Updating a Field in a Text Box

Jay has a situation where he has a document property field inserted in a text box in a document. Using Ctrl+A and then pressing F9 should update all the property document fields in the document, but this one field is not updated by Jay's action. The process to update fields in headers and footers also does not update the field inside the text box. Jay is wondering if there is a way he can manually update the field using the keyboard or if there is a way to update it using a macro.

Fields can be placed in lots of document elements. They can be, for instance, in the main document text, in text boxes, in headers or footers, in AutoShapes, or in special tables. While pressing Ctrl+A will select all of your document, pressing F9 won't update the fields in all of the document elements. Instead, you need to use a macro to do the updating.

If you simply want a macro to update the fields in any of your text boxes, this is easy enough to do. The following macro will steps through each of the shapes in your document (this includes text boxes and AutoShapes) and, if the shape contains text, update any fields it contains.

Sub UpdateTBFields()
    Dim shp As Shape

    For Each shp In ActiveDocument.Shapes
        With shp.TextFrame
            If .HasText Then
                .TextRange.Fields.Update
            End If
        End With
    Next
End Sub

This macro could be assigned to a keyboard shortcut so that you could easily update the fields with the touch of the shortcut. Of course, you might want to develop a more encompassing macro that updates all the fields, wherever they may be. (Remember—fields can be in any number of document elements.) In that case, consider the following more-encompassing version of the macro.

Public Sub UpdateAllFields()
    Dim doc As Document
    Dim wnd As Window
    Dim lngMain As Long
    Dim lngSplit As Long
    Dim lngActPane As Long
    Dim rngStory As Range
    Dim TOC As TableOfContents
    Dim TOA As TableOfAuthorities
    Dim TOF As TableOfFigures
    Dim shp As Shape

    ' Set Objects
    Set doc = ActiveDocument
    Set wnd = ActiveDocument.ActiveWindow

    ' get Active Pane Number
    lngActPane = wnd.ActivePane.Index

    ' Hold View Type of Main pane
    lngMain = wnd.Panes(1).View.Type

    ' Hold SplitSpecial
    lngSplit = wnd.View.SplitSpecial

    ' Get Rid of any split
    wnd.View.SplitSpecial = wdPaneNone

    ' Set View to Normal
    wnd.View.Type = wdNormalView

    ' Loop through each story in doc to update
    For Each rngStory In doc.StoryRanges
        If rngStory.StoryType = wdCommentsStory Then
            Application.DisplayAlerts = wdAlertsNone
            ' Update fields
            rngStory.Fields.Update
            Application.DisplayAlerts = wdAlertsAll
        Else
            ' Update fields
            rngStory.Fields.Update
        End If
    Next

    'Loop through text boxes and update
    For Each shp In doc.Shapes
        With shp.TextFrame
            If .HasText Then
                shp.TextFrame.TextRange.Fields.Update
            End If
        End With
    Next

    ' Loop through TOC and update
    For Each TOC In doc.TablesOfContents
        TOC.Update
    Next

    ' Loop through TOA and update
    For Each TOA In doc.TablesOfAuthorities
        TOA.Update
    Next

    ' Loop through TOF and update
    For Each TOF In doc.TablesOfFigures
        TOF.Update
    Next

    ' Return Split to original state
    wnd.View.SplitSpecial = lngSplit

    ' Return main pane to original state
    wnd.Panes(1).View.Type = lngMain

    ' Active proper pane
    wnd.Panes(lngActPane).Activate

    ' Close and release all pointers
    Set wnd = Nothing
    Set doc = Nothing
End Sub