none
Creating and using WORD Templates and "Macro-enabled" Templates. RRS feed

  • Question

  • I am a novice trying to create a Medico-legal Consulting Firm billing template that allows enty of hours and $ amounts WITHOUT EVERYTHING ON THAT LINE OF THE FORM MOVING DOWNSTREAM when new data are entered. Is this a "macro-enabled" template?I see that term used but cannot find a definition. I also cannot find instructions for creating a formatted template where everything in a section is "frozen" in place except the newly entered data. Can any of you experienced pros help a novice?  P.G. Benton, MD, JD -  Atlanta, GA
    Tuesday, March 8, 2016 3:22 AM

Answers

  • What you're describing doesn't of itself indicate that a "macro-enabled" template would be needed. However, it's also not clear what your requirements are. If the user is to input hours and $ amounts, they have to go somewhere and, if you haven't allowed enough space, something's got to give. Conversely, if you're trying to ensure a consistent amount of space is provided for the details to be input and, regardless of how much data are input the page layout remains unchanged, the easiest way to do this is to insert a table of the required size with fixed row heights and column widths. For the Table rows, set the exact row height under Table Tools>Layout>Properties>Row>Specify Height>Exactly. For the columns, set the preferred column width under Table Tools>Layout>Properties>Columns and uncheck the 'automatically resize to fit contents' option under Table Tools>Layout>Properties>Table>Options.

    As for the form itself, the simplest forms to use are those created using legacy formfields (see under Developer>Controls>Legacy Tools). Legacy formfields can be configured to allow only numeric inputs, dates or text (for which you might also specify a maximum length), for example. They also include dropdowns that restrict input to predefined choices, or checkboxes. For all except the checkboxes, additional field coding, using formula fields, can be used to perform calculations and/or conditionally display/hide other content, all without the need for macros or a "macro-enabled" template. For more on this, see:
    http://www.maxwell.syr.edu/uploadedFiles/ict/Training/Handouts/CreatingFormsInWord2010.pdf
    http://gregmaxey.mvps.org/word_tip_pages/repeating_data.html

    The only significant drawback of using formfields is that the 'filling in forms' editing restrictions required to make them work imposes what might be regarded as significant restrictions on what kinds of editing can be done in the document; those same restrictions might also be considered an advantage. Formfields also work on all Word versions, on both PCs and Macs.

    FWIW, a "macro-enabled" template is a template used to create documents whose functionality might only be achievable via a macro.


    Cheers
    Paul Edstein
    [MS MVP - Word]

    Tuesday, March 8, 2016 5:27 AM