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MS Office Forum / Word / Mailmerge and Fax / November 2004

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updating fields

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lost in cincy - 17 Nov 2004 17:18 GMT
i just need some clarification,  to update fields in a main document, I need
to select the information i need to update and press f9,  If i'm in a sub
document i need to select the information i want to update and pres
ctrl+shift f9. is this correct??

also under the tools-options-print-update fields   what will this do?
Doug Robbins - 18 Nov 2004 00:50 GMT
No, Ctr+Shift+F9 locks the fields preventing them from being updated.

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Please respond to the Newsgroup for the benefit of others who may be
interested.   Questions sent directly to me will only be answered on a paid
consulting basis.

Hope this helps,
Doug Robbins - Word MVP

>i just need some clarification,  to update fields in a main document, I
>need
[quoted text clipped - 3 lines]
>
> also under the tools-options-print-update fields   what will this do?
Charles Kenyon - 18 Nov 2004 01:56 GMT
Ctrl-Shift-F9 will lock a field. Sorry, I don't use master/sub documents
because "Master Document" is a term of art in Word referring to a "feature"
that not only doesn't work but also destroys documents. The consensus (with
the limited exception of Steve Hudson) among those offering advice on these
newsgroups is that using the Master Document feature is a sure way to
destroy your document. It can destroy parts of your document that you are
not even working on! I think John McGhie said it succinctly when he said
that there are two kinds of Master Documents: Those that are corrupt and
those that will be corrupt soon. See  <URL:
http://www.addbalance.com/word/masterdocuments.htm> for information on the
Master Document feature and workarounds. (This page also has a link to Steve
Hudson's chapter on how he gets Master Documents to work.) See <URL:
http://www.mvps.org/word/FAQs/General/WhyMasterDocsCorrupt.htm> for more
information on what goes wrong, and <URL:
http://www.mvps.org/word/FAQs/General/RecoverMasterDocs.htm> for ideas on
how to salvage what you can.

Signature

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

>i just need some clarification,  to update fields in a main document, I
>need
[quoted text clipped - 3 lines]
>
> also under the tools-options-print-update fields   what will this do?
lost in cincy - 18 Nov 2004 16:13 GMT
maybe i'm using the wrong terminolgy i have a document (ex, 2 page pleading
"P1.frm"  and I need to include text from a form ("C1.frm") for which the
caption indicating the case information.  If i make changes to the c1.frm how
do I update the p1.frm

> Ctrl-Shift-F9 will lock a field. Sorry, I don't use master/sub documents
> because "Master Document" is a term of art in Word referring to a "feature"
[quoted text clipped - 20 lines]
> >
> > also under the tools-options-print-update fields   what will this do?
Charles Kenyon - 18 Nov 2004 17:17 GMT
If you have an "IncludeText" field bringing the caption in, clicking
anywhere in your field and pressing F9 will update the field. You can also
do this through a macro if your system allows macros. I use mailmerge for my
captions. From the names you are assigning your documents, I am assuming
that you are an exile from Word Perfect land. If so the following may be of
use to you; if not, feel free to ignore.

Signature

General Info on moving from Word Perfect to Word:

Word and Word Perfect work very differently from one another. Each program's
methods have strengths and weaknesses; but, if you try to use one of these
programs as if it were the other, it is like pushing on a string! You can
easily make a lot of extra work for yourself. If you are unwilling to take
the time to learn to use Word's methods, you should stick to using Word Pad.
You'll have a lot less grief, although you'll miss out on a lot of raw
power.

See http://www.addbalance.com/word/wordperfect.htm
http://www.mvps.org/word/FAQs/General/WordVsWordPerfect.htm
http://www.mvps.org/word/FAQs/General/TipsAndGotchas.htm
http://www.mvps.org/word/FAQs/General/RevealCodes.htm
http://www.mvps.org/word/FAQs/General/WordPerfectConverters.htm
http://businesssoft.about.com/compute/businesssoft/library/blconvert.htm
for information on Word for Word Perfect users.

For more:
http://www.mvps.org/word/FAQs/Customization/CreateATemplatePart2.htm
http://www.mvps.org/word/FAQs/Customization/CreateATemplatePart1.htm
http://www.addbalance.com/usersguide/templates.htm
http://www.mvps.org/word/FAQs/Numbering/WordsNumberingExplained.htm
http://www.addbalance.com/usersguide/styles.htm
http://www.mvps.org/word/FAQs/Customization/WhatTemplatesStore.htm

In Word 2000 (or later) You can get the function keys to display in a
special toolbar at the bottom of the screen if you want (something like
pressing F3 twice in WP). The following macro will do this.
Sub ShowMeFunctionKeys()
   Commandbars("Function Key Display").Visible = True
End Sub

Some special characters in Word Perfect documents don't convert well to
Word. There is a macro to assist with this described at
http://www.columbia.edu/~em36/wpdos/wptoword.html#macroword and can be found
at http://www.columbia.edu/~em36/wpdos/WPSymbolConv.bas.
This was prepared by Edward Mendelson.

Word's Extend key (F8) gives something similar to block processing.

Learn about Styles - really learn!
http://www.addbalance.com/usersguide/styles.htm I resisted for years and now
regret every day of those years because although that string was still very
hard to push, it kept getting longer and longer, and had some very important
projects tied to it! Once you understand styles and the Word concept of
organizing things into Chinese boxes everything falls into place and instead
of pushing a string, you can push a button that turns on the very powerful
text processing machine known as Microsoft Word and it will start doing your
work for you instead of running around behind you trying to undo what you
just thought you did.

Finally, in WP a lot of people use macros to hold chunks of text -
boilerplate. In Word this function is filled by Templates, AutoText and
AutoCorrect, not macros. Follow the links at
http://addbalance.com/word/wordwebresources.htm#AutoText for more
information on these tools.
It's a lot of reading, I know. It's OK to chunk it down and do a bit each
day, but I would recommend that you make it a top priority to do that bit
each day.
You can use FILLIN and ASK fields or UserForms to query the user. For some
form documents, Word's "online forms" work very well. For more about online
forms, follow the links at
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm especially Dian
Chapman's series of articles.

As for converting documents from Word Perfect to use in Word... In a word,
don't plan on it. I would not recommend using converted documents long-term.
They will be filled with formatting anomolies that will get you at the worst
time. This is especially true of any documents containing automatic
numbering or bullets. Try recreating form documents in Word using the
following process:
In Word Perfect (if you still have it, in Word if not) save your files as
text files.
Use your converted files as references to show you how you want your
formatting to look.
Create a new document in Word and insert the text from the text file. Save
this new document as a Word template. Format it the way you want using
styles, not direct formatting. Save it again.
To use a template within Word, use File => New and pick your template. This
will create a new document for you.

Conversion back to Word Perfect: There is a problem (in addition to the ones
mentioned for conversion _to_ Word) with Version 2002 (XP) and later of
Word. The conversion file only works for conversion _to_ Word, not from Word
to Word Perfect! Earlier versions went both ways. To fix this, you need to
find the old conversion file WPFT532.CNV from a Word 97 or Word 2000
installation and copy it to your new installation, replacing the file of the
same name. While I don't know of any problems this causes, keep the new
installation's file somewhere as a backup just in case.

General practice in WP is to have a document and copy and edit it to create
a new document. This is not good practice in Word. In Word, construct a
good, tight, template for your documents and use that template when
constructing new documents. Among other things, this can avoid embarrassing
"metadata" http://www.addbalance.com/usersguide/metadata.htm and things like
surprise headers and footers from creeping into new documents.

--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

> maybe i'm using the wrong terminolgy i have a document (ex, 2 page
> pleading
[quoted text clipped - 33 lines]
>> >
>> > also under the tools-options-print-update fields   what will this do?
lost in cincy - 18 Nov 2004 19:17 GMT
i'm actually trying to move from Word 6.0 to Word 2003!! I'm doing a crash
course learning as I go. As far as macros, I haven't gotten that far yet.  I
knew how to do them in 6.0, but haven't managed how to do it in 2003.

> If you have an "IncludeText" field bringing the caption in, clicking
> anywhere in your field and pressing F9 will update the field. You can also
[quoted text clipped - 53 lines]
> >> >
> >> > also under the tools-options-print-update fields   what will this do?
 
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