I'm creating a form used to do quaility control checks on applications of clients for our company. We have to use a Client Member Number to run checks in various parts of our system. The form I created as a lot of detail and questions. So, to save some space, I wanted to have the client's Name and Member# appear in the heading so that our QC reviewers wouldnt have to keep going to the first page of the form where the client's information is located.
So the first page of the form has things like
Name:
Member#:
Phone#:
Each of these is followed by a Text Form Field so that the reviewer can type in the information for the different Member reviews.
I named the Text Form Fields, and clicked calculate on exit.
I created a REF Quick Part in the header, using Quick Part found in the Edit Header tab and had them REF the corresponding field above. I locked the document and saved it.
The problem is, whenever the information is entered into the Text Form Field, the Header REF Quick Part doesnt update with the information.
Whenever I type in, for example, Jon Doe, 456789, 555-555-5555, (tabing out of each as I finish the field) the Header doesnt update with the information.
I even went back, clicked inside the Header and did the Normal Insert, Quick Parts, Ref, as you would in the body of the document, and it still doesnt update.
I did get it to work once, by unlocking the document and typing in the field, then saving it, but that defeats the purpose. I need a blank form, that updates with the information for each individual review that is completed.
Any one have any suggestions?
