Userform Data to Populate Word Documents and Email Templates

airwolf2017

New Member
Joined
Jan 5, 2018
Messages
1
Afternoon All

Hoping I can get some help here.

I manage a team of call handlers, and want to get a process whereby they can use a userform in excel to then populate two word documents. And also based on some answers on the userform to then fire off some email templates which are partly pre-populated and partly completed from the contents of the userform.

I've kind of made a start, ideally there would be three buttons, one to clear the form and start again, one to open the documents up to then print/save etc and one to send emails. The email templates need to be addressed to different addresses depending on which counties have been selected.

Can anyone assist?

I'm not looking for someone to solve completely - but point me in the right direction.

Thank You

Ian
 

Excel Facts

Can Excel fill bagel flavors?
You can teach Excel a new custom list. Type the list in cells, File, Options, Advanced, Edit Custom Lists, Import, OK
Here's some code to get you started. It creates two new Word documents, from templates designed for the purpose, populates bookmarks in those documents with the contents of two Excel userform textboxes, then saves the documents in both docx and pdf format.
Code:
Private Sub CommandButton1_Click()
'Note: A reference to the Word library must be set, via Tools|References
Dim wdApp As New Word.Application, wdDoc As Word.Document, StrBkMk As String, StrTxt As String

'Create a new Document from the 1st template
Set wdDoc = wdApp.Documents.Add(Template:="C:\Users\" & Environ("Username") & "\Templates\Template1.dotx", Visible:=False)
'Populate the document
StrBkMk = "BookmarkName1": StrTxt = TextBox1.Text
Call UpdateBookmark(wdDoc, StrBkMk, StrTxt)
StrBkMk = "BookmarkName2": StrTxt = TextBox2.Text
Call UpdateBookmark(wdDoc, StrBkMk, StrTxt)
'Save & Close the new document
wdDoc.SaveAs Filename:="C:\Users\" & Environ("Username") & "\Reports\Report1.docx", FileFormat:=wdFormatXMLDocument, AddToRecentFiles:=False
' and/or:
wdDoc.SaveAs Filename:="C:\Users\" & Environ("Username") & "\Reports\Report1.pdf", FileFormat:=wdFormatPDF, AddToRecentFiles:=False
wdDoc.Close SaveChanges:=True

'Create a new Document from the 2nd template
Set wdDoc = wdApp.Documents.Add(Template:="C:\Users\" & Environ("Username") & "\Templates\Template2.dotx", Visible:=False)
'Populate the document
StrBkMk = "BookmarkName1": StrTxt = TextBox1.Text
Call UpdateBookmark(wdDoc, StrBkMk, StrTxt)
StrBkMk = "BookmarkName2": StrTxt = TextBox2.Text
Call UpdateBookmark(wdDoc, StrBkMk, StrTxt)
'Save & Close the new document
wdDoc.SaveAs Filename:="C:\Users\" & Environ("Username") & "\Reports\Report2.docx", FileFormat:=wdFormatXMLDocument, AddToRecentFiles:=False
' and/or:
wdDoc.SaveAs Filename:="C:\Users\" & Environ("Username") & "\Reports\Report2.pdf", FileFormat:=wdFormatPDF, AddToRecentFiles:=False
wdDoc.Close SaveChanges:=True

'Exit Word & Cleanup
wdApp.Quit: Set wdDoc = Nothing: Set wdApp = Nothing
End Sub

Sub UpdateBookmark(wdDoc As Word.Document, StrBkMk As String, StrTxt As String)
Dim BkMkRng As Word.Range
With wdDoc
  If .Bookmarks.Exists(StrBkMk) Then
    Set BkMkRng = .Bookmarks(StrBkMk).Range
    BkMkRng.Text = StrTxt
    .Bookmarks.Add StrBkMk, BkMkRng
  End If
End With
Set BkMkRng = Nothing
End Sub
 
Upvote 0

Forum statistics

Threads
1,223,214
Messages
6,170,774
Members
452,353
Latest member
strainu

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top