Forms in word 2000

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Forms
can be defined as a structured arrangement of data fields used to
collect information and store it in an organized way. Many people use
both paper and electronic forms to collect different types of
information. Forms can be used for expense reports, invoices, contact
information, and much more. Word is a useful tool for creating forms
to print or use electronically.

In this section, I step through the creation of an electronic form.
This form is an invoice that lets users fill in labeled fields for
addresses, items, quantities sold, and prices. The form takes the
quantities and prices, calculates line-item totals for the user, and
calculates a final total for the invoice, including tax. The form
also saves the data in the fields to a comma-delimited text file so
that it can be imported into a database later.

There are several kinds of ‘forms’ in Microsoft Word. We’ll review each type that does not require VBA coding.

Tip 41: Shading Form Fields

To prepare your Word settings to work best with creating forms, go to Tools Options, View tab and choose Field Shading [Always].

Macro Button Field Forms

When you open Word and hit File New, you can choose one of Word’s built-in templates. The graphic in Figure 18-1 was captured from the Contemporary Fax template.

Figure 18-1: Macro Button Fields

There is no real mystery to creating this type of form. If you select the areas in which the fields reside and apply table borders, you see that it’s nothing but a simple table, with macro buttons inserted into certain cells.

There are no restrictions on these forms; they just help the user complete the form with the necessary information. Unlike protected, fill-in forms, these can also be edited and changed by the user in areas other than the form area.

When you view the code behind the form by hitting Alt+F9, it looks rather different:

Figure 18-2: Macro Button Fields with Field Codes Revealed

Macro buttons are used here, but not with their original purpose. You can easily copy these fields from existing templates, and paste them into your document. Hit Alt+F9; change the instruction between the brackets and hit Alt+F9 to turn off the code view.

The table with borders applied is depicted in Figure 18-3.

Figure 18-3: Fax Template with Borders Applied

Tip 42: Creating Click & Type Fields

Choose Insert Field, choose the category ALL and choose MacroButton from the field name list. If you’re in Word 2002/XP, hit the Field Codes button first. You’ll note that the syntax displayed is shown as:

MACROBUTTON MacroName DisplayText

In the Field Codes box, type in:

MACROBUTTON NoMacro [Click here to type]

‘Click here to type’ is the text you want to have the user see. The brackets are not required, but give a nice look to the clickable area.

When you’re done creating all of the fields you need, you can save it as a template. Choose File-New and doubleclick your template whenever you want to use it.

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Дополнение к MS Office 97/2000 — шаблон, который может быть интересен инженерам, студентам, дизайнерам и всем тем, кто занимается подготовкой технической конструкторской документации в сфере радиоэлектроники, автоматики, программного обеспечения и т.

Дополнение к MS Office 97/2000 — шаблон, который может быть интересен инженерам, студентам, дизайнерам и всем тем, кто занимается подготовкой технической конструкторской документации в сфере радиоэлектроники, автоматики, программного обеспечения и т.д. Включает в себя штампы (рамки) для листов формата А4, выполненные на двух языках — русском и украинском.

Configuring a Word Merge in SmartSimple is a three-step process:

1. Create the MS Word document that will be used as the template. This page describes the process to add form fields to your Word document.
2. Upload the Word document to a SmartFolder. (See Uploading Word Merge Document to a SmartFolder for instructions.)
3. Create the Special — MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.

Your Word document will contain Form Fields which are linked to «Bookmarks.» The SmartSimple Word Merge field will be configured to match the bookmarks up with SmartSimple variables in the third step.

In this step, you will add the Form Fields and assign Bookmarks to each field in your Word document that is to be merged. The steps vary slightly in different versions of Word.

Note that SmartSimple's Word Merge feature works with all versions of MS Word. As opposed to using the user's version of Word to create the merged document, the merge is performed by SmartSimple's Word Merge engine using an programmatic object compatible with MS Word (all versions). Once the merge is launched, SmartSimple streams the resultant document back to the client’s browser where the extension of the streamed document (*.doc, *.docx, etc.) will trigger the launching of MS Word. If the user does not have MS Word on a Windows machine, the process will simply open whatever program is associated with the document's extension.

Take note of all the Bookmarks that you add to the Form Fields below. They will be used in step 3: creating an MS Word Merge custom field.

MS Word 2000-2003

• From the View Menu select Toolbars and enable the Forms Toolbar
• Click in your Word document wherever you wish to insert a Form Field.
• On the Forms Toolbar click on the first button to insert a Form Field into your document:
• Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.

MS Word 2007

• Click on the Menu button and select Word Options
• In the Popular section, select Show Developer Tab in the Ribbon
• Click in your Word document wherever you wish to insert a Form Field.
• On the Developer Menu select the Legacy Tools icon which is in the Controls section:
• On the Legacy Forms menu click the first icon to insert a Form Field.
• Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.

MS Word 2010/2013

• Click in your Word document wherever you wish to insert a Form Field.
• Click on the Developer tab.

• If the «Developer» tab is not visible, click on File > Options > Customize Ribbon, and check off the «Developer» tab in the right hand frame.

• On the Developer tab, click on the Legacy Tools button: .
• Click on the Text Form Field button

Word 2010

Word 2013

• A Text Form Field will be inserted at the cursor location.
• Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.

In Word 2013, the document must be saved as a «Word 97-2003 Document»:

Preparing Template for List View Export

List View Export to a Word Merge field required the fields used be Word Merge instead of the old bookmarks which is described above. This method will also work for Word Merge fields used outside of the list view.

To ensure the list view export functions, fields must be created using the following:

• In Word 2007 and higher, select Mailings from the ribbon menu.
• If you haven’t already, click on Select Receipients then Use Existing List.

When the Select Data Source dialog box appears, select a blank Excel document (or any existing Excel document you have accessible). This will enable the required buttons.

Note: If you do not rename the field, then the data merged within will be the same for all like-named fields.

See Also

To set up a Word merge:

• Step 1 — Create the MS Word document that will be used as the template.
• Step 2 — Upload the Word document to a SmartFolder.
• Step 3 — Create a Special — MS Word Merge custom field.

Advanced Word Merge Features Include:

• Exporting List View Results to Microsoft Word
• Uploading a MS Word Merge Document to a Custom Field
• Including Tables in a Word Merge Document
• Using ReportProperty with a Word Merge Document
• Including Check Boxes on an MS Word Merge Document
• Including XML on an MS Word Merge Document
• Using Conditional Logic on a MS Word Merge Document