These fields can also be updated manually. See How to update fields for more details about manually updating fields. Printing a document or opening a document in Print Layout view will also cause these fields to update.Ī field that is automatically updated each time it is displayed or each time the page is reformatted. This is the case no matter whether the option File > Options > Display > Printing options group > Update fields before printing is ON or OFF. These fields can be updated by switching to Print Preview because this triggers repagination of the document. The description of Warm above applies but, in addition, these fields can be updated in one more way: Most of these fields are related to pagination and printing of documents. The term “Warm ++” is invented here for descriptive purposes. See How to update fields for more details about manually updating fields. The group of warm fields include both fields that are automatically updated when the source changes and fields that can be manually updated. This also means that a cold field includes nothing to be updated.Ī field that has a result and that can be updated. You can read more about the different layers in a Word document later in this article. You will find my macro for updating fields here: Macro – Update All Fields in Word Document.
The easiest way to update all fields in a document with fields spread across several layers is to use a macro. Note that a text box in Word is actually a shape which means that it acts as other shapes in relation to updating fields. This also means that you may need to manually take care of the field update in those areas of a document. This automatic control does not apply to fields in footnotes, endnotes, text boxes and shapes. Now take another textbox name it as "Approver" and insert the name of Approver in it.Fields in footnotes, endnotes, text boxes and shapesĪs is true for headers and footers, footnotes, endnotes, text boxes and shapes you create using the tools in Insert tab > Illustrations group > Shapes reside in their own layers in a Word document, separated from the main body.Īs explained above, fields in headers and footers are updated more automatically than other fields. If "Current User" is not equal to "Approver" If "Current User" is not equal to "Created By" and Write formatting rule on each of your fields which needs to be restrict as: The name of approver in you "Approver" text box) (You can get the dynamic name of your approver in this text box, for this you will have to create a SharePoint list, then make data connections to that list and populate Now take another textbox name it as "Approver" and insert the name of Approver in it. "checkbox" as "Update this value when the result of this formula is recalculate" Keep this check box unchecked" to get "Created by" in textbox.Ī) take another textbox name it as "created by"ī) Make a data connection to your infopath form library name it as "Form Data" (check the option "get data from current form")Ĭ) Right click on textbox "Created By" and click on "fx" and got to your data Connection "Form Data"Īnd get the value of "Created By" column in your textbox "Created by" Now, we need to get on our infopath form:Ī) take another textbox name it as "created by"ī) Now, follow the post above to populate current user and populate current user in text box but there is some change in the procudure in the above "current user post" to populate name of the "created by" person. (To populate current user refer this post " Current Take a textbox on your infopath form, name this textbox e.g. Yes it is possible to restrict fields in infopath form.
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