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Name?:=?UserName

DocName?:=?"Travel?Request?for?"?+?Name?+?",?"?+?GetDate()

DocSumSet(DescriptiveType!;?"Travel?Request")

DocSumSet(DescriptiveName!;?DocName)

DocSumSet(Author!;?Name)

This?fragment?of?code?gets?the?users?name?(as?set?up?in?"Edit",?"Preferences",?"Environment"?for?each?user),?puts?it?and?the?current?date?into?the?DocName?variable,?sets?the?document?summary?"type"?field?to?"Travel?Request"?as?a?document?type,?enters?the?document?name?into?the?title?field?(DescriptiveName!)?of?the?document?summary,?and?also?sets?the?users?name?in?the?summary?info.?The?DocName?and?Name?variables?are?also?available?to?be?put?into?the?document?itself,?if?desired,?by?using?the?Type()?macro?function.?I?do?this?on?every?template?I?create,?so?the?titles?are?automatically?available?in?the?file?dialog?without?any?effort?on?the?part?of?the?user.

Another?reason?I?use?macros?instead?of?the?prompt?builder?is?to?provide?more?specific?field?types?for?the?data?the?user?is?to?enter.?The?prompt?builder?makes?all?fields?generic?text?fields.?By?using?the?Dialog?Editor?for?a?macro,?you?can?define?not?only?a?more?logical?grouping?of?the?fields?(different?sizes,?shapes,?locations),?but?you?can?use?special?purpose?fields,?such?as?a?date?field?or?file?name?field.?A?date?field?provides?a?pop-up?calendar?that?the?user?can?more?easily?use?to?enter?a?date;?a?monthly?calendar?pops?up,?and?the?user?just?clicks?on?the?date?desired?(different?months?and?years?can?be?selected?with?buttons?on?the?calendar?view).?Your?macro?gets?back?a?date?string?that?is?already?error-checked,?since?it?must?have?been?a?valid?date?when?chosen?from?a?calendar.?Similarly,?if?you?want?the?user?to?enter?a?file?name?or?directory?that?already?exists,?the?file?control?provides?a?pop-up?dialog?for?selecting?the?file,?just?like?the?dialog?the?user?gets?when?opening?a?file?for?WPWin.?Again,?it?is?easier?for?the?user?to?select?the?file?name?from?the?dialog,?and?the?data?is?usually?already?correct?(the?file?or?directory?exists)?since?it?is?selected?directly?from?the?users?disk?or?network?volume.?You?can?also?control?user?selections?with?radio?buttons,?check?boxes,?drop-down?lists?or?list?boxes,?etc.?If?you?want?to?make?sure?the?user?enters?only?one?of?a?particular?list?of?text?strings,?you?can?use?a?drop-down?list?and?pre-define?what?goes?into?the?list.?These?not?only?simplify?the?users?selections,?since?the?possible?choices?are?specifically?listed,?but?it?ensures?that?only?valid?options?are?selected?for?your?document?or?form.

Template?vs.?File?Macros?--?Which?to?use?

When?used?with?corporate?LAN-based?templates,?I?select?the?type?of?macro?based?on?how?it?will?be?used,?depending?mostly?on?maintenance?issues.?If?the?macro?is?general?purpose,?usable?for?more?than?one?template?(the?type?I?usually?try?to?write),?the?choice?is?obvious?--?make?it?file-based?so?you?can?have?one?copy?in?the?central?macro?directory,?and?any?updates?will?correct?all?templates?with?one?macro?file?change.

If?the?macro?is?small?and?is?applicable?only?to?a?single?template,?and?the?template?is?not?used?frequently,?keeping?the?macro?as?a?template?macro?makes?sense?since?it?is?kept?with?the?template?in?one?file.?Also,?if?the?template?is?one?that?users?are?likely?to?take?home?with?them?to?use,?keeping?macros?with?the?template?makes?it?easier?for?the?user?--?only?one?file?has?be?to?copied?to?the?home?PC,?and?updates?to?the?macro(s)?are?kept?in?sync?with?the?template?(updating?the?users?template?also?keeps?the?corresponding?versions?of?the?macros?with?it).

However,?be?aware?that?on?a?central?LAN-based?system,?all?users?who?have?used?a?particular?template?must?exit?from?WPWin?before?that?template?in?the?common?LAN?directory?can?be?updated.?Otherwise,?a?file?sharing?error?will?be?encountered?("file?in?use"?type?network?error)?while?trying?to?overwrite?the?template?file?with?an?update.?This?can?be?particularly?annoying?with?templates?that?are?frequently?used?--?it?is?difficult?to?get?everyone?out?of?WP?at?the?same?time?in?order?to?do?the?update.?This?can?mean?after-hours?efforts.?For?this?reason,?many?macros?that?might?be?updated?periodically?would?benefit?from?being?maintained?as?a?file?macro,?so?you?can?update?the?macro?without?having?to?coordinate?updates?of?the?template.?Macros?are?not?kept?open?as?long?as?templates,?since?the?template?is?kept?open?as?long?as?the?user?is?working?on?a?document?based?on?that?template.?Also,?it?has?been?my?experience?that?not?only?must?the?user?exit?the?template?document,?but?a?complete?exit?from?WPWin?is?needed?before?the?template?can?be?updated.

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