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Word 2007: Creating Forms

Word 2007: Creating Forms

One of the coolest Word features is having the ability to create forms.

Form Ideas:

     
  • Employee Performance Evaluations
     
  •  
  • Surveys
     
  •  
  • Expense Reimbursement Forms
     

If you’ve already started looking on the Ribbon for form commands, you won’t find them. It’s not a command that a lot of people use and it requires document security. As a result, you’ll find the command for Forms on the Developer Tab.

Showing the Developer Tab

     
  1. Open the Office Menu
     
  2.  
  3. Choose Word Options
     
  4.  
  5. On the Popular tab, check Show Developer tab in the Ribbon
     

Now, you’re ready to create a form.

Using the Controls Group

The Controls Group on the Developer tab contains all the form controls you need to add fields and pictures to your form.

 

Figure 2. Controls Group

               

Control…

Function…

Inserts a rich text content control that allows for formatting changes.

Inserts a plain text content control.

Inserts a picture content control.

Inserts a combo box content control.

Inserts a drop-down list that restricts entries to those contained in a list.

Inserts a date picker content control.

Inserts a document building block.

Inserts Legacy controls such as a checkbox or option button.

Creating a Form

     
  1. Create a New Document
     
  2.  
  3.  Click the Design Mode command in the Controls group on the Developer tab
     
  4.  
  5. Click in your document where you want to insert a control
     
  6.  
  7. Click the control in the Controls group on the Developer tab
     
  8.  
  9. Repeat steps 3-4 for each form control
     
  10.  
  11. Save the form
     
  12.  
  13. Click the Design Mode command in the Controls group on the Developer tab
     

Modifying Form Control Properties

Once you get the controls into your document, it’s probably a good idea to set each control’s properties.

Working with a Rich Text or Text Control

In the Rich Text (or Text) control properties, you can modify the control title and tag. You can also specify a style name for text formatting (Rich Text only).

 

Figure 3. Rich Text/Text Control Properties

Working with a Drop-Down List or Combo Box Control

In the Drop-Down List (or Combo Box) control properties, you can modify the control title and tag. You can also specify a style name for text formatting. Additionally, you can add, modify and remove list values and specify the order in which the list entries should appear.

The first item in any drop-down list should always be “Choose…” This is an indicator to your user that they need to choose an entry in the list.

 

Figure 4. Drop-Down/Combo Box Control Properties

Working with a Date Picker Control

In the Date Picker control properties, you can modify the control title and tag. You can also specify a style name for text formatting (Rich Text only).

Additionally, you can choose a date format for the displayed date.

 

Figure 5. Date Picker Control Properties

Working with a Check Box Control

In the Check Box control (found under the Legacy/Active X command) properties, you can modify the size and default value. You can also specify a macro to run on entry and exit.

 

Figure 6. Check Box Form Field Options

Modify Control Properties Using the Ribbon

     
  1. Open the Form
     
  2.  
  3. Click the Design Mode command in the Controls group on the Developer tab
     
  4.  
  5. Select a form control
     
  6.  
  7.  Choose the Properties command in the Controls group on the Developer tab
     
  8.  
  9. Set or change the inserted control properties
     
  10.  
  11. Repeat steps 3-5 for each form control
     
  12.  
  13. Click the Design Mode command in the Controls group on the Developer tab
     
  14.  
  15. Save the form
     

Modify Control Properties Using the Shortcut Menu

     
  1. Open the Form
     
  2.  
  3. Click the Design Mode command in the Controls group on the Developer tab
     
  4.  
  5. Right-click a form control
     
  6.  
  7. Choose Properties from the Shortcut Menu
     
  8.  
  9. Set or change the inserted control properties
     
  10.  
  11. Repeat steps 3-5 for each form control
     
  12.  
  13. Click the Design Mode command in the Controls group on the Developer tab
     
  14.  
  15. Save the form