Learnit Training


4. Create a form (continued)

An option in Word that many people don't know is the ability to create fill-in forms . These forms are often created when data must be collected in the same way, for example in a Department of Administration or Human resources. In This lesson we create a form for a personnel dossier, also called a Master card. Below you can see the final result:

The form finally looks like this file: Stam card Personeelsdossier. docx

Shape the structure of the form by using a table

WE give structure to our form using a table. This way we can easily add the fill-in fields.

  • Open a new document. Click file , and Then press new. Choose a blank document.
  • Type: Personnel Dossier
  • Press [Enter]
  • Double-click on "Personnel file". Change the font size to 20 , and Then click Center.
  • Move the cursor one line lower. On the Insert tab, click Table. Select a table with 4x8size.
  • Type the texts as shown in the table below:

  • Some cells are redundant. We'll merge them together.
    Select the Last Three Cells in the row of Forenames by dragging it.
    Go to the tab Format (last tab) and click In the group Merge.
  • Also add the three Cells behind address and date of birth together.
  • We make the cells in the table slightly larger (higher).
    Select the entire table by clicking the icon button in the upper left corner of the table.
  • Go to the tab Format (last tab) and change the Cell height In 1cm In the group Cell size:
  • Finally, we remove the edges of the table.
    Make sure the option On (blue) in the tab FormatGroup Table.
    Select the entire table if it is not already selected.
  • Go to the tab Design (One after last tab, left next to Format) and click the down arrow button on the Borders.
    Choose No border:

We have now finished the structure of the form. If it is good, the form will now look like this:

The Developer tab

To add fill fields to the form, we must first make the hidden Developer tab visible.

  • Click file , and then in the Menu select options (at the bottom).
  • In the left menu, click Customize Ribbon.
  • Put a checkmark in front Developers:
  • Click the OK button (at the bottom).
    There is now an additional tab called Developers added to the Ribbon (on the right).

Add text boxes

Most of the fill-in fields on our form are text fields. We Add text boxes to the cells to the right Next to name, BSN number, first names, phone number, address, zip code, City , and function.

  • Place the cursor in the cell to the right of name.
  • Go to the tab Developers. The input fields that we need are in the group Controls. We Choose the Plain text content control:
  • Now click on In the same group Controls.
  • Type in the Properties window At Title: Name
  • We want a user to be unable to accidentally delete the text box.
    Therefore, put a checkmark on:
    Click the button OK.
  • In the same way, create text boxes for the cells to the Right of BSN number, first name, phone number, address, zip code, City , and function.

Add Date Boxes

We Add a date box to the cells to the right Next to Birth date, date in Service, and date out of service. In these boxes, a date can be typed or a date can be selected in the calendar.

  • Place the cursor in the cell to the right of the date Of birth.
  • Go to the tab Developers, the group Controls and choose the Content control for dates:
  • Now click on In the same group Controls.
  • Type in the Properties window under title: Date of birth
  • Put a checkmark on:
    The default date properties are good.
    Click the button OK.
  • In the same way, create date boxes for the cells to the right Next to date and date off service.

Add check box

We Add a check box to the cell to the Right of gender. Thus, it can be ticked whether the employee is male or female. The space bar allows the box to be checked or crossed.

  • Place the cursor in the cell to the right of gender.
  • Type on two separate lines man and woman, so: Man [Enter] woman
  • Place the cursor before the word: Man
  • Go to the tab Developers, the group Controls and choose the Check box content control:
  • Now click on In the same group Controls.
  • Leave the title blank now, but put a checkmark on it:
    Click the button OK.
  • Now place the cursor before the word: Woman
  • Add another checkbox in the same way.

Add drop-down list

We Add a drop-down list to the cell to the Right of department. For example, we can select from a list to which department the employee is employed.

  • Place the cursor in the cell to the right of the department.
  • Go to the tab Developers, the group Controls and choose the Drop-down content control:
  • Now click on In the same group Controls.
  • Type in the Properties window under title: Department
  • Put a checkmark on:
  • We will add the different choices to departments. Click the button:
  • Type in the display namefield: administration
    Click the OKbutton.
  • Also add the purchasing, Sales and management departments in the same way.
  • If all the departments have been added, click the OK button.

Our form is now ready and looks like this:

Optional: You can change the texts of the gray clues, such as "Click here to enter text.", to adjust the Design mode Starter. Click on the button In the group Controls.

Protect

By securing the form, we ensure that only the fields can still be filled in. We keep the structure of the form so intact.

  • Go to the tab Developers, the group Protect and click on:

    A panel appears on the right side.
  • Put at the 2. Editing restrictions A check Mark only allows edits of this type in the document.
  • In the arrow in the list box, select: fill Out forms.
  • Click on 3. Forcing start On Yes, forcing security to start.
  • We can fill in a password . In This exercise we leave this blank.
    Click the OKbutton.

Only the infill boxes can still be edited.

Save and use the form as a template

Finally, we will save the form as a template. We can then later use the form as a template when entering new personnel data.

  • Click file And then Save as.
  • Click the button:
  • The window Save As Appears. In Save As, choose Word Template (*. dotx).
    Type at Filename: Stock Card Personnel dossier
  • Click the button . The form is now saved as Template In the Office templates Folder.

We have now finished saving. The template can now be used:

  • Quit Word. Click the x Or Click File and then close.
  • Restart Word.
  • Click the Welcome screen Op Personally, as shown below in the red rectangle:

  • Then click the template Pedigree card...
    The form opens and is ready to be filled in.
    With Or the arrow keys, you can easily jump from field to field.
  • If you already have Word open, you can also open a new form by going to file And clicking New . There you will also find personal, where you can start The template Stamp Card...

We have now finished this exercise.