Clicking on the ‘ Option Tab’ will pop open the window below. Click on ‘Options’ as shown in the image below:. Immediately you click on the ‘ File’ tab, a pull-down menu will appear. Click on the ‘ File’ tab, as we have shown in the document below:. To achieve this, all you have to do is follow the guidelines below: If you aim to create a fillable form that features checkboxes, you will have to enable the Word developer tools. How to Use Word Developer Tools to Insert a Checkbox? And we will use Microsoft Word 2016 for this purpose. In this guide, we will teach you how to insert a checkbox in Word. They are essential in ensuring that you get your feedback in the shortest time possible and clearly and concisely.
Step 3 - Create a Special - MS Word Merge custom field.How to Insert a Checkbox In Word (☒) with Screenshots: Click ‘File’ tab, Options Tab, Customize Ribbon, Main Tab, Ok, Developer, Checkbox buttonĬheckboxes are a useful feature on Microsoft Word that makes your options easier to read and answer when creating surveys, questionnaires, and forms. Step 2 - Upload the Word document to a SmartFolder. Step 1 - Create the MS Word document that will be used as the template. This will allow you to see if the source fields are populating with the information you would expect to see. Hint: You may want to exclude the part of the macro that deletes the source fields while you are working on the document. Any time the document is opened subsequently the macro will try to reference these fields, and since they no longer exist the command will fail and the macro will exit. Once the document has been opened the first time the macro deletes all the source Text Form Fields. The "On Error GoTo ExitSub" command in the script is very important. You should only allow the macro to run when you have actually created the document via the MS Word Merge in SmartSimple. Otherwise the source “Text Form Fields” will be deleted by the macro each time you open the document. When you are creating the original MS Word Merge document you will need to disable macros while you work on the document. Medium is recommended, which means the user will have to agree to allow the macro to run each time the document is opened. The setting can be set to either Medium or Low. Macros can be enabled via the Tools menu > Macros > Security. The user who performs the MS Word Merge must have macros enabled for MS Word or it will not run. On the MS Word Merge Custom Field within SmartSimple you should assign the Custom Field that determines whether or not the check box will be checked to the source Text Form Field.ĭo not assign anything to the target Check Box Form Field. Private Sub Document_Open() with Sub AutoOpen() MS Word Merge Custom Field 
If using earlier versions of Word replace the line: NOTE: the Document_Open subroutine is NOT executed automatically in MS Word 2002 and earlier. If ( = "CheckMe") Then target.Value = True '- check the source text and tick the associated target checkbox if appropriate Set target = ActiveDocument.FormFields("target").CheckBox Set source = ActiveDocument.Bookmarks("source") Be sure that you have created a “Check Box Form Field”, not just a Check Boxįinally open the Tools menu > Macro > Visual Basic Editorĭouble-click on "ThisDocument" on the left-hand pane and then add the following script: Next create the Check Box Form Field, double-click on it and enter the name target in the “Bookmark” field. The field will then be deleted by the macro. When the MS Word Merge document is opened, a macro will use this value in this field to determine whether or not the associated checkbox should be checked. The source field is where the merge data will be stored. Double-click on the field and enter the name source in the “Bookmark” field. On the MS Word Template document create a Text Form Field. Please consult MS Word Help for assistance. If you are using a different version the steps may vary. Note: these instructions are for MS Word 2003. The following example demonstrates how to check a check box on the MS Word document if the source field within SmartSimple has "CheckMe" as the stored value.
Reads the value in the source Text Form Field and changes the value of the Check Box Form Field to True (which will make it checked), if the source value dictates that it should be checked. Create a VB Script that runs automatically when the document opens and does the following:. Create the target Check Box Form Field on the MS Word document. 
Create a source Text Form Field on the MS Word document to store the value that determines whether or not the Check Box should be checked. You cannot merge information directly into a Check Box Form Field on the MS Word document to make it checked or unchecked. The MS Word Merge Custom Field allows you to merge text stored within SmartSimple into an MS Word document.
0 kommentar(er)
