Why do you use Word to create the case note documents in the first place? What problem does that solve for you?
Setting up a case note layout with text fields for your case notes would seem a much simpler approach so we need to know why you haven't set it up that way in the first place.
We use Word to create the case notes as someone (I'm not sure who) was told that it was the only way we could set up the part print of a case note file. If you have another solution that would come directly from FileMaker then I would be happy to look at that option. I guess we could create a case note section on our tracking sheet and have that move into a layout but we need to print using the same sheet of paper until that page is full. I guess that's the reason behind using Word as a macro was written to enable the part print.
I am open to any suggestions that you have for making this work!!
Thanks so much for taking the time to answer :-)
Define a related table of case notes. With at least the CaseID (to link to existing Case table) and CaseNote ( To record a specific note on a case). You can also include other fields to record the date, time and who created the note if needed.
To enter a new case note, you create a new record in this table and type the note into this field. There are a number of ways to make it easy to link that note to the current record in your Case table.
To print the Case Notes, you print from a layout where you have the CaseNote field placed in the body of the layout sized to the maximum height to fit on one page. (You did say notes were "up to one page" in size...) Use the sliding and visibility section of the Inspector's position tab to set this field to "slide up" and "resize enclosing part". In preview mode, when you save as PDF or when you print, the fields will automatically shrink down to the minimum size needed to show the data inside them and as many notes as possible will fit on the same page. There's a setting you can select that controls whether a given note can split over two pages or not.
Data from fields in the Case table can also be included on this layout and you can use Perform Find and Go TO Related Record to pull up the specific CaseNotes that you need to print.
Key facts about sliding layout objects:
- It's only visible in preview mode and when you print/save as PDF...
- All layout objects below and in the same layout part as the slide/resize field need to also be set to slide up and resize.
- Objects in headers and footers will not slide.
- Portals will shrink/slide to fit the number of rows of records, but fields within the portal row will not shrink/slide.
- Container fields will slide only if Top, Left alignment is specified for it in the data formatting section of the Inspector's data tab.
- Consistent side borders are difficult to achieve with sliding fields.
Thanks. I will try that. I will be back in the office on Monday and will work on it then as I dont have a copy of the database here at home.
I'll keep you posted as to how I get on.