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Building Forms Building Forms Microsoft Office Word 2007 Microsoft Office Word 2007 Illustrated Complete Illustrated Complete

Building Forms Microsoft Office Word 2007 Illustrated Complete

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Page 1: Building Forms Microsoft Office Word 2007 Illustrated Complete

Building FormsBuilding Forms

Microsoft Office Word 2007Microsoft Office Word 2007Illustrated CompleteIllustrated Complete

Page 2: Building Forms Microsoft Office Word 2007 Illustrated Complete

2Microsoft Office Word 2007 Illustrated Complete

• Construct a form template

• Add and modify text content controls

• Add Date Picker and Picture content controls

• Add drop-down content controls

ObjectivesObjectives

Page 3: Building Forms Microsoft Office Word 2007 Illustrated Complete

3Microsoft Office Word 2007 Illustrated Complete

• Add a Building Block content control

• Insert Legacy Forms controls

• Format and protect a form

• Fill in a form as a user

ObjectivesObjectives

Page 4: Building Forms Microsoft Office Word 2007 Illustrated Complete

4Microsoft Office Word 2007 Illustrated Complete

Unit Introduction

• A form is a structured document with spaces reserved for entering information• Can create a form as a template that

includes labeled spaces, called form fields, into which users type information

• The form template can include check box fields, help messages, and other controls to make the form interactive

Sandi
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Page 5: Building Forms Microsoft Office Word 2007 Illustrated Complete

5Microsoft Office Word 2007 Illustrated Complete

Constructing a Form Template

• A Word form is created as a form template, which contains all the components of the form• A field label is a word or phrase that

tells users the kind of information required for the field

• A control is the placeholder inserted to contain data associated with the label

Page 6: Building Forms Microsoft Office Word 2007 Illustrated Complete

6Microsoft Office Word 2007 Illustrated Complete

Constructing a Form TemplateRich Textcontent control

Combo Box content control

Drop-Down List content control

Building Block content control contains text and a SmartArt graphic

Plain Text content control

Date Picker content control

Picture content control

Legacy Tools Check Box Form Field

Page 7: Building Forms Microsoft Office Word 2007 Illustrated Complete

7Microsoft Office Word 2007 Illustrated Complete

Adding and Modifying Text Content Controls

• Show the Developer tab to work with form content controls

• Insert text content controls in the table cells where users will enter text information

• Two types:• Rich Text content control• Text content control

Page 8: Building Forms Microsoft Office Word 2007 Illustrated Complete

Adding and Modifying Text Adding and Modifying Text Content ControlsContent Controls• Rich Text Content ControlRich Text Content Control

• Use when you want formatting, such as Use when you want formatting, such as bold or a different font size, bold or a different font size, automatically applied to text that users automatically applied to text that users enterenter

• Text Content ControlText Content Control• Use when you do Use when you do not not want formatting want formatting

applied or you want to format the entry applied or you want to format the entry with a stylewith a style

8Microsoft Office Word 2007 Illustrated Complete

Page 9: Building Forms Microsoft Office Word 2007 Illustrated Complete

9Microsoft Office Word 2007 Illustrated Complete

Adding and Modifying Text Content Controls

Content control title

Content control tags

Page 10: Building Forms Microsoft Office Word 2007 Illustrated Complete

10Microsoft Office Word 2007 Illustrated Complete

Adding and Modifying Text Content Controls• Buttons in the Controls group

Page 11: Building Forms Microsoft Office Word 2007 Illustrated Complete

11Microsoft Office Word 2007 Illustrated Complete

Adding Date Picker and Picture Content Controls

• Use the Date Picker content control to provide users with a calendar from which they can select a date

• Use the Picture content control to provide a placeholder for users to insert a picture

Page 12: Building Forms Microsoft Office Word 2007 Illustrated Complete

12Microsoft Office Word 2007 Illustrated Complete

Adding Date Picker and Picture Content Controls

• Selecting a date format

Title and Tag names

Date format selected

Page 13: Building Forms Microsoft Office Word 2007 Illustrated Complete

13Microsoft Office Word 2007 Illustrated Complete

Adding Drop-Down Content Controls

• Drop-Down List Content ControlDrop-Down List Content Control• Provides a list of choicesProvides a list of choices• Users can only select from the listUsers can only select from the list

• Combo Box Content ControlCombo Box Content Control• Provides a list of choicesProvides a list of choices• Users can select from the list Users can select from the list or or they they

can type a new entrycan type a new entry

Page 14: Building Forms Microsoft Office Word 2007 Illustrated Complete

Adding Drop-Down Content Adding Drop-Down Content ControlsControls• Content Control PropertiesContent Control Properties

14Microsoft Office Word 2007 Illustrated Complete

Entries for the Combo Box content control

Page 15: Building Forms Microsoft Office Word 2007 Illustrated Complete

15Microsoft Office Word 2007 Illustrated Complete

Adding a Building BlockContent Control

• You can create your own Building Block content control to insert into a form• The Building Block content control can

contain both text and objects, such as pictures and SmartArt graphics

• Turn Design Mode off before you insert a Building Block content control

Page 16: Building Forms Microsoft Office Word 2007 Illustrated Complete

16Microsoft Office Word 2007 Illustrated Complete

Adding a Building BlockContent Control

• Selecting the Block Cycle SmartArt graphic

Page 17: Building Forms Microsoft Office Word 2007 Illustrated Complete

17Microsoft Office Word 2007 Illustrated Complete

Inserting Legacy Forms Controls

• Enhance a form by including Legacy Forms controls:• Text Form Field• Check Box Form Field

• Work in the Text Form Field Options dialog box to customize a legacy form control

Page 18: Building Forms Microsoft Office Word 2007 Illustrated Complete

18Microsoft Office Word 2007 Illustrated Complete

Inserting Form Controls

• Text Form Field Options dialog box

Type list arrow

Up arrow

Add Help Text button

100 entered as the Default number

Page 19: Building Forms Microsoft Office Word 2007 Illustrated Complete

19Microsoft Office Word 2007 Illustrated Complete

Formatting and Protecting a Form

• Enhance a form with a customizes fill Enhance a form with a customizes fill colorcolor

• Modify cell heightsModify cell heights

• Make the form easy to read and Make the form easy to read and complete for userscomplete for users

Page 20: Building Forms Microsoft Office Word 2007 Illustrated Complete

Formatting and Protecting a Formatting and Protecting a FormForm• Turn Design Mode off before you Turn Design Mode off before you

protect a formprotect a form

• Click the Protect Document button in Click the Protect Document button in the Protect groupthe Protect group

• Select the protection required:Select the protection required:• Filling in formsFilling in forms

20Microsoft Office Word 2007 Illustrated Complete

Page 21: Building Forms Microsoft Office Word 2007 Illustrated Complete

21Microsoft Office Word 2007 Illustrated Complete

Formatting and Protecting a Form

Filling in forms selected

Page 22: Building Forms Microsoft Office Word 2007 Illustrated Complete

22Microsoft Office Word 2007 Illustrated Complete

Filling in a Form as a User

• Before you distribute a form to others, you need to ensure that all elements work properly• Make sure selections appear in list

boxes• Make sure you can modify content in a

Building Block content control• Make sure you can insert a picture in

the Picture content control

Page 23: Building Forms Microsoft Office Word 2007 Illustrated Complete

23Microsoft Office Word 2007 Illustrated Complete

Filling in a Form as a User

• Information entered in the form

Page 24: Building Forms Microsoft Office Word 2007 Illustrated Complete

24Microsoft Office Word 2007 Illustrated Complete

Filling in a Form as a User

• Editing a form template• To edit the structure of a form, you

need to open the template, click the Protect Document button in the Protect group on the Developer tab, then click Stop Protection

• Make changes to the form• Click the Protect Document button

again

Page 25: Building Forms Microsoft Office Word 2007 Illustrated Complete

25Microsoft Office Word 2007 Illustrated Complete

Summary

• Constructing a Form Template• A form template contains all the

components of the form• Consists of a table form that contains

labels and content controls • A label is a word or phrase that tells users

the kind of information required for the given field

• A content control is a placeholder into which users enter information

Page 26: Building Forms Microsoft Office Word 2007 Illustrated Complete

26Microsoft Office Word 2007 Illustrated Complete

Summary

• Adding and Modifying Text Content Controls• Insert Rich Text or Text content

controls in the table cells where users will enter text information

• Adding Date Picker and Picture Content Controls• Choose date format• Provide a placeholder to insert pictures

Page 27: Building Forms Microsoft Office Word 2007 Illustrated Complete

27Microsoft Office Word 2007 Illustrated Complete

Summary

• Adding a Building Block Content Control• Can contain both text and objects, such

as pictures and SmartArt graphics

• Inserting Legacy Forms Controls• Enhance a form by including text form

fields and check box form fields• Control how users enter information

Page 28: Building Forms Microsoft Office Word 2007 Illustrated Complete

28Microsoft Office Word 2007 Illustrated Complete

Summary

• Formatting and Protecting a Form• Turn off Design Mode before protecting

a form • Click the Protect Document button

• Filling in a Form as a User• Check that all elements work properly