1. Microsoft Word 2013 - Illustrated
Unit N: Building Forms

2. Objectives Construct a form template Add Text content controls
Add Date Picker and Picture content controls
Add Repeating Section and Check Box content controls
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3. Objectives (cont'd.) Add Drop-Down content controls
Insert Legacy Tools controls
Format and protect a form
Fill in a form as a user
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4. Construct a Form Template
A Word form is created as a form template, which contains all the components of the form
Form template includes a table that contains labels and controls:
A 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
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5. Microsoft Office Word 2013 - Illustrated

6. Add 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
Plain Text content control
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7. Add Text Content Controls (cont'd.)
Rich Text content control
Use when you want formatting, such as bold or a different font size, automatically applied to text that users enter
Plain Text content control
Use when you do not want formatting applied or you want to format the entry with a style
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8. Add Text Content Controls (cont'd.)
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9. Add Text Content Controls (cont'd.)
Buttons in the Controls group
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10. Add 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
The Picture content control allows users to insert a picture file stored on their computer or SkyDrive
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11. Adding Date Picker and Picture Content Controls (cont’d.)
Selecting a date format
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12. Add Date Picker and Picture Content Controls (cont’d.)
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13. Add Repeating Section and Check Box content controls
A Repeating Section content control gives users the option to add to the information they enter into a form
Check Box content controls allow users to indicate their preferences among a selection of options
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14. Add Repeating Section and Check Box content controls (cont’d.)
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15. Add Repeating Section and Check Box content controls (cont’d.)
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16. Add Drop-Down Content Controls
Combo Box content control
Provides a list of choices
Users can select from the list or they can type a new entry
Drop-Down List content control
Users can only select from the list
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17. Add Drop-Down Content Controls (cont’d.)
Entries for Combo Box content control
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18. Add Drop-Down Content Controls (cont’d.)
Entries for Drop-Down List content control
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19. Add Drop-Down Content Controls (cont’d.)
You can also insert a Building Block Gallery Content control in a form
Can contain both text and objects, such as pictures and SmartArt graphics
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20. Add Drop-Down Content Controls (cont’d.)
To insert a Building Block Gallery content control:
Create the content you want to be the building block in a new document
Save the content as a Quick Part
Insert the Quick Part into the content control
Turn Design Mode off before you insert a Building Block content control
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21. Insert Legacy Tools Controls
Enhance a form by including Legacy Tools controls
Examples: Text control and Drop-Down Form Field control
Provide more control over how the control is configured
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22. Insert Legacy Tools Controls (cont’d.)
Insert a Text Form Field control to control exactly what data a user can enter into the placeholder
Work in the Text Form Field Options dialog box to define the type and characteristics of data that users can enter
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23. Inserting Legacy Tools Controls (cont'd.)
Text Form Field Options dialog box
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24. Format and Protect a Form
Make the form easy for users to read and complete
Formatting examples:
Format the field labels with Bold
Modify cell heights
Vertically center the field labels and content controls within each cell
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25. Format and Protect a Form (cont'd.)
Turn Design Mode off before you protect a form
Click the Restrict Editing button in the Protect group
Select the protection required:
Filling in forms
Enter a password so a user cannot unprotect and change the form
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26. Format and Protect a Form (cont'd.)
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27. Format and Protect a Form (cont'd.)
Protecting documents with formatting and editing restrictions
Click the DEVELOPER tab, click the Restrict Editing button in the Protect group
Choose the restriction settings you wish to apply
Example: No changes (read-only) prevents any changes to a document
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28. Fill in a Form as a User
Before you distribute a form to others, you need to ensure that all elements work properly, e.g.:
Make sure you can insert a picture in the Picture content control
Verify Help text appears in status bar when you move to the Comments cell
Open a new document based on the template and fill in the form
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29. Fill in a Form as a User (cont'd.)
Edit a form template
To edit the structure of a form, you need to open the template, click the Restrict Editing button in the Protect group on the DEVELOPER tab, then click Stop Protection and enter the password
Make changes to the form
Click the Restrict Editing button again
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30. Microsoft Office Word 2013 - Illustrated