You can find some helpful information from the administrartive guide/ Variables /Variable Mapping.
@ Joe J.
I already have read the section in the Admin guide on variable mapping. It explains how to map variables in Microsoft office documents, but it does not get into the specifics on how to add the fields in the Excel table that are linked to the custom properties. I know how to do it in Microsoft word. I have about 15 Word templates linked to data card attributes but in Excel it is not clear how to do this.
Oh yeah....Office 2016, good luck with that. It's pretty hit or miss with the compatibility.
Just to pick up on the blog that Craig Schultz has posted. Don't know if its a 2016 excel issue but I found out that I had to define the cell name first before doing the link content bit. Select the cell you want to have a custom property in, go to Formulas and select Define Name.
Write the name in here
Then do what is mentioned in the blog via the advanced properties. I maybe doing this the long winded way but it works for me.
just for clarity, advanced properties in 2016 is located via the File menu then click on properties on the info tab.
Thanks for sharing that tip. That did the trick. Something so simple.
I am now up and running.
I appreciate the help everyone tried to lend.
Without this community, I would at a loss at times.
Yeah it seems like MS changed things up just for sh!ts n' giggles. I had a word doc working just fine. Except for the 2-3 guys that were moved on to 2016.
Same here. We have a very large group of epdm users. A lot of tech writers using word and excel. About 1/3 were upgraded from either 2007 or 2010 office. IT failed to realize there were multiple incompatibility problems with 2016 to the earlier versions. Even simple things like table alignment in word documents. Any template done in 2016 that has tables are misaligned when opened in 07 or 10. But this keeps us busy and on our toes.
@ Craig S.
Appreciate the link. I already looked at that a couple of days ago. Unfortunately this doesn't cover Office 2016 which has been completely revamped. This tutorial just doesn't apply.
I would like to Give you another option of doing this.
When linking as Steven Richmond proposed, i can actually write into the datacard from Excel, which is not so desireable.
Then people can manually edit the revisions and I would have a sad face.
Instead i recommend using VBA script. Here is an easy one to follow.
Using ThisWorkbook and on open
Private Sub Workbook_Open()
Application.ScreenUpdating = False
Unlock the sheet
This write the Custom properties of Revision and Approceddate into Excel cell defined as RevisionExcel and Approved date (Defining names as Steven suggested)
Sheets("Sheet1").Range("RevisionExcel") = ThisWorkbook.CustomDocumentProperties("Revision")
Sheets("Sheet1").Range("ApprovedDate") = ThisWorkbook.CustomDocumentProperties("ApprovedDate")
MsgBox ("Properties Updated - Save the document before exiting")
Lock the Sheet again
Application.ScreenUpdating = True
With the unlocking and locking of sheet, you can make write protected cells, that updates when document is opened.
Hope this helps someone, as i would have saved 2 hours if i didnt have to write it myself