Frequently Asked Question: Use Microsoft Word Fields (Mail Merge FILLIN) functionality in Tracker?

Frequently Asked Question

Subject:	Use Microsoft Word Fields (Mail Merge FILLIN) functionality in Tracker?
Status:	Publish
Category:	Tracker Office
Request Type:	Tracker Office 2.2

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Sub Document_New()
'
' Document_New Macro
' Macro created 3/6/2002 by Joe User
'
Dim Fld As Field

ActiveDocument.Fields.Update

For Each Fld In ActiveDocument.Fields
If Fld.Type = wdFieldAsk Or Fld.Type = wdFieldFillIn Then
Fld.Unlink
End If
Next Fld

End Sub
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Now, copy the template to the appropriate document template folder inside Tracker so that it is chooseable from within Tracker. (Public Folders>All Public Folders>Tracker - Site>Tracker - Setup>Templates>Tracker - Customers>Documents or ...>Templates>Tracker - Projects>Documents)

NOTE: It is important to note that, if you try to access the template normally, outside of Tracker, you will be prompted twice for the field information, so you may want to keep a copy without the macro if you plan to use the template outside Tracker.

Inside the Word Template, create a new macro (Tools>Macro>Macros) called Document_New (Be sure to change the Macros In: to the template name you are editing so it travels with the template) and paste the following code into the Sub (Note: Some of the lines will already exist, so only copy/paste the bolded text below into the correct place):
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Sub Document_New()
'
' Document_New Macro
' Macro created 3/6/2002 by Joe User
'
Dim Fld As Field

ActiveDocument.Fields.Update

For Each Fld In ActiveDocument.Fields
If Fld.Type = wdFieldAsk Or Fld.Type = wdFieldFillIn Then
Fld.Unlink
End If
Next Fld

End Sub
----------------------------------------------------------------------------------

Now, copy the template to the appropriate document template folder inside Tracker so that it is chooseable from within Tracker. (Public Folders>All Public Folders>Tracker - Site>Tracker - Setup>Templates>Tracker - Customers>Documents or ...>Templates>Tracker - Projects>Documents)

NOTE: It is important to note that, if you try to access the template normally, outside of Tracker, you will be prompted twice for the field information, so you may want to keep a copy without the macro if you plan to use the template outside Tracker.