Referencing items in a document
Hi all,
I seek guidance on the best and easiest practices to achieve the following.
First, let me paint the use case.
I have a template that around 50 people will use to create new and ongoing instances of this document.
In this document, they detail how a system will be set up for their client. This setup includes many details that they document in a process flow methodology. They will mention key things like reports, rules, in-product queries, screen changes, and so on that need to be done as part of the solution.
What I am looking to achieve is that a list of each of these reports, rules, in-product queries, and screen changes are captured at the end of the document, creating a succinct list of what is needed for each. For example, the user creating the document may mention ten different reports that are needed. I, therefore, need a section called Reports, which will reference every report mentioned and the page(s) on which it was mentioned. Then, I want the same for the rules, in-product queries, and screen changes.
Since the users creating this document are not Word experts, I want it to be easy for them to “mark” in the text they are typing that this is a report. Marking this will then add it to the reports section at the end of the document.
I would love to hear people’s ideas on achieving this.
Thanks,
Hi all,I seek guidance on the best and easiest practices to achieve the following. First, let me paint the use case.I have a template that around 50 people will use to create new and ongoing instances of this document.In this document, they detail how a system will be set up for their client. This setup includes many details that they document in a process flow methodology. They will mention key things like reports, rules, in-product queries, screen changes, and so on that need to be done as part of the solution. What I am looking to achieve is that a list of each of these reports, rules, in-product queries, and screen changes are captured at the end of the document, creating a succinct list of what is needed for each. For example, the user creating the document may mention ten different reports that are needed. I, therefore, need a section called Reports, which will reference every report mentioned and the page(s) on which it was mentioned. Then, I want the same for the rules, in-product queries, and screen changes. Since the users creating this document are not Word experts, I want it to be easy for them to “mark” in the text they are typing that this is a report. Marking this will then add it to the reports section at the end of the document. I would love to hear people’s ideas on achieving this. Thanks, Read More