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Automatically copy form-field text to text box in header of same d

 
 
=?Utf-8?B?TWVyY2VkZXMuSw==?=
Guest
Posts: n/a
 
      24th Sep 2007
I am trying to create a multi-page instruction document for clients. For
each new client, one of our staff members will have to tailor the document to
that client by entering the client's details only. All other content will
remain the same.
There is a form field on the cover page showing staff where to enter client
name, client company name etc...
As part of the design of the document, there is an autoshape rectangle (1 in
wide by 10 inches high) running vertically down the right side of the page
and placed in the header (to be seen on each page). I would like the
client's details that are entered into the form field to automatically show
in the text box. I do not want staff to have to go into the header to
re-enter the info in the autoshape as the document will be protected.
So is there ary way to enter a formula or create a link or something to do
this automatically??
Many, many thanks!
mercedes
 
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Graham Mayor
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Posts: n/a
 
      24th Sep 2007
This is easier said than done.

1. If you have a ref field in the header, then you will need an update macro
run on exit from the associated form field. The sample update code at
http://www.gmayor.com/installing_macro.htm will suffice.

2. Text boxes are in the graphics layer and thus cannot be used with ref
fields.

3. You can use a frame rather than a text box in the header, and this will
effectively do the same job as a text box, but is in the text layer and so
the REF field will work.

4. If you don't want to use macro with the document, then you will have to
format the field in question with a unique paragraph style and use a
Styleref field in the frame to reproduce the content of that style i.e. the
field (you can use a character style with the same format as the surrounding
text. Only the style name matters)


--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>


Mercedes.K wrote:
> I am trying to create a multi-page instruction document for clients.
> For each new client, one of our staff members will have to tailor the
> document to that client by entering the client's details only. All
> other content will remain the same.
> There is a form field on the cover page showing staff where to enter
> client name, client company name etc...
> As part of the design of the document, there is an autoshape
> rectangle (1 in wide by 10 inches high) running vertically down the
> right side of the page and placed in the header (to be seen on each
> page). I would like the client's details that are entered into the
> form field to automatically show in the text box. I do not want
> staff to have to go into the header to re-enter the info in the
> autoshape as the document will be protected.
> So is there ary way to enter a formula or create a link or something
> to do this automatically??
> Many, many thanks!
> mercedes



 
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Suzanne S. Barnhill
Guest
Posts: n/a
 
      24th Sep 2007
If the document is protected for forms, a REF field in the header won't
update without a macro, but a StyleRef field will work (see
http://sbarnhill.mvps.org/WordFAQs/StyleRef.htm). But a UserForm to insert
the required data would be better still.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"Graham Mayor" <(E-Mail Removed)> wrote in message
news:eNjWj6o$(E-Mail Removed)...
> This is easier said than done.
>
> 1. If you have a ref field in the header, then you will need an update

macro
> run on exit from the associated form field. The sample update code at
> http://www.gmayor.com/installing_macro.htm will suffice.
>
> 2. Text boxes are in the graphics layer and thus cannot be used with ref
> fields.
>
> 3. You can use a frame rather than a text box in the header, and this will
> effectively do the same job as a text box, but is in the text layer and so
> the REF field will work.
>
> 4. If you don't want to use macro with the document, then you will have to
> format the field in question with a unique paragraph style and use a
> Styleref field in the frame to reproduce the content of that style i.e.

the
> field (you can use a character style with the same format as the

surrounding
> text. Only the style name matters)
>
>
> --
> <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
> Graham Mayor - Word MVP
>
> My web site www.gmayor.com
> Word MVP web site http://word.mvps.org
> <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
>
>
> Mercedes.K wrote:
> > I am trying to create a multi-page instruction document for clients.
> > For each new client, one of our staff members will have to tailor the
> > document to that client by entering the client's details only. All
> > other content will remain the same.
> > There is a form field on the cover page showing staff where to enter
> > client name, client company name etc...
> > As part of the design of the document, there is an autoshape
> > rectangle (1 in wide by 10 inches high) running vertically down the
> > right side of the page and placed in the header (to be seen on each
> > page). I would like the client's details that are entered into the
> > form field to automatically show in the text box. I do not want
> > staff to have to go into the header to re-enter the info in the
> > autoshape as the document will be protected.
> > So is there ary way to enter a formula or create a link or something
> > to do this automatically??
> > Many, many thanks!
> > mercedes

>
>


 
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=?Utf-8?B?TWVyY2VkZXMuSw==?=
Guest
Posts: n/a
 
      30th Sep 2007
I hate to sound like a complete moron but I'm not actually an IT person, I
just happen to enjoy computers and as we're located in a rather remote part
of the middle east, it's bloody hard to get good help around here.
So, if either of you wouldn't mind trying again with more layman
step-by-step type instructions, it would be very greatly appreciated!
Many thanks
mercedes

"Suzanne S. Barnhill" wrote:

> If the document is protected for forms, a REF field in the header won't
> update without a macro, but a StyleRef field will work (see
> http://sbarnhill.mvps.org/WordFAQs/StyleRef.htm). But a UserForm to insert
> the required data would be better still.
>
> --
> Suzanne S. Barnhill
> Microsoft MVP (Word)
> Words into Type
> Fairhope, Alabama USA
> Word MVP FAQ site: http://word.mvps.org
> Email cannot be acknowledged; please post all follow-ups to the newsgroup so
> all may benefit.
>
> "Graham Mayor" <(E-Mail Removed)> wrote in message
> news:eNjWj6o$(E-Mail Removed)...
> > This is easier said than done.
> >
> > 1. If you have a ref field in the header, then you will need an update

> macro
> > run on exit from the associated form field. The sample update code at
> > http://www.gmayor.com/installing_macro.htm will suffice.
> >
> > 2. Text boxes are in the graphics layer and thus cannot be used with ref
> > fields.
> >
> > 3. You can use a frame rather than a text box in the header, and this will
> > effectively do the same job as a text box, but is in the text layer and so
> > the REF field will work.
> >
> > 4. If you don't want to use macro with the document, then you will have to
> > format the field in question with a unique paragraph style and use a
> > Styleref field in the frame to reproduce the content of that style i.e.

> the
> > field (you can use a character style with the same format as the

> surrounding
> > text. Only the style name matters)
> >
> >
> > --
> > <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
> > Graham Mayor - Word MVP
> >
> > My web site www.gmayor.com
> > Word MVP web site http://word.mvps.org
> > <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
> >
> >
> > Mercedes.K wrote:
> > > I am trying to create a multi-page instruction document for clients.
> > > For each new client, one of our staff members will have to tailor the
> > > document to that client by entering the client's details only. All
> > > other content will remain the same.
> > > There is a form field on the cover page showing staff where to enter
> > > client name, client company name etc...
> > > As part of the design of the document, there is an autoshape
> > > rectangle (1 in wide by 10 inches high) running vertically down the
> > > right side of the page and placed in the header (to be seen on each
> > > page). I would like the client's details that are entered into the
> > > form field to automatically show in the text box. I do not want
> > > staff to have to go into the header to re-enter the info in the
> > > autoshape as the document will be protected.
> > > So is there ary way to enter a formula or create a link or something
> > > to do this automatically??
> > > Many, many thanks!
> > > mercedes

> >
> >

>
>

 
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=?Utf-8?B?TWVyY2VkZXMuSw==?=
Guest
Posts: n/a
 
      30th Sep 2007
Strike that last bit. I figured it out. Thanks very much to both.
Suzanne, your advice on the link you sent couldn't have been more perfect.

"Mercedes.K" wrote:

> I am trying to create a multi-page instruction document for clients. For
> each new client, one of our staff members will have to tailor the document to
> that client by entering the client's details only. All other content will
> remain the same.
> There is a form field on the cover page showing staff where to enter client
> name, client company name etc...
> As part of the design of the document, there is an autoshape rectangle (1 in
> wide by 10 inches high) running vertically down the right side of the page
> and placed in the header (to be seen on each page). I would like the
> client's details that are entered into the form field to automatically show
> in the text box. I do not want staff to have to go into the header to
> re-enter the info in the autoshape as the document will be protected.
> So is there ary way to enter a formula or create a link or something to do
> this automatically??
> Many, many thanks!
> mercedes

 
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Graham Mayor
Guest
Posts: n/a
 
      30th Sep 2007
If you double click a form field while the form is unlocked, you will access
its properties. One of those properties is the bookmark name. By default the
first such field will be bookmarked "Text1" with each extra field
incremented by 1. That bookmark name can be changed to any other name of
your choice. Let's assume that it is "Text1" .

You can reproduce the content of a form field by using its bookmark name in
a cross reference {REF} field. Thus for Text1 {REF Text1} or simply {Text1}
would reproduce the content of the bookmarked field. (Note the brackets { }
are placed with CTRL+F9). Check the calculate on exit text box of the form
field's properties.

The snags as far as you are concerned are twofold.

1. REF fields in text boxes or graphical shapes don't work as they are in
the drawing rather than the text layer of the document.
2. REF fields in a header will not update automatically.

You have both issues.

The text box issue is resolved by replacing the rectangular text box with a
frame. A frame has some of the properties of a text box but it is in the
text later rather than the drawing layer.

You can insert the REF field in the frame placed in the document
header/footer, but it will not update. In order to update a REF field in the
header/footer you must run an update macro on exit from the form field (form
field properties again). You can copy the update macro from
http://www.gmayor.com/installing_macro.htm which also explains how to
install it.

Alternatively you can create a new, uniquely named, character style based on
the formatting of the form field. The only difference between the underlying
style and the new character style would be the different names by which they
are called from the styles dialog. Apply the character style to your form
field.

Then in the frame insert a Styleref field to call this new character style
name.

Styleref fields update automatically according to the content formatted in
the style.

Does that help?

You'll find much of this illustrated at
http://gregmaxey.mvps.org/Repeating_Data.htm
--
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>



Mercedes.K wrote:
> I hate to sound like a complete moron but I'm not actually an IT
> person, I just happen to enjoy computers and as we're located in a
> rather remote part of the middle east, it's bloody hard to get good
> help around here.
> So, if either of you wouldn't mind trying again with more layman
> step-by-step type instructions, it would be very greatly appreciated!
> Many thanks
> mercedes
>
> "Suzanne S. Barnhill" wrote:
>
>> If the document is protected for forms, a REF field in the header
>> won't update without a macro, but a StyleRef field will work (see
>> http://sbarnhill.mvps.org/WordFAQs/StyleRef.htm). But a UserForm to
>> insert the required data would be better still.
>>
>> --
>> Suzanne S. Barnhill
>> Microsoft MVP (Word)
>> Words into Type
>> Fairhope, Alabama USA
>> Word MVP FAQ site: http://word.mvps.org
>> Email cannot be acknowledged; please post all follow-ups to the
>> newsgroup so all may benefit.
>>
>> "Graham Mayor" <(E-Mail Removed)> wrote in message
>> news:eNjWj6o$(E-Mail Removed)...
>>> This is easier said than done.
>>>
>>> 1. If you have a ref field in the header, then you will need an
>>> update macro run on exit from the associated form field. The sample
>>> update code at http://www.gmayor.com/installing_macro.htm will
>>> suffice.
>>>
>>> 2. Text boxes are in the graphics layer and thus cannot be used
>>> with ref fields.
>>>
>>> 3. You can use a frame rather than a text box in the header, and
>>> this will effectively do the same job as a text box, but is in the
>>> text layer and so the REF field will work.
>>>
>>> 4. If you don't want to use macro with the document, then you will
>>> have to format the field in question with a unique paragraph style
>>> and use a Styleref field in the frame to reproduce the content of
>>> that style i.e. the field (you can use a character style with the
>>> same format as the surrounding text. Only the style name matters)
>>>
>>>
>>> --
>>> <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
>>> Graham Mayor - Word MVP
>>>
>>> My web site www.gmayor.com
>>> Word MVP web site http://word.mvps.org
>>> <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
>>>
>>>
>>> Mercedes.K wrote:
>>>> I am trying to create a multi-page instruction document for
>>>> clients. For each new client, one of our staff members will have
>>>> to tailor the document to that client by entering the client's
>>>> details only. All other content will remain the same.
>>>> There is a form field on the cover page showing staff where to
>>>> enter client name, client company name etc...
>>>> As part of the design of the document, there is an autoshape
>>>> rectangle (1 in wide by 10 inches high) running vertically down
>>>> the right side of the page and placed in the header (to be seen on
>>>> each page). I would like the client's details that are entered
>>>> into the form field to automatically show in the text box. I do
>>>> not want staff to have to go into the header to re-enter the info
>>>> in the autoshape as the document will be protected.
>>>> So is there ary way to enter a formula or create a link or
>>>> something to do this automatically??
>>>> Many, many thanks!
>>>> mercedes



 
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Suzanne S. Barnhill
Guest
Posts: n/a
 
      30th Sep 2007
All of which overlooks the fact that the document is protected, so a REF
field in the header *will not work* (at least not without a macro), which is
why a StyleRef field is required. I think that my article at
http://sbarnhill.mvps.org/WordFAQs/StyleRef.htm makes it pretty clear how to
create the character style and insert the StyleRef field.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"Graham Mayor" <(E-Mail Removed)> wrote in message
news:(E-Mail Removed)...
> If you double click a form field while the form is unlocked, you will

access
> its properties. One of those properties is the bookmark name. By default

the
> first such field will be bookmarked "Text1" with each extra field
> incremented by 1. That bookmark name can be changed to any other name of
> your choice. Let's assume that it is "Text1" .
>
> You can reproduce the content of a form field by using its bookmark name

in
> a cross reference {REF} field. Thus for Text1 {REF Text1} or simply

{Text1}
> would reproduce the content of the bookmarked field. (Note the brackets

{ }
> are placed with CTRL+F9). Check the calculate on exit text box of the form
> field's properties.
>
> The snags as far as you are concerned are twofold.
>
> 1. REF fields in text boxes or graphical shapes don't work as they are in
> the drawing rather than the text layer of the document.
> 2. REF fields in a header will not update automatically.
>
> You have both issues.
>
> The text box issue is resolved by replacing the rectangular text box with

a
> frame. A frame has some of the properties of a text box but it is in the
> text later rather than the drawing layer.
>
> You can insert the REF field in the frame placed in the document
> header/footer, but it will not update. In order to update a REF field in

the
> header/footer you must run an update macro on exit from the form field

(form
> field properties again). You can copy the update macro from
> http://www.gmayor.com/installing_macro.htm which also explains how to
> install it.
>
> Alternatively you can create a new, uniquely named, character style based

on
> the formatting of the form field. The only difference between the

underlying
> style and the new character style would be the different names by which

they
> are called from the styles dialog. Apply the character style to your form
> field.
>
> Then in the frame insert a Styleref field to call this new character style
> name.
>
> Styleref fields update automatically according to the content formatted in
> the style.
>
> Does that help?
>
> You'll find much of this illustrated at
> http://gregmaxey.mvps.org/Repeating_Data.htm
> --
> <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
> Graham Mayor - Word MVP
>
> My web site www.gmayor.com
> Word MVP web site http://word.mvps.org
> <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
>
>
>
> Mercedes.K wrote:
> > I hate to sound like a complete moron but I'm not actually an IT
> > person, I just happen to enjoy computers and as we're located in a
> > rather remote part of the middle east, it's bloody hard to get good
> > help around here.
> > So, if either of you wouldn't mind trying again with more layman
> > step-by-step type instructions, it would be very greatly appreciated!
> > Many thanks
> > mercedes
> >
> > "Suzanne S. Barnhill" wrote:
> >
> >> If the document is protected for forms, a REF field in the header
> >> won't update without a macro, but a StyleRef field will work (see
> >> http://sbarnhill.mvps.org/WordFAQs/StyleRef.htm). But a UserForm to
> >> insert the required data would be better still.
> >>
> >> --
> >> Suzanne S. Barnhill
> >> Microsoft MVP (Word)
> >> Words into Type
> >> Fairhope, Alabama USA
> >> Word MVP FAQ site: http://word.mvps.org
> >> Email cannot be acknowledged; please post all follow-ups to the
> >> newsgroup so all may benefit.
> >>
> >> "Graham Mayor" <(E-Mail Removed)> wrote in message
> >> news:eNjWj6o$(E-Mail Removed)...
> >>> This is easier said than done.
> >>>
> >>> 1. If you have a ref field in the header, then you will need an
> >>> update macro run on exit from the associated form field. The sample
> >>> update code at http://www.gmayor.com/installing_macro.htm will
> >>> suffice.
> >>>
> >>> 2. Text boxes are in the graphics layer and thus cannot be used
> >>> with ref fields.
> >>>
> >>> 3. You can use a frame rather than a text box in the header, and
> >>> this will effectively do the same job as a text box, but is in the
> >>> text layer and so the REF field will work.
> >>>
> >>> 4. If you don't want to use macro with the document, then you will
> >>> have to format the field in question with a unique paragraph style
> >>> and use a Styleref field in the frame to reproduce the content of
> >>> that style i.e. the field (you can use a character style with the
> >>> same format as the surrounding text. Only the style name matters)
> >>>
> >>>
> >>> --
> >>> <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
> >>> Graham Mayor - Word MVP
> >>>
> >>> My web site www.gmayor.com
> >>> Word MVP web site http://word.mvps.org
> >>> <>>< ><<> ><<> <>>< ><<> <>>< <>><<>
> >>>
> >>>
> >>> Mercedes.K wrote:
> >>>> I am trying to create a multi-page instruction document for
> >>>> clients. For each new client, one of our staff members will have
> >>>> to tailor the document to that client by entering the client's
> >>>> details only. All other content will remain the same.
> >>>> There is a form field on the cover page showing staff where to
> >>>> enter client name, client company name etc...
> >>>> As part of the design of the document, there is an autoshape
> >>>> rectangle (1 in wide by 10 inches high) running vertically down
> >>>> the right side of the page and placed in the header (to be seen on
> >>>> each page). I would like the client's details that are entered
> >>>> into the form field to automatically show in the text box. I do
> >>>> not want staff to have to go into the header to re-enter the info
> >>>> in the autoshape as the document will be protected.
> >>>> So is there ary way to enter a formula or create a link or
> >>>> something to do this automatically??
> >>>> Many, many thanks!
> >>>> mercedes

>
>


 
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Suzanne S. Barnhill
Guest
Posts: n/a
 
      30th Sep 2007
Glad you found it helpful!

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"Mercedes.K" <(E-Mail Removed)> wrote in message
news:F5A285F6-9695-42E2-969A-(E-Mail Removed)...
> Strike that last bit. I figured it out. Thanks very much to both.
> Suzanne, your advice on the link you sent couldn't have been more perfect.
>
> "Mercedes.K" wrote:
>
> > I am trying to create a multi-page instruction document for clients.

For
> > each new client, one of our staff members will have to tailor the

document to
> > that client by entering the client's details only. All other content

will
> > remain the same.
> > There is a form field on the cover page showing staff where to enter

client
> > name, client company name etc...
> > As part of the design of the document, there is an autoshape rectangle

(1 in
> > wide by 10 inches high) running vertically down the right side of the

page
> > and placed in the header (to be seen on each page). I would like the
> > client's details that are entered into the form field to automatically

show
> > in the text box. I do not want staff to have to go into the header to
> > re-enter the info in the autoshape as the document will be protected.
> > So is there ary way to enter a formula or create a link or something to

do
> > this automatically??
> > Many, many thanks!
> > mercedes


 
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