Using text variables in Microsoft Word

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A tour through fields, bookmarks, and document properties in Microsoft Word.
Learn three different ways to create a "text variable", which means you can type some text in one place and have other bits of text update to match the changes.
Check out my blog at DrNatJG.com

Опубликовано:

29 июн 2024

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Комментарии : 83

@livronuvem 7 лет назад

Thanks. Elegantly explained and illustrated. MS could make this functionality a lot more straightforward, and I'm surprised they haven't after 25+ years.

@Fidrafunk 4 года назад

yes i thought a text variable would be a standard piece of functionality by now

@kevinsteptoe 4 года назад

This is precisely what I need. You quickly get to the important points and leave us with a comprehensive explanation of the approaches and then direct us to the elegent and preferred solution. Thank you.

@mikeecklund1851 6 лет назад

I just wanted to thank you for taking the time to make such a detailed video with multiple approaches to accomplishing the same task. Method #3 is ideal. This helped me tremendously for managing software documentation. Thanks again.

@awesomeaartvark 6 лет назад

This is exactly what I was looking for! You made this very easy to understand, thank you!

@monireachtang712 3 года назад

This is absolutely awesome!! Thank you Dr. for sharing!

@OliviaSantiagoOn2 4 года назад

I needed this yesterday!! So excited to go to work and update my doc!!

@miticaresidencial145 5 лет назад

Thank you so much!! been looking for this solucion for such a long time

@rush883 2 года назад

just recently found your channel and I'd say even though it's dated, it was very well explained, thank you!

@ArnoldNewton Год назад

Thanks for creating this video. Definitely a niche topic but not many people has figured this out!

@RaviKiranChaliki 4 года назад

Excellent solution. Something that is bothering me for a couple of days. Every Elegant with your flow. Thank you.

@thisxgreatxdecay 2 месяца назад

I love how the simplest method is last, haha. But thanks! This helped me make sure that I don't leave the wrong company name in my cover letters. And I'm sure it will come in handy for all sorts of things!

@SaidElnaffar 5 лет назад

You deserve a LIKE and SUBSCRIBE! Very tricky, useful, and comprehensive!

@JPinToronto 5 лет назад

I'm really enjoying this video. Please make more content!

@robertmcnulty6596 4 года назад

I was trying to figure out how to do this a long time ago and didn't succeed. It seemed like a pretty obvious thing that one would want to do, but there was no obvious method. This is very cool. Also, my compliments to Dr. Nat JG for his skills as a teacher. He shows three ways of achieving the same thing that goes from simplest to most complicated. Each approach builds on the previous one and so the third one is the best and ultimately simples if one wants to have a document that will be used on multiple occasions in which this property appears, but it might be intimidating if he just showed method #3.

@DrNatJG 4 года назад

Thanks

@shadowrunesword 2 года назад

Thanks for the tutorial. This is helping me make short work of cover letters as I seek a job. Cheers.

@MisterFizz 5 лет назад

Nicely done. Thanks for the post.

@MalinaC 5 лет назад

Thank you, extremly useful!

@JackMachiela Год назад

Thanks was a great help. Using method 3 was the one for me.

@richardbryanesq 4 года назад

Thank you for taking the time to make this very helpful video.

@lotfymercedes 4 года назад

This magnificent. Thank you for sharing knowledge. You saved me alot of time

@kapilvora 4 года назад

Great! A very nice way to save so much time! Thanks a Lot!

@kreech68 2 года назад

Well-described - thank you very much!

@malchicken 4 года назад

Very helpful! Thank you very much!

@dietrickthomas8106 6 лет назад

Thank you for this!

@elyana_ Год назад

Very clear - thank you!

@littlenewton6 4 года назад

非常感谢您的视频，我感到很有启发性！

@saikhunkhay3617 2 года назад

Thanks for your time. So useful for me.

@gergelypal354 4 года назад

Thanks a lot. To summarize more solution is the best base of this video.

@wmickinley 5 месяцев назад

one of the best of all time

@Fidrafunk 4 года назад

These days you can do this pretty straightforwardly with inserting a bookmark with highlighted text, and then inserting a cross-reference to that bookmark. The key thing is its the text inside the bookmark brackets, not the bookmark name (from bookmark creation), that gets used for the cross-reference text.

@FrozenHero2010 2 года назад

Thank you for this tuition. One small thing I was unable to do was to view the document properties bar at the top of the page. I follwed the instructions, File > Info > Properties, but I only have one option (Advanced Options) whereas in the video, there is also Show Document Properties. I am using Word 2019.

@vebe7109 3 года назад

Great video!

@danpantazi9149 2 года назад

great video!

@JulioMeza 4 года назад

That was good. Thanks

@NozmoKing 4 месяца назад

THANK YOU!!!!

@taketheredpill1452 5 лет назад

great teaching

@sucramsucram3558 3 года назад

Thank you!

@emartin1990 7 лет назад

Thank you jesus

@skyacaniadev2229 5 лет назад

Hope they add something like "/" drop menu, so I don't have to click 10 times to insert a field.

@mannuposki10 4 года назад

Can we drive all this through Word Add-in APIs? I wanted to create a content control using the Word API instead of manually clicking the options you showed. Is it possible?

@LoveToRock1313 5 лет назад

Great video! Do you happen to know where to find the definition of named DocVariable fields in Word?

@jrb040892 Год назад

At the end you said there is an advanced method to put a content control box around custom variables. Can you point me towards how to do this?

@cnfnbcn3227 2 года назад

No idea if its still actual, but you can get rid of the problem of method two by doing so: In options, go to Customize Ribbon and under the Main Tabs enable Developer Then select text that you wish to bookmark, and in Developer tab, in Controls, find Plain Text Content Control and click it Now you basically have a text field. Click on 3 dots on top left of it and then perform all the same things: add bookmark and so on

@veronicakonig8643 3 года назад

Hi! I would like to know how to use merge field from a drop down list. That is, a different text appears from an option chosen by the user. Thank you very much!.

@neillmack 6 лет назад

Excellent video - thank you. Tried to incorporate the document panel but guess what, the help desk says, "The Document Information Panel has been removed in Office 2016 applications." :-(

@rileyo578 4 года назад

Can this function be used for a other applications like a company logo throughout headers & footers

@livronuvem 7 лет назад

4:27 for method 3

@BCFroude 4 года назад

Thanks for the video. I followed through three times and my bookmark is not working properly. It doesn't update the fields after saving and updating. It brings it back to the first initial value from the field code....

@manishmadhavan587 Год назад

wonderful

@m.n.953 2 года назад

thanks for nice explanation. I have a question pleas : in MS word 2019, if I need to add a command button inside the word FORM or template, THIS TEMPLATE HASE SOME FIELDS TO FILL IN the fields are all in type plain text content controls. I want to write a code for the command button that save the document as the content of “student name” field (plain text content control), and to save it into a specific bath directory, how can I write the code pleas ? can you drop the line code that do this when I click in this command button.? pleas your answer and thank you in advance. (PS I don’t want to print the command button in paper when I print out the document . can I make the command button unprinted?)

@mnapier2210 7 лет назад

If my variable is in a Drop Down (Combo Box Content Control or Drop Down Content Control) and I want to choose the information once and for it to automatically change all the other drop downs, how do I set that up?

@andiechambliss7255 6 лет назад

this is my question as well!

@jedrzejleopold2743 4 года назад

How about linking together several documents, or downloading specific informations from one, source document to the other? I can't find any sollution for that.

@fabiomarques4110 5 лет назад

Hello, on method two, I'm having some trouble. the update field only works after I open and close the properties window. is there a way to refresh the values without opening this panel? thanks for the great video and detailed explanation.

@6guame 5 лет назад

same problem

@DrNatJG 4 года назад

It's possible Microsoft made some changes and more recent versions of Word are acting differently.

@SteS 5 лет назад

In 2019 the 2nd method doesn't work. Selecting the field saving and pressing F9 doesn't work. You need to go to the prop dialog and redo the Field link.

@steveremich7255 2 года назад

Thanks for making this video, but it doesn't appear to work (Word for Mac, 2019). Custom fields don't update after updating the bookmarked text.

@rpprevost 2 года назад

If film makers ever do a remake of "2001: A Space Odyssey," you should do the voice of HAL.

@Popart-xh2fd 5 лет назад

Hi, nice video. Is it possible to insert fields inside fields and this way update links for instance. Thanks.

@farhandeen6341 2 года назад

Which office version are you using

@dingviet4310 3 года назад

Please help! Step 2 isn't working for me. I need to go back into advanced properties to make the field update to the master field. Pressing F9 alone won't work!

@CristobalRuiz 3 года назад

What if the content isn't necessarily related to the document properties? I create templates for technical specifications that have several fields that need to be updated and are inserted across multiple section of the document. I have thought about using "Bookmarks" but these are not "editable, are they?

@MrThesavage78 3 года назад

Bookmarks can only be used once in one location, well techincally they can be used multiple times howere it's really cumbersome. Use variables instead. Search for "Using a Form in MS Word to Populate a Document" in youtube (not association, just the video I used and make the following changes: In Microsoft Word, use Insert>Quick Parts>Field>DocVariable> Type variable name in Field Properties>New Name. The code for the "OKBut_Click" in VBA changes to (my sheet was titled "KPIInfo", change to reflect your sheet): Private Sub OKbut_Click() For Each Control In KPIInfo.Controls If Control.Tag "" Then ActiveDocument.Variables(Control.Tag).Value = Control.Value End If Next Me.Repaint ActiveDocument.Fields.Update KPIInfo.Hide End Sub To enable editing of the variables after a new document has been created firstly create a new module, rename it "Edit_Doc" or similar and use the following code: Sub Edit_Doc() For Each Control In KPIInfo.Controls If Control.Tag "" Then Control.Value = ActiveDocument.Variables(Control.Tag).Value End If Next KPIInfo.Show End Sub This enables editing of the variables after a new document has been created by clicking on Develop>Macros"Edit_Doc">then press the "Run" button. Back in VBA window, under "Forms" update the Properties>Tags for each data entry box according to the corresponding variable. This is so much simpler and versatile! I was assisted writing the code by a guy who's a gun with Python so I can only answer basic questions.

@markmedalla2509 3 года назад

Can you do superscript/subscript inside the field?

@mehmetbaran9742 5 лет назад

can we add more default variables for the method 3?

@DrNatJG 4 года назад

To my understanding, no you can't - also you can't change the name of those properties. That's the main limitation =(

@dimaagkoshot4648 Год назад

You are God

@alvaromorales6828 3 года назад

sort of literate programming

@J_L22 2 года назад

The fact that the functionality of the third method is not this straightforward with custom properties is ridiculous

@f0ru0l0rd 4 года назад

Show Document Panel is now gone. Now it's no longer as intuitive as before. Every time you want a change you have to go backstage again and again. It's frustrating to say the least!

@hulladek3 4 года назад

This is what you want ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-OtFhIqK0gec.html

@jmooch59 4 года назад

Hilarious!

@michaelpearce3662 4 года назад

You need to have an degree in computer programming to use word these days ...ridiculuous

@SteS 5 лет назад

In 2019 the 2nd method doesn't work. Selecting the field saving and pressing F9 doesn't work. You need to go to the prop dialog and redo the Field link.

@DrNatJG 4 года назад

Thanks, it's been an awful long time since I've looked into this stuff.

@origami_canoe1952 4 года назад

In Method 1, how can I create a Document Property that is able to be used in EVERY new document that I create?

@DrNatJG 4 года назад

What if you make those changes then do a "Save As"... save the document as a template in .dotx format? Open that template next time and all your custom properties/field codes should be set up for you.