Stop save capability in a word doc - vba

I’m wondering if there is a way to block the “save as” function (I.e. being able to change the name) of a word doc through VBA. The user should only be able to save as if they’ve filled in certain mandatory fields. I’m not sure if this is even possible as I have really found nothing on the topic.

A decent answer on how to subscribe to events can be found in this question: How to run a macro in Word before save?
Private WithEvents App As Word.Application
Private Sub Document_Open()
Set App = Word.Application
End Sub
Private Sub App_DocumentBeforeSave(ByVal Doc As Document, SaveAsUI As Boolean, Cancel As Boolean)
Cancel = True
MsgBox ("Cancelled")
End Sub
This will run after you open the document

Related

How do I prevent users from Saving word document as another file

Making a field mandatory before saving Microsoft Word document.
Public Sub FileSave()
Dim orng As Word.Range
Dim ofld As FormFields
Set orng = ActiveDocument.Range
Set ofld = orng.FormFields
For i = 1 To ofld.Count
ofld(i).Select
If ofld(i).Result = "" Then
MsgBox "Please ensure that all are filled."
Exit Sub
End If
Next i
ActiveDocument.Save
End Sub
This code only prevents saving the document without filling the form. It does not prevent users from saving the document in another format. How do I modify it so that users are also unable to save as another document?
To provide some context, previously i had another code at the module level that prevented users from saving the document as another format. Issue is it also prevents users from saving the document at all. I'm trying to find a solution that will prevent users from saving as another name and/or format and only allowing them to save the document after filling in all the mandatory fields. If users deactivate macros the document is essentially useless to them, so that's not a concern. My query relates to after a user enables macros and accesses the document
Private WithEvents App As Word.Application
Private Sub Document_Open()
Set App = Word.Application
End Sub
Private Sub App_DocumentBeforeSave(ByVal Doc As Document, SaveasUI As Boolean, Cancel As Boolean)
Cancel = True
MsgBox ("You are not allowed to save this file as another document")
End Sub
You just need to test for If SaveAsUI Then and only cancel if the SaveAsUI is True:
Option Explicit
Private WithEvents App As Word.Application
Private Sub Document_Open()
Set App = Word.Application
End Sub
Private Sub App_DocumentBeforeSave(ByVal Doc As Document, SaveAsUI As Boolean, Cancel As Boolean)
If SaveAsUI Then
Cancel = True
MsgBox ("You are not allowed to save this file as another document")
End If
End Sub
But note that this is not secure at all and can easily be tricked out.

How to detect if user tried to click on save/save as option or pressed ctrl-S in Microsoft word using VBA code?

I want to detect when user press ctrl-S or click on Save option of Microsoft word using VBA excel macro code.
I found related links about Save changes while closing and Detecting if a document is getting close but I not able to find some example code for detecting saving of word document.
Any help would greatly appreciated.
Thanks
Unfortunately (or fortunately) Word does not work like excel and there the keybinding follows different logic. Thus, in Word, you should try something like this, to bind Ctrl + S. The idea is that on openning of the file you tell the application to bind Ctrl + S to the SaveMe Sub.
Option Explicit
Private Sub Document_Open()
With Application
.CustomizationContext = ThisDocument
.KeyBindings.Add KeyCode:=BuildKeyCode(wdKeyControl, wdKeyS), KeyCategory:=wdKeyCategoryCommand, Command:="SaveMe"
End With
End Sub
Public Sub SaveMe()
MsgBox "User Saved"
End Sub
Put the code in ThisDocument:
Until now, it works this way only for Ctrl+S. If you go for the Save through the menu, it will not follow this logic. This is what you should do then:
For the general solution, follow these instructions:
I. Create a clsWord and put the following code inside:
Option Explicit
Public WithEvents appWord As Word.Application
Private Sub appWord_DocumentBeforeSave(ByVal Doc As Document, SaveAsUI As Boolean, Cancel As Boolean)
Call SaveMe
End Sub
II. Change the code in ThisDocument to this:
Option Explicit
Dim myWord As New clsWord
Private Sub Document_Open()
With Application
.CustomizationContext = ThisDocument
.KeyBindings.Add KeyCode:=BuildKeyCode(wdKeyControl, wdKeyS), _
KeyCategory:=wdKeyCategoryCommand, Command:="SaveMe"
End With
Set myWord.appWord = Word.Application
End Sub
III. In a module:
Option Explicit
Public Sub SaveMe()
MsgBox "User Saved"
End Sub
Parts of the ideas are taken from the MSDN here - https://msdn.microsoft.com/en-us/library/office/ff838299.aspx But the code there was not complete :)

Auto filename when saving word document

I'm a novice with VBA and fillable fields.
However here is my question:
I have created a word template which has one fillable field called "Title"
I would like to know how to proceed to have the following:
Once I open the template as a normal .doc document, and I have finished to work with it and filled in the fillable field called title
that when I click save that the document file name automatically becomes the
text that I have within the fillable field called title.
Please help.
According to this post - How to run a macro in Word before save?, you can have your code in BeforeSave, cancel the save and run SaveAs2
Private WithEvents App As Word.Application
Private Sub Document_Open()
Set App = Word.Application
End Sub
Private Sub App_DocumentBeforeSave(ByVal Doc As Document, SaveAsUI As Boolean, Cancel As Boolean)
MsgBox ("BeforeSave")
Cancel = True
ThisDocument.SaveAs2 FileName:="test.docx"
End Sub
But beware you should check the filename in DocumentBeforeSave, if it is same as the title, you should not cancel the save.

How to run a macro in Word before save?

How to make Microsoft Word to run a VBA macro every time before any document is saved? Could it be done without adding macros into the document itself?
You can subscribe to application events in Document_Open by using WithEvents variable and conventional method names (VariableName_EventName). Works in templates as well.
You can put this code into ThisDocument object, or make a separate class module as described here.
Private WithEvents App As Word.Application
Private Sub Document_Open()
Set App = Word.Application
End Sub
Private Sub App_DocumentBeforeSave(ByVal Doc As Document, SaveAsUI As Boolean, Cancel As Boolean)
MsgBox("BeforeSave")
End Sub
List of all application events.
You must add the code bits at the correct place.
This must be at the top of your code page amongst your public variables or constant declerations
Private WithEvents App As Word.Application
Then add this as an open document event.
Private Sub Document_Open()
Set App = Word.Application
End Sub
This is the event that fires on save command Ctrl+s or save icon. I added my own save format and print as I saw It most useful in the case of people filling out forms and you don't want them to overwrite the initial template.
Private Sub App_DocumentBeforeSave(ByVal Doc As Document, SaveAsUI As Boolean, Cancel As Boolean)
''save file with the saveas2 command.
ActiveDocument.SaveAs2 FileName:="YourDocumentNameORVariable" + _
" Date_" + Format(Now(), "yy-mm-dd"), _
FileFormat:=wdFormatDocumentDefault, _
SaveFormsData:=True
''addition to print file upon save
ActiveDocument.PrintOut Background:=True, Range:=wdPrintAllDocument, Copies:=1, Collate:=True
End Sub
Read more about Printout methods: Microsoft VBA - PrintOut
Read more about SaveAs2: Microsoft VBA - SaveAs2
Read more about FileFormat for Saving: Microsoft VBA - FileFormat for Saving
try saving your file in .xlsm, then close, open and save it again. it should work fine.

Document_New event on launching Word

I have a VBA addin which I want to run every time someone opens a document. It's working fine for opening existing documents (AutoOpen) and creating new documents from the File > New menu (AutoNew) but when I just open Word up for the first time, neither of these events are firing. The only event I can seem to hook into is the AutoExec event and this is not great as the document doesn't exist yet so ActiveWindow is null.
Can anyone help?
Sub AutoNew
MsgBox "New"
End Sub
Sub AutoOpen
MsgBox "Open"
End Sub
Sub AutoExec
MsgBox "Exec"
End Sub
I would start with DocumentOpen and NewDocument. An additional level of complexity exists if you need to support ProtectedView documents; Word triggers a different event. I've found that if I try to check for that event (and it doesn't occur) it raises an error. I didn't had much luck and eventually it wasn't worth the time I was spending. I've posted an example below of some code that opens the Style Pane when a document is opened or a new one created (assuming the add-in is loading) and expands the style margin in draft view if not already expanded.
In my UI module:
Dim X As New clsAppEvent 'This is in the declarations
Public Sub OnRibbonLoad(objRibbon As IRibbonUI)
Do While Documents.Count = 0
DoEvents
Loop ' I find this useful as sometimes it seems my ribbon loads before the document.
Call Register_Event_Handler
' Other stuff
End Sub
Private Sub Register_Event_Handler()
Set X.App = Word.Application
End Sub
Then, in a class module I call clsAppEvent:
Option Explicit
Public WithEvents App As Word.Application
Private Sub App_DocumentOpen(ByVal Doc As Document)
App.TaskPanes(wdTaskPaneFormatting).visible = True
End Sub
Private Sub App_NewDocument(ByVal Doc As Document)
App.TaskPanes(wdTaskPaneFormatting).visible = True
End Sub
Private Sub App_WindowActivate(ByVal Doc As Document, ByVal Wn As Window)
If Wn.StyleAreaWidth <= 0 Then
Wn.StyleAreaWidth = 60
End If
End Sub
Other than the caveats I've noted above, the one problem I've had is if a user has Auto code in their Normal template as well. This has only come up once so I haven't investigated it.
I wish I could find the site where I learned about this (and from which the Register_Event_Handler was derived. If I find it I'll add a comment.