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| | | Forum Member
 
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Last Login: 12/5/2008 11:34:06 AM
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| | I was wondering if there was a way to put check boxes in a custom form that would auto-populate from Point data? For example, if I have have a box that can be marked showing the loan is a purchase (pulled from the Loan Application's "Purpose of Loan" section), I would like to have a box that is either checked or not. So far, I've been using a table that is populated with an "X" if the box is marked in Point. |
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Supreme Being
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Last Login: 9/12/2008 11:24:50 AM
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| You can do this if you REALLY want to. You can link the box to an invisible cell but that doesn't always work with merge data. The surest way is to write a VBA macro that sets the value based on merge field data. If you don't want the data to show, make it invisible. The macro should execute in the Document_Open event. There are other methods as well (see above post.)
- Mike
mike@mtig.biz |
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Supreme Being
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Last Login: 12/16/2008 1:31:52 PM
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| | I am sure that you have figured this out by now, but for the new users, I am including a simple string they can use that will mark a checkbox depending on the Point field. The below would mark the checkbox if First Mortgage is checked on the Borrower or Prospect Information screen. IF the box is not marked, it will leave the checkbox blank. { IF {Point Field 915} = "" "¨" "þ" }
"MMM Yeah, I'm going to need you to go ahead and come in on Saturday." |
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Supreme Being
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Last Login: 9/12/2008 11:24:50 AM
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| JohnP (7/24/2006)
I am sure that you have figured this out by now, but for the new users, I am including a simple string they can use that will mark a checkbox depending on the Point field. The below would mark the checkbox if First Mortgage is checked on the Borrower or Prospect Information screen. IF the box is not marked, it will leave the checkbox blank. { IF {Point Field 915} = "" "¨" "þ" } The above approach works great unless you have to do a fairly complex if-then-else set, especially if some of the result is dependent on calculated data. Word seems to stumble over itself if you get too much nesting. For example, if you wanted to check a property type from a list, you would need to do numerous nested if-then-else statements. And if Point's enumerations don't match your list, you have to extrapolate from other data. You can actually write your own functions and store them in the Normal.dot template and place them in a word document like any of Word's functions. For instance, you couild have a function return a set of formatted checkboxes for the property type (SFD, Condo, Manufactured, etc.). One little trick that you have to perform is to insert the extra Point fields you need so that they do not print. I usually place them in a textbox or frame in the header or footer. I then set them to not print or set the color to the same as the background. There are more complex methods of doing this that are more reliable but this will get the job done on nested logic statements and complex logic that requires calculations on data before executing the logic statement.
- Mike
mike@mtig.biz |
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| | | Forum Member
Group: Forum Members
Last Login: 12/5/2008 11:34:06 AM
Posts: 36, Visits: 255 |
| | I've actually been resisting having to learn VBA, although as many times as it could have come in handy both in Word and Excel I really should just bite the bullet. But I will try the IF statements you've listed. I hadn't thought of using check boxes for TRUE/FALSE. Thanks! |
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