Form with embedded table

Question

I am creating a Performance Appraisal Form in MS Word. I have included "Check Boxes" using the Developer function to allow for supervisors to easily click a box under the appropriate employee rating, i.e., Needs Improvement, Successful, Exceeds Expectations. Each rating (check box) has a corresponding value, that when added together, indicates a total score that is equal to a certain merit pay increase. Is it possible to assign a value to each checked box, then have Word total the values of all checked boxes to provide the end user with a total score at the end of the Appraisal document? I know this can be done in Excel, but I am not sure I can format the Appraisal Form in Excel as easily as I can in Word. Thank you for any help you can provide!

Answer 1

What type of checkboxes have you used for the form? - Content Control, Legacy Forms, or Active X

To avoid the issue where more that one of the check boxes are ticked, you might want to consider using a combo-box control that contains the items:

Needs Improvement
Successful
Exceeds Expectations

However, whatever way that you do it, you are going to need to use some VBA code to produce the desired result and the code will depend upon the type of controls that are being used.

If you send me a copy of the form, referencing this thread in the covering email message, I will take a look at the issue.

Answer 2

Hi Doug,

I sent an email with the attached document, as you requested. Really looking forward to any help you can provide!