could actually build a
document cafeteria style.

Has anyone heard of Word having this kind of capability. If not Word, any
other applications without going to a full blown content management system
with XML tags, etc.

Thoughts would be appreciated.

thanks
Jay Freedman - 01 Nov 2007 21:03 GMT
> Is it possible to create Wizard in Word? My thought is to walk a user
> through a series of questions. As they answer, certain areas of the
[quoted text clipped - 8 lines]
>
> thanks

Yes, with some effort that can be done. But you don't have to do all this
work yourself. Look at http://www.wordsite.com/products/dpdas.htm to see
whether DataPrompter will serve your purpose instead of spending the time to
learn VBA, build your wizard, debug it, and handle users' complaints.

If that doesn't suit, here's some background:

Basically a wizard is a UserForm, a dialog programmed in VBA (macro)
language. A simple introduction to UserForms is at
http://www.word.mvps.org/FAQs/Userforms/CreateAUserForm.htm. The one shown
there is a single page that accepts two pieces of data and inserts them into
a document (based on a template) at predefined bookmarks. However, there's
much more capability available to you.

The thing that makes a UserForm behave as a wizard is that you can create
multiple pages with various kinds of controls. You can let the user navigate
through the pages in a fixed order (with Next and Back buttons), in random
order if that's appropriate (by providing a button to go to each page), or
in an order determined dynamically by the user's input in the controls. The
controls can include text fields, list boxes or combo boxes, option buttons,
check boxes, and more.

There are alternatives to the predefined bookmarks in the document. A more
robust solution involves the UserForm putting the user's responses into
"document variables" and using DocVariable fields to display the results.

You also have flexibility in the sources for the text that you envision as
the building blocks of the document. You can have AutoText entries stored in
the template, text in another Word document or Excel worksheet, a database,
a web service...

There's an entire newsgroup devoted to UserForms:
http://www.microsoft.com/communities/newsgroups/en-us/default.aspx?dg=microsoft.
public.word.vba.userforms


Signature

Regards,
Jay Freedman
Microsoft Word MVP        FAQ: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

cayce - 01 Nov 2007 21:14 GMT
This is a wealth of information and I will now need to get educated. Thanks
Jay for pointing me in the right direction here.

> > Is it possible to create Wizard in Word? My thought is to walk a user
> > through a series of questions. As they answer, certain areas of the
[quoted text clipped - 42 lines]
> There's an entire newsgroup devoted to UserForms:
> http://www.microsoft.com/communities/newsgroups/en-us/default.aspx?dg=microsoft.
public.word.vba.userforms
 
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