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Microsoft Word Form/Excel Database

  1. #1
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    Smile Microsoft Word Form/Excel Database

    I have a Dental Insurance claim form that I have built in MS Word 2007 for my Grandfather which is a Dentist. I have used form fields and checkboxes to build the form. However, there is a section that has Name and address of Insurance companies that need to be filled in each time a claim is made. There are over 60 different companies with addresses.

    I need to have some way to insert address without having to look each and every company and address up and type it in. I have tried mail merge and it works while the form is not protected. However, the form fields do not work properly unprotected. This would also be very inconvenient

    I would like to know if there is a way to do a drop down list of the companies and then populate the address in a text box or form field beneath the name of company using the current excel database of companies and their addresses.

    Any Help would be greatly appreciated
    Thanks
    Reverend Daniel Schofield

  2. #2
    Forum Expert mrice's Avatar
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    Re: Microsoft Word Form/Excel Database

    Not sure if this helps but please look at the attachment.

    Not knowing the source of your data, I've used a select case statement to process the exit event of the drop down.

    I hope that this at least gives you a starting point.
    Attached Files Attached Files
    Martin

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    Smile Re: Microsoft Word Form/Excel Database

    Martin,

    Thanks for your reply, Sorry it has been a while, I was beginning to give up on the idea. I have been very busy with the holidays.

    The source of my addresses is an excel spreadsheet with company names and addresses. I tried using mail merge but it does not work without unlocking the form. Making the dropdwons is not a problem just getting the full address into the text box associated with the drowdown.

    In the form you will notice that Block 3 for Insurance companies currently has field text box. Would like to make a dropdown with company names ( which is easy) but I want it to pull from my excel spreadsheet the addresses associated with that company. (Reminder mail merge works but not conveniently)

    Attached is a copy of the form and the data source. Any help at all would be greatly appreciated.

    Thanks RevDaniel
    Attached Files Attached Files

  4. #4
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    Re: Microsoft Word Form/Excel Database

    Thanks for the posting because it helps me a lot and very nice....
    Your link worked good...
    ................



    Quote Originally Posted by mrice View Post
    Not sure if this helps but please look at the attachment.

    Not knowing the source of your data, I've used a select case statement to process the exit event of the drop down.

    I hope that this at least gives you a starting point.

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