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How to Create and Use Custom Forms in Word



It's much easier to create custom forms in Word than you might think and certainly a lot easier than many years ago. On the Developer tab, Microsoft provides nine content controls, 12 ActiveX controls, three legacy controls, and three Legacy Form features.

In Microsoft Word, controls are preprogrammed tools that allow you to add and customize interactive content to your Word forms, templates, documents, and Web pages. This article covers six of these content controls: check box, combo box, drop-down list box, rich text and text only controls, and date picker. We'll add more controls in updates in this story.

A. Creating a Custom Form: Getting Started

Start with a new file and make sure that the Developer tab is available.

. 1 Select File> New> Document

2. After opening, make sure that the Developer tab is available in the Ribbon.

. 3 If not, select File> Options> Customize Ribbon .

. 4 When the Customize Ribbon & Keyboard Shortcuts dialog box appears, navigate to the right side of the screen Customize the Ribbon> Main Tabs . Click the Developer check box to add the Developer tab to the Ribbon, and then click OK .

Now create some custom forms. For this exercise, we will create a customer survey form for residents of Scottsdale, AZ, who will cover the new business park and shopping mall. After completion and distribution, you can capture or export residents' answers in a database (MS Access) or spreadsheet (Excel).

We have created the document so you can follow all features. Download it here:

B. Next, add a checkbox

1. Enter a survey question.

. 2 Press the Tab key (or press Return ) to enter the optional answers.

. 3 Type in three or four options.

. 4 Select the developer tab.

5. Press the spacebar at the end of the first option, and then click once to position the cursor to insert a checkbox.

. 6 On the Developer tab, select the Check Box Content Control .

. 7 When the check box appears, note that design mode is turned on (in the Controls group).

. 8 Instead, click the Properties button (also under the Controls group).

. 9 The Content Control Properties dialog box opens.

10th Enter the text for this check box in the day field, but not the title field (for this), unless you want duplicate titles (the one you entered on the form have one)

11. In the Show as drop-down list box, select Bounding Box, Start / End Tag, or None . Try all three and then choose the ones you like best.

12th In the Color box, select a color, and then click Use a style to format text typed in an empty control and select a style from the List out (or not) box properties "width =" 300 "height =" 449 "data-imageid =" 100762786 "data-license =" IDG "/> JD Sartain / IDG Worldwide

Control Box Properties [19659027] 13. I advise against checking the box that says: Remove content control when content is edited but try both ways and then decide which option is best for your project

14. Under Lock select whether to edit or delete the content, again, depending on your project, and sometimes it's good to allow users to change their minds and an option to edit or delete Some projects should ban this action.

15th Under Check Box Properties click the Change button and note that you have literally thousands of options for the icon that was inserted in the check box. You can also choose an icon for the Unchecked Box .

sixteenth When finished, click on OK and then on Save as to save the form. Note the file type that Microsoft automatically adds to the form file (see Section F, Number 7).

C. The combo box and the drop-down list box

The combo box and the drop-down list box require you to select from a list of mutually exclusive values, which means that you can only select one option. The difference is that your selection is restricted to the items in the list with the drop-down list box . You can use the combo box to enter a custom object that is not in the list, but not without custom coding. Therefore, the following instructions are for both combo boxes and drop down list boxes .

D. Combo Box and Drop-Down List Box

1. For the number 2, enter the following statement: Please select your preferred type of restaurant.

2. At the end of this sentence, tap on 4.5 on the ruler, then select the Combo Box Content Control button from the Controls group on the Developer tab.

. 3 With Control selected, click the Properties button under Developer > Controls .

. 4 When the Content Control Properties dialog box is opened, enter a title in the first field under General (and a day if you wish).

. 5 Under Display as select Boundary box, Start / End Tag or None .

Note: The default is bounding box This means that the items in the list / combo box do not appear until you click the shaded rectangle.

. 6 As explained in select a color, a style, and whether you want to edit or delete the content.

. 7 Then click the button Add and enter your list of elements.

. 8 Once entered, you can change the order by pressing the Up or Down buttons and editing or deleting an element using the Modify or Remove buttons.

. 9 Follow the instructions above to create a drop-down list box for # 3, but instead replace the preferred restaurant statement with this statement: Select the type of store where you shop the most.

  02 combo box and drop-down list box properties JD Sartain / IDG Worldwide

combo box and drop-down list box properties

E. Rich Text and Text Only Content Controls

There is an important difference between Rich Text Format (RTF) content controls and plain text content controls. Rich Text Format (RTF) content controls support graphics, tables, objects, annotations, custom fonts, and font attributes. Plain Text Content Control is just that: pure ASCII text that looks like Courier. It does not support any of the elements supported by RTF, except that some attributes such as italics, bold, etc. are allowed. The catch: If you select bold, the whole text will be bold; That is, you can not represent a single word or group of words in bold, italics, etc. If you want your forms to look nice, you should use the RTF content control.

. 1 Enter the following survey statements: Please describe why you support (or do not support) this project. Note: You can use format functions such as bold, italic, and so on. You can also change the font, insert photos / graphics, objects, tables, and / or annotations.

2. Tab above 4.5 on the ruler. On the Developer tab, select the Controls group, and then click the Content Control Rich Text Format button.

. 3 With Control selected, click the Properties button and it opens a slightly different Content Control Properties dialog box (not that many options).

. 4 Follow the instructions above and then click OK .

F. Content Control for Date Selection

1. This one is easy. For number 5, enter the following statement: Please enter your date of birth (for demographic reasons).

2. Go to "4.5," on the "Developer" tab, select the "Controls" group, and then click Content Control

. If the control is still selected, click the Properties button, and another slightly different Content Control Properties dialog box will open (with more options).

. 4 Follow the instructions above for similar fields as Title, Day, Colors, etc.

  03 Rich Text Content Control Properties JD Sartain / IDG Worldwide

Rich Text Content Control Properties [19659029] 5. Select a date format from the Display Date Like This list box. We chose M / D / YYYY (a numeric month, a two-digit day and a four-digit year); However, you can choose the format you prefer.

. 6 Select the destination location, calendar type and the format for the XML content in the assignment ; (The default answers are generally correct unless your location is outside the US.)

7. When you are done, click OK. Save your form with the filename New Business Survey (and note that Word saves it with a macro format, which is DOCM), and then finish the form.

  04 Date Selection Content Control Properties JD Sartain / IDG Worldwide

Date Selection Control Properties

G. Restrict Editing

If you want to exclude other users from editing or formatting your form and have not specified for each individual content control, use the Restrict Editing commands under the Developer tab. 19659002] 1. Open the form.

. 2 Click Start> Select> Select All (or press CTRL + A ).

. 3 Click Developers> Restrict Editing (from the Protect group), and then select your Restrict Restrictions on display screen on the right.

. 4 After you have selected the required restrictions, click Number 3: Force Startup Protection to Yes. Now your form is protected.

  05 Restrict editing of forms JD Sartain / IDG Worldwide

Restrict editing of forms

H. Test Your Work

Reopen the form, complete it, and save a copy to a new location. If any of the content controls fails, delete them and follow the instructions above to re-enter content control. If the problem persists, download the submission form at the following link. Good luck and have fun!

I. Next Time

Next time we update this story, we will add instructions for creating and using Content Controls for Building Block Galeries. Then find us later for a detailed tutorial on ActiveX controls.

There is a difference between content controls and ActiveX controls. ActiveX Controls were originally developed for websites; However, they can be used in other documents. They require macros to work and must be used with care. Content controls do not require form protection and do not require macros to work. However, macros can improve their performance.

  06 completed new business survey form2 JD Sartain / IDG Worldwide

completed new business survey form


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