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Automatically associate a personalized
keyboard or menu with a template
Related items -
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You can automatically use a personalized (i.e.,
customized) keyboard or personalized menu from another template
so that the keyboard or menu will appear automatically when you
open a new document based on the current template. You can even
have it appear only when you use a specific feature, such as
a Header, Footnote, Outline, etc.
It is a two-step process:
First you copy a keyboard (or menu) from a
"source" template to the desired "target"
or "destination" template. (This assumes that the keyboard
is not already in the target template.) See Step 1 below for instructions
on creating a new template.
Then you associate that keyboard (or menu)
in the target template with any of several predefined features
(or options) so that it will appear automatically whenever you
are using that feature in a new document based on the new template.
As WordPerfect 9's Help file says,
". . . menus and keyboards can be associated
with a predefined list of features, which can be activated when
the particular feature is used in a document. When you enable
the Features button [Step
2, below], the Items To Associate
list has an option called Main. This option represents the .
. . keyboard and menu that will appear on the document screen
when the template is first selected."
The 11 options in the "Items to Associate"
list are:
- Comments
- Endnotes
- Equation Editor
- Footers
- Footnotes
- Graphics
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- Headers
- Main
- Outline
- Tables
- Watermark
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STEP 1. COPYING A PERSONALIZED
KEYBOARD (OR MENU) FROM A SOURCE TEMPLATE TO A TARGET TEMPLATE.
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This step assumes that the personalized keyboard
or menu is not already in the target template. If editing an
existing template, you should make a backup copy of the template
file (*.WPT) first.
Step 1a.
Create a new template, or open an
existing one for editing:
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To create a new custom template:
- Click on File, New From Project (or just
File, New in WP8), Options, Create WP Template. A new document
named "Template1" will open on screen. You can create
the new template here from scratch; use a document on disk by
using Insert, File; or use one that is already open by copying
it to the clipboard and then pasting it into the new, blank template.
- To save the new template, click File, Save.
- Type a description (this displays in the
list of projects and templates).
- Type a name for the template (used for the
filename).
- Select a template group (project categoryin
WP9+), from which you can later select the template.
- Click OK.
To open an existing template for editing:
- Click on File, New From Project (or just
File, New in WP8).
- In the drop-down list under the "Create
New" tab, select (i.e., click on) the category.
- In the window below the list, choose the
project template.
- Click the Options button, then select "Edit
WP Template." The template will open for editing, and should
display a template property bar with several buttons on it (Build
Prompts ... etc.)
To open the default template for editing:
- Click on File, New From Project (or just
File, New in WP8).
- In the drop-down list under the "Create
New" tab, select (i.e., click on) the category, "Custom
WP Templates."
- Select "Create a blank document."
- Click the Options button, then select "Edit
WP Template." The default template will open for editing,
and should display a template property bar with several buttons
on it (Build Prompts ... etc.) Note that the name of the actual
default template file on disk is shown at the top of the WP window
(e.g., wp8US.wpt, wp9US.wpt, etc.).
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Step 1b.
Copy the personalized keyboard (or
menu) from an existing template into the new template.
- Click on Tools, Settings, Customize.
- Click one of the following tabs:
- Click the Copy button.
- Choose the template from which you
want to copy (i.e., the "source" template) from the
Template To Copy From list box.
- Choose the menu or keyboard you want to copy
in the Select Toolbars To Copy list box.
- Choose the template to which you want
to copy (i.e., the "target" template) from the Template
To Copy To list box.
- Click the Copy button.
Step 1b alternate: You can also use the Copy/Remove
Objects... button on the template property bar.
Note:
Unless you specify a template, the item will be associated with
the current template. |
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STEP 2. ASSOCIATING A KEYBOARD
(OR MENU) WITH THE TARGET TEMPLATE.
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Once the personalized keyboard (or menu) exists
in the target template, you can associate it with any of the
11 features mentioned above. When you are using that feature
in any new document based on that template, the keyboard (or
menu) will be enabled. This is, for example, how WordPerfect
displays the Merge toolbar: In the standard template the Merge
toolbar is (internally) associated with the Merge feature. It
appears only when you work with a data or form file for a merge.
Note
that if you simply want the keyboard or menu available in the
main document area, you can select the previously copied
keyboard or menu with Tools, Settings, Customize, Keyboards (or
Menus). If you want these items available when you are in any
of the other 10 features, take these steps to associate them
with the desired feature:
a. Open the target template for editing.
b. Click the Associate... button on the template property bar.
c. In the dialog that appears, ensure that the Features radio
button is enabled.
d. Choose (i.e., click on) one of the 11 items in the left-hand
list. This is the item that will cause an automatic association
of your personalized keyboard (or menu) when you are using that
feature (e.g., Endnote, Footer, Outline, etc.) Note that the
list has an option called Main; this option represents the keyboard
(and/or menu) that will appear on the document screen when the
template is first selected.
e. Click the small arrow button next to either the Menus or Keyboards
drop list (depending on the type of item you want to associate
with the option in the left-hand list); choose (i.e., click on)
the appropriate keyboard or menu that you copied into this template.
f. Repeat Steps 2d and 2e above to associate the keyboard or
menu with other items. To remove an association, choose "No
Association."
g. Click OK.
h. When finished, save your work with File, Save and then exit
from the template with File, Close. |
Notes
- You can also copy custom styles into
a new template from an earlier or later version of WordPerfect
(or from another document created on another computer); see here for more.
- To "associate" a customized toolbar
with a template, see the Tip on this
page.
- Incidentally, while you can copy and associate
top-level menus into a new template, be very careful about
doing this between different WordPerfect versions. Because of
changes and new features in each version, you may want to re-create
personalized top-level menus rather than simply import old ones.
- It is also recommended that you do not copy
property bars, since these are context-sensitive
and might also vary with new features added in subsequent versions
of WordPerfect. (You can easily add new buttons to any property
bar, but it is a little tricky. See here
for more information.)
About associating
MACROS with a template . . .
You can only associate macros with macro
triggers, which play the macro as you use the template in
specific ways. For example, you can have a template macro play
when you open a new document, or when you print the current document.
Many WordPerfect projects have template macros embedded in them
for just such purposes.
For more information about triggering and
macros, see the "Triggers..." topic in WordPerfect's
online Help (<F1> key, Index tab), or see Automating WordPerfect Templates in the "Automating documents and tasks"
section of the Tips page.
For a macro that shows the associations in
the current (or other) template, see Klaus Pfeiffer's TriggerDlg
macro in the Code Snippets for Macros & Merges forum at WordPerfect
Universe, here. |
Barry MacDonnell's