Important Note: For the data validation to work, the workbook that contains the list must be open, in the same instance of Excel. Drop Down from a List in Another Workbook The demo uses Excel 2010, and it’s the same in Excel 2007, except that there is an Office button, instead of a File tab. The instructions are below, and watch the video to see the steps. Usually, the list of valid items is stored in the same workbook, but it’s possible to set up a drop down from a list in another workbook. University of Wisconsin-Eau Claire 105 Garfield Avenue P.O.In Excel, you can create a drop down Data Validation list, so it’s easy to enter valid items in a cell. When you no longer need a specific form field, you can delete it.
Make the appropriate changes to the check box form fieldĭrop-down form fields are used when the response must be from a specific list of choices (e.g., "yes" or "no" questions). The Check Box Form Field Options dialog box appears. With the check box form field selected, click FORM FIELD OPTIONS
Make the appropriate changes to the text form fieldĬheck box form fields are used when the response is to select one or more choices from a series (e.g., providing a list of classes and asking the respondent to check the ones he/she has taken). The Text Form Field Options dialog box appears. With the text form field selected, click FORM FIELD OPTIONS Disable or enable the completion of the field.Calculate the results of the field when the user exits the form.NOTE: A macro groups a series of word commands and instructions in order to automate a task performed repeatedly in Word Execute a macro when the user enters or leaves the field.Specify the length of the text, the default text, and the text case (e.g., uppercase, lowercase, title case, initial case).Specify the type of text you want to enter (e.g., regular, date, number, current date or time, currency, calculation).The Text Form Field Options dialog box allows you to do all of the following: OPTIONAL: To turn form field shading on or off, on the Forms toolbar, click FORM FIELD SHADING On the Forms toolbar, click TEXT FORM FIELD Place the insertion point where you want the field to appear
Text form fields are used when the response consists of unknown choices (e.g., a respondent's name). Used when the response must be from a select list of choices Used when the response is to select one or more choices from a seriesĮXAMPLE: providing a list of classes and asking respondents to check the ones they have taken
Used when the response consists of unknown choices For more information, refer to The Forms Toolbar. NOTE: To use the instructions in this document, the Forms toolbar should be displayed.
This document provides basic advice on using fields to create forms. The nature of the information to be gathered will determine the type of form field to be used. Word forms depend on form fields to gather information from the user through any of three ways: text form fields, check box form fields, or drop-down form fields. This article is based on legacy software. (Archives) Microsoft Word 2003: Working with Form Fields