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word 2013 fields and auto update

Posted on 2014-09-25
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Last Modified: 2014-10-01
I have several forms originally written with word 2003 that have been updated to 2013. they have fields that are mapped for extraction by another PDM appliaction. The forms have to be saved as a docx and not dotx for the purposes of extraction. However, the fields get pushed out of the form by the users putting in the data and then nothing gets extracted I have changed the fields to always show shading and have walked users through how to enter the data in the field and not push the field off the page. There is also a field that takes the file name and puts it on the sheet. this gets entered by using f9. however, the users want the document dummy proof. How can I take the documents and make it so the fields are harder to delete and the filename will auto fill? ideally, this should be done without the data entering dummy having to remember to update the fields or accidently lose the field. many of the data entering dummies are engineers.
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Question by:geriatricgeek
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GrahamSkan earned 2000 total points
ID: 40344901
If you have a forms document designed under Word 2003, then you are probably using Form Fields. To use then properly  the document must be protected for forms. If it is not, the fields are very likely to get overwritten.

If you right-click on a form field while the document or template is unprotected,  you should get a context menu with a Properties item. Click on that to open the Form Field options dialogue. If you tick the Calculate on Exit checkbox, all the document fields will be updated  when that field loses focus.

If you still have problems, I think that will need to see a sample document in order to get a better understanding.
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