Join Gini von Courter for an in-depth discussion in this video Using content controls for user choices, part of Word 2013: Templates in Depth.
- This is a version of our Solar Farm Report template that has some built-in Quick Parts for Project Types. So you'll find those by going to INSERT, Quick Parts, and notice, Project Types Commercial, Energy, Industry, Marine, and Residential. The next piece you need to have access to the developer tools. So, if you don't see the DEVELOPER tab here, then right click on your Ribbon, choose Customize the Ribbon, and turn DEVELOPER tab on right here, and click OK.
So, what we are going to do is, we're going to use a Content Control that's connected directly to Quick Parts to be able to display a list of choices for our users of this form. I'm going to go to DEVELOPER and, in the Controls section, there's one right here that looks sort of like one page being swapped for another. It's the Building Block Gallery Content Control. I have my insertion point where I want it to go, so I'm simply gonna click and drop it in. Now, before you do anything else, do these next two steps. Click on Design Mode, and immediately click on Properties, because we want the Properties of this Content Control.
We need to give it a Title and a Tag, and its Title is, it's Project Type, and its Tag can also be Project Type, that's fine. Show as, and our choices are a Bounding Box, a Start/End Tag, None, we wanna just leave that as it is, because it's actually describing this. Now, this is the important part. First, if we have text that's placed into the Control, what style would I use? Notice that we can use different styles that are available to us. But also, we can say this Control can never be deleted, and that the Gallery that we're going to use is Quick Parts and the Category is, and this is the most important piece, right here, Project Types.
So now, the only things that will be displayed when a user clicks here are items in the Quick Parts Gallery in the Category Project Types. And if you're not sure why we did that, go back and check out the prior movie, where we put all four of those Quick Parts into the same Category. Say OK, looks good. Now, we can drop out of Design Mode again. It says Choose a building block. And notice that when I click here, it's showing me my four Project Types that I can choose from. I'd like to edit this a little bit more. I'm gonna go back into Design Mode, and where it says Choose a building block, these are actually Tags at the start and the end, where it says Project Type.
Remember, I tagged that. So, I can select all the text in between and edit it, but I don't wanna select either of the Tags at the start or end that say Project Type. And I'm just gonna say Select...., drop back out of Design Mode, that looks good. So, when my user's working here, they'll drop in here. And it says Select...., and I'll say, Energy Industry or Select...., Commercial, or Select...., Marine, and so on. This is how this works. So, this is one type of Content Control.
There are many others, and they're often used in forms, and sometimes, used in other types of templates as well. But I do wanna show you one other Control that's very helpful for us right here, in addition to the Building Block Content Control. I'd like to use a Date Picker, and that's right here. So, the Date Picker that I'm going to use, and once again, I've inserted it. Go to Design Mode, go to its Properties, and this is Project End Date. And we're not gonna delete it.
And the question is, how do I want this text to look when it's chosen? And I actually like having the day spelled out as well, and we're gonna just say OK. Now, when I drop back out of Design Mode, what this allows my user to do is click and choose a particular date, for example, December 1st, and notice what it says. Monday, December 1st. So much nicer than this. So that was easy to do. Simply select the text where I would like to have a date, drop in a Date Picker, Design Mode, Properties. This one is Report Date.
We'll choose that. Select this third one, Date Picker. Design Mode's already on. Properties, Start Report, and I just wanna use this simple Control, here. And this one is going to be End Report. With Design Mode still on. OK, and now let's leave Design Mode, and notice that when I choose here, it's a nice one. There's no choice in there at all.
So I'm just gonna delete that date, so we get Report Date. Click here to enter a date. And if I wanna change the text in any of these, I can, or I can leave the text that I had selected. Remember that the way that we'll do this is, we'll go into DESIGN mode, and we'll select the text. So, if I wanna say Select a date, or Choose date. Remember always not to use your Tags there at all.
Select a date, looks just fine. And here, where we had our drop-down, I'm gonna just delete everything that's here. So we have Select..... Before we save our template, we wanna make sure that these Controls don't have information in them. Like that, like that, like that, good. Now, when I save this, it has all of its Building Blocks in it, so this template includes the Building Blocks as well as Controls to be able to use the Building Blocks. What that means, because I have placed these Building Blocks with the Control in one template, is that if I don't have this template open, I won't have access to those Building Blocks, and that's exactly what I want.
- Opening, customizing, and saving templates
- Converting an existing document to a template
- Best practices for template creation
- Styling your templates
- Restricting editing to certain areas
- Modifying the Normal template
- Sharing templates via email and SharePoint
- Using building blocks
- Using content controls
- Using field codes
- Creating and attaching add-ins