Macro Help

[Tony1974]

Hi all, We have a change request process that is automated in our Solidworks PDM vault. I have (2) drop downs, with multiple options that, when selected write to custom properties in the Word document. Example wouild be Addition and Class A. I am trying to make a macro will take these custom properties, and based on them, unlock checkboxes for editing, check the corresponding checkboxes in my word document, and lock checkboxes for editing. I have a simple version that works where i specify a property and it finds it and checks the box. I cannot seem to make work where i specify an "array" of the available options and it checks document and selects two boxes. I've attached the code i have so far. Thanks in advance for any guidance!

Sub CheckBoxesByTag()
    Dim propertyName As String
    Dim propertyValue As String
    Dim cb As ContentControl
    Dim tagToFind As String
    ' Define the name of the custom property to check propertyName = "DCR Type"
    ' Define the tag to find tagToFind = "Deviation"  ' Make sure to enclose string values in double quotes
    ' Get the value of the custom property
    On Error Resume Next
    propertyValue = ActiveDocument.CustomDocumentProperties(propertyName).value
    On Error GoTo 0
    ' Check if the custom property exists and has a specific value
    If propertyValue = tagToFind Then
        ' Loop through content controls to find checkboxes and unlock them
        For Each cb In ActiveDocument.ContentControls
            If cb.Type = wdContentControlCheckBox Then
                ' Unlock the content control
                cb.LockContentControl = False
                ' Allow editing of the content control
                cb.LockContents = False
            End If
        Next cb
        ' Loop through content controls to find checkboxes and check them
        For Each cb In ActiveDocument.ContentControls
            If cb.Type = wdContentControlCheckBox And cb.tag = tagToFind Then
                cb.Checked = True
            End If
        Next cb
        ' Loop through content controls to find checkboxes and lock them
        For Each cb In ActiveDocument.ContentControls
            If cb.Type = wdContentControlCheckBox Then
                ' Lock the content control
                cb.LockContents = True
            End If
        Next cb
    End If
End Sub

[Aussiebear]

Welcome to VBAX Tony1974. Please note I've edited your code and added Code tags (see the first line in my signature) to make it easier to read.

[gmaxey]

I don't really understand what you are trying to do. You have never set a value for tagToFind. However, I see no reason to loop through all of the CCs three times to set a value:

Sub CheckBoxesByTag()
Dim propertyName As String
Dim propertyValue As String
Dim cb As ContentControl
Dim oCCs As ContentControls
Dim tagToFind As String
  'Get the value of the custom property
  On Error Resume Next
  propertyValue = ActiveDocument.CustomDocumentProperties(propertyName).Value
  On Error GoTo 0
  'Check if the custom property exists and has a specific value
  If propertyValue = tagToFind Then
    Set oCCs = ActiveDocument.SelectContentControlsByTag(tagToFind)
    For Each cb In oCCs
      With cb
        .LockContents = False
        cb.Checked = True
        .LockContents = True
      End With
    Next
  End If
End Sub

.

[Tony1974]

Thank you guys for the replies. I am very green at macros and coding so my apologies for not being able to explain as good as i should. The selecting an entry from each drop down shown is part of another process that currently works properly. Upon automatic file creation it writes those selected custom properties to the word document. I then want to have the values that are in the custom properties used to select the corresponding checkboxes so the user doesn't have to check them manually. I'll try to make a screen cast and post, maybe that might help. Thanks again

[Tony1974]

I was using ChatGPT and this is where it was taking me

Edit: I cant seem to get the code to show up like you did...LOL

[Tony1974]

Sub CheckBoxesByTag()
    Dim propertyNames As Variant
    Dim propertyValue As Variant
    Dim cb As ContentControl
    Dim tagToFind As Variant
    Dim propertyName As Variant
    ' Define the names of the custom properties to check
    propertyNames = Array("DCR Type", "Classification")
    ' Loop through each property name in the array
    For Each propertyName In propertyNames
        ' Get the value of the custom property
        'On Error Resume Next
        propertyValue = ActiveDocument.CustomDocumentProperties(propertyName).Value 
        'On Error GoTo 0
        ' Define the tag to find
        tagToFind = Array("Addition", "Deviation", "Change", "Removal", "Class A", "Class B", "Class C", "Class D")
        ' Make sure to enclose string values in double quotes
        ' Check if the custom property exists and has a specific value 
        If Not IsEmpty(propertyValue) And propertyValue = tagToFind Then 
            ' Loop through content controls to find checkboxes with the specified tag
            For Each cb In ActiveDocument.ContentControls 
                If cb.Type = wdContentControlCheckBox And cb.tag = tagToFind Then 
                    ' Unlock the content control
                    cb.LockContentControl = False
                    ' Allow editing of the content control 
                    cb.LockContents = False 
                    ' Check the checkbox 
                    cb.Checked = True 
                    ' Lock the content control 
                    cb.LockContents = True
                End If 
            Next cb
        End If 
    Next propertyName
End Sub

error 13 type mismatch

[gmaxey]

This should get you close. If all your CCs "tagged" "Addition" "Deviation" etc. are checkboxes then there is no need to check if they are checkboxes

Sub CheckBoxesByTag()
Dim lngTag As Long
Dim arrTags() As String
Dim lngProp As Long
Dim arrProperties() As String
Dim varValue As Variant
Dim oCCs As ContentControls
Dim oCC As ContentControl
  'Define the names of the custom properties to check
  arrProperties = Split("DCR Type|Classification", "|")
  'Loop through each property name in the array
  For lngProp = 0 To UBound(arrProperties)
    'Get the value of the custom property
    varValue = ActiveDocument.CustomDocumentProperties(arrProperties(lngProp)).Value
    'Define the tagd to find
    arrTags = Split("Addition|Deviation|Change|Removal|Class A|Class B|Class C|Class D", "|")
    For lngTag = 0 To UBound(arrTags)
      'Make sure to enclose string values in double quotes
      'Check if the custom property exists and has a specific value
      If Not IsEmpty(varValue) And varValue = arrTags(lngTag) Then
        Set oCCs = ActiveDocument.SelectContentControlsByTag(arrTags(lngTag))
        For Each oCC In oCCs
          If oCC.Type = wdContentControlCheckBox Then
            oCC.LockContents = False
            oCC.Checked = True
            oCC.LockContents = True
          End If
        Next oCC
      End If
    Next lngTag
  Next lngProp
lbl_Exit:
  Exit Sub
End Sub

P.S. nothing wrong with using variant arrays, I just like string arrays best for this sort of thing

[Tony1974]

So I have fields in this word document and there is a macro that updates fields upon document open. How do i get this new macro to auto run when i open the file as well? Thanks!

[gmaxey]

btw, while I still don't know the exact layout of your document, but if there is only one checkbox CC associated with each property value then you are spinning a lot of wheels looping through CCs:

Sub CheckBoxesByTag()
    Dim lngProp As Long
    Dim arrProperties() As String
    Dim varValue As Variant
    Dim oCC As ContentControl
    'Define the names of the custom properties to check
    arrProperties = Split("DCR Type|Classification", "|")
    'Loop through each property name in the array
    For lngProp = 0 To UBound(arrProperties)
         'Get the value of the custom property
        varValue = ActiveDocument.CustomDocumentProperties(arrProperties(lngProp)).Value
        If Not IsEmpty(varValue) Then
            'Get the specific oCC associated with that value e.g., tag = value
            Set oCC = ActiveDocument.SelectContentControlsByTag(varValue).Item(1)
            oCC.LockContents = False
            oCC.Checked = True
            oCC.LockContents = True
        End If
    Next lngProp
   lbl_Exit:
  Exit Sub
End Sub

[Aussiebear]

One of the major issues with using ChatGP and others like it, is that you need to ask very specific questions, otherwise you will get vague answers that you hope might be correct.

[Tony1974]

yeah i'm finding that out. Thoughts on the code i posted

[Aussiebear]

Did you try Greg's code?

[Tony1974]

Oops. Totally missed it. I’ll try tomorrow at work. Thx!

[Tony1974]

Greg,

This seems to work perfectly! Thank you so much. Now i need to go through and try to understand what it all means!

[gmaxey]

That is a Document_Open or AutoOpen macro (or really whatever it is), just add a call to the
CheckBoxesByTag

e.g.,

Sub Document_Open()
    'Your existing code that updates fields
    CheckBoxesByTag
    lbl_Exit:
    Exit Sub
End Sub

[Tony1974]

Doesnt seem to be working. The fields update withthe auto open code, but the checkboxes dont check. Probably screw it up somewhere.

Sub AutoOpen()
    ' AutoOpen Macro
    Dim aStory As Range
    Dim aField As Field
    For Each aStory In ActiveDocument.StoryRanges
        For Each aField In aStory.Fields
            aField.Update
        Next aField
    Next aStory
End Sub


Sub Document_Open()
    Dim lngTag As Long
    Dim arrTags() As String
    Dim lngProp As Long
    Dim arrProperties() As String
    Dim varValue As Variant
    Dim oCCs As ContentControls
    Dim oCC As ContentControl
    ' AutoOpen Macro
    Dim aStory As Range
    Dim aField As Field
    For Each aStory In ActiveDocument.StoryRanges
        For Each aField In aStory.Fields
            aField.UpdateNext aField
        Next aStory
        'Define the names of the custom properties to check
        arrProperties = Split("DCR Type|Change Classification", "|")
        'Loop through each property name in the array
        For lngProp = 0 To UBound(arrProperties)
            'Get the value of the custom property
            varValue = ActiveDocument.CustomDocumentProperties(arrProperties(lngProp)).Value
            'Define the tags to find
            arrTags = Split("Addition|Deviation|Change|Removal|Class A|Class B|Class C|Class D", "|")
            For lngTag = 0 To UBound(arrTags)
                'Make sure to enclose string values in double quotes
                'Check if the custom property exists and has a specific value
                If Not IsEmpty(varValue) And varValue = arrTags(lngTag) Then
                    Set oCCs = ActiveDocument.SelectContentControlsByTag(arrTags(lngTag))
                    For Each oCC In oCCs
                        If oCC.Type = wdContentControlCheckBox Then
                            oCC.LockContents = False
                            oCC.Checked = True
                            oCC.LockContents = True
                        End If
                    Next oCC
                End If
            Next lngTag
        Next lngProp
        lbl_Exit:
        Exit Sub
End Sub

[Tony1974]

do i need to delete the Sub auto open module and have it all in one code block?

[Tony1974]

So i came up with this, however it does not auto update the checkboxes. If i then hit the run button in the VBA code window the boxes check themselves.

Sub Document_Open()    ' Update all fields in the document
    Dim aStory As Range
    Dim aField As Field
    For Each aStory In ActiveDocument.StoryRanges
        For Each aField In aStory.Fields
            aField.Update
        Next aField
    Next aStory
    
    ' Process checkboxes based on custom properties
    CheckBoxesByTag
End Sub


Sub CheckBoxesByTag()
    Dim lngProp As Long
    Dim arrProperties() As String
    Dim varValue As Variant
    Dim oCC As ContentControl
    
    ' Define the names of the custom properties to check
    arrProperties = Split("DCR Type|Change Classification", "|")
    
    ' Loop through each property name in the array
    For lngProp = 0 To UBound(arrProperties)
        ' Get the value of the custom property
        varValue = ActiveDocument.CustomDocumentProperties(arrProperties(lngProp)).Value
        
        ' If the value is not empty, find the corresponding content control by tag and check it
        If Not IsEmpty(varValue) Then
            ' Get the specific content control associated with that value e.g., tag = value
            Set oCC = ActiveDocument.SelectContentControlsByTag(varValue).Item(1)
            oCC.LockContents = False
            oCC.Checked = True
            oCC.LockContents = True
        End If
    Next lngProp
End Sub

[Tony1974]

I got it. I just deleted the autoOpen module that was updaing fields and renamed my main code to AutoOpen and it works beautifully!! Not sure if thats the proper way to do it. Thanks so much for all your heklp guys!!

[gmaxey]

You didn't post your final code but glad you have it working.