Please Note: This article is written for users of the following Microsoft Word versions: 2007, 2010, 2013, 2016, 2019, and Word in Microsoft 365. If you are using an earlier version (Word 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Word, click here: Field Calculations in Locked Forms.

Field Calculations in Locked Forms

Written by Allen Wyatt (last updated August 19, 2024)
This tip applies to Word 2007, 2010, 2013, 2016, 2019, and Word in Microsoft 365


2

Kathleen described a problem she had with Word not updating a calculated field in a locked form. For instance, if there are three fields (Field1, Field2, and Field3) that are summed together into another field (Total), then Kathleen could not get the Total field to calculate, even though she set the Calculate on Exit property of the Total field.

The reason the problem occurs is a misunderstanding of the way in which Word calculates form fields; it has nothing to do with the fact that the form is locked. (In fact, the form must be locked in order to fill in the form fields at all.) The problem arises because it is not the Total field that must have the Calculate on Exit property turned on, but the fields on which Total is dependent. In this instance all three contributory fields—Field1, Field2, and Field3—must have their Calculate on Exit property set. If they do, then the Total will update properly (and interactively) as expected.

As a side note, it does very little good to have the Calculate on Exit property set in the Total field. Why? Because when you set the field's Type property to Calculation, enter your formula in the Form Field Options dialog box, and then lock the form, the Total field cannot be selected. If it cannot be selected, you can't exit it (you can't exit what you can't enter), so the Calculate on Exit property is never triggered.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (8178) applies to Microsoft Word 2007, 2010, 2013, 2016, 2019, and Word in Microsoft 365. You can find a version of this tip for the older menu interface of Word here: Field Calculations in Locked Forms.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Backing Up Your Customized Toolbars

After customizing your Excel toolbars, it is a good idea to make a backup of the file that contains the information. ...

Discover More

Viewing Multiple Pages

If you have a large monitor, you can view more than one page at a time in Word. This is very handy when you want to ...

Discover More

Using the UNIQUE Function

The UNIQUE function can be used to evaluate a range and return the unique values in that range. Understanding how the ...

Discover More

Learning Made Easy! Quickly teach yourself how to format, publish, and share your content using Word 2013. With Step by Step, you set the pace, building and practicing the skills you need, just when you need them! Check out Microsoft Word 2013 Step by Step today!

More WordTips (ribbon)

Word Count for a Portion of a Document

Word doesn't provide a field that allows you to return a word count for a portion of your document, but you can create ...

Discover More

Printing Index Field Codes

Word allows you to configure what you see so that field codes are visible instead of the results of those field codes. ...

Discover More

Inserting the Date Your Document Was Last Printed

Word keeps track of each time you print your document, and you can automatically insert the last printing date anywhere ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is 7 + 3?

2020-04-21 09:15:44

Andrew

Yes, but it's gonna make you cry.

https://support.office.com/en-us/article/field-codes-formula-field-32d5c9de-3516-4ec3-80ed-d1fc2b5bc21d


2020-04-20 12:10:02

Richard Curtis

Is it possible to use fields to calculate more complex engineering-related formulae?


This Site

Got a version of Word that uses the ribbon interface (Word 2007 or later)? This site is for you! If you use an earlier version of Word, visit our WordTips site focusing on the menu interface.

Videos
Subscribe

FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.