fill in a new field using data from a field already filled out in.

[Brese]

I have a contract that has multiple fields. This contract is protected and
given to reps to fill out. They have to fill in the customer name several
places in the document, and I would like for them to be able to fill it in
once, and have the rest automatically fill in. How can this be done?

 

[Bill Foley]

The first place should be a textbox formfield and the remaining should be
references to the bookmark name of that textbox. if you double-click the
field gray area, you will get to the properties of the field. It should
have a bookmark name (like Text1). Remember that name (or give it a name
that makes more sense (like CustomerName).

Put your cursor where you want the reference, click "Insert", "Reference",
"Cross Reference", click the dropdown to select "Bookmarks", select the
desired bookmark name, then click "Insert". Repeat for the other locations.

 

[Brese]

Thanks Bill!

That works well, just one last thing. Is there a way to update the fields
without having to highlight, right click and choose update? a keyboard
shortcut maybe?

 

[Bill Foley]

CTRL+A (to select all text), then F9 works. You can also go into "Tools",
"Options", "Print" TAB and check the "Update Fields" checkbox so they always
update prior to printing. The code to do this (which could be assigned to a
shortcut key) is:

ActiveDocument.Fields.Update

 

[Charles Kenyon]

The text formfield should have the property "calculate on exit" checked and
the form should be protected or locked. What you are talking about is what
Word calls an "online form." Check this in help. For more about online
forms, follow the links at
http://addbalance.com/word/wordwebresources.htm#Forms or
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm especially Dian
Chapman's series of articles.

Hope this helps,

 

[Brese]

Again some great advice, but as I learn more, more questions are raised!

I have set up the document as protected, so ctrl A F9 is disabled. The code
ActiveDocument.Fields.Update unfortunately clears all the fields in the doc
when used.

Is there a way to select certain fields to update by maybe creating a button
to press? Could this be accomplished using a macro of some sort?

 

[Brese]

Ok the print option works, I could have users print preview and then the
fields get updated, so that could be one method. Is there a way to update
fields like this on save?