This is great, I like your straightforward style thanks. How do you change the format of the fields so that the text is a different size and style? Is it possible to have the fomrat of a date change so for example the date in one area would be "14/02/2024" and then in another "Wednesday 14th Feburary 2024". Thanks.
You typically don't change the formatting of the field itself, but the formatting of the whole paragraph in which you embed the field. Ideally you should use styles if you are trying to create a professional document. Yes, you can use a different date format in the cross-reference. Toggle the field codes with ALT+F9 and then before the closing curly bracket, type in \*CHARFORMAT \@"dddd, MMMM, yyyy" for example. Of course you might have to adapt that formatting to your needs.
You could also select all content (CTRL + A) and then press F9 to update. However, this won't update the header and footer area, since these areas won't be selected. Therefore, I typically use the print preview. Takes me not even 5 seconds and updates all fields.
Amazing, especially the secret trick. However, with the Rich text the ctrl+click function of the hyperlink doesnt seem to bring you back to the first bookmark (helpful when you need to figure out which field to edit)
Correction, hyperlink does work when the fields are populated but not before. Is there anyway to make it work before? I have over 100 cross-references to a single bookmark and I don't want a future form user to not know which is the bookmark to change all the rest.
I honestly don't know of a specific way. However, you could of course pre-populate the field. This will lead you to losing one of the benefits of a field, but it is still way better than a standard bookmark.
@@LeonRenner There is a better way, well maybe. if you are in the document, push ctrl-A (select all) then while selected, hit F9. Voila all fields updated. 😉
@@ChickenDeranged Still not automatic though. I typically don't mention this approach, since people often use fields in the header/footer area and then this approach wouldn't update such fields. If a person doesn't know that, it often leads to frustration.
I've a doubt here, I followed whole the tutorial, but some ribbons doesn't have arrows inside, I'm using VBA to replace the text inside bookmarks and refresh the cross references but when I going to watch the references are refresh with the error message, any idea how to fix that?
I didn't fully understand the problem. But try to set up the bookmarks and crossreferences manually and then change the content and update it manually. If this works, then your VBA code isn't written well enough.
Aside from using proper styles, you should look into the \*CHARFORMAT switch. After inserting a cross-reference, press the keyboard shortcut ALT+F9 to show the field codes. There you now might see the switch \*MERGEFORMAT at the end of the field. Replace the "MERGE" with "CHAR". And if you don't see the \*MERGEFORMAT switch, simply add the full new \*CHARFORMAT switch. Then toggle back to the standard view by pressing ALT+F9. If you now format your cross-reference it will preserve the formatting even if change the content in the bookmark. Note, that you should ideally work with styles in your document. So, if you have a paragraph with non-bold text, make sure that the style of that paragraph is also non-bold. It should for example not be a bold-formatted style where you've manually overwritten the bold styling by using the bold function in the "Home" tab. Like that, you shouldn't even have to format the cross-reference, as it will automatically take over the formatting of the paragraph style when you are using the \*CHARFORMAT switch.
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This is great, I like your straightforward style thanks. How do you change the format of the fields so that the text is a different size and style?
Is it possible to have the fomrat of a date change so for example the date in one area would be "14/02/2024" and then in another "Wednesday 14th Feburary 2024".
Thanks.
You typically don't change the formatting of the field itself, but the formatting of the whole paragraph in which you embed the field. Ideally you should use styles if you are trying to create a professional document.
Yes, you can use a different date format in the cross-reference. Toggle the field codes with ALT+F9 and then before the closing curly bracket, type in \*CHARFORMAT \@"dddd, MMMM, yyyy" for example. Of course you might have to adapt that formatting to your needs.
Is printing the only option to update the changes in the bookmark and the reference?
You could also select all content (CTRL + A) and then press F9 to update. However, this won't update the header and footer area, since these areas won't be selected. Therefore, I typically use the print preview. Takes me not even 5 seconds and updates all fields.
nice
thank you :)
Amazing, especially the secret trick. However, with the Rich text the ctrl+click function of the hyperlink doesnt seem to bring you back to the first bookmark (helpful when you need to figure out which field to edit)
Correction, hyperlink does work when the fields are populated but not before. Is there anyway to make it work before? I have over 100 cross-references to a single bookmark and I don't want a future form user to not know which is the bookmark to change all the rest.
I honestly don't know of a specific way. However, you could of course pre-populate the field. This will lead you to losing one of the benefits of a field, but it is still way better than a standard bookmark.
Thanks for the tips! But is there a way to update automatically without having to click print?
That‘s as automatic as it gets. You can also right-click the field and then update it manually, but for multiple fields I find that cumbersome.
@@LeonRenner There is a better way, well maybe. if you are in the document, push ctrl-A (select all) then while selected, hit F9. Voila all fields updated. 😉
@@ChickenDeranged Still not automatic though. I typically don't mention this approach, since people often use fields in the header/footer area and then this approach wouldn't update such fields. If a person doesn't know that, it often leads to frustration.
@@LeonRenner ahh, didn't know about the header and footer. thanks for the heads up!
I've a doubt here, I followed whole the tutorial, but some ribbons doesn't have arrows inside, I'm using VBA to replace the text inside bookmarks and refresh the cross references but when I going to watch the references are refresh with the error message, any idea how to fix that?
I didn't fully understand the problem. But try to set up the bookmarks and crossreferences manually and then change the content and update it manually. If this works, then your VBA code isn't written well enough.
my second repeated words follows the bold in the initial word. how do i fix this?
Aside from using proper styles, you should look into the \*CHARFORMAT switch. After inserting a cross-reference, press the keyboard shortcut ALT+F9 to show the field codes. There you now might see the switch \*MERGEFORMAT at the end of the field. Replace the "MERGE" with "CHAR". And if you don't see the \*MERGEFORMAT switch, simply add the full new \*CHARFORMAT switch. Then toggle back to the standard view by pressing ALT+F9. If you now format your cross-reference it will preserve the formatting even if change the content in the bookmark. Note, that you should ideally work with styles in your document. So, if you have a paragraph with non-bold text, make sure that the style of that paragraph is also non-bold. It should for example not be a bold-formatted style where you've manually overwritten the bold styling by using the bold function in the "Home" tab. Like that, you shouldn't even have to format the cross-reference, as it will automatically take over the formatting of the paragraph style when you are using the \*CHARFORMAT switch.
I'm trying to use this to repeat bullet points in a document, but it removes the formatting (one of the bullets is getting converted to normal text).
Try using the CHARFORMAT switch. I explained it in more detail in another comment :)
copy paste work faster
Sure, especially if you have business template and you regularly have to change an entry that is being repeated in tens of places in the document 😉
@@LeonRennerIf numerous 😮then find & Replace should work 🙄 equally fast & efficient 😅