Creating a form field to be filled out by a user and populate through out the document

Hi, I'm very sorry to cause you confusion. You're 99% of the way there.

We began by discussing Content Controls. For them, you need to use No changes (Read only) when protecting the form. 

Later, when it became clear that it was important to be able to update the fields, I included Form Fields in the discussion. When you use form fields, you must use Filling in forms as the protection method.

As Doug points out in his reply, you can avoid the macros and instead check the property in each form field to Calculate on exit and it will have the same effect of updating the fields.

John,

If Legacy FormFields are used, all that is necessary is to check the "Calculate on Exit" box for the FormFields that contain the information that is to be display elsewhere in the document (by means of a cross reference to the bookmark of the FormField.

It is NOT necessary to use a macro, which can be an issue if the documents are distributed to others and the macros are disabled by their security settings.

John, you have been very helpful.  I really appreciate your help.  I swear I followed your instructions exactly. I am still failing to make this function correctly.  I am putting my actions inside your instructions below in Bold so you can easily see what I did.

Here's how to create the macro:

1. On the Developer tab, click on Macros. The Macros dialog opens.
2. In the Macro Name field, type UpdateRefFields, then click on Create.
3. In between the Sub and End Sub lines, type ActiveDocument.Fields.Update. Ensure that the line does not start with a single quote mark: that turns it into a comment that will not run. Your final macro should look something like this:

Sub UpdateRefFields()

  ActiveDocument.Fields.Update

End Sub

Mine Looks like this:

---

Sub UpdateRefFields()

'

' UpdateRefFields Macro

'

'

ActiveDocument.Fields.Update

End Sub

---

Created a text form field from legacy Forms - ****

Type Regular Text

Default text - left blank

Max Length - unlimited

Test Format left blank

Entry left blank

Exit chose UpdateRefFields

Bookmark renamed TenantName

Fill-in enabled - checked (it was checked)

Calculate on exit left blank

Now leave the VBA editor and return to your main document window. Follow these steps:

1. With document protection turned off, right-click on a form field ( [FORMTEXT] aka TenantName ) and choose Properties
2. Under Run macro on, click on the Exit dropdown and select UpdateRefFields. OK Out.
3. Repeat for all  text form fields that relay data to a Ref field.
4. Apply protection for Filling in Forms and save your document.

Went to the Restrict editing DEVELOPER->Restrict Editing

IN “Editing restriction” Checked “Allow only this type of editing in the document. “

Chose “No Changes (Read Only)

In “Exceptions” clicked on the [FORMTEXT] field (TenantName) and checked “Everyone”.

Made sure that this was not clicked in the REF TenantName QuickPart

Clicked Yes, Start Enforcing Protection.

As you tab through the form fields, the Ref fields will automatically be updated.

I only have two fields, the original test form field for a use to fill in and a single reference. I am doing something wrong and I cannot imagine what I am missing.

Davydß-This BookMark is “TenantName” when I right click on properties to check

TenantName