Join Aaron Quigley for an in-depth discussion in this video Solution: Create a worksheet template with a dropdown menu, part of Office for Educators.
For this challenge, I started with the Headers document which was found in the Exercise File. I chose to use a header that had a basic rubric built into it, as well as a place for the date and the class. I'm going to highlight this entire header and then copy it using the keyboard commands Ctrl+C on a PC or Cmd+C on a Mac. I'm going to go the File and just open up a new blank document. Here, I'm just going to click on the Blank Document. To access the header area, I'm going to double-click inside the header of the document and I'm going to go ahead and use the keyboard command of Ctrl+V or Cmd+V to paste it.
Now the first thing you will notice is that there is some formatting areas with the page. It seems my margins are a little bit too wide to allow this header. To do that, I'm going to simply go up to the Page Layout section. On the left-hand side, choose Margins and I'm going to come down to a narrow margin setting of a half inch on each side. There we go, that seems to be appropriate. I'm going to clean up that extra space at the top and now I'm ready to start adding some of my form elements. The first form element I'm going to add is the Date section. I'm just going to go ahead and highlight this entire date bar that I've done. Please notice I'm leaving a space between the line that I've highlighted and the colon after the word Date.
That way, when my formatting comes in, there'll still be a space there. To insert the form place holder, I'm going to go to the Developer section of the ribbon. I'm going to come over to the Content controls and I'm going to choose the Date Picker. So now, I have the ability to drop down this menu and quickly choose a date. I'm just going to go ahead and choose today's date. I'm going to do the same thing for Class, but class is going to be a little different. Once again, I'm leaving a space after colon on class. I'm going to come over to the Control section, but this time, I'm going to choose a drop-down list Content Control.
By default, there's only one thing added to that and that just says Choose an Item. What we need to do now is add in our different classes. With the form element selected, I'm going to click on Properties just to the right of the Content controls. Here, I'm going to come down to the drop-down list properties. I'm going to go ahead and click on this Choose an Item that was there by default and go ahead and modify that. Let's make this first one 7th Grade. Because this drop-down menu item was already there, I have to go ahead and paste in a value to it.
As I continue to add new ones though using the Add button, it'll automatically type that text for me. There was 8th Grade and let's go ahead and add 6th Grade as well. Now I could have simply left the Choose an Item option. But if for some reason I was in a rush and I forgot to drop down one of these menu items, I want something showing up that's different than Choose an Item. So this way, by default, it's going to probably be the 7th Grade. However, if I make worksheets for 8th Grade more often, I may want 8th Grade to be the default. To do that, I'm going to select 8th Grade from the drop-down list properties.
And I'm going to click the Move Up button. That will reorder them so it's now eighth, seventh, and sixth. I can go ahead and click OK. Going into into the drop-down menu, I can obviously select 7th and 6th Grade as well. At this point, we've got our header formatted, we've got our form-filled placeholders in place. The last thing to do is to save it as a template file. To do that, I'm going to click on the file menu in the upper left-hand corner, choose Export, change the File Type and select Template. I'm going to make sure that I'm saving this in the Custom Office Templates folder.
There, you can see our Science Lesson Plan template is still there. And I'm going to go ahead and title this Class_Work_Template and click save. So now, anytime I'd like to access this template, all I have to do is go to File > New. I can take a look in my Personal templates. And there's my Class_Work_Template that I can quickly open up, change the date, change the class, and quickly create new classwork with a built-in grading rubric.
- Creating lesson plan templates
- Creating worksheets with math equations, charts, and graphs
- Grading papers
- Creating a gradebook in Excel
- Creating an animated presentation
- Setting up a school email account in Outlook
- Storing documents online with SkyDrive
- Creating a class website with SharePoint
Skill Level Intermediate
Q: This course was updated on 10/01/2014. What changed?
A: We added a brand new chapter on Office Mix, the PowerPoint plugin that allows educators to record interactive presentations and test students with quizzes.
Q: This course was updated on 10/15/2015. What changed?
A. We added videos for OneNote, OneDrive, and Office Online. OneDrive replaced SkyDrive as the cloud-based file service.