Workbook_open() to remind to Save As...

[I/ATech]

I often make templates of forms for weekly, bi-weekly, monthly, etc., forms for others to use and I tell them to be sure to use Save As... with a new name in order to keep the original form intact. We do not have a common location for templates here. I have tried a Workbook_open() macro to give them a reminder message, but the macro gets saved with the new file, which asks them again to use Save As..., which they shouldn't do.
Is there a way to delete the macro from the new file? Or some other method to acheive the goal?
Thank you in advance.

 

[Smitty]

Welcome to the Board!

You can use the Open event to check the workbook name. If it's not the same as the orginial, indicating it's been saved, Exit the sub.

Hope that helps,

 

[I/ATech]

Amazingly simple. Almost embarrasing. Thank you!

 

[Norie]

Are these 'real' templates ie xlt files?

If they were then there would be no need for something like this.

 

[I/ATech]

Norie, I am not sure I understand your reply. I tried saving the form as an xlt, but then when I give it to someone to use, particularly someone not proficient, they can open the xlt, start making changes, save it without noticing it is an xlt, and the original blank form is gone.
Also, we do not have a common location for templates here, so (I think) if I wanted to use the xlt as a real template, I would have to install the template in each person's personal templates folder and do that each time there was a modification to the forms. (I think).
Would appreciate your thoughts and thank you.

 

[lenze]

If you do use a .xlt, you can save it with a password to open as the template. This will not allow the user to overwrite the template(unless they know the pw) and force them to open as a new workbook.
lenze

 

[I/ATech]

Lenze, I saved it as an xlt, tried a few different password methods (workbook structure, workbook windows, sheet, etc.), but I am not seeing how a not-too-profficient person will know what to do. I must be missing something. How do I "save it with a password to open as the template" and how does the user "open [an xlt] as a new workbook"?
By the way, I should have said, I am using Excel 2000.
Thank you.

 

[lenze]

See my post <a href="http://www.mrexcel.com/forum/showthread.php?t=373499&highlight=template">here</a>.

lenze

 

[Norie]

Are they actually 'opening' the xlt files?

If so they will be opening the original file.

If you just double-click a template a new unsaved, workbook is created and when it's closed the SaveAs dialog should appear.

 

[I/ATech]

Norie and Lenze (and Smitty),
This is the first time I have ever used a networking site of any kind, like this or social. I was apprehensive at first, so I am sincerely grateful for your respectful responses.
You are both correct that double clicking or right-clicking the xlt works, but some folks here are used to opening Excel files via the File, Open Menu. This results in opening the xlt as an xlt. I am not in a position to train them, so I believe a fool-proof approach will be a combination of your suggestions.
Thank you very kindly.