8/29/2025 1:33:37 PM
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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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imports with word 2007
Posted: 03 Sep 09 5:16 PM
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I was curious to see if anyone has done work with importing data from a word document into slx memo fields.
I realize that word 2007 utilizes an xml base which may be possible to select data from word.
I do also realize that its possible to do with excel.
Any thoughts?
Thanks
Mike
Sent using blackberry please excuse typos or misspellings |
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Re: imports with word 2007
Posted: 04 Sep 09 1:28 PM
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I did that once, as I recall - it wasn't just memo fields, but that probably wouldn't make much difference. It wasn't all that hard, just create Word.Application and Word.Document objects in a VBScript, open the files one-by-one, and read Document.Content.Text (or maybe it was Document.Selection.Text...) Then do whatever parsing or extraction may be required.
The XML formats in Word 2007 only apply if people are actually saving to XML format. Most people use the .DOC and .DOCX formats like they always have, and those are still as proprietary as ever. If you have the power to convert all your files prior to importing them, you're probably better off just converting to plain ASCII text, not XML.
Also, I'm assuming this is multiple files being imported each time? Otherwise, you might as well just have people open the files in Word and copy-paste, no...? |
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Re: imports with word 2007
Posted: 05 Sep 09 10:46 AM
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| Can you describe the business scenario behind this requirement? Is this a server-only requirement, or something that you want users to be able to do? |
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Re: imports with word 2007
Posted: 09 Sep 09 6:20 AM
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Phil,
This would be something the users would be able to do. I'm back and forth on this, but I'd rather have them do it thru a form in SLX. I'm posting since I'm more curious about if people have used word in this fashion (excel/csv, i don't see a problem with). There are some scenarios where I'm working thru where they like to use word and take it offline (since they are traveling). They find it easier to boot word than saleslogix remote.
It's a form regarding a completed meeting activity. It goes into alot more detail about the meeting than completing an activity and thus its a seperate tab. It does have other elements such as being able to link activities or opportunities. Once the information is entered, we can do some analysis on it (we use KSync for some of that). |
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