How do I create a restricted fillable form, add a signature macro, and create formulas with those fillable fields?

Question

Dear Microsoft Community,

My name is Joshua Gilhespy,

I am running Windows 7 (though one of my boss's computers runs Windows 10),

I am working with Microsoft Office 2010 (might at some point upgrade to 2013),

I am an intermediate user of the basic functions of Microsoft Word,

and I am working on a project in a mental health clinic that requires fillable forms. I have two forms that I am working on, and they require different functionality in order to work properly.

The first form is a revenue report that totals amount of dollars brought in, and amount of clients seen each week. For this form, I need some sort of code that calculates formulas based on information in fillable fields.

Example - Total dollars brought in by checks, plus dollars by electronic deposit, plus dollars by cash pay. A formula that would add those together to give a total (for quicker filling out of the report).

Another example - A formula that takes the number of appointments that were actually held, divides that number by the number of appointments made, and converts that decimal into a percentage (such as 30 clients seen, 45 appointments made. 66% of appointments made were seen).

The second form is a client session note filled out by a therapist. I know how to make fillable fields, and I know how to restrict editing to only the fillable fields, but I don't know how to make an authorized signature field. One thing that was suggested on Wordbanter.com (which linked me to this website) was that a macro be made to--- 1. Unrestrict the document. 2. Open a dialogue box to force the user to choose an image as their signature. 3. After the dialogue box is closed, re-restrict the document so it cannot be edited except for fillable fields.

... But I don't know how to code macros. I'm only now starting to learn to code javascript, which is not the kind of code I need here, I'm sure.

So, in basic terms... I need to know how to add fields together into a third (or fourth, or fifth, etc...) field. I need to know how to take one field, divide it by another field, and extract that number as a percentage to put in a third field. (see example above)

I also need to know how to create a macro to allow for therapists to either sign, or to insert a signature, into a word document.

If anyone here can help me to do these things, teach me how, then I would be incredibly grateful to you.

Sincerely,

Joshua Gilhespy

P.S. What programming language do ActiveX controls use? Are they what need to be used in order to accomplish what I desire to do?

Answer 1

Calculations such as you have described are trivial undertakings for Word. Simply use formfields with the 'calculate on exit' property set for the inputs and a formula field (not a formfield) to sum them. To see how to do a wide range of calculations in Word, check out my Microsoft Word Field Maths Tutorial, at:

http://windowssecrets.com/forums/showthread.php/154369-Microsoft-Word-Field-Maths-Tutorial

or:

http://www.gmayor.com/downloads.htm#Third_party

In particular, look at the item titled 'Calculations In Word Forms'.

For the signature insertion, simply insert a Section break immediately before the part where the signature is to go (plus another one after it if there is subsequent content) and leave that Section unprotected when applying the 'filling in forms' protection.

Answer 2

***

The first form is a revenue report that totals amount of dollars brought in, and amount of clients seen each week. For this form, I need some sort of code that calculates formulas based on information in fillable fields.

Example - Total dollars brought in by checks, plus dollars by electronic deposit, plus dollars by cash pay. A formula that would add those together to give a total (for quicker filling out of the report).

Another example - A formula that takes the number of appointments that were actually held, divides that number by the number of appointments made, and converts that decimal into a percentage (such as 30 clients seen, 45 appointments made. 66% of appointments made were seen).

***

P.S. What programming language do ActiveX controls use? Are they what need to be used in order to accomplish what I desire to do?

-The first would probably be better addressed using Excel.

ActiveX probably would not be that useful. The programming on these is using vba.

Answer 3

What about creating a protected fillable form for session notes, where only the fillable fields are in, but that a therapist can input an authorized signature?

I agree that Excel would be a better program to do the reporting on, much easier to do formulas within (it's already set up and everything...)

But my therapists need to be able to use fillable word forms, and those signatures need to be authorized signatures. Images that we paste into a specific slot would do-- is there a content control for that?... If not, is there a way to make one?