You can use Word to create interactive digital forms that other people can fill out on their computers before printing or sending them back to you. It takes a little preparation but keeps you from having to decipher messy handwriting! Some of the tools you will use when creating a form include:
- Templates: Forms are normally saved as templates so that they can be used again and again.
- Content controls: The areas where users input information in a form.
- Tables: Tables are often used in forms to align text and form fields, and to create borders and boxes.
- Protection: Users can complete the form fields without being able to change the form’s text and/or design.
Show the Developer Tab
Before you can create a form, you’ll need to turn on the Developer tab to get access to the advanced tools.
- Click the File tab.
- Select Options.
The Word Options window opens.
- Click the Customize Ribbon tab on the left.
The column on the right controls which ribbon tabs are enabled.
- Check the Developer check box.
- Click OK.
The Developer tab now appears on the ribbon. In addition to advanced tools for macro recording, add-ins, and document protection, we now have access to form controls.
Create a Form
Once you’ve enabled the Developer tab, and created the layout and structure of the form, you can start adding form fields to your document with Content Controls.
- Place the text cursor where you want to insert the form field.
- Click the Developer tab on the ribbon.
The Controls group contains the different kinds of content controls you can add to a form, as well as the toggle button for Design Mode.
- Click the Design Mode button in the controls group.
While Design Mode is active, controls you insert won’t be active, so clicking a check box to move it around won’t also check it. You can also customize placeholder text for some controls.
- Click a Content Control buttons to insert the selected type of control.
The content control is inserted.
Select a form field and click the Properties button on the ribbon to edit a control’s options. Depending on the type of control you’ve inserted, you can change its appearance, set up the options in a list, or lock the control once edited.
- When you’re done, click the Design Mode button again to exit Design Mode.
You leave Design Mode, and the content controls that you’ve inserted can now be used.
Types of Form Controls
There are many different types of form controls you can add to a form that will allow people to add different types of responses.
Finalize a Form
When you’re ready to distribute a form so others can fill it out, you can restrict the form so that content controls cannot be removed or changed by those filling it out.
- Click the Restrict Editing button on the Developer tab.
The Restrict Editing pane appears on the right.
- Check the Editing restrictions check box.
- Click the Editing restriction list arrow.
- Select Filling in forms.
When this option is enabled, the only change that anyone else can make to this document is the filling in of form fields. They won’t be able to move, delete, or edit the fields themselves until protection is turned off.
- Click the Yes, Start Enforcing Protection button.
A password is not required to start enforcing protection, but you can add one if you’d like to prevent just anyone from turning this protection off.
- Enter a password (optional), then click OK.
The document is now restricted, and anyone you send it to will only be able to fill in the forms.
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To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, date pickers, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.
Show the Developer tab
If the developer tab isn’t displayed in the ribbon, see Show the Developer tab.
Open a template or a blank document on which to base the form
To save time, start with a form template or start from scratch with a blank template.
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Go to File > New.
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In Search online templates, type Forms or the type of form you want and press ENTER.
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Choose a form template, and then select Create or Download.
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Go to File > New.
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Select Blank document.
Add content to the form
Go to Developer, and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set properties on controls once inserted.
Note: You can print a form that was created using content controls, but the boxes around the content controls will not print.
In a rich text content control, users can format text as bold or italic, and they can type multiple paragraphs. If you want to limit what users add, insert the plain text content control.
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Click or tap where you want to insert the control.
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Select Developer > Rich Text Content Control or Plain Text Content Control .
To set specific properties on the control, see Set or change properties for content controls.
A picture control is often used for templates, but you can also add a picture control to a form.
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Click or tap where you want to insert the control.
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Select Developer > Picture Content Control .
To set specific properties on the control, see Set or change properties for content controls.
Use building block controls when you want people to choose a specific block of text. For example, building block controls are helpful when you need to add different boilerplate text depending on the contract’s specific requirements. You can create rich text content controls for each version of the boilerplate text, and then you can use a building block control as the container for the rich text content controls.
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Click or tap where you want to insert the control.
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Go to DeveloperBuilding Block Gallery Content Control (or Building Block Content Control).
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Select Developer and content controls for the building block.
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Click or tap where you want to insert the control.
To set specific properties on the control, see Set or change properties for content controls.
In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.
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Go to Developer > Combo Box Content Control or Drop-Down List Content Control .
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Select the content control, and then select Properties.
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To create a list of choices, select Add under Drop-Down List Properties.
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Type a choice in Display Name, such as Yes, No, or Maybe.
Repeat this step until all of the choices are in the drop-down list.
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Fill in any other properties that you want.
Note: If you select the Contents cannot be edited check box, users won’t be able to click a choice.
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Click or tap where you want to insert the date picker control.
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Select Developer > Date Picker Content Control .
To set specific properties on the control, see Set or change properties for content controls.
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Click or tap where you want to insert the check box control.
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Select Developer > Check Box Content Control .
To set specific properties on the control, see Set or change properties for content controls.
Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.
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Click or tap where you want to insert a legacy control.
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Go to Developer > Legacy Forms drop-down.
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Select the Legacy Form control or Active X Control that you want to include.
Set or change properties for content controls
Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.
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Select the content control that you want to change.
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Go to Developer > Properties.
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Change the properties that you want.
Add protection to a form
If you want to limit how much others can edit or format a form, use the Restrict Editing command:
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Open the form that you want to lock or protect.
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Select Developer > Restrict Editing.
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After selecting restrictions, select Yes, Start Enforcing Protection.
Advanced Tip:
If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.
To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break.
Show the Developer tab
If the developer tab isn’t displayed in the ribbon, see Show the Developer tab.
Open a template or use a blank document
To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.
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Go to File > New from Template.
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In Search, type form.
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Double-click the template you want to use.
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Select File > Save As, and pick a location to save the form.
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In Save As, type a file name and then select Save.
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Go to File > New Document.
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Go to File > Save As.
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In Save As, type a file name and then select Save.
Add content to the form
Go to Developer, and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .
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In the document, click or tap where you want to add a content control.
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On Developer, select Text Box, Check Box, or Combo Box.
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To set specific properties for the control, select Options, and set .
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Repeat steps 1 through 3 for each control that you want to add.
Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.
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Set common properties.
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Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.
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Bookmark Set a unique name or bookmark for each control.
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Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.
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Add Help Text Give hints or instructions for each field.
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OK Saves settings and exits the panel.
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Cancel Forgets changes and exits the panel.
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Set specific properties for a Text box
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Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.
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Default text sets optional instructional text that’s displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.
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Maximum length sets the length of text that a user can enter. The default is Unlimited.
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Text format can set whether text automatically formats to Uppercase, Lowercase, First capital, or Title case.
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Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.
-
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Set specific properties for a Check box.
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Default Value Choose between Not checked or checked as default.
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Checkbox size Set a size Exactly or Auto to change size as needed.
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Check box enabled Lets the user check or clear the text box.
-
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Set specific properties for a Combo box
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Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.
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Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press — to remove a selected item.
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Drop-down enabled Lets the user open the combo box and make selections.
-
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Go to Developer > Protect Form.
Note: To unprotect the form and continue editing, select Protect Form again.
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Save and close the form.
If you want, you can test the form before you distribute it.
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Protect the form.
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Reopen the form, fill it out as the user would, and then save a copy.
Show the Developer tab
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On the right side of the ribbon, select , and then select Ribbon Preferences.
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Under Customize, select Developer .
Open a template or a document on which to base the form
You can start with a blank document and create your own form. Or, to save time, you can start with a form template.
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Go to File > New from Template.
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In the left pane, expand Online Templates, and then select Forms.
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Double-click the form template that you want to use.
Add content controls to the form
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In the document, click where you want to add the control.
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On the Developer tab, under Form Controls, select Text Box, Check Box, or Combo Box.
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To set specific properties for the control, select Options, and then configure the properties that you want.
Note: To create a list of drop-down items in a combo box, select the combo box placeholder, click Options, and then add the items that you want to appear in the drop-down list.
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Repeat steps 1 through 3 for each control that you want to add.
Add instructional text (optional)
Instructional text (for example, «Type First Name») in a text box can make your form easier to use. By default, no text appears in a text box, but you can add it.
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Select the text box control that you want to add instructional text to.
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On the Developer tab, under Form Controls, select Options.
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In Default Text, type the instructional text.
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Make sure that Fill-in enabled is selected, and then select OK.
Protect the form
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On the Developer tab, under Form Controls, select Protect Form.
Note: To unprotect the form and continue editing, click Protect Form again.
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Save and close the form.
Test the form (optional)
If you want, you can test the form before you distribute it.
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Protect the form.
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Reopen the form, fill it out as the user would, and then save a copy.
Creating fillable forms isn’t available in Word for the web.
You can create the form with the desktop version of Word with the instructions in Create a fillable form.
When you save the document and reopen it in Word for the web, you’ll see the changes you made.
Need more help?
Insert and Edit a Table with Multiple Columns and Rows in Word
by Avantix Learning Team | Updated August 23, 2022
Applies to: Microsoft® Word® 2013, 2016, 2019, 2021 and 365 (Windows)
You can create a table in a Word document in 4 easy ways using the Ribbon. A table is a grid made up of columns and rows that intersect to form cells. You can insert text, numbers and images in a table. Once you have inserted a table, you can easily add and resize columns and rows and change table formatting.
It’s best to avoid using Draw Table to create a table since the table may not be created in a consistent way.
Note: Buttons and Ribbon tabs may display in a different way (with or without text) depending on your version of Word, the size of your screen and your Control Panel settings. For newer versions of Word, Ribbon tabs may appear with different names. For example, the Table Design tab may appear as Table Tools Design.
In the following example, a table with 4 columns and 5 rows has been inserted in a Word document:
Recommended article: 10 Microsoft Word Shortcuts for Moving Around in Tables
Do you want to learn more about Microsoft Word? Check out our virtual classroom or in-person classroom Word courses >
Create a table using the Table Grid
To insert a table using Insert Table and select columns and rows in the Table Grid:
- Click in the Word document where you want to insert a table.
- Click the Insert tab in the Ribbon.
- Click Table in the Tables group. A drop-down menu appears with a Table Grid.
- Hover over the grid until the number of columns and rows you want is selected.
- Click in the highlighted area of the grid to insert a table.
To insert a table, select cells in the Table Grid as follows:
Create a table using the Insert Table dialog box
To insert a table using the Insert Table dialog box:
- Click in the Word document where you want to insert a table.
- Click the Insert tab in the Ribbon.
- Click Table in the Tables group. A drop-down menu appears.
- Select Insert Table. A dialog box appears.
- Enter the number of columns and rows you want to create.
- Select the desired options below AutoFit behavior (typically Fixed column width: Auto).
- Click OK.
The Insert Table dialog box appears with options to select the number of columns and rows:
Create a table using Quick Tables
To insert a table using Quick Tables:
- Click in the Word document where you want to insert a table.
- Click the Insert tab in the Ribbon.
- Click Table in the Tables group. A drop-down menu appears.
- Select Quick Tables. A gallery appears.
- Click the table you want to insert.
Quick Tables appear in the Table drop-down menu:
Create a table by converting text to a table
If you have used tabs or other delimiters in paragraphs, you can convert the data into a table (if the delimiters are entered consistently). Wherever you have pressed Enter or Return to create a new paragraph, Word will create a new table row. You can use various delimiters to separate data but the most common are tabs, spaces or commas.
To convert delimited data to a table:
- Select the text that you want to convert.
- Click the Insert tab in the Ribbon.
- Click Table in the Tables group. A drop-down menu appears.
- Select Convert Text to Table. A dialog box appears.
- Enter the number of columns if necessary and ensure a delimiter is selected in the Separate text at area.
- Under AutoFit behavior, choose how you want your table to appear. Word chooses a width for the table columns by default. If you want a different column width, choose AutoFit to contents or AutoFit to window.
- Click OK.
In the Convert Text to Table dialog box, enter the number of columns as well as the delimiter:
Show table gridlines
Gridlines show the cell boundaries of a table on screen if table borders are not applied. Gridlines appear only on the screen and are not printed.
Gridlines are not visible when you view a document in a Web browser or in Print Preview.
To show table gridlines in a Word document:
- Click in a table.
- Click the Table Layout or Table Tools Layout tab in the Ribbon.
- In the Table group, check View Gridlines.
View Gridlines appears on the Table Tools Layout or Table Layout tab in the Ribbon:
Move around in a table
You can use the following keys to move from one cell to another in a table:
- Tab to move to the next cell to the right.
- Shift-Tab to move to the cell to left.
- Ctrl-Tab to tab within a cell.
Add a row or a column
To add a row in a table:
- Click in a cell that is located above or below where you want to add a row.
- Click the Table Layout or Table Tools Layout tab in the Ribbon.
- To add a row above the cell you clicked in, click Insert Above in the Rows and Columns group. To add a row below the cell you clicked in, in the Rows and Columns group, click Insert Below.
The commands to insert rows or columns appear on the Table Tools Layout or Table Layout tab in the Ribbon:
You can also right-click in a row and choose Insert from the drop-down menu and insert options from the sub-menu.
If you click in the last cell in a table and press Tab, Word will automatically add a row.
To add a column in a table:
- Click in a cell that is located to the right or left of where you want to add a column.
- Click the Table Layout or Table Tools Layout tab in the Ribbon.
- To add a column to the left of the cell you clicked in, click Insert Left in the Rows and Columns group. To add a column to the right of the cell you clicked in, in the Rows and Columns group, click Insert Right.
You can also right-click in a row and choose Insert from the drop-down menu and insert options from the sub-menu.
Delete a column or row
To delete a row or column:
- Select the row or column (drag over the cells or click to the left of a row or above a column when the arrow appears).
- Click the Table Layout or Table Tools Layout tab in the Ribbon.
- In the Rows & Columns group, click Delete. A drop-down menu applears.
- Click Delete Rows or Delete Columns as appropriate.
You can also right-click in a row or column and choose Delete from the drop-down menu and delete options from the sub-menu.
Change column width
To change column width:
- Select the column or columns you want to change.
- Click the Table Layout or Table Tools Layout tab in the Ribbon.
- Click Properties in the Table group. You can also right-click and choose Properties from the drop-down menu. A dialog box appears.
- Click the Column tab.
- Check Preferred Width.
- Type the new measurement for the column width. For example, typer 1.0″ or click the up and down arrows.
- Click OK.
The Table Properties dialog box appears as follows with the Column tab selected:
You can also drag the right line of a column to resize it.
Change row height
To change row height:
- Select the row or rows you want to change.
- Click the Table Layout or Table Tools Layout tab in the Ribbon.
- Click Properties in the Table group. You can also right-click and choose Properties from the drop-down menu. A dialog box appears.
- Click the Row tab.
- Check Specify Height.
- Type the new measurement for the row height. For example, type 1.0″ or click the up and down arrows.
- Specify row height as At Least or Exactly.
- Click OK.
The Table Properties dialog box appears as follows with the Row tab selected:
You can also drag the bottom line of a row to resize it.
Distribute rows and columns evenly
To distribute rows and columns evenly:
- Select the entire table by clicking the four-arrows that appear on the top left of the table.
- Click the Table Layout or Table Tools Layout tab in the Ribbon.
- Click Distribute Rows and / or Distribute Columns in the Cell Size group.
Apply a table style
To apply a table style:
- Click in the table.
- Click the Table Design or Table Tools Design tab in the Ribbon.
- Click a table style or click the More arrow to display the Table Styles gallery and click a style.
Table Styles gallery appears on the Table Tools Design or Table Design tab in the Ribbon:
To learn more about working with table styles, check out the article How to Format Microsoft Word Tables Using Table Styles (Ultimate Guide).
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More resources
4 Ways to Delete a Table in Word
How to Make Columns in Word (Newspaper-style)
How to Insert Formulas and Functions in Word Tables
How to Keep a Microsoft Word Table Together on One Page
How to Delete a Page in Word (Remove Blank or Extra Pages)
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Microsoft Word: Intermediate / Advanced
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Microsoft PowerPoint: Intermediate / Advanced
Microsoft Word: Long Documents Master Class
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Overview
Have you ever had the need to provide documents/template for your students where they responded to a structured set of questions? This demo shows you how to create a “Microsoft Word Form,” where users can enter specific information in fields, select choices from drop-down menus, or indicate choices by check boxes.
LTA Credits
Alan Levine
Instructional Technology
Maricopa Center for Learning & Instruction
Maricopa Community Colleges
Phoenix, Arizona
alan.levine@domail.maricopa.edu
http://jade.mcli.dist.maricopa.edu/alan/
Some advantages of using this approach are:
- No special software beyond Word required (but students will need access to Word)
- The information returned is consistently formatted
- The amount of text returned can be limited
- Formatted numerical input (Date, time, decimal) can be created
- With some elbow grease (and patience with the quirks of Word), spread-sheet like calculated fields can be created
- The document can have portions locked from changes by the student
- Students can save the document to their hard drive and go back at any time to finish theirr work. (PDF forms read in Acrobat Reader do not save content)
- Students can save a copy of their document and/or e-mail it to an instructor
This LTA provides a way to create documents, assignments, report forms, etc for your students where it may be important to maintain some consistent format, or where there is a need for a structured response. The example provided in this demonstration is a simple version of what might be used as a group report form. In a typical assignment, an instructor may distribute in paper or electronic format, a list of required questions to answer, but when 30 students freely compose their responses, you end up with 30 different kinds of documents to read.
The other area where this is very useful is in creating electronic forms, so that rather than giving PDF files that people print and complete by hand (requring someone at the other end to convert handwriting back into text), the person completing the form can do so on a computer, send it electronically, and retain a copy of the form (one cannot do this all in PDF forms).
We have used this approach extensively in developing electronic forms for our faculty professional growth programs where we get hundreds of requests per year, and it has greatly simplified the data and form processing by committees (by unifying the returned documents), but it is also much easier for applicants to complete.
We also developed a more complex form used as the application for our internal grants program, using feautures to calculate budget sub-totals and totals using the Microsoft Word calculation fields.
LTA Level (User Requirements)
The LTA would require an instructor to have basic familiarity with composing documents in Microsoft Word, but the amount of Word expertise would depend on the needs of the document he/she intends to create. We provide the steps to use all of the Microsoft Word form creation fields. If one has some experience creating and editing tables in Word, more nicely designed forms may be created, but it can be as simpe as just converting an existing assignment with the questions already typed, adding the form fields for student input, and protecting the document with a password. Very low level of expertise, indeed!
LTA Outcomes
If an instructor already has many assignments in Word, it should not take long to convert them to these kinds of structured forms. The format is very flexible so it could be distributed to students by e-mail, via file servers, or included in course management systems.
Software Required
Microsoft Word, at least versions back to Word 97, seem to have this functionality. This feature is available for both Macintosh and Windows versions of Word. The steps described below are for Windows versions of Word.
LTA Procedures–Steps
- Create an approximate layout of the form, leaving room for the answer spaces. I use formatting borders (Format -> Borders and Shading…) to put boxes around these areas.
- Display the Forms Toolbar (View -> Toolbars -> Forms)
- Move the mouse to the location where an answerbox should be. Click the ab| icon on the Forms Tool palette to add a text form field (a place for someone to type text).
- When you have added all of the desired form fields, lock the document by going to Tools -gt; Protect Document… In the dialog box, click the radio button for Forms.
Then enter a password and click OK. You will have to re-enter the password as a confirmation:
- Save the document. Keep the original in a safe place (in case you need to make changes) and make a copy of the document to try as a user might see it. Users should know that they can tab from field to field, print, email, and they can save the modified version of the document on their computer.
There are many more options on the Forms palette that allow you to limit the amount of text types, to format numbers and dates, etc. Check the Word docs for more on these topics.
Practice Creating a Word Form
In the following sections, we give you some step-by-step instructions for working with the Form creation tools of Microsoft Word. In this silly example, we are creating an assignment report form where students had investigated one of the planets in the solar system and made some decisions on what they would take to travel there.
- Open the template (“space_report_template.doc”). This is a formatted document that has the layout of the assignment report already created as Microsoft Word tables. Click on the link below to dowload the document to your computer.
- Create a text input field. Click in the white cell next to “name:” From the forms tool palette, Click the ab| icon. This inserts a text input field for the student’s name.
- Create a formatted text input field. Repeat step 2 for the next cell, to add another input field adjacent to “Today’s date.” Click the form field options icon in the form palette (fourth from the left with the little hand). This allows us to set some options for this input area. From the “Type” menu, select Date. From the Date format: menu, select a format type from the drop down menu. Then click Ok.
- Create a drop down menu. Click once in the cell next to the “Planet” label. Click the dropdown menu icon on the Forms palette (third from the left) to create the menu. Then click the Form-Filed options icon in the Forms palette (fourth from left) to edit the drop menu. You will need to type each entry in the Drop-down item field, then click Add >> to make it appear in the list. You should enter the following as drop-down menu items:
- Select a Planet
- Mercury
- Venus
- Mars
- Jupiter
- Saturn
- Neptune
- Uranus
- Pluto
And click OK when you are done:
- Create check box options. Click in front of each word in the cell adjacent to “Characteristics” and click the check box icon in the Forms palette. This will create options that can be checked on or off.
- Create a form field with limited length input. To restrict the amount of text entered into a form field, you can set the limit. The form will simply stop taking keyboard input when the limit is reached. Word counts the number of characters, so you have to make some guesses based on word lengths, etc. Click in the field adjacent to “Description of Surface,” and use the Forms palette to insert a text input field (see step 1). Then click the Form Fields option icon and in the Maximum Length Field, enter 300. Click Ok .
- Create a Text field with default text. Next to the “Strategy” label, insert a text input field as you have already done several times. Click the Form Fields options, and in the default text, write some content that you may want to appear in the form field when first viewed by the student.
- Create a Number Input Field for Calculated items. In the cell adjacent to the label “personnel” (under “Weight Budget”), create a text input field. Click the Form Field options to change the input type to Number. Under Number format, select 0 for whole numbers (no decimals). Under Field Settings, check the box labeled Calculate on exit so that when the cursor leaves this input field, the calculation total we will create will be updated. Create the same types of input fields for all the “weight budget items.” As a shortcut to setting the form field options for each one, highlight the form field created for “personnel,” select Copy from the Edit menu (or Ctrl-C), then click into each table cell you would like to insert a new input field, and select Paste from the Edit menu (or Ctrl-V).
- Create a Table Field Calculation. In the bottom row of our report form, we will create a field that sums the totals of the cells above it. Click once in the empty cell next to “Calculated Total,” and then select Formula… from the Table menu. In the Formula: field we need to tell Word which cells are to be totaled. This is a little tricky, and works like Excel where your table columns are identified left to right as “a,b,c,…” and the table rows are identified numbered top to bottom as “1,2,3…” Therefore, our numbers are in the second column (“b”), in rows 8 through 14. The Formula to enter is =SUM(b8:b14) and we choose a Number format of 0, and click OK.
- Test the form. If you click the lock icon on the far right side of the forms palette, the form is activated as a student might use it and you can test your efforts. Click the lock again to return to editing mode. (To clear any entered form content, click unlock-lock-unlock.) Note that this does not truly lock the form as anyone with access to the Form palette can open it up.
- Put a password protection on the form. When you have added all of the desired form fields, lock the document by going to Tools -> Protect Document… In the dialog box, click the radio button for Forms:
You may compare your work to this completed version of the file:
space_report.doc
Additional Resources
All of these documents, instructions, and templates are available at the Maricopa Learning eXchange:
http://www.mcli.dist.maricopa.edu/mlx/slip.php?item=383
Word has this nice feature which enables insertion of text fields, check boxes, drop-down lists, etc. You can use these elements to create a form in Word.
These elements are available under the tab menu Developer in the Word Ribbon. If you are unable to find this tab in the Ribbon, most likely you need to enable this using the Word Options dialog box.
To enable the Developer tab (Word 2007)
1. Click the Office button . A drop-down list appears.
2. Click the Word Options button from the bottom of the list. Word Options dialog box appears.
3. On the dialog box, under the category Popular (see on the left hand side), select the option Developer tab in the Ribbon. Now, you can view the Developer tab in the Ribbon. See below image.
To insert a legacy check box
1. Click the Developer tab.
2. Under the group Controls, click the Legacy Tools button. A drop-down list of icons appears. See below image.
3. Under the section Legacy Form, click the check box icon as shown in the below image. Word creates a check box at the cursor position. By default, the checkbox is in design mode (you can see the Design Mode icon being enabled within the Controls group)
Note: If you wish, you can remove the shading of the check box by clicking the Form Field Shading icon under Legacy Form.
4. By the way, you cannot use the checkbox in design mode. To disable design mode, click the Design Mode icon within the Controls group.
Also, you should enforce protection to the document (or form) before you share it with others to capture information.
This step is applicable to all other controls as well.
To enforce protection
1. Under the Developer tab, within the group Protect, click icon Protect Document. A drop-down list appears.
2. From the drop-down menu, click Restrict Formatting and Editing. Restrict Formatting and Editing task pane appears on the right hand side.
3. From this dialog box, select option Allow only this type of editing in the document option. A drop-down is enabled. Select Filling in forms option from the drop-down list. See below image.
4. Click button Yes, Start Enforcing Protection. The Start Enforcing Protection dialog box appears, which prompts you to enter a password.
5. Enter a password and retype password. Your document is protected and the check box is now clickable.
Important: Remember that you cannot edit a protected document. If you wish to make changes in the document, you have to remove protection by entering the valid password.
To stop protection
1. Under the Developer tab, within the group Protect, click Protect Document. The Restrict Formatting and Editing task pane appears.
2. From the bottom of the dialog box, click the button Stop Protection. Enter valid password to remove protection.
To insert a drop-down list
1. Under the Developer tab, within the group Controls, click the Drop-Down List icon. A drop-down list appears in the document. See below image.
2. You can see the Properties button being enabled within the Controls group. Click Properties. The Content Control Properties dialog box appears.
3. In the dialog box, under section General, enter a Title of the drop-down list.
4. Under section Drop-Down List Properties , click button Add to enter the display name and value for the first list item in the Add Choice dialog box and then click OK. Item is added to the list.
In the similar way, you can keep adding items to the list.
5. Click the Modify/Remove button to edit/delete list items.
6. Finally, click OK to close the Content Control Properties dialog box. You can view the drop-down list displays all the list items. See below image.
7. Enforce protection to the document, so that list values cannot be modified.
To insert an ActiveX Control check box
1. Click the Developer tab.
2. Under the group Controls, click the Legacy Tools button.
3. From category ActiveX Controls, click the check box icon. A check box is created at the insertion point. See below image.
You can notice that the Design Mode icon being enabled within the Controls group. This is important to edit the check box properties.
4. Right-click the check box. From the right-click menu, click CheckBox Object and then click Edit. The check is in edit mode. You can enter a name of the checkbox.
5. From the right-click menu, click Properties to control properties of the check box.
6. Click Design Mode to disable. The check box is now clickable.
Note: The difference between a legacy and ActiveX control check box is that, ActiveX checkbox provides advanced or extended features, i.e. you can write program for it in visual basic to make the check box behave in different ways.
Insert text fields
1. Click the Developer tab.
2. Under the group Controls, click the icon Rich Text or Text. A text field is created in the document. See below image.
3. You can change the default text appearing in the text box by enabling the Design Mode button in the Control Group.
Insert a Combobox
- Under the Developer tab, within the group Controls, click the Combobox icon . A combobox is created at the cursor position.
- Select the combobox and then click Properties (available within the group Controls. The Content Control Properties dialog box appears.
- In the dialog box, under the section General, enter a Title of the combobox.
- In the dialog box, under the section Drop-down List Properties, click the Add button. Add Choice dialog box appears.
- Enter a display name and value for the first list item. Click OK.
- Click Add again to enter a second list item. Click OK. You can keep adding as many item as you need.
- Finally, click OK.
The combobox list is populated with the list items. Remember, the combobox should not be in Design Mode to view the list of items. You can find the Design Mode icon within the group Controls . See below image.
Also See:
https://wordknowhow.wordpress.com/2014/04/03/how-to-create-radio-buttons-option-buttons-in-ms-word/
https://wordknowhow.wordpress.com/2014/04/03/how-to-create-or-add-checkboxes-checkbox-controls-to-your-word-document/
https://wordknowhow.wordpress.com/2014/04/08/how-to-add-a-text-field-in-word/