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In this course, author Gini Courter introduces the form creation tools found in Word 2010 and shows how to produce electronic forms that are visually pleasing and easy to navigate. The course covers designing a form; capturing data effectively with dropdown lists, date pickers, and check boxes; and adding controls for repeating data using the Word Content Control Toolkit. The course also includes tutorials on testing, protecting, and distributing forms.
Prerequisite Course: Word 2010 Essential Training
We already know how to make an amazing template form to grab data from users. The type of form that we're looking at here is more of an internal form in an organization where we want to create a letter of agreement or a contract or some other document that would repeat the same information over and over again. We have a need for a control that can actually pick up data that we have entered already. Let me give you an example here. One of the controls in this form actually allows the person who's completing this letter of agreement to choose a type of service.
For example, Consulting. Now that same field, Type of Service, exists on the next line and yet as it stands right now I've to turn around and choose Consulting again. That just doesn't seem to save me a whole lot of time here. So what I like to do is have these controls understand that they are link together. In order to do that I have to bind them to something to connect them, to a data repository that allows them to understand that they are actually supposed to work together, so that when I change type of service anywhere it will be reflected in each occurrence of that control.
Now this is something Word can easily do. We see it when we use building blocks for example. If we'll cover page a header and footer and we enter information about the company name in one of the building blocks, it will be picked up in the others. The capability is here, but we need to be able to again to do control binding so that works. In order to do that we're going to have to go through a process. We're going to download and install a Content Control Manager that's free. We're going to then make sure that our form controls understand how to repeat data.
We're going to create a schema using the Content Control tool. We're going to bind data in that schema back to the controls in our form and after we save this document then this form will miraculously behave exactly as we would expect it to. So let's go on to the next movie and download and install the Word Content Control from CodePlex.
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