- Every request to create a new electronic form…represents an opportunity.…An opportunity to do a little bit of business analysis work…and make sure that you have the fields…that your users need to collect information from.…So if you're creating a new form for your workgroup,…it's a great time to make a list of the data fields…you think you might want and then double-check them…with your colleagues and make sure that…these are the fields that you want.…We're going to create a form for our events team…and so, we sat down and said,…"What kind of data do you want to collect?"…This is a brand-new launch of this team…and the types of data they said they were interested in is…data about the customer,…the person who's filling out the form,…data about the type of event they're going to have.…
Is it a wedding?…Is it a meeting?…Is it a bowling reunion?…They'd like to know.…Then they want to know something about submission info…and even if they don't come up with this, you'll want to…because you'll want to know when the form was submitted.…
Author
Released
2/1/2016- Starting with a form template
- Gathering form requirements
- Formatting form tables
- Inserting form controls: lists, date pickers, check boxes, and more
- Protecting the form
- Saving a form as a Word template
- Sharing form templates with your team
Skill Level Intermediate
Duration
Views
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Introduction
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Welcome38s
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Using the exercise files1m 5s
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1. Getting to Know Word Forms
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Introduction to Office forms2m 16s
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Formatting form tables11m 7s
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2. Inserting Form Controls to Capture Data
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Inserting a Text Box control5m 59s
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Inserting a cross-reference6m 11s
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3. Finishing a Form
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Protecting the form2m 34s
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Testing the form4m 5s
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Saving a form as a template2m 25s
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Conclusion
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Goodbye11s
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Video: Starting your form from scratch