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In this course, author Gini Courter introduces the form creation tools found in Word 2007 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 text 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 2007 Essential Training
Our form is done. We've added all the Content Controls that we want to add. We like the way it looks and now we're ready to begin testing. Testing is simply a process of walking through the form and making sure that the controls work the way we expect them to. So we'll click on the Title and choose an item. Make sure that works. Go back to Choose, type some text in here. Tab from field to field to make sure that the tab works. This says Enter an amount. So I should.
I should enter like $450 and make sure that that works. Choose a Payment Schedule. Remember this is a combo box. So I need to test two things. First, does it let me choose and second does it let me type? Select the form. Credit Card Type, enter a credit card number.
Those are 16 digit numbers; so make sure 16 digits fit. This is going to let me enter anything here, because we didn't actually want to capture more than text. We could've put Date Picker in here, but we didn't. So does it let me enter that? Certainly, it does. Does it also let me enter I don't know? Yeah, it will let me do that too. We'll just have to check on that. There is nothing more we can do with this. Same thing with Zip code. I can enter a Zip code, or I can enter some other text.
Use the following name. That works. Insert a picture. Well, this time I'll just go get the Penguins. They work too. Then when it gets back to the office, do the Date Pickers work? Yes! They work just fine. I didn't change anything in this form. So I could actually close it right now and I'd be in very good shape. If, however, I did make some changes right while I was doing this, then I would need to go back and make sure that I deleted anything that I left as data in the form.
For example, here in Today's Date if I leave this, this will be the default date the next time the form template opens. So I'm actually going to delete that information itself then arrow in any direction, up, down, left, or right, and my prompt will come back. Same thing here, just delete my name and arrow out to return my prompt. If you're making changes, it's not a bad idea simply to track the changes that you want to make and then make them separately from testing.
Any list, if you go back to Choose, you're in fine shape there. So good testing. The form looks like it works well. Delete. Arrow out. Don't Tab out; just arrow out of the field. The same thing here, and then we're going to delete that photo as well. So that's worth sticking around for . It actually works the same way. Just be on the Control, hit Delete once, it'll select the picture, hit Delete again, and when I arrow out of the control, then my picture placeholder comes back.
I have no dates here. This all looks good. I'm very happy with this form. It's passed the initial test. That test is a strange test though, because this is a test of a form being used by somebody who expects it to behave in exactly the way it was designed to behave. I designed it. I can't get around that. So what I should do now is have a couple of other people test the form. People who would represent the community of users who would use this. If I'm going to send this out and it will always be completed by, say administrative professionals in my workgroup, I'll ask a couple of them to test it.
Stand over their shoulder and watch or ask them to take notes. If I'm standing there, I'm not going to help them use it. I want to watch and make sure that it works in the way that I would expect it to and that they would expect it to. When you're all done doing your own testing of the form make sure you run spell check along the way sometimes, and have other users test it. Then you're in pretty good shape to know that this form behaves in exactly the way that we expect it to, which means that it will be a very useful form once we share it with other people.
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