How to create interactive forms with Word

Anonymous
2011-08-13T14:57:04+00:00

My job has tasked me with creating a form so that all employees will use this form to enter the necessary information.

What I'd really like to be able to do is, for instance, add an initial line with a pull down menu for specific responses.  Now, based on the response they choose in the pull down menu, I'd like to have the next line of the form automatically come up with a specific word or phrase.  Let me explain with an example:

The first line I will type in "Program:" and have a pull down box of 2 choices - let's say the choices are ABC and XYZ.  If I choose ABC I'd like the next line in the form to read "Site ID" and then allow a Text box next to that so they could type.  But if I had chosen XYZ then I'd want the next line to read "Realm ID" with that same text box to type.

First of all, is this possible? Secondly, how in depth is this and does anyone have any experience with this?

Thank you in advance for your time.

Tony

Microsoft 365 and Office | Word | For home | Windows

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  1. Anonymous
    2011-08-13T17:00:11+00:00

    It sounds like your project would be best tackled using a Word Userform.  Have a look at Greg Maxey's site http://gregmaxey.mvps.org/Address_Letterhead_with_UserForm.htm for some instructions.  You'll have to put bookmarks in your template document at the points where you want the text to vary and use the code in the userform to set the text at these bookmarks depending on the values selected.

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