Cross References

[H. Stone]

I do a significant number of "form" documents where
certain variables will be used a number of times, such as
Names, Dates, etc. Is there a way to insert those items
once in a document and have each of the entries of that
item conform to that entry, and then when the document is
revised, if that entry is modified all the other entries
of that item are all automatically changed? I've tried to
figure out if "fields" is the way to do it but I'm not
following the "Help" instructions.

 

[Greg]

H.

Unless you wanted to opt for a user form, you can easily
use fields. There are several methods, the simplest IMO
is ASK and REF Fields. For example, insert an ASK field
{ ASK Name "What is the clients name?" } at the beginning
of your document and REF Fields {REF Name} at each
location you want the name to appear. Fields code
brackets {} are entered using CTRL+F9. The ASK field
creates a bookmark named "name" which holds the content of
the text typed in as an answer. The REF field calls the
bookmark "name" and inserts its content.

 

[Robert M. Franz (RMF)]

Hi H.,

I do a significant number of "form" documents where
certain variables will be used a number of times, such as
Names, Dates, etc. Is there a way to insert those items
once in a document and have each of the entries of that
item conform to that entry, and then when the document is
revised, if that entry is modified all the other entries
of that item are all automatically changed? I've tried to
figure out if "fields" is the way to do it but I'm not
following the "Help" instructions.

"Cross reference" is the exact term how this is called in Word, too. You
have to define a bookmark someplace, and then reference to its content
elsewhere. All you need to make sure is that the crossreference-fields
are updated after you change the bookmark (typically, you can do that
with switching to print preview and back).

Greetinx
..bob
...Word-MVP

 

[&:-jesse\)]

Word has some very powerful functions using fields. You
can get a good idea of the basics in action by downloading
the zipfile in this link where you can see and work with
them. It should help you get a grasp on the basic
application and use.

http://www.mvps.org/word/FAQs/Customization/CreateATemplate
Part2.htm

jesse

 

[HS Stone]

Is there any way to update all fields with one command or
do i have to go to each field and do the update manually?
Same with the date fields

H

 

[Greg Maxey]

HS,

Several ways.

CTRL+a then F9
or
Shift to and from PrintPreview
or
Run a macro:
Sub UpdateFields()
'Updates All Fields in Active Document
'Created by Graham Mayor
Dim oStory As Range
For Each oStory In ActiveDocument.StoryRanges
oStory.Fields.Update
If oStory.StoryType <> wdMainTextStory Then
While Not (oStory.NextStoryRange Is Nothing)
Set oStory = oStory.NextStoryRange
oStory.Fields.Update
Wend
End If
Next oStory
Set oStory = Nothing
End Sub

--
\\\\///////////
( @ @ )
----oo00---(_)---00oo----
Greg Maxey
A peer in "peer to peer" support
Rockledge, FL