您(Did)知道您可以在Word中创建人们可以填写的表单吗?当您听说可填写表格时,它几乎总是与Adobe 和 PDF 文档(Adobe and PDF documents)相关,因为这是最流行的格式。
但是,Word也是一个非常强大的工具,您可以使用它来快速创建可以打印或通过电子邮件发送等的表单。如果您需要创建一个面向多人的调查并且您想要所有的回复自动统计,最好使用Google Docs创建调查。
在本文中,我将向您展示如何创建带有文本框、复选框、日期选择器(date picker)和列表框(list box)的表单。如果您使用表格来组织所有内容,您还可以使表单看起来更好看。
启用开发人员选项卡
默认情况下,您无法在Word中创建表单,除非您在功能区中启用“开发人员(Developer)”选项卡。由于很多人不使用它,微软(Microsoft)默认禁用它。要启用该选项卡,请单击文件(File),然后单击选项(Options)。
在左侧,单击自定义功能区(Customize Ribbon),然后选中右侧列表框中的开发人员框。(Developer)
单击确定(Click OK),然后单击功能区中的选项卡。我们最感兴趣的部分是Controls。
在 Word 中创建表单
控件部分(Controls section)有大约八种不同的控件可以添加到您的Word 文档(Word document)中:富文本(Text)、纯文本(Plain-Text)、图片(Picture)、构建块库(Building Block Gallery)、复选框(Checkbox)、组合框(Combo Box)、下拉列表(Drop-Down List)和日期选择器(Date Picker)。
要插入控件,只需单击它,它就会出现在光标所在的任何位置。在下面的示例中,我创建了一个表格并为名字和姓氏添加了两个纯文本框。
默认情况下,每个控件都有自己的填充文本(filler text)。对于纯文本控件(plain text control),单击或点击此处输入文本(Click or tap here to enter text)。您可以通过单击控件图标右侧的“设计模式”(Design Mode)按钮为任何控件编辑此文本。
您会看到一些蓝色占位符出现在您添加到文档中的任何控件的左侧和右侧。(left and right)选择文本并将其更改(text and change)为您喜欢的任何内容。再次单击(Click)“设计模式”(Design Mode)按钮退出该模式。
接下来,单击新添加的控件,使其突出显示,然后单击位于Design Mode button正下方的Properties。每个控件都有一组标准选项,底部有自定义选项,具体取决于它是什么类型的控件。
在这里,您可以给控件一个标题、更改颜色、设置文本样式并指定控件是否可以编辑或删除。最底部是特定于控件的选项,对于纯文本控件(plain text control)的情况,是您是否要允许多行。如果您需要有人输入一段文本,最后一个选项很有用。
那么纯文本控件(text control)和富文本控件(text control)有什么区别呢?嗯(Well),不多。在富文本控件(text control)中,您可以单独更改每个单词的字体/颜色设置,而纯文本控件(text control)会将格式应用于所有文本。您会认为纯文本控件(text control)不允许粗体、字体更改或颜色更改,但它确实如此。
接下来,我继续在我的表单中添加了一个下拉列表控件。(list control)你会看到它说选择一个项目(Choose an item),就是这样。为了将项目添加到列表中,您必须单击Properties。
单击添加(Add)按钮,然后输入您选择的名称。默认情况下,显示名称( Display Name)和值(Value)将相同,但您可以根据需要进行更改。除非您正在编写Word 宏并引用(Word macros and refer)代码中的控件,否则实际上没有理由更改该值。
添加完所有选项后,继续并单击“确定”,您现在可以从下拉列表中选择选项。
下拉列表控件(list control)和组合框控件(box control)之间的唯一区别是后者允许用户根据需要输入自己的值。在下拉列表中,您必须从列表中的选项之一中进行选择。在组合框中(combo box),您可以从列表中选择或输入(list or type)您自己的值。
日期选择器控件(date picker control)的工作方式与您可能在航空公司预订(airline booking)网站等上使用的任何日期选择器(date picker)一样。当您单击它时,会出现一个日历,您只需单击日期即可选择它。
如果单击“属性”按钮,您会看到(Properties)日期选择器控件(date picker control)有很多选项。
您可以选择不同的格式来显示日期并选择不同的日历类型(calendar type)。图片控件(picture control)是另一个不错的选项,它允许用户轻松插入图片。
当用户单击图像时,将出现一个对话框,他们可以在其中从计算机、必应图像(Bing image)搜索或OneDrive中选择图片。他们也有Facebook 和 Flickr(Facebook and Flickr)的选项。
现在让我们在文档中添加一些复选框。请注意,当您添加一个复选框并尝试在其中输入文本时,它会告诉您选择已锁定。我相信这是设计使然。您必须单击复选框旁边的,然后输入您的文本。
最后,您可以插入一个构建块控件(building block control),它可以让您从Quick Parts 和 AutoText(Quick Parts and AutoText)中选择内容。如果您不知道我在说什么,请查看我关于如何在Word中使用(Word)AutoText 和 Quick Parts(AutoText and Quick Parts)的帖子。在我的示例中,我向自定义自动图文集(AutoText)添加了一些引号,然后通过“属性(Properties)”对话框将控件链接到它。
一旦您以所需的方式在文档中拥有所有控件,保护文档可能是一个好主意,以便用户只能填写表单字段,仅此而已。为此,请单击“开发人员(Developer)”选项卡上的“限制编辑(Restrict Editing)” 。
在右侧显示的窗格中,单击编辑限制( Editing restrictions)下的下拉菜单,然后选择填写表格( Filling in forms)。确保选中“仅允许在文档中进行此类编辑”(Allow only this type of editing in the document)框。
单击是,开始强制保护( Yes, Start Enforcing Protection),然后根据需要输入密码。现在只有表单字段可以编辑,其他所有内容都被锁定/保护。用户可以轻松地使用TAB 键(TAB key)在不同的表单域之间移动。
总体而言,Word并不是制作表格的最佳工具,但它很不错,对大多数人来说可能绰绰有余。如果您有任何问题,请随时发表评论。享受!
How to Create Fillable Forms in Word
Did you know that you can create fоrms in Word that people can fill out? When you hear about fillable forms, it is almost always related to Adobe and PDF documents because that’s the most popular format.
However, Word is also quite a powerful tool and you can use it to quickly create forms that you can either print or send via email, etc. If you need to create a survey that will go out to many people and you want all the responses tallied for your automatically, it might be best to use Google Docs to create the survey.
In this article, I’ll show you how to create a form with text boxes, check boxes, a date picker and a list box. You can also make your forms a lot better looking if you use tables to organize everything.
Enable Developer Tab
By default, you can’t create forms in Word unless you enable the Developer tab in the ribbon. Since it’s not used by a lot of people, Microsoft disabled it by default. To enable the tab, click on File and then Options.
On the left-hand side, click on Customize Ribbon and then check the Developer box in the right-hand list box.
Click OK and click on the tab in the ribbon. The section we are most interested in is Controls.
Creating a Form in Word
The Controls section has about eight different controls that can be added to your Word document: Rich Text, Plain-Text, Picture, Building Block Gallery, Checkbox, Combo Box, Drop-Down List, and Date Picker.
To insert a control, just click on it and it will appear wherever your cursor was located. In my example below, I created a table and added two plain-text boxes for first name and last name.
By default, each control has its own filler text. For a plain text control, it is Click or tap here to enter text. You can edit this text for any control by clicking on the Design Mode button that is to the right of the control icons.
You’ll see some blue placeholders appear on the left and right of any controls you have added to your document. Select the text and change it to whatever you like. Click on the Design Mode button again to exit the mode.
Next, click on your newly added control so that it is highlighted and then click on Properties, which is directly below the Design Mode button. Each control will have a standard set of options with custom options at the bottom based on what type of control it is.
Here you can give the control a title, change the color, style the text and specify whether or not the control can be edited or deleted. At the very bottom are the control specific options, which for the case of a plain text control, is whether you want to allow multiple lines or not. That last option is useful if you need someone to type in a paragraph of text.
So what’s the difference between a plain-text control and a rich text control? Well, not much. In a rich text control, you can change the font/color settings for each word individually, whereas the plain-text control will apply the formatting to all the text. You would think the plain-text control would not allow bold, font changes or color changes, but it does.
Next, I went ahead and added a drop down list control to my form. You’ll see it says Choose an item and that’s it. In order to add items to the list, you have to click on Properties.
Click the Add button and then type in a name for your choice. By default, the Display Name and Value will be the same, but you can change it if you like. There really is no reason to change the value unless you are writing Word macros and refer to the controls in code.
Once you have added all your choices, go ahead and click OK and you’ll now be able to select the options from the drop-down list.
The only difference between the dropdown list control and the combo box control is that the latter allows the user to enter their own value if they please. In the dropdown list, you have to choose from one of choices in the list. In the combo box, you can either choose from the list or type in your own value.
The date picker control works just like any date picker you have probably used on airline booking sites, etc. When you click on it, a calendar appears and you can simply click on the date to select it.
If you click on the Properties button, you’ll see that there are quite a few options for the date picker control.
You can choose a different format to display the date and choose a different calendar type. The picture control is another nice option that will allow users to insert a picture easily.
When the user clicks on the image, a dialog will appear where they can choose a picture from their computer, from Bing image search or from OneDrive. They also have options for Facebook and Flickr.
Now let’s add a few checkboxes to our document. Note that when you add a checkbox and try to type text into it, it will tell you that the selection is locked. I believe this is by design. You have to click next to the checkbox and then type in your text.
Lastly, you can insert a building block control, which lets you pick content from Quick Parts and AutoText. If you don’t know what I’m talking about, check out my post on how to use AutoText and Quick Parts in Word. In my example, I added some quotes to a custom AutoText and then linked the control to it via the Properties dialog.
Once you have all the controls in your document the way you want, it might be a good idea to protect the document so that user can only fill out the form fields and that’s it. To do this, click on Restrict Editing on the Developer tab.
In the pane that shows up on the right, click on the dropdown under Editing restrictions and choose Filling in forms. Make sure to check the Allow only this type of editing in the document box.
Click Yes, Start Enforcing Protection and then enter a password if you like. Now only the form fields will be editable and everything else locked/protected. The user can easily use the TAB key to move between the different form fields.
Overall, Word isn’t the greatest tool for making forms, but it’s decent and probably more than enough for most people. If you have any questions, feel free to comment. Enjoy!