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Posted to microsoft.public.word.docmanagement
Tracey
 
Posts: n/a
Default question on checkboxes/protected forms and fill-in fields

We are converting from Wordperfect 8. I have several forms completed,
thought i found a match for wp's checkbox but apparently you have to protect
the word document for it to work.. which does not allow you to type in the
other areas of the form. I've search thru the kb and tried saving a form as
a dot, using the insert field, fill-in from the mail category. This has way
too many popups.

We received a form/dot to fill out from the state and it has what i thought
was a "fill-in" it had a shaded space with brackets around it that you could
click in and type, still able to check the checkboxes. I haven't figured it
out yet. It almost looked like a bookmark, but i couldn't get mine to work.
I do know a little about userforms and vb script (love the end result, but
too time consuming) but it is only me with 1000's of forms and many other job
duties.

We have a lot of forms that are in table format, with a lot of yes/no. I
want to be able to use the macro type checkbox and be able to type on the
form without the user having to protect/unprotecting the document.

I've bookmarked some of the sites mentioned in other responses and am going
to go thru them to see if there is something that matches what i'm thinking
about.

thanks for any suggestions

Tracey
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Posted to microsoft.public.word.docmanagement
Charles Kenyon
 
Posts: n/a
Default question on checkboxes/protected forms and fill-in fields

There are a number of ways to create and use clickable checkboxes in
documents / templates. Some require protected or locked forms, others do
not. Take a look at the Checkbox template available at
http://www.addbalance.com/word/downl...#CheckboxAddIn for an exploration
of these.

Here is some general info on moving from Word Perfect to Word:

Word and Word Perfect work very differently from one another. Each program's
methods have strengths and weaknesses; but, if you try to use one of these
programs as if it were the other, it is like pushing on a string! You can
easily make a lot of extra work for yourself. If you are unwilling to take
the time to learn to use Word's methods, you should stick to using Word Pad.
You'll have a lot less grief, although you'll miss out on a lot of raw
power. In the (short) long term spending the time to learn Word will save
you time if you are spending any time at all (more than an hour a day) using
Word.

See http://www.addbalance.com/word/wordperfect.htm
http://www.mvps.org/word/FAQs/Genera...ordPerfect.htm
http://www.mvps.org/word/FAQs/Genera...AndGotchas.htm
http://www.mvps.org/word/FAQs/General/RevealCodes.htm
http://www.mvps.org/word/FAQs/Genera...Converters.htm
http://businesssoft.about.com/comput.../blconvert.htm
for information on Word for Word Perfect users.

For mo
http://www.mvps.org/word/FAQs/Custom...platePart2.htm
http://www.mvps.org/word/FAQs/Custom...platePart1.htm
http://www.addbalance.com/usersguide/templates.htm
http://www.mvps.org/word/FAQs/Number...gExplained.htm
http://www.addbalance.com/usersguide/styles.htm
http://www.mvps.org/word/FAQs/Custom...latesStore.htm


Function Keys

In Word 2000 (or later) You can get the function keys to display in a
special toolbar at the bottom of the screen if you want (something like
pressing F3 twice in WP). The following macro will do this.
Sub ShowMeFunctionKeys()
Commandbars("Function Key Display").Visible = True
End Sub

Word's Extend key (F8) gives something similar to block processing.


Formatting and Styles

Learn about Styles - really learn!
http://www.addbalance.com/usersguide/styles.htm I resisted for years and now
regret every day of those years because although that string was still very
hard to push, it kept getting longer and longer, and had some very important
projects tied to it! Once you understand styles and the Word concept of
organizing things into Chinese boxes everything falls into place and instead
of pushing a string, you can push a button that turns on the very powerful
text processing machine known as Microsoft Word and it will start doing your
work for you instead of running around behind you trying to undo what you
just thought you did.


Converting documents Word / Word Perfect

Some special characters in Word Perfect documents don't convert well to
Word. There is a macro to assist with this described at
http://www.columbia.edu/~em36/wpdos/...html#macroword and can be found
at http://www.columbia.edu/~em36/wpdos/WPSymbolConv.bas.
This was prepared by Edward Mendelson.
Otherwise, look at the macro from http://support.microsoft.com/?kbid=212396
Use these on _copies_!

As for converting documents from Word Perfect to _use_ in Word... In a word,
don't plan on it. I would not recommend using converted documents long-term.
They will be filled with formatting anomolies that will get you at the worst
time. This is especially true of any documents containing automatic
numbering or bullets. Try recreating form documents in Word using the
following process:
In Word Perfect (if you still have it, in Word if not) save your files as
text files.
Use your converted files as references to show you how you want your
formatting to look.
Create a new document in Word and insert the text from the text file. Save
this new document as a Word template. Format it the way you want using
styles, not direct formatting. Save it again.
To use a template within Word, use File = New and pick your template. This
will create a new document for you.

Merge documents have special problems and should be recreated from text
files or retyped in Word. To convert data files, consider generating labels
in WP as a document, converting that to Word, and then using
http://www.gmayor.com/convert_labels...mail_merge.htm to get a new Word
data file.

Note that conversions usually do create documents that look passable and
print OK; the problems I'm referring to have to do with editing / making
changes, that is, using the documents long-term. (See below on reusing
documents vs. using templates.)

Conversion back to Word Perfect: There is a problem (in addition to the ones
mentioned for conversion _to_ Word) with Version 2002 (XP) and later of
Word. The conversion file only works for conversion _to_ Word, not from Word
to Word Perfect! Earlier versions went both ways. To fix this, you need to
find the old conversion file WPFT532.CNV from a Word 97 or Word 2000
installation and copy it to your new installation, replacing the file of the
same name. Note, the change making the file one-way was done as a security
measure. While I don't know of any problems the old file causes, keep the
new installation's file somewhere as a backup just in case.


Boilerplate and Forms

In WP a lot of people use macros to hold chunks of text - boilerplate. In
Word this function is filled by Templates, AutoText and AutoCorrect, not
macros. Follow the links at
http://addbalance.com/word/wordwebre...s.htm#AutoText for more
information on these tools.

You can use FILLIN and ASK fields or UserForms to query the user. For more
about online forms, follow the links at
http://addbalance.com/word/wordwebresources.htm#Forms or
http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm especially Dian
Chapman's series of articles. You may also want to look at
http://www.word.mvps.org/FAQs/TblsFl...nesInForms.htm.


Reusing Documents vs. Using templates

General practice in WP is to have a document and copy and edit it to create
a new document. This is not good practice in Word. In Word, construct a
good, tight, template for your documents and use that template when
constructing new documents. Among other things, this can avoid embarrassing
"metadata" (http://www.addbalance.com/usersguide/metadata.htm) and things
like surprise headers and footers from creeping into new documents.

It's a lot of reading, I know. It's OK to chunk it down and do a bit each
day, but I would recommend that you make it a top priority to do that bit
each day. In the (short) long run, it will save you both time and grief.

--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.
"Tracey" wrote in message
...
We are converting from Wordperfect 8. I have several forms completed,
thought i found a match for wp's checkbox but apparently you have to
protect
the word document for it to work.. which does not allow you to type in the
other areas of the form. I've search thru the kb and tried saving a form
as
a dot, using the insert field, fill-in from the mail category. This has
way
too many popups.

We received a form/dot to fill out from the state and it has what i
thought
was a "fill-in" it had a shaded space with brackets around it that you
could
click in and type, still able to check the checkboxes. I haven't figured
it
out yet. It almost looked like a bookmark, but i couldn't get mine to
work.
I do know a little about userforms and vb script (love the end result, but
too time consuming) but it is only me with 1000's of forms and many other
job
duties.

We have a lot of forms that are in table format, with a lot of yes/no. I
want to be able to use the macro type checkbox and be able to type on the
form without the user having to protect/unprotecting the document.

I've bookmarked some of the sites mentioned in other responses and am
going
to go thru them to see if there is something that matches what i'm
thinking
about.

thanks for any suggestions

Tracey



  #3   Report Post  
Posted to microsoft.public.word.docmanagement
Charles Kenyon
 
Posts: n/a
Default question on checkboxes/protected forms and fill-in fields

The click and type prompts are macrobutton fields. See
http://www.addbalance.com/usersguide...tm#MacroButton and
http://www.mvps.org/word/FAQs/TblsFl...acroButton.htm for more
about macrobutton fields.


--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.


"Tracey" wrote in message
...
We are converting from Wordperfect 8. I have several forms completed,
thought i found a match for wp's checkbox but apparently you have to
protect
the word document for it to work.. which does not allow you to type in the
other areas of the form. I've search thru the kb and tried saving a form
as
a dot, using the insert field, fill-in from the mail category. This has
way
too many popups.

We received a form/dot to fill out from the state and it has what i
thought
was a "fill-in" it had a shaded space with brackets around it that you
could
click in and type, still able to check the checkboxes. I haven't figured
it
out yet. It almost looked like a bookmark, but i couldn't get mine to
work.
I do know a little about userforms and vb script (love the end result, but
too time consuming) but it is only me with 1000's of forms and many other
job
duties.

We have a lot of forms that are in table format, with a lot of yes/no. I
want to be able to use the macro type checkbox and be able to type on the
form without the user having to protect/unprotecting the document.

I've bookmarked some of the sites mentioned in other responses and am
going
to go thru them to see if there is something that matches what i'm
thinking
about.

thanks for any suggestions

Tracey



  #4   Report Post  
Posted to microsoft.public.word.docmanagement
Tracey
 
Posts: n/a
Default question on checkboxes/protected forms and fill-in fields

Thanks! Looks like a lot of reading. I'm very interested in the the
letterhead template and if it will work for us. My original plan was to
use the userforms/vb script but it took weeks for me (non programmer) to
create one form with the error checking. I do have a few that i've completed.
Due to the time constraints the State has put on us , it wasn't a good
option. We have used wp's merge programming heavily.. which resembles the
userforms in word.

Hopefully I will understand enough of your checkbox macro and letterhead
template to use them.

"Charles Kenyon" wrote:

The click and type prompts are macrobutton fields. See
http://www.addbalance.com/usersguide...tm#MacroButton and
http://www.mvps.org/word/FAQs/TblsFl...acroButton.htm for more
about macrobutton fields.


--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://word.mvps.org/FAQs/ which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.


"Tracey" wrote in message
...
We are converting from Wordperfect 8. I have several forms completed,
thought i found a match for wp's checkbox but apparently you have to
protect
the word document for it to work.. which does not allow you to type in the
other areas of the form. I've search thru the kb and tried saving a form
as
a dot, using the insert field, fill-in from the mail category. This has
way
too many popups.

We received a form/dot to fill out from the state and it has what i
thought
was a "fill-in" it had a shaded space with brackets around it that you
could
click in and type, still able to check the checkboxes. I haven't figured
it
out yet. It almost looked like a bookmark, but i couldn't get mine to
work.
I do know a little about userforms and vb script (love the end result, but
too time consuming) but it is only me with 1000's of forms and many other
job
duties.

We have a lot of forms that are in table format, with a lot of yes/no. I
want to be able to use the macro type checkbox and be able to type on the
form without the user having to protect/unprotecting the document.

I've bookmarked some of the sites mentioned in other responses and am
going
to go thru them to see if there is something that matches what i'm
thinking
about.

thanks for any suggestions

Tracey




  #5   Report Post  
Posted to microsoft.public.word.docmanagement
Suzanne S. Barnhill
 
Posts: n/a
Default question on checkboxes/protected forms and fill-in fields

If all you need is check boxes, see Charles's links. If you need a form, see
http://word.mvps.org/FAQs/Customizat...nTheBlanks.htm and especially
the forms tutorials by Dian Chapman that this article links to.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

"Tracey" wrote in message
...
We are converting from Wordperfect 8. I have several forms completed,
thought i found a match for wp's checkbox but apparently you have to

protect
the word document for it to work.. which does not allow you to type in the
other areas of the form. I've search thru the kb and tried saving a form

as
a dot, using the insert field, fill-in from the mail category. This has

way
too many popups.

We received a form/dot to fill out from the state and it has what i

thought
was a "fill-in" it had a shaded space with brackets around it that you

could
click in and type, still able to check the checkboxes. I haven't figured

it
out yet. It almost looked like a bookmark, but i couldn't get mine to

work.
I do know a little about userforms and vb script (love the end result, but
too time consuming) but it is only me with 1000's of forms and many other

job
duties.

We have a lot of forms that are in table format, with a lot of yes/no. I
want to be able to use the macro type checkbox and be able to type on the
form without the user having to protect/unprotecting the document.

I've bookmarked some of the sites mentioned in other responses and am

going
to go thru them to see if there is something that matches what i'm

thinking
about.

thanks for any suggestions

Tracey


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