Creating a Form with Word

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Creating a Form with Word

• Sean Banerjee
• sean.banerjee_at_mail.wvu.edu

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Upcoming Deadlines

• MyITLab Lesson 6 due on Monday April 20 at
  1159PM
• Homework 6 due on Friday April 24 at 1159PM (no
  late submissions accepted!)
• MyITLab Late Submission deadline on Monday April
  27 at 1159PM
• Final Exam Schedule
• Section 25 on Tuesday, May 5 at 800 AM
• Section 26 on Friday, May 8 at 300 PM

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Developer Pane

• The Developer pane is a helpful little area of
  Microsoft Word
• To enable the Developer pane click on the Office
  icon on the top left
• Then click on Word Options
• Under the Popular tab make sure Show Developer
  tab in the Ribbon is checked.

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Creating the template

• Create a new Word Document Template
• Click the Microsoft Office Button on the top left
• Under Templates click My templates
• Double click Normal and then click Template or
  Document under Create New
• Click the Microsoft Office Button and then Save
  As
• Save it as Information_Form

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Basic Form Structure

• Enter in bold 16 point font the following text
• Please complete all requested information.
• Center the text
• Enter in bold 11 point font the following text in
  separate lines
• First Name
• Last Name
• Date
• Left justify the text

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Inserting a Text Fill in Field

• On the Developer tab in the Controls group click
  on Legacy Tools
• Click on Text form Field
• In the Controls group click Design Mode and then
  Properties
• Set the Maximum Length to 20 characters
• Change Text format to First capital
• Do this for both First Name and Last Name

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Adding the date picker

• Click next to the Date text area
• On the Developer tab in the Controls group click
  on Date Picker
• Uncheck Design mode
• Save your work

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Adding a Pull Down Menu

• Add in the text Class Rank
• Bold the text
• On the Developer tab in the Controls group click
  on Legacy Tools
• Click on Drop Down Form Field
• Select the content control, and then on the
  Developer tab, in the Controls group, click
  Properties.
• To create a list of choices, under Drop-Down List
  Properties, click Add.
• Add in the following
• Freshman
• Sophomore
• Junior
• Senior

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Adding in a check box

• Add in the text Check if Instate in 11 point
  font and bold
• On the Developer tab, in the Controls group,
  click Legacy Tools.
• Click Check Box Form Field.

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Add in a Calculated Field

• Enter the following text in bold and 11 point
  font
• Quality Points
• Credit Hours
• GPA
• Make Quality Points and Credit Hours both Text
  Form Fields
• For Quality Points and Credit Hours change the
  properties so they are Number Types with Number
  Format 0 and give them the bookmarks QP and CH
  respectively. Make sure the box Calculate On
  Exit is checked.

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Doing the calculation

• Make GPA a Text Form Field
• Change the bookmark to GPA
• Change the Type to Calculation
• Enter QP/CH for the Expression
• Change the Number Format to 0.00
• Check the box for Calculate on Exit

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Preparing the form for use

• Without completing the following, the form cannot
  be used!
• On the Developer tab, in the Protect group, click
  Protect Document, and then click Restrict
  Formatting and Editing.
• In the Protect Document task pane, under Editing
  restrictions, select the Allow only this type of
  editing in the document check box. In the list of
  editing restrictions, select Filling in forms.
  Under Start enforcement, click Yes, Start
  Enforcing Protection.
• Click OK

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Testing the form

• Save your work first
• Close out the form
• Open it up and enter in your information
• The basics http//office.microsoft.com/en-us/word
  /HA100307461033.aspx

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Next Class

• Using PowerPoint to create professional looking
  presentations