Transcript Word Forms - TRIAD Consulting

Welcome to….
Word Forms
Gini Courter
Annette Marquis
TRIAD Consulting
Forms in Office






All applications – VB forms
Access - data forms, web pages
Excel – data forms
FrontPage – web forms
InfoPath – XML forms (Office 2003)
Word – text forms, web forms
Why Word for Forms?



Forms can be easily attached to email
Forms are easy to create
Almost a “universal” format
– More installed copies than any other
software
– More users than any other Office app
Parts of a Form



Structure to make the form easy to
use
Labels to describe fields
Form field controls to hold data
– Textbox Form Field
– Checkbox Form Field
– Drop Down List Form Field
Steps to Create a Form
1.
2.
3.
4.
5.
Use tables to layout the form
Use borders and shading to create
lines and boxes for users to enter
information
Add form controls from the Form
toolbar
Protect the form
Distribute the form
Form Layout

Use tables to structure the form
– Remove default borders
– Turn on gridlines during design


Use borders and shading to provide
lines and data entry areas
Important Table commands
– Merge cells
– Split cells
Columns for Horizontal Spacing
Rows for Vertical Spacing
IAAP LogoWear Form





Name
Address
City, State, Zip
Email
Phone





Qty
Item
Size
White polo ($35)
Navy polo ($35)
Fleece ($55)
All styles available
in sizes XS – 2XL
Shipping flat $5
Price
Total
Adding Form Controls

Turn on Forms toolbar
– View > Toolbars > Forms or
– right click any toolbar, choose Forms


Position insertion point
Click the Form Field button on the
Forms toolbar
Setting Control Properties


Click the
Properties
button or
double click the
Form Field
Set (at least)
Type,
Bookmark
Name
Calculated Fields



Must use Text Box Form Field
Choose Calculation as Type
Enter formula
– Starts with =
– Refers to bookmarks and constants
– Use + - * /

Enable Calculate On Exit on
appropriate fields
Locking the Form


Click the Protect Form button on the
Forms toolbar
While you’re at it, change the form
properties (File > Properties)
Distributing the Form




Attach to email
Save in a shared folder and set as
Read Only (in Windows)
Publish to a form library (Windows
SharePoint Services)
Save as a workgroup template
Questions?

All materials available on our site:
www.triadconsulting.com