i have question about document management macros. I want connected word tempalte document to the row in application (for example row of audit) and after create new document, or after attach i want the data from application to be filled into a word file.
I have some macros block from enviroment test TQA CMB. But macros are only functional when i do checkout file (edit) - then is data filled into file.
I think that the macros for action create new, and check in doesn´t work.
You dont have anyone sample macros for there actions please? I dont know employees who would be familiar with writing these macros.
And another question is, it is possible to filled data from row to the fille at the action “VIEW” - do you know?
I will be happy for any answer, thanks.
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hi @dockal_d
The View part is easy - the answer is Yes. You can have a macro run upon viewing the word document and it will update fields with data from IFS.
It is also possible to run macros on New, and Check-in (although Check-In is less clear to me).
Make sure you have fully set up the IFS Page: Document Class Process Action, and/or Document Class Management/Macros tab. Try both, if one doesn’t work as expected.
For testing, use MsgBox frequently. This is your way to know whether the code is running and reaching a certain point.
e.g.
…
msgbox "The code is running here"
...
hi @dockal_d
The View part is easy - the answer is Yes. You can have a macro run upon viewing the word document and it will update fields with data from IFS.
It is also possible to run macros on New, and Check-in (although Check-In is less clear to me).
Make sure you have fully set up the IFS Page: Document Class Process Action, and/or Document Class Management/Macros tab. Try both, if one doesn’t work as expected.
For testing, use MsgBox frequently. This is your way to know whether the code is running and reaching a certain point.
e.g.
…
msgbox "The code is running here"
...
Hi, thanks for answer. When i created a new document (with document class with macro definition - check in, check out, create) and attached to the object, was displayed dialog with macro runing “Check in” a press OK and then i got message box what i defined. But then when i open the file is empty… The data is filled only when i do edit document (check out)
Document Class Process Action, and/or Document Class Management/Macros tab i have set up.
Maybe if im missing a some block in the macro for checkIn?
There is detail of block of WORD_CHECKIN (im trying checking type of file WORD). You now if this macro block is correct please? or there may be something wrong?
PUBLIC FUNCTION WORD_CHECKIN_MSOFFICE() ON ERROR RESUME NEXT
