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| | | Junior Member
 
Group: Forum Members
Last Login: 5/8/2008 10:41:52 AM
Posts: 17, Visits: 91 |
| | I'm trying to create some new custom forms but keep getting an error that some of my field IDs are invalid. To make sure I'm using the right ones, I opened up a Prospect file and loaded the field IDs. But when I try to print the forms it says that certain IDs are missing from the data source (and they're easy one like the Prospect's first name!) Thing is, there are existing custom forms that use the same field IDs and work just fine--it's when I try to make new ones that this happens. Any ideas? Thanks in advance... |
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Supreme Being
Group: Forum Members
Last Login: 9/12/2008 11:24:50 AM
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| | | Junior Member
Group: Forum Members
Last Login: 5/8/2008 10:41:52 AM
Posts: 17, Visits: 91 |
| | 5.1, but we're supposed to upgrade to 5.2 this week. |
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| | | Junior Member
Group: Forum Members
Last Login: 5/8/2008 10:41:52 AM
Posts: 17, Visits: 91 |
| | I fiddled around with the custom forms some more--the error only occurs when I edit the field. For example, I'm trying to put the following fields into my custom form: <<pnt_100>> <<pnt_117>> <<pnt_101>>, <<pnt_119>> to output "first name middle name last name, suffix" For the name to display properly regardless if there's a middle name/suffix or not, I need to edit field 117 to insert a space before the text. Likewise, I edit 119 to have a comma and a space inserted before the text. But when I do that, Point says those merge fields don't exist.  If I simply insert the field by itself without editing it, it works fine. I'm at a loss as to how to fix this... |
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Sepal
Group: Moderators
Last Login: Yesterday @ 9:52:28 AM
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| you cannot edit the merge field, you this would change the merge fields name. You need to add your text out side of the <<>> delimiters. what i find works best is to insert the merge field hit space then insert the next one and so on.
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post. |
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| | | Junior Member
Group: Forum Members
Last Login: 5/8/2008 10:41:52 AM
Posts: 17, Visits: 91 |
| | If I do that, then if the person does not have a middle name, there will be an extra space in between his/her first and last name--does not look very good on correspondence. Worse yet, I'll have "Last Name, " with no suffix. There has to be the option to include extra characters or spaces only when the data for the particular field is present, otherwise nothing. If you right-click a merge field and choose the option "Edit Field", it allows you to click a box if you want to insert text in front of or after the text in the field. I'm not changing the field name, but rather the field options. 
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Sepal
Group: Moderators
Last Login: Yesterday @ 9:52:28 AM
Posts: 1,183, Visits: 9,258 |
| This works fine for me. I am using word 2003. what version are you using? It could actually be a bug in word.
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post. |
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| | | Junior Member
Group: Forum Members
Last Login: 5/8/2008 10:41:52 AM
Posts: 17, Visits: 91 |
| | Must be because our network uses 2000. I have 2003 on my laptop and I see that that particular menu is different. Oh, well... |
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Junior Member
Group: Forum Members
Last Login: 8/25/2006 9:33:58 AM
Posts: 16, Visits: 2,076 |
| FOBL14 (1/4/2006)
There has to be the option to include extra characters or spaces only when the data for the particular field is present, otherwise nothing.
This is a bit complex but eminently doable. What we’re going to do is use Word’s IF field code to conditionally print a space between fields. 1. Open your Custom Form for editing.
2. Insert your Point fields. As an example, let’s do: <<Borrower First Name>><<Borrower Middle Name>> <<Borrower Last Name>> Note that there’s no space between <<Borrower First Name>> and <<Borrower Middle Name>>. We’re going to add the space only if Borrower Middle Name appears in your Point file, which is exactly what you want to do. 3. Check the Show Point field IDs box in the Point Custom Form dialog.
Your mergefields should change to: «PNT_100»«PNT_117» «PNT_101» 4. Copy «PNT_117» to the clipboard.
5. Place your cursor between «PNT_100» and «PNT_117».
6. Press Ctrl-F9. A pair of braces should appear around the cursor, which denotes that you’re editing a field code rather than text. Now we’re getting into the ooky part, so hang on. 7. Without moving your cursor, type IF paste-your-copied-field="" "" " " So what you should see is: «PNT_100»{ IF «PNT_117»="" "" " " }«PNT_117» «PNT_101»It’s crucial to get the spaces between the quotation marks right, so for the sake of clarity, I’ll show them as hyphens:{ IF «PNT_117»=""-""-"-" }This says, “If the Borrower Middle Name doesn't appear in the loan file, display nothing. Otherwise, display a space.”8. Save your Custom Form and exit. Now try printing this Custom Form, once from a loan file that has a Borrower Middle Name, and once from one that doesn’t. You should get the results you wanted.
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S. A. Chula / Calyx QA |
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