How to Auto Populate a Form Field in the Header of a Word Document

How to Auto Populate a Form Field in the Header of a Word Document - How to Use StyleRef

Рет қаралды 23,361

Күн бұрын

HOW TO AUTO POPULATE A FORM FIELD IN THE HEADER OF A WORD DOCUMENT USING STYLEREF // Learn how to repeat a form field in the header or footer of a Word document. This video shows a technique you can apply to get around MS Word not being able to reference a bookmarked form field in the header or footer of a protected document. If you apply a character style to the form field, you can insert a StyleRef in the header or footer and it acts as an auto-populating form field. This allows you to repeat a form field, such as the user's name, in the header or footer.
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Пікірлер: 69

@mrmusicloverable 3 жыл бұрын

This was very informative. Word has a lot more to offer than most people think. Thanks Sharon.

@SharonSmith 3 жыл бұрын

Glad you found it helpful! Thanks again for watching!!

@DC-vj9op 3 жыл бұрын

Brilliant! Another fantastic tutorial. Thanks 👍

@SharonSmith 3 жыл бұрын

Glad you found it helpful! Thanks for watching!

@kurtandtarac2999 3 жыл бұрын

I've been looking for a way to do this for so long. Thank you so much

@SharonSmith 3 жыл бұрын

You are very welcome, Kurt! Thanks for watching!

@pancux670 Жыл бұрын

It was out of my thinking that in word we can do such amazing stuff. Thanks 👍

@SharonSmith Жыл бұрын

Glad you found it helpful! Thanks for watching!

@asmith6173 3 жыл бұрын

Thank you so much! I spent ages trying to figure out how to do this! I thought it would be as easy as just putting a text form field in the header but nope, can’t do that. Or I couldn’t figure it out. Such a helpful video!

@SharonSmith 3 жыл бұрын

Glad to hear you found it helpful! Thanks for watching!

@omeraboali1 2 жыл бұрын

you are Great

@SharonSmith 2 жыл бұрын

Thanks, Omar! Glad you found it helpful. Thanks for watching!

@kamelkgb618 3 жыл бұрын

many thanks

@SharonSmith 3 жыл бұрын

You're Welcome! Thanks again for watching!

@damoflem 2 жыл бұрын

Thanks so much for this video, I've been trying different things and not getting a document that just "works" Great presentation to, longing forward to checking out more of your videos

@SharonSmith 2 жыл бұрын

Glad to hear you found my videos helpful! Thanks so much for subscribing to my channel and watching. Take care!

@izahraza9036 2 жыл бұрын

Thanks!

@SharonSmith 2 жыл бұрын

Thanks for watching!

@terrybarone706 3 жыл бұрын

Great advice! I am looking at your videos for one on how to create and use excel templates. I am a writer and I want to create a template of the Story ARCs steps for my novels.

@doriscorrea4709 Ай бұрын

Hello Sharon. This is very informative and useful. I have one more question. Do I need to add to each page?

@wendyclarke-levy769 3 жыл бұрын

Hi Sharon, Me again. I would also like to see your suggestions for tracking FMLA and W/C cases using Excel. I love your videos! :)

@aliibrahem6313 3 жыл бұрын

Thank you so much. For formatting to work, "Restrict Editing..." must be unchecked when protecting the document. I wondered why it's not working for me.

@carolineg2237 2 жыл бұрын

Hi Sharon, do you happen to have a video on how to tidy up your styles in your styles in the style drop down box? Say if I click on "in use" but want to add Body Text for example, it says, it's already a built in style. Your styles always look neat and tidy if you know what I mean.

@Iamthebigcheeze 3 жыл бұрын

your videos are great and have been extremely helpful for my work project. is there anyway you can do a video on how to create a conditional legacy form field text box appear depending on a drop down extension? For example, I want a situation where if the employee selects "NO" from a drop down that there will be no additional form fields for them to complete, but if they select "YES" a new form field appears below prompting the employee to input a reason for clicking "yes" in the new text field. For example: Did you complete the assignment after the 1st? [DROPDOWN] (Yes/No) If YES? Appears>. Why? [Text Box form field] If no? Nothing

@GLENED1030 Жыл бұрын

Hello Sharon, first thank you for all your helpful videos.. I am creating some documents with auto-populate fields. My question is some of them automatically have the field with the gray shading. But others are not shading at all. I would like to know why some come with and others not. I would prefer the gray shading on all of them. If you can help me with this it would be great!

@FionaXu-pl4jy Жыл бұрын

This is great! I have tried on a 2 -pages form, but it only worked automatically on one of the page as footnotes, and only get updated once I unprotect the form. Do you know where might be the problem and how to fix it? Thanks a ton!

@shay6795 2 жыл бұрын

Hi Sharon, does this work with a Mac? Thank you so much for your videos!

@wendyclarke-levy769 3 жыл бұрын

Hi Sharon, I also want to see your suggestions for Excel tracking onboarding of new employees over a period of time to ensure satisfaction with their jobs..

@syedikramullah1114 3 жыл бұрын

Nice

@SharonSmith 3 жыл бұрын

Thank you for watching!!

@wendyclarke-levy769 3 жыл бұрын

HI, I liked your videos and looked for you on LinkedIn. I would like to see suggestions for excel s/s to track I9 forms that require future verifications.

@marcellasolis3432 10 ай бұрын

Great information!! I am however, having an issue. i have 4 form fields that I added to my header. When I am testing the form and filling out the first field with my name, the name appears on the same line as the "styleref" title. same for my second line. however, when I get to my third line, which consists of a date, the month and date align with the styleref title but the year moves unto the next line underneath the title. not sure how to fix this. a second problem that I am having is there is too much space between the title and the words that are transferred from the form field. exp. Investigator/Trainee: (SPACING) first name and last name Date of Investigation: (SPACING) Jan 20, 2023 (year moves downward). Can you please advise as to how I can fix these two problems? Thank you so much for your videos!

@billparrish629 3 жыл бұрын

I have a drop down menu at the top of my form that you select an address from. I would then like to auto duplicate which address was selected into the header of the second page. The same goes for the date selection. How can I achieve this?

@antonstrydom2577 Жыл бұрын

Your videos helps out a bunch but with this specific topic i managed to auto populate one field in the footer or header but when i insert a second and third field it does nothing

@candicek9019 2 жыл бұрын

Thank you for your video! I have been trying to use this function however it pulls my heading through into the header even though it is not selected in the "fillable form" part of the Style Ref - can you explain how I might remove this part? for example I use the heading "Licence number: " and then I have a fillable form field after this, and it is the information entered that I want to populate in the header, but it is pulling the heading "Licence Number" through also and I cant work out how to remove it

@britcross87 Жыл бұрын

I'm trying to fix this at the moment, but I can't figure out what I need to do to not pull in the Heading either. Were you able to figure it out? I'm also having the same issue everybody else is in the comments section with only being able to see the fillable content outside of the Restricted Editing option.

@elizabethsoilleux580 2 жыл бұрын

Any idea how to do this on a mac, please? Doing the nearest mac equivalent consistently generates an error message when you insert the field in the header. Thank you!

@tkulima 3 жыл бұрын

Can styleref "balloontext" be changed on different pages throughout doc? Pages 1-3 Balloontext read: 1: Orientation, pages 4-7 read: 2: Phone Support, pages 8-11 read: 3: Counter support, etc. So we have more than one styleref referenced in a document header with at least 7 different stylerefs and sections of document.

@khaledk9069 3 жыл бұрын

Does it work for other fields in the same file? I have 2 pages, and I have to write same name 2 times.

@dpetkova5010 Жыл бұрын

Hi Sharon, thank you for all your videos that bring my Word and Excel game to the next level! I have a question though. I created a form with the content control method and managed to create a field in the header that automatically populates using this video. However it populates only when I stop the protection . Could you tell me how to make it populate without having to switch the protection on and off? Many thanks !! Denitsa

@SharonSmith Жыл бұрын

Hi Denitsa - try hitting Ctrl+A to select the entire document, then right-click and select Update Fields. I'm not sure if that will work, but worth a try. Hope this helps! Thanks for watching!

@rhondacharlett8216 2 жыл бұрын

This is great. Thank you! Do you have any videos on troubleshooting Templates and Footers? I have a template and when I do a 'Batch Apply Template', the footer from the template is not showing up in the newly formatted document. Thanks.

@SharonSmith 2 жыл бұрын

Hi Rhonda! I don't have any current videos on that topic. Have you checked to see if there are section breaks that may be affecting this? Thanks for watching my videos!

@rhondacharlett8216 2 жыл бұрын

@@SharonSmith No section breaks. I'll keep trying to figure it out. Thanks.

@-Altera- Жыл бұрын

How would you create a header where a writer/user can fill in multiple fields within the same row (e.g. name, oganization, page number) without shifting the other words/information on that same row? And you would apply this rule only to the header. So, e.g., on the 1st row of the header there are fields: name, organization & page number and you want the user to be able to fill these fields without shifting the fields/words that follow on the same row?

@user-jp6im1si3c 10 ай бұрын

This helped me solve one of three hurdles I'm facing in turning a template that our organization uses into a fillable form which will streamline some processes for us. The only thing is...I only got it to kind of work. I can get the styleref to work but it keeps pulling "Name:" into the header as well. Any idea where I am going wrong?

@Ary3205 9 ай бұрын

Hi, I am having this same issue, did you ever find a solution? Thank you either way!

@tlydick 2 жыл бұрын

I did exactly as you advise, but the header will not update while the document is in protected mode. I'm entering a file number, like 20.15151, in the REF section of the document, but it will not show up while the doc is protected. Any solution?

@Lorna1114 3 жыл бұрын

I've been copying and pasting excel charts into a word document which look fine, however when I send the word document via email some of the charts don't look the same as in the original word document e.g. bars in the chart have changed to all the same colour instead of the varying colours and therefore no legend appears. Similar charts look fine however, so just wondering what I've done wrong. Know this isn't an excel video but would appreciate any advice.

@SharonSmith 3 жыл бұрын

Hi Lorna! Have you tried different "paste as" options in Word? For example, when you copy the chart from Excel and then go into Word, right-click and use one of the last two past options like "Keep source formatting and link data" or "Picture" and test that to see if it retains the colors when you email the document. I hope this helps! Thanks for watching!

@timroscoe4519 11 күн бұрын

This looks like something that only works with Word on a PC. The Mac version of word seems very limited in the dev eloper tools. Any ideas to make a simple form on a Mac that people can fill in with Word, or maybe a PDF document without buying anything too expensive?

@SharonSmith 8 күн бұрын

Hello! Here is a video on how to create fillable forms on a Mac. I hope you find it helpful! How to Create a Fillable Form in Word for Mac kzfaq.info/get/bejne/fNSdm7mSsL-ZdHk.html

@timroscoe4519 7 күн бұрын

@@SharonSmith Thank you for the information and the video! Great work! 👍

@carolineg2237 3 жыл бұрын

Thank you. I have been knocking my head on a wall trying to figure this out. Just a question, do I need to “protect” the form/letter? What if all that is fillable is the name, address and subject of a letter? Can I just use F11 to go from field to field?

@SharonSmith 3 жыл бұрын

Hi Caroline! Here is a video on how to lock/protect only part of your document. This may help you out depending on what you are trying to do. I hope this helps! kzfaq.info/get/bejne/jtmYabecm96ucmw.html Thanks for watching!

@carolineg2237 3 жыл бұрын

@@SharonSmith Thanks Sharon

@carolineg2237 3 жыл бұрын

@@SharonSmith Just a further question, in the video, you said you were creating a character style, but it looks like it was a paragraph style. Maybe I missed something. :-(

@user-mc3nf8jd6v 8 ай бұрын

Hi Sharon, I've tried this in my header and it doesn't seem to work. I did it inside a text box in the header: should that make a difference?

@mariajauslin1107 2 жыл бұрын

P.S. Is it really necessary to put a name in the Bookmark? You are anyway creating a new style "EEName" which you then use in the quick paths. I am just questioning this additional step of giving the text field a bookmark.

@mariajauslin1107 2 жыл бұрын

What kind of a Text Form Field is this? Did you take one from the Developer?

@MsDawnmax 3 жыл бұрын

My entire document is not a form. There are only some form fields, so I don't want to restrict editing to just forms. Without restricting, the header isn't auto-populating for me. It will populate if I update field codes, but I don't want my users to have to do that. Any advice?

@SharonSmith 3 жыл бұрын

Hi Dawn! Have you tried locking only part of your document? I have a video on how to do that which may help in this scenario: kzfaq.info/get/bejne/jtmYabecm96ucmw.html You would have to test if that allows the header form field to populate. I hope this helps! Thanks so much for watching my videos.

@luzi29 3 жыл бұрын

Is it possible to add a table where I ask the user to enter the number fe. of customers they had and then it autofills the maximum number of allowed complaints, maximum number of returns etc. And then they can enter the actual number. So basically an dependable autofills🙈 thanks anyway

@SharonSmith 3 жыл бұрын

Hello Ludwig! I have two other videos that you may find helpful. One is how to create multiple level dependent drop downs: kzfaq.info/get/bejne/a5qUhq2m0MjJY58.html and this one is on how to link text to appear based on a drop-down selection: kzfaq.info/get/bejne/i6t4mLem25vYd2Q.html I hope one of these helps you with what you are trying to do. Good luck. Thanks for watching my videos!

@luzi29 3 жыл бұрын

@@SharonSmith oh wow thanks I will check them out ☺️

@toads807 2 жыл бұрын

When I do this, the style ref doesn’t automatically change in the header after I restrict editing to filling in forms. It only updates after I unprotect the document. What am I doing wrong?

@daysgoneby81 2 жыл бұрын

I have the same issue it only appears after changing the protection grom on/off