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MS Word Experts, Lend Me Your Patience

mullymully Registered User regular
edited December 2008 in Help / Advice Forum
Okay, I don't even know if this is possible but I feel like it should be, and if not, I need to find another way to do it.

I have this lovely little form all done up in Word. It's about 36 pages long at this point. It's a phone survey form, which will need to suit the needs of each division in my company. For example, our Technical Risks division will need the Tank Farms section of the form, whereas our Canadian Property insurers will not.

So here's the idea that I came up with -- a TOC (table of contents) that opens up ahead (or at the top) of this entire document, where it holds a checklist. Each checkbox would correspond with a page (or series of pages).

Upon opening the document, in the TOC, everything under "GENERAL" would be checked -- Building Characteristics, checked, Risk ID, checked -- these are things that all divisions will need. However, moving downwards, under the TRD section in the TOC, there will be a number of unchecked boxes -- Tank Farms, Pressure Vessels, etc., so that if someone in the TRD needed the form, they would simply check all applicable pages, the pages would load into the document, they'd hit "print" and get ONLY the general forms plus whichever additional pages they'd selected.

Is this do-able? How do I do it?

Thanks in advance for any help, and please let me know if you need me to clarify further.

mully on

Posts

  • WillethWilleth Registered User regular
    edited December 2008
    I don't know if Word itself can do this the way you want - it sounds like more of a job for Access - but you can print whatever selection of pages you like from the print menu. All they'd need is a page key telling them which was what.

    Willeth on
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  • mullymully Registered User regular
    edited December 2008
    While that would work for you or I quite simply, some of the folks I work with are less than, uh, computer literate. Check boxes with BIG BOLD TITLES are what they'll need, and unfortunately Word (and Excel) are all I have that I can work with.

    I have a feeling this is going to be frustrating. Haha.

    mully on
  • WillethWilleth Registered User regular
    edited December 2008
    Excel might be able to do it, actually. You can definitely do check boxes and if you combine that with a macro to print anything that's associated with a checked box, you could do it that way.

    Someone's going to swoop in and tell me that Word can do it just fine, now.

    Willeth on
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  • mullymully Registered User regular
    edited December 2008
    Sorry, Willeth, but I am really hoping that someone will swoop in and do just that.

    I don't want to have to resort to using Excel ... but hey if I could somehow set up the TOC in there to link to which pages to print which would then load up only those in Word ... well, I mean, sure. Whatever. I just need to get this done.

    mully on
  • oldsakoldsak Registered User regular
    edited December 2008
    So I take it splitting the document into its component forms so someone could just highlight the necessary forms in windows explorer and select print wouldn't work either.

    edit: sorry, when i wrote "work" i really meant "work for your needs"

    oldsak on
  • mullymully Registered User regular
    edited December 2008
    oldsak wrote: »
    So I take it splitting the document into its component forms so someone could just highlight the necessary forms in windows explorer and select print wouldn't work either.

    Well of course it would work, but again, I want to make this as user-friendly as possible. And these "users" are less than uh, computer literate. Most people don't know how to use ctrl to select multiple files.

    mully on
  • mullymully Registered User regular
    edited December 2008
    I can't believe no one knows. Crap, I am going to have to study this crap to death.

    mully on
  • DrFrylockDrFrylock Registered User regular
    edited December 2008
    I had basically this exact problem at work. We have a document that has a lot of information, but certain users of the document only need certain parts of it (and it wasn't broken up by pages, it was like "this class of subsection doesn't get included for these users"). I wanted the checkboxes-at-the-top thing too.

    Unfortunately for you, I ended up doing it in XML+XSLT+Javascript. It works great, though.

    Word doesn't have an off-the-shelf way of doing this, really. You can almost certainly do it with Word Macros, but you're going to have to write some VBA, probably. There's a plugin for Word called Conditional Text for Word that might help you, but it's not cheap.

    DrFrylock on
  • Ziac45Ziac45 Registered User regular
    edited December 2008
    Yeah word will not be able to do this, access would be the easiest route I think.

    Ziac45 on
  • CorvusCorvus . VancouverRegistered User regular
    edited December 2008
    You can do this sort of thing in Adobe Live Cycle, Word, I'm not so sure.

    Corvus on
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  • LewieP's MummyLewieP's Mummy Registered User regular
    edited December 2008
    mully wrote: »
    I want to make this as user-friendly as possible. And these "users" are less than uh, computer literate. Most people don't know how to use ctrl to select multiple files.

    Just give them separate forms - if they're not computer literate, you're just setting yourself up for 1 big headache - do you want a phone call from every person asking you the same stupid questions each time they need to fill the form in, even though your instructions were clear on the first page, and you trained them! (still have nightmares about a very simple training needs analysis database I wrote for managers in the department I worked in).D:D:D:D:D:D:D:
    People can be very dense, even if they are intelligent.

    LewieP's Mummy on
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  • mullymully Registered User regular
    edited December 2008
    My company is a living, breathing example of your last comment there, LP Mum! I'm saddened to see that this will be un-doable in Word ... I'm wondering now if there will be a way to do it in HTML somehow. I think this is pretty much a challenge for myself now to see if I find a way to do it. I may end up going with just a set of forms in a folder as you guys have suggested, but, they needed to be numbered pages (page # of pages) so if I separate them into separate documents, they won't be able to do that.

    Blah! Blah, I say!

    mully on
  • SpawnbrokerSpawnbroker Registered User regular
    edited December 2008
    This shouldn't be too hard to do in HTML, right?

    Spawnbroker on
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  • mullymully Registered User regular
    edited December 2008
    Damned if I'd know. If it would just load sections in.. augh, I don't know.

    mully on
  • DrFrylockDrFrylock Registered User regular
    edited December 2008
    This shouldn't be too hard to do in HTML, right?

    It's not really that hard. If you need it to be paginated in a specific way, you want to use some CSS to specify a printing style so you can get the page breaks in the right places and such.

    Then, you have to go about showing/hiding different parts of the document via checkboxes. This, you can do with Javascript. I found JQuery makes this trivially easy. If you wrap your different sections in something like:
    <div class="section1">Some stuff</div>
    

    Then the Javascript to show or hide that section is:
    $('div.section1').show();
    (and)
    $('div.section1').hide();
    

    Attach a simple Javascript function to your checkboxes that, if the checkbox is checked, hides the section, or if the checkbox is unchecked, shows it.

    DrFrylock on
  • CrashtardCrashtard Registered User regular
    edited December 2008
    Can you do something like this with a .pdf file? Is that even an option for you?

    Crashtard on
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  • mullymully Registered User regular
    edited December 2008
    PDF might be an option ... not entirely sure.

    Also, just thought of something - our computers don't run Javascript at work! (They are very, very strictly anti-internet and are very new to technology.)

    mully on
  • OrikaeshigitaeOrikaeshigitae Registered User, ClubPA regular
    edited December 2008
    You can use Acrobat Professional to do this, I think. I wish I'd seen this while I was at work, so I could have checked for you.

    It doesn't sound like you've got Acrobat Pro there, though, so the point may be moot.

    Orikaeshigitae on
  • CrashtardCrashtard Registered User regular
    edited December 2008
    If not, doesn't firefox have a pdf extension? I suppose if it does I don't know whether it creates them or not.

    Crashtard on
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  • mullymully Registered User regular
    edited December 2008
    New question, sort of -- can you assign a Macro to a graphic in Word? I know you can in excel... almost ready to just start copying over my Word doc into Excel, and making 2 buttons for each page, to hide and display...

    mully on
  • CrashtardCrashtard Registered User regular
    edited December 2008
    I'm using Office 2007, but yes you can do it in word. Insert a picture, then right click on it and click the hyperlink option. In the box that pops up you should be able to select an option to jump to a place within the document. There appear to be limited places to jump to, so I don't know how useful it will actually be. If you want it to jump to a very specific spot on a page you'll probably be better off just doing it in excel if you already know how to do so.

    Edit: One thing you might be able to do with Word (if you feel like spending the time to do it) is to use html in your document to do the pointing. Right now I'm not sure if you can do it, but it might be worth looking into if you're stuck with word documents.

    Crashtard on
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