Insert a profile field inside the Excel Footer

cmorton89

I would like to add the description field in my footer in Excel. Does anyone know how to do it?

We have Office 2007 and WorkSite 8.2 SP1 P4

guido1

First you need to decide at what point you want the footer updated. For argument's sake we'll say that you need it updated each time a WorkSite document is opened in Excel.

Also you don't say what you plan to develop this with. I'll assume VBA.

To do this you'll need to create a sink for the WorkSite DocumentBeforeOpen event, and within it some code like so:

 Dim doc As IManage.IManDocument
 Set doc = ext.GetDocumentFromPath(FileName)

 Dim sh As Excel.Worksheet
 Set sh = Application.ActiveWorkbook.ActiveSheet

 sh.PageSetup.RightFooter = doc.Number & "v" & doc.Version & " - " & doc.Description

"ext" represents a pointer to the iManageExtensibility object (available via the Office 2007 COM addin) which exposes the DocumentBeforeOpen event.

The code just updates the right-hand footer with a doc reference that might read something like "7654321v2 - My Document Description"

You'll need to beef up the code obviously! (like handling the fact that you have now made the document "dirty", whether or not you want to update all worksheets, etc.)