Organising word templates

I've happily and relatively easily made the transition from Appleworks to Pages for word-processing and other things, but what I miss is the ability to organise my templates into different categories, letter templates, financial templates, dvd/cd cover templates are just three examples which helped make it manageable. Pages lumps them all together. I suppose that I could name them in a way that would partly achieve this but only partly. Anyone come up with an idea on this

CAUTION :
this tip apply to Pages but it doesn't apply to Numbers.
Yes, I know that it's odd but end users can't change that.
Yvan KOENIG (VALLAURIS, France) vendredi 12 août 2011 17:52:33
iMac 21”5, i7, 2.8 GHz, 4 Gbytes, 1 Tbytes, mac OS X 10.6.8 and 10.7.0
My iDisk is : <http://public.me.com/koenigyvan>
Please : Search for questions similar to your own before submitting them to the community
To be the AW6 successor, iWork MUST integrate a TRUE DB, not a list organizer !

Similar Messages

Word templates with Macros

Dear all,
I have a couple of Word templates (in document libraries) that should have the filename and page count on the footer of the front page. It seams there is an issue with Word that these do not automatically update (MS kb 832897).
I am using word 2010, 64 bits.
This is solved with a Macro.
When placing the word with macro template in SharePoint, SP blocks it and the macros are not ran.
Any one with experience on this?
Thanks in advance.
Gonçalo

It is not possible to run a macro in SharePoint after the document has been uploaded.
You can replicate this scenario by creating a SPItemEventReceiver which will run customized code on ItemAdded in your document library.
Please go through the following articles for details:
http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.spitemeventreceiver.aspx
http://msdn.microsoft.com/en-us/library/office/ms437502%28v=office.14%29.aspx
Please don't forget to mark it answered, if your problem resolved or helpful.

How to use the Report Generation Toolkit to get a list of bookmarks in a Word Template

I am working on a project where I will need to use the Report Generation Toolkit to fill out a fairly long Word Template. The MS Office Report Express VI can only have inputs for a maximum of 17 bookmarks which is not nearly enough for what I am needing to do.
I'm wondering if there is some way to use the lower level report generation VIs to read the word template and return a list of the bookmark names as a 1d array of string. The dialog box that you use to set up the Express VI has this capability but I'm not finding a way to scan the document programatically.
I'm sure I can't be the first person to run into this issue and I'm hoping that someone out there has found a good solution.
Solved!
Go to Solution.

Wordsub.llb should be somewhere in your Labview folder on your local drive. The path to it in my install is: C:\Program Files\National Instruments\LabVIEW 8.6\vi.lib\addons\_office\_wordsub.llb
Also what specific problem are you referring to about 17 bookmarks? Is that the limit on the express style VI for filling them in from LV? If so what you will need to do is to use the lower level function 'Word Insert Field' under Word Advanced VIs. You will need to supply the VI the name of the bookmark and the text you want to insert.

Saving only a portion of a Microsoft Word template into a new document using LabVIEW Report Generation Toolkit

I have a Microsoft Word template I want to populate programmatically with test data. The template contains both explanatory text and a data sheet section with test data placeholders (bookmarks). Using the Report Generation Toolkit for Microsoft Office, I have been able to successfully populate the placeholders with data and save the results into a new Microsoft Word document. The problem is the new Word document contains not only the test data but also the explanatory text that was in the original document template. Ideally, I would like to have the generated document contain just the test data without the accompanying text. Is it possible to do this usi
ng the Report Generation Toolkit?

Hello Ryan,
Two easy options come to mind.
1. You may want to consider using an �ink annotation� instead of regular text for your explanation.
2. You can programmatically do a find and replace on the explanatory text. Have LabVIEW find the whole paragraph, and replace it with nothing.
If none of these suggestions help, or if I�m not correctly understanding your issue, please reply with comments or answers to the discussion above and any additional information that may help, and I�ll be happy to look further into it.
Have a nice day!
Robert Mortensen
Applications Engineer
National Instruments
Robert Mortensen
Software Engineer
National Instruments

Report Generation - Word Template

Hi,
I am trying to write a program that captures up to 873 different scope shots.
At the end, the program will generate a Word Report with all scope shots and measured parameters.
I have used the Word Template in the past and created field for each parameters. However, this approach will not be efficient with this complex test. The report format of each test is shown below with the read box indicating the field where data will be plugged in by LabVIEW.
To create the word template for entire tests can create unnecessary post processing to delete the part of the test that user didn't run. If user ran only 3 tests then he would have to delete other 870 templates which will not be cost efficient. Also, this could create unnecessary programming mess that is not very flexible.
My questions -- is there any way I can copy this template below as I run the test? Rather than creating a word template for 873 different test for which I may only run part of it, can I copy the template based on number of test that user would like to run?
Any pointers will be appreciated.
Thanks,
Chetna
Intersil Inc.
919-405-3696
Example of the scope data figure:
Figure Error! No text of specified style in document.‑1. □
1. □
2. □
3. □
4. □
Test Conditions:Vin=□V, Vout=□V: □A Temp=□C Mode=□Fs=□Serial #=□

Hi Vivek,
I have LabVIEW 8.5 Development version and the report generation tool kit. I will be writing VI to fill the data in and generate a word report with Up to 873 different tests. The template that I attached is the sample template for only one test, I will be doing 873 tests. The sample test template consists of scope shot and some measured parameters.
My situation - the VI that I will be writing will fill in the sample template that I attached for 873 times. For me to generate a word report for all tests, I would have to create a report template with 873 sample templates. Where there is a red box, I would have to create a field for each box so the LabVIEW will know where to put the data in.
Well, that is lot of work in the first place. Secondly, to keep up with 873 different permuation fields can create lot of unnecessary programming mess. Lastly, if the user decide to run only part of the test, then there would be lot of empty test templates. If user decide to run only 10 tests the final report will have 860 empty boxes. That is not efficient.
My goal is to create the word report using just one sample template rather than 873. I would like to copy the sample template based on number of tests user defines.
My question is- Is there any way to copy the sample test template that I attached using the report generation toolkit?
Regards,
Chetna Tailor

XML Publisher/Bi Publisher Using Oracle Package and MS Word Template builde

My Question is I want to know more about grouping of elements while creating reports in E business suite.
my approach should be 1. pl sql package with embedded XML data to create xml output. 2. Formatting the xml output using ms word template builder plugin.
My question is if grouping is required, then where should it be? While creating package to generate xml output or while formatting xml o/p in ms word?
I wanted to create a check cancellation report where the report should look like below.
Bank Name American express
Bank address 1 Cape town city Road
bank address 2 Lane 2
Bank City Cape town
Branch Docara v'dola
Check number Amount Vendor Status
1023423 225 huawei Voided
1023430 500 Ericson Voided
Signature
Now for above grouping I Written some thing like below package:
But I want to know Had I not done the grouping in Package, would it have still be possible to do the grouping in MS Word template builder?
To simply fy question: If I had not written 2 cursors and written 1 simple cursor and had got simple 1 after 1 fields without any specific grouping in ora package, would it have been possible to do the same grouping while formatting the xml output in MS word template builder?
the part of code enclosed.
begin
DBMS_APPLICATION_INFO.SET_CLIENT_INFO(FND_PROFILE.VALUE('ORG_ID'));
--fnd_file.put_line (fnd_file.output, '<?xml version = "1.0" encoding="ISO-8859-1"?>');
fnd_file.put_line(fnd_file.output, '<G_HEAD>');
for rec1 in c_bank_main
loop
fnd_file.put_line(fnd_file.output, '<G_BANK>');
fnd_file.put_line (fnd_file.output,'<c_bank><![CDATA['|| rec1.c_bank ||']]></c_bank>');
fnd_file.put_line (fnd_file.output,'<c_bank_acc><![CDATA['|| rec1.c_bank_acc ||']]></c_bank_acc>');
fnd_file.put_line (fnd_file.output,'<c_bankadress1><![CDATA['|| rec1.c_bankadress1 ||']]></c_bankadress1>');
fnd_file.put_line (fnd_file.output,'<c_bankadress2><![CDATA['|| rec1.c_bankadress2 ||']]></c_bankadress2>');
fnd_file.put_line (fnd_file.output,'<c_bankadress3><![CDATA['|| rec1.c_bankadress3 ||']]></c_bankadress3>');
fnd_file.put_line (fnd_file.output,'<c_bankcity><![CDATA['|| rec1.c_bankcity ||']]></c_bankcity>');
fnd_file.put_line (fnd_file.output,'<c_branch><![CDATA['|| rec1.c_branch ||']]></c_branch>');
for rec in c_bank_child(rec1.c_bank)
loop
fnd_file.put_line(fnd_file.output, '<G_CHECK>');
fnd_file.put_line (fnd_file.output,'<c_currency_code><![CDATA['|| rec.c_currency_code ||']]></c_currency_code>');
fnd_file.put_line (fnd_file.output,'<c_pay_currency_code><![CDATA['|| rec.c_pay_currency_code ||']]></c_pay_currency_code>');
fnd_file.put_line (fnd_file.output,'<c_cleared_amount><![CDATA['|| rec.c_cleared_amount ||']]></c_cleared_amount>');
fnd_file.put_line (fnd_file.output,'<c_nls_status><![CDATA['|| rec.c_nls_status ||']]></c_nls_status>');
fnd_file.put_line (fnd_file.output,'<c_nls_status><![CDATA['|| rec.c_nls_status||']]></c_nls_status>');
fnd_file.put_line (fnd_file.output,'<c_check_stock_name><![CDATA['|| rec.c_check_stock_name ||']]></c_check_stock_name>');
fnd_file.put_line (fnd_file.output,'<status_lookup_code><![CDATA['|| rec.status_lookup_code ||']]></status_lookup_code>');
fnd_file.put_line (fnd_file.output,'<c_check_number><![CDATA['|| rec.c_check_number ||']]></c_check_number>');
fnd_file.put_line (fnd_file.output,'<c_sum_amount><![CDATA['|| rec.c_sum_amount ||']]></c_sum_amount>');
fnd_file.put_line (fnd_file.output,'<c_vendor_name><![CDATA['|| rec.c_vendor_name ||']]></c_vendor_name>');
fnd_file.put_line (fnd_file.output,'<c_doc_sequence_value><![CDATA['|| rec.c_doc_sequence_value ||']]></c_doc_sequence_value>');
fnd_file.put_line(fnd_file.output, '</G_CHECK>');
end loop;
fnd_file.put_line(fnd_file.output, '</G_BANK>');
end loop;
fnd_file.put_line(fnd_file.output, '</G_HEAD>');
end

Hi,
You can do grouping in either place. But ideally to avoid re-grouping in the BI Publisher Template your XML would be generated such that it is appropriate for your template.
This is really important when it comes to very large datasets as you should avoid regrouping in the template in this case.
Regards,
Gareth
http://garethroberts.blogspot.com
http://www.virtuate.com

Office 2013 - Unable to open word template

Hi,
I have windows service written in VC++ and trying to open a word template xxx.dotx located on the server. however, I am geting below error code while opening the same template. I have written a sample application and it is opening the template.
my windows service is 32 bit and I have installed office 2013 64bit and OS win 7 64bit.
<hr=-2147467259>
working code
#import "MSO.DLL" rename_namespace("MSOFFICE") rename("RGB", "ofRGB") rename("DocumentProperties", "ofDocumentProperties")
#import "VBE6EXT.OLB" rename_namespace("MSVBEXT") rename("Application", "ApplicationVBExt") raw_interfaces_only
#import "msword.olb" rename_namespace("MSWORD") rename("DialogBox", "DialogBoxWRD") rename("RGB", "RGBWRD") rename("DocumentProperties", "DocumentPropertiesWRD") rename("ExitWindows", "ExitWindowsWRD") named_guidsvoid CWordTestDlg::OnButton1()
// TODO: Add your control notification handler code here
MSWORD::_ApplicationPtr m_pWordApp;
HRESULT hr = m_pWordApp.CreateInstance("Word.Application");
if(FAILED(hr))
AfxMessageBox("Unable to start MS Word.", hr);
return;
AfxMessageBox("Successfully Created");
m_pWordApp->DisplayAlerts = MSWORD::wdAlertsNone;
// Make sure the application is not visible.
m_pWordApp->Visible = VARIANT_FALSE;
MSWORD::_DocumentPtr m_pWordDoc = NULL;;
MSWORD::DocumentsPtr pDocs = m_pWordApp->Documents;
if(pDocs == NULL)
AfxMessageBox("Unable to retrieve the documents collection from MS Word.", pDocs);
return;
// Open the template.
CComVariant varTemplateName(_T("\\\\xxx.xxx.xxx.xxx\\kx.dotx"));
m_pWordDoc = pDocs->Open(&varTemplateName);
if(m_pWordDoc == NULL)
CString msg;
msg.Format("Unable to open %s.", _T("\\\\xxx.xxx.xxx.xxx\\kx.dotx"));
AfxMessageBox(msg);
return;
AfxMessageBox("Successfully Opened");
m_pWordApp.Detach();
// Reset the MSWord Document ptr.
m_pWordDoc.Detach();
thanks,
Krishna

Hi,
Interop is not supported on a Server or with in a services.
But if you want to this, you have to set up the Environment. I follow this Guideline with my Word and I'm able to start Word on a Server.
1) Goto Control panel -> Administrative Tools -> Component Services
2) Expand Tree by clicking on Component Services -> Computers -> My Computer -> DCOM Config
3) Search CLSId 00020906-0000-0000-C000-000000000046 (which is for Word 97-2003 application)
4) By selecting 00020906-0000-0000-C000-000000000046 this CLSId now right click on Properties
5) In the Propeties area, click on Security TAB
6) Select Customize option from all (Launch and Activations Permissions, Access Pemissions, Configuration Permissions)
7) Take the User of the Services and Allow all permissions for this user
8) Go to Identity TAB in the same properties area, select option as a This user and then add username (the user must be administrator of this machine) and password. Click on Apply, Ok
Locale Profile: True
9) Refresh Component Services and check your application is working fine or not.
10) set Folder, if not present:
C:\Windows\SysWOW64\config\systemprofile\Desktop
This article gives some insights.
http://theether.net/download/Microsoft/kb/288367.html
Hope this helps.
Kind Regards
Thomas

Server based Office 2013 - where do I save word templates on the server for all users to access from "New"?

Wonder if anyone can point me in the right direction. I'm used to working with stand alone desktop MS Office products.
We have a server connected to six desktop work stations. All stations have access to Microsoft Office 2013 on the server, and the printer is linked through
the server.
Users are currently accessing Word doc Documents on the shared (p) drive as templates, and then saving them with relevant file names to their area on the
(p).
Surely there is a way to save Word templates to the server, so that when someone clicks on "New" in Word our own templates are also offered automatically?
Thanks
Mark

If
anyone knows the address
for where Microsoft stores the main default templates - then that would
be really useful? It would also allow us to get rid of the numerous templates that we would never use.
Thanks :)

Creating Activities in CRM using Word Templates and Web Services??

Hi,
This functionality can be achieved through Adobe Interactive Forms from what I have learnt through demos etc. We are checking the feasibility of using with Word Templates instead.
This thread has multiple questions:
We are trying to set up the activity creation as mentioned in the CRM70 system.
1) At this point, finished the retrieval of information from the CRM Activity into a Word Template using a READ Web Service. Subsequently synchronized this with outlook and can see the Word document in the outlook item. Not able to open the same in Outlook, since it comes over as a XML document type. "Cannot open as there is a problem with the contents. ">" expected, line so and so...is the message
2) I created a Web Service that writes as well into CRM and would like to use this from the Word Template to create the activity in CRM
2a) Can the word template be incorporated with buttons that can trigger creation in CRM, similar to Adobe "Execute" etc
2b) If yes, and If there are some custom fields that I add to the activity transaction, in the UI, can I populate these with input from the Word Template, as well
Regards,
Ashwin

Hell Wregs,
You can create the Product in CRM GUI,by using Transaction:COMMPR01,not mandatory to have WebUI..,
but b4 that you need to set up Product Hierarchy and Product category under which the Products can be created.
Use Transaction:COMM_HIERARCHY Transaction to do this.
Hope this helps
let me know if any further questions
Thanks & Regards
Arshad

Word template with web service - style and font not considered

Hi experts.
I'm using a word template with a web services.
So i've added my xml tags in the template and i've tried to change the font and style but when i launch the document, what i have defined is never considered. For example if i set in a table that a line should be in Italic, when i edit the document no text is in italic ?
Did you ever faced this kind of issue ?
How did you manage to set you style to the xml tags ?
Thanks in advance for your help.

I also had similar problems but I didn't work on word template for quite a long time. But at that time I solved the problem with formating the word and not the xml tag directly.
For example: I wrote the word lastname and formated it to for exampe, bold and italic like lastname. After thet I selected the word and applied the xml tag to that word and this worked just fine.
Regards.

Word Templates in a Sharepoint Library

Hi,
Is there a way to get the same behaviour in a document library in SP2010 as when you "open" (= double click) on a Word template (.dot/.dotm extension) in the Windows Explorer => creates a new document based on the template.
(I know about creating a content type, add a template and attach that content type to the document library.)
Thanks,
Peeter

That works if you only have one template.
Is teher no way to have Sharepoint understand that a .dot file is a Word template and hence, as default, create a new document instead of opening the template itself. Exactly as it would in Windows Explorer.
Peeter
ps There is another thread
http://social.msdn.microsoft.com/Forums/en/sharepointecm/thread/194e559e-3aa3-4330-8f54-936afdab6e3a that mentions a method to create a webpart to accomplish this. Can someone explain more in detail how this is done? ds
Peeter, yes my solution is only work when you have one template. Although for the multiple template, you need to enable the content type and thus this option would not available when you select content type. Thus if you want to assign more templates with single
doc library, then content type would be the idle option and new document item click open the default content type template.Although content type will work on single template also.
Further, the mentioned link I think discussing the other possible solution in the absence of content type. But you can decide based on above explanation. its good to go for content type for extendability .
Regards, Dharnendra Shah "strong belief is the only way to success"

Word Templates

Hi
Can anyone say how we can edit the word template(dochmnl1) which is used when we export sales or purchasing documents to MS-Word?
Regards
Louis

Hi Louis
The templates are stored in separate folders in the WordDocs folder per language. Select the correct one based on your localization. In Microsoft Word, open the template file you want to change (there are 4 to choose from). You will notice that there are four additional toolbars (right click on your Word toolbars for list). These represent the SAP Business One fields that are pre-linked for you. You can select more from the drop down list of these toolbars. You can also delete SAP fields on the template as needed. You will notice that the linked fields are highlighted in gray. Ordinary text fields (not linked to SAP) are not highlighted and can also be deleted or changed as required. You can change the font size, colour, bold, italics, etc. of both linked and non linked fields as you wish.
Hope this helps
Kind regards
Peter Juby

Word templates as activity attachments

We are attaching Word docs to CRM activities.
We would like to use the document create functionality that is a part of the attachment tool bar in an activity.
Is there any way to call a specific word document template without setting the template as the default template in MS-word.
For example we have a letter template stored on the user's PC. Our current process is to open Word. Open the template. Save the document. Import the document as an attachment.
We would like to hit the create button and launch Word as an application and immediately call the template?
Word has command line switches that enable this functionality "/t". Is there someway to pass the switch in the call to the create the document in the activity.
Any insight is appreciated.
Roger Myers

Roger,
I think you can achieve the functionality by using a workflow. There you can attach existing Word templates or create new ones with ease.
Hope it helps.

Word Templates for Office:mac

I am trying to locate the Legal templates for MS word that are compatable with Office:mac.
My search of the Microsoft downloads website came up with nothing. In fact the few templates I found were more along the lines of novelties rather than the full blown templates downloads.
Does anyone know where the legal Pleadings/Forms templates are found? I am particularly interested in where the case-builder programs are.
Thanks,
Doug

MS Word templates are usable on both platforms Windows and Macintosh.
For example I downloaded the Pleadings form located here;
Pleading form with 32 lines
after expanding the form with Stuffit Expander it opened right up in Word for Mac.
When you first hit the download button you will see another page that tells you your system isn't compatible. It isn't talking about the template, it is talking about the Windows BS built into the MS website for automatic downloading. Just hit the download button on that page and your file will download in the Safari Download manager.

Attachments using Word Templates

We are attaching Word docs to CRM activities.
We would like to use the document create functionality that is a part of the attachment tool bar in an activity.
Is there any way to call a specific word document template without setting the template as the default template in MS-word.
For example we have a letter template stored on the user's PC. Our current process is to open Word. Open the template. Save the document. Import the document as an attachment.
We would like to hit the create button and launch Word as an application and immediately call the template?
Word has command line switches that enable this functionality "/t". Is there someway to pass the switch in the call to the create the document in the activity.
Any insight is appreciated.
Roger Myers

Roger,
I think you can achieve the functionality by using a workflow. There you can attach existing Word templates or create new ones with ease.
Hope it helps.

Organising word templates

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