Macro for default Selections

[#1]

Hi,

I want to write a macro to make default selections based on the values available to users.

For Ex.

There is a field "Prj_Priority" with values 1,2,3,4,5. Different usesr have different values of "Prj_Priority" available to them based on their login, What I want to do in macro is to check for the available values of "Prj_Priority" for a user & then select those values by default while opening the document.

Also, there is one twist here, normally default selections should be 2,3,4 &5 (if all values are available for a user), if only 1,2,3 are available for user then default selection should be 2&3.

I know I need to have a macro/trigger on OnOpen of document. But not very familiar with writing macros.

Any suggestion will be of great help!

Thanks in advance.

EDIT:

I have got the syntax to get the possible values available in the field using the following :

ActiveDocument.Fields("PRJ_Priority").GetPossibleValues

But how to match it with default selections (2,3,4 &5) and then select the same in PRJ_Priority ?

Message was edited by: Shyamal Pandit

[jonathandienst]

Hi

If you have a table that links the users to the priority field, then you can use OSUser() or QVUser() to select the user name. The links will resolve the prj_priority fields for you.

In general, I would avoid macros, unless you will never use this model in a server environment. Actions will take care of what you need.

HTH

Jonathan

[#3]

Hi Jonathan,

Thanks for the reply.

I don't have a table to link priority field to user name. That's the problem.

Actions/Macros anything will do, as of now I am open to all options, just trying to achieve this any how.

[Clever_Anjos]

You don't need (and should avoid) a macro to do this.

An action of type "Select in field"can handle this

use

="(" & Concat(distinct PRJ_Priority,'|') & ")"

[#5]

Hi,

Thanks for your reply.

Yes, I am trying to achieve this using "Select in Field" only.

Something like :

=If(GetFieldSelections(Prj_Priority)=1,'',

If(GetFieldSelections(Prj_Priority)=2,2,

If(GetFieldSelections(Prj_Priority)=3,3,

If(GetFieldSelections(Prj_Priority)=4,4,

If(GetFieldSelections(Prj_Priority)=5,5,

)))))

This works perfectly fine, but the problem is, it works only for one value at a time. I have situation where user can have more than one value at a time.  I need something similar to what "in" does in SQL.

Hope I made myself clear.

[#6 · Accepted solution]

Got it! Achieved it using Actions rather than Macro.

For anybody's reference :

I just added 2 actions:

1. Select In field

Field Name : PRJ_Priority

Search String : ='(' & Concat ( DISTINCT [PRJ_Priority], '|') & ')'

2. Toggle Select

Field Name : PRJ_Priority

Search String : ='(*1*)

This helped me in selecting only the values I wanted to select by default.

Thanks everyone for the help!

[Clever_Anjos]

="(" & Concat(distinct PRJ_Priority,'|') & ")" will handle multiple selections