Auto Expand Text Box With Borders in Word (Incident Report Fillable Form Example)
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- Опубликовано: 16 мар 2020
- HOW TO CREATE FILLABLE FORM TEXT BOX FIELDS THAT AUTO EXPAND WITH BORDERS IN MS WORD // Learn to create a form template using a table layout with borders that will expand as users type unlimited text into the form fields. This video uses an Incident Report form as an example where users may need to type in multiple paragraphs into the form. The borders around the form fields will expand on to multiple pages as needed and the signature line will stay at the bottom of the form.
**BE SURE TO WATCH FILLABLE FORMS VIDEO PART 1: • How To Create A Fillab...
**BE SURE TO WATCH FILLABLE FORMS VIDEO PART 2: • Make Fillable Forms in...
TIP: To ensure the Developer tab is visible in MS Word so you can insert form fields, follow these steps:
1) Right Click on the Ribbon area and select "Customize Ribbon"
2) The Customize Ribbon and Keyboard Shortcuts window opens
3) On the right hand side under "Customize the Ribbon - Main Tab" ensure the "Developer" checkbox is selected, then click OK.
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KEYWORDS: #MSWord, microsoft word tutorial, create fillable forms, auto expand text box, expandable text box with borders, fillable forms in word, microsoft word content controls, microsoft word auto expand text box with borders, enable developer tab, incident report form, word productivity tools, multiple paragraph form fields, signature line on forms, Sharon Smith HR, @SharonSmithHR
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Thanks so much for your tutorial! I no longer have Adobe Acrobat Pro and you were the only resource providing instructions on how to create fillable auto expand text boxes in a Word document that can be protected and circulated. Well done!
Your forms have been an enormous help!! Thank you
Hi Jean! So glad to hear you found my videos helpful! Thanks so much for watching and taking time to leave a comment. I really appreciate it!
Thanks this video showed me how to do something none of the other tutorials covered. So helpful and clear.
That is great to hear! I'm so glad you found it helpful. Thanks for watching!
This was the exact Google search I did to find out how to do this....what a great video. Thank you for sharing....super helpful!!
Great to hear, Anthony! Nice to hear that I ranked in the Google search results! Glad you found the video helpful. Thanks for watching!
Your explanation on this is the best! Thank you
You are very welcome Christina!. Thanks so much for the kind words and taking time to leave a comment. Glad you found my videos helpful. Take care!
Sharon, Thank you for your video!! They were super helpful! I have been putting off helping my friend to edit a quote a template. I would try for hours and give up from frustration. Eventually, I tried searching word help articles and you-tube video's with not much luck until I found yours. The video's you made are great! Very impressive; clear instructions, your voice is calm and you make us feel like we can do anything! Thanks again!! :)
Oh, thank you so much Brigitte! I really appreciate your kind words and am very glad you found my videos helpful. That is my goal. Thanks again for watching and taking time to leave such a nice comment. If you have video topics you'd like to see, just let me know. Take care!
You are a good soul! Eternally grateful for your useful insights.
Thank you very much for your kind words! Glad you find my videos helpful! Thanks for watching!
Your voice is just so pleasant. Thanks a ton for your hints as well :)
Thanks so much for your kind words! Glad you found my videos helpful. Thanks for watching!
Hello Sharon, thank you for this video which is very helpful and clear! I have watched quite a few of your videos and I find them all very informative. Thank you again, grateful learner!
Hello Lynda! I'm so glad to hear you have enjoyed my videos and found them helpful. Thanks so much for watching and taking time to leave a comment! I really appreciate it!
Thank you Sharon, very informative.
You are very welcome, Lawrence! Thanks so much for watching!
Thank you for your tutorial on auto expand text box. The rand function is a new info ! Usually we use lorem ipsum for dummy text.
So glad I was able to share something new with you. Thanks so much for watching!
just what i needed. thank you so much!
Glad to help! Thanks for watching and commenting!
Another excellent video. Thank you.
Thank you so much Denise! Thanks for watching!
what a great video. Thank you for sharing....super helpful!
Thanks so much, Denis! I appreciate your kind words. Thanks for watching!
I was trying to do a medical document form which usually has lots of paragraphs. Very Very helpful video! Thanks a lot.
So glad you found my videos helpful! Good luck with your document! Thanks for watching!
As always, excellent and helpful video
Thanks so much for watching, Joseph! Glad you found this one helpful. Take care!
thank you so much, this helped what I was trying to create!
So glad to hear this helped you! Thanks for watching!
Thanks for all the details you give when modifying forms. I do like the options with the combo box. My question is , how do I create a box where more than one option can be selected? For example, I need three or four choices selected in a drop down box.
super duper helpful thank you sooo mcuh
You are very welcome! Glad you found it helpful! Thanks for watching!
Thank you for all the video's. How do I create a drop down, when there is a large volume of characters/text to use?
Your videos are SUPER helpful - thank you so much! I'm wondering if it's possible to create a fillable form with merge fields (to be used with mail merge) so that I can generate a number of forms with customized fields for each client in a group. Could that work? Thank you again for your help!
Excellent & Very Nice Form
Thank you very much! Glad you found it helpful and thanks for all the kind comments! I really appreciate it!
Hello!!! Thanks a lot for this list of videos. There are very few videos about fields and forms. Please could you tell me if there is a way to formatting or fill of color a box or any figure as a conditional format depending on text content??
Hi, thank you Sharon. I wonder if you can help. Can you restrict word count in form free text fields? For example, to restrict words to 500 words? And also can you paste in copied text into that same field? Thank you in advance for any help or suggestions you may have. Carys.
Hi! Just found your channel today and it’s been so helpful.
I want to know how to create a template that is separated by lines the way you did it on here. So far I created a template but with text boxes that are shaded in light gray. I want it to look like this form. Please help! Thanks! 🙏🏼
Hi Sharon. Thank you for your videos! I am trying to find a video on documents with outline formatting that can contain hidden text boxes placed throughout the document. I am currently troubleshooting a document in which the hidden text box is stopping the outline numbering to continue in sequence. Do you have any videos to help explain that anomaly and how to fix it? Thanks!
I'm building a template form to standardize abstract submissions for technical talks. Is there a way for me to create the option for the user to add /extra/ figures? Adding one is easy (I've already got a spot for a presenter photo), but how do I generate the option for them to add additional figures, or an extra photo slot for a second speaker?
Do you mind if I ask how you the "cut out" of yourself, superimposed on top of your display, in your videos? I really like it! Thank you.
Hi Racheal! Great to hear you like my videos, thank you so much for watching! I film myself on a green screen while also capturing my desktop then edit everything together. I use Camtasia for recording my desktop while filming.
Can you add lines between the sentences when using the auto expand, like it was written on lined paper?
Hi! I want to do this opposite of this so the boxes in my table are locked to a set amount of lines. When they are filling their text (I have it on plain text content control), I want to stop at the set amount of lines so they can’t write any more.
How do I do it?
Thanks, your fillable form videos have been really helpful!
Thank you, Sharon!
Please, How can I create a text box that doesn't expand, but stays the same size and a scroll bar appears inside if the text is longer?
Thanks again
is there a way to indent, add bullets, underline or even change font in this section? (other than typing on a blank sheet and using copy and paste)
Thanks for your tutorial.. how to text or other controls are used in the overlay from the image
Hi Manjesh. You are welcome. Please let me know more about your question. If you are asking about the video itself, I add the effects while editing my video. Thank you for watching!
Sharon, I have created a form with a bunch of text boxes. First, the next text box that is in the same row moves when I add too much text. Next, I would like to add a couple of sentences to a text box and when I do, it move everything on the page down.
Just like a PDF in Adobe Lifecycle Designer, but so much more easier layout. Do you know how I can use a button to add/remove tables? I would like to have the form default with 1 row of 3 column table. The button would allow the user to add tables and also to remove the additional tables for error control. The first group of tables would be to scheduled a primary date(s) to perform a project. Additional tables could be added to break the project into phases. Another button allows the use to create a second group of tables (optional) to schedule alternate dates and phases. I can post the VBA code I created to make a form in Adobe Lifecycle Designer. Thanks.
Hi Sharon, Do you have a video showing how to prevent boxes growing with the text in forms? I'm trying to make a worksheet for my students and want them to fill in answers but want to set the size of the box they write in so it doesn't grow and mess up the format of the rest of the document. Thank you
I'm looking for a similar video as well!
Hi, your videos are great and very helpful. I am trying to convert a workbook designed with tables, into a fillable document for online learning. I want to preserve the formatting in both columns and rows. Any tips?
Hello! Thank you very much for the kind words, I'm glad to hear my videos have helped you out. If I understand you correctly, I would recommend copying your content and trying various paste options in Word. Copy your content and open Word and right click and select paste options "Keep Source Formatting." This should keep the look of your content similar, and should allow you to expand rows or columns as needed to fit your margins in Word. If you paste as a Picture, it will look exactly the same, but you won't be able to edit inside the image (so you wouldn't be able to insert form fields). I hope one of these options will work for you. Best of luck!
How do you make the field that is a drop down list word wrap and move vertically? Help. Thanks!
I have side by side table cells (columns) which each contain form fields. How do I prevent the text entered (row) from increasing the cell size horizontally and disrupting the adjacent cells?
Hi Charles! To do this, highlight your table and right click to select “Table Properties.” When the Table Properties window comes up, on the first tab (Table) click the “Options” button near the bottom right. The Options menu pops up, and go ahead and UN-check the box that says “Automatically resize to fit contents” then click OK and OK. This should effectively “lock” your table so that a user can type unlimited into your text form field and their contents will expand down and not over horizontally (messing up the width of your other columns). Hope this helps! Thanks so much for watching my videos. Take care!
Hi thank you for these! Super helpful. Is there a way to allow bullet points in the expanding form field? When I copy a paste a bulleted list, it just adds the text as a paragraph and my boss requires bullets.
I want to keep this as a form because of other autofill boxes so my only solution so far has been to unlock the document, add in my bulleted list in the required section, and lock it again to continue filling in the document - but there has to be an easier option i hope
Hi Francesca! Have you tried different "paste special" options? I'm not sure if Word allows but instead of pasting the bulleted list, are you able to right-click and access any other paste options that would work? I would have to test that myself too. If I come across a solution, I'll do a video. Thanks so much for watching!
Hello, your tutorials are so helpful. I want to ask if there is a way to insert symbols and equations in a text content control box?
Hello Mohammad! There is a way to do this if you are using Legacy tools text form field. When you insert the text form field, double-click to open properties and notice you can drop-down under the text form field type and select number, and then you have options for $ format, etc. If you have a fairly straight forward calculation, you can use these form fields to create a calculation form field. (for example, an invoice that can calculate item totals plus tax and grand total). What type of form are you looking to create? I may be able to do a video on this. Thanks so much for watching and taking time to leave a comment.
Hello Sharon, actually i'm working on a form for a lesson plan. The problem is that i cant insert math symbols like pi, square root, etc...
Hello Sharon, Thank you so much for this video. It is GREAT! However, is there a way to not have the "Click or Tap here to enter text"? That way if i wanted to print the form and manually fill out this would still be possible.
Hi Rachele! There is a way to hide that placeholder text when you use content control form fields. I actually have a video on how to do that coming out very soon! Alternatively, you can create your form using Legacy Tools form fields and then turn the shading off on the form field boxes. The video coming out will show how to do this. I hope to have it out this week. Thanks so much for watching! In case you haven't seen this video on Legacy Tools form fields, here is a link: ruclips.net/video/YktZ3B-tyqs/видео.html Take Care!
Hi Rachele! Here is a link to my new video that shows how to hide that placeholder text: ruclips.net/video/vagwP5Jsv7k/видео.html Hope this helps!! Thanks for watching!
I am learning to make fillable forms and watching lots of videos.
Why do you need Form Fields AND Excel cells?
Is there a special way to save these forms? Templates?
I need cells to wrap and be unlimited in length. My form will be printed and digital.
Thanks for your videos - I've learned a lot from you!
Any idea on how to enable spell check for the fillable forms? It seems to be disabled and all research points me in the macros direction - which is confusing me significantly. Thank you!
Hi Brianna - yes, unfortunately spellchecker ignores test in form fields in Word. There is some VBA code you can add to your document, but this may not be the route you want to take if you want to keep your document macros free. Thanks so much for watching my videos!
Hello Sharon first of all thank you for your help. I am working in a form that after a question you have the YES/NO option to answer. I will need to write something in a box when the answer is YES. The template that I am doing is from a program that we have in our company where you see only the options YES or NO, but when you click in YES the program open a text box to write there. How can I create something similar in Word? I mean opening a text box only when you click the YES option? Thank you for your help.
Hi Alex! You may be able to do this with some more advanced VBA coding, but in general, unfortunately Word does not offer these types of "conditional" features (where if a user selects an option, other things automatically populate on the document). You may want to consider using MS InfoPath (which has some more advanced form features) or a solution like SurveyMonkey. I really appreciate you watching my videos! I hope this helps. Take care!
How do I limit the number of characters in the plain text content control? I want the form to be limited to 30 characters.
I have developed my 1st drop down list and second a dependent drop down list. But I need to figure out how to allow it to word wrap moving "down' but not across the table does not move to the right. Will this video fix thar?
Can we do the same with adobe acrobat (pdf) can´t find the way. ? thank you
Hello im trying to create a document that have form fills BUT i want the form fills to look like sheet of paper. So for example i could be typing a paragraph and the form fills are linked so it flows row by row. or lets say i have something type up already from another documents like a pdf and i just wanted to paste the text but again keep the lines underneath the text. how can i do that? i can also email the form that i am talking about to help you under stand what im asking. please help!
Sharon what version of Word are you using? I'm using 16.36 that came with the Home version of Office 365 but I don't have all the same commands you have such as Design Mode under Developer, and others. I'm using a MacBook. Thanks Sharon.
Hello! I use Microsoft Office 365 Home for PC. I do believe the Word for Mac version looks a bit different. You should have a legacy controls section on the Developer tab that allows you to insert form fields and may not need design mode. Also, just to confirm your document type is .docx? That should ensure your form fields work correctly. Thanks so much for watching! I hope my other videos are helpful as well, even though Office for Mac may have some slight differences. Best of luck!
@@SharonSmith Thanks Sharon. I did a little research and learned that the versions are a little different as you mentioned. The doc is a .docx. The features on my Mac version are good enough to get the job done. Just tough to find video tutorials. I've never made forms before and your videos have been super helpful! Thanks Sharon!
My pleasure to help! Thanks again for watching!
How to auto upload the filled qord from to database, if you have many participants to interview
Thank you. Do you know of any way that I can use "track changes" with the above. I would like students to type multiple paragraphs into a handout and then I would like to show them some of their mistakes using track changes. It doesn't seem to work. Thank you.
Hi Margaret! Unfortunately track changes and form fields protection are incompatible. You can try un-protecting the document when they send it back to you and see if you are able to track changes at that point but I don't believe you would be able to re-protect the document. You may also want to consider restructuring your document and protecting only some sections. I have a video on this in case you find it helpful: ruclips.net/video/Xsh6Tk6xJB8/видео.html Thanks so much for watching! Good luck with your document!
@@SharonSmith Thank you Sharon. I'll try that.
How would I be able to have dependent text become available upon the result of a dependent drop down?
Hi Samantha! I am assuming you are asking how you would program a 3rd or even 4th level dependent drop-down...if so, please see the instructions below. Thanks so much for watching my videos! Building on that video, here is how you can create a third level dependent drop-down:
One way to program a 3rd level (and even a 4th) dependent drop-down would be to use the similar code and insert additional Modules into your code (modifying the pick list items appropriately in each inserted Module) and then ensuring you select the correct macro to run upon exit in the properties box of the drop down field in your Word document. (Field level 1 runs to populate Field level 2 upon exit, so Field level 2 will need to run Field level 3 upon exit).
Here are some instructions I hope you can follow easily. In this example, we’ll create 3 dependent drop-down fields for 1. Region, 2. State and 3. City. (Depending on the Region the user selects, they will have programmed options for State, then depending on the State they select, they will have programmed options for City):
1. Create your form template and insert 3 Legacy Tools Drop-Down form fields
2. Double Click to open Properties on the first Drop-down field and enter the Drop Down Items (example: North, South, East, West). In the Bookmark field, label this one ddRegion, click OK
3. Double Click to open Properties on the 2nd level Drop-down field and in the Bookmark field, label this one ddState.
4. Double Click to open Properties on the 3rd level Drop-down field and in the Bookmark field, label this one ddCity.
5. Open Visual Basic and click Insert - Module (a 1st Module will be inserted) and this would be the code used:
Sub PopulateddState()
Select Case ActiveDocument.FormFields("ddRegion").Result
Case "North"
With ActiveDocument.FormFields("ddState").DropDown.ListEntries
.Clear
.Add "Michigan"
.Add "Ohio"
End With
Case "South"
With ActiveDocument.FormFields("ddState").DropDown.ListEntries
.Clear
.Add "Georgia"
.Add "Texas"
End With
Case "East"
With ActiveDocument.FormFields("ddState").DropDown.ListEntries
.Clear
.Add "New York"
.Add "Maine"
End With
Case "West"
With ActiveDocument.FormFields("ddState").DropDown.ListEntries
.Clear
.Add "California"
.Add "Oregon"
End With
End Select
End Sub
6. Click Save (be sure the document is saved as a Word Macro-Enabled Document if prompted)
7. Insert - Module (this will insert a 2nd Module window). Here is the code you will use in the second module (this will populate your third level drop-down field ddCity - notice it is the same/similar code, but we replace line 1 with the bookmark for the 3rd field and the cases are the options from the ddState 2nd level bookmark field and we had to copy down additional rows in order to accommodate all the possible State pick list options):
Sub PopulateddCity()
Select Case ActiveDocument.FormFields("ddState").Result
Case "Michigan"
With ActiveDocument.FormFields("ddCity").DropDown.ListEntries
.Clear
.Add "Lansing"
.Add "Detroit"
End With
Case "Ohio"
With ActiveDocument.FormFields("ddCity").DropDown.ListEntries
.Clear
.Add "Columbus"
.Add "Cleveland"
End With
Case "Georgia"
With ActiveDocument.FormFields("ddCity").DropDown.ListEntries
.Clear
.Add "Atlanta"
.Add "Savannah"
End With
Case "Texas"
With ActiveDocument.FormFields("ddCity").DropDown.ListEntries
.Clear
.Add "Houston"
.Add "Dallas"
End With
Case "New York"
With ActiveDocument.FormFields("ddCity").DropDown.ListEntries
.Clear
.Add "Queens"
.Add "Brooklyn"
End With
Case "Maine"
With ActiveDocument.FormFields("ddCity").DropDown.ListEntries
.Clear
.Add "Augusta"
.Add "Portland"
End With
Case "California"
With ActiveDocument.FormFields("ddCity").DropDown.ListEntries
.Clear
.Add "San Francisco"
.Add "San Diego"
End With
Case "Oregon"
With ActiveDocument.FormFields("ddCity").DropDown.ListEntries
.Clear
.Add "Portland"
.Add "Salem"
End With
End Select
End Sub
8. Click Save
9. Go back to your Word document and double-click to open properties on your 2nd level drop-down form field (ddState) and be sure to select “PopulateddCity” upon Exit under the Run Macro section, then click OK
10. Restrict Editing to filling in forms like the video shows and you’ll see that the Region a user selects will prompt the next level State options and then that will prompt the third level City options.
This would also work for a fourth level by adding another module, and your code will need to include every possible answer option from the previous level.
This option may be worthwhile if you have static lists with known items. There are other options with more code that can retrieve appropriate list items from a database, but the above is simpler (hope this works for you). Thanks for watching and leaving a comment!
How do i get my word form field to expand vertically on drop down list whereas i have long sentence selections? Thanks😊
Your videos are awesome. How can I create a form with a pre-sized box to insert a picture?
Hi David, thank you for watching my videos! You can insert a table with one cell as your box, and modify the Table Properties (Table Design - Layout Tab - Cell Size area) to freeze to the size you want. I'll work on a video on how to do this and will let you know when it is out. Thanks!
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How do I input field control for the plain text? I am trying to do a form, that has a line under the fillable text, but whenever editing to write into the comment box it widens the whole table.
If mine is not a field, but a drop down list in a table, how do I make it move down not across? I am going nuts on this. Ugj.
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Which version is this? i do not seem to have the Developer function on my version
Hello! I use Microsoft Office 365, but here is a video that may help in case you have not turned on the Developer Tab (it is not visible unless you enable it), this video shows how on a PC: ruclips.net/video/zKnMvK2YZ1A/видео.html Hope this helps! Thanks for watching!
I have a fillable quotation document. One of our users requested a drop-down list of all of our customers which includes their complete addresses. We have hundreds of customers. I know how to get the different customer names, but how do I get the addresses to be included? I tried putting it all next to the name and it comes out on one long line. I need it to have their name, the street address below the name, and the city/state/sip below the street address.
I dont have the Developer tab in my Word doc, can I have some guidance please?
Hi Graham! If you are using a PC, you can turn on the Developer tab with this video: ruclips.net/video/zKnMvK2YZ1A/видео.html If you are on a Mac, you can use this video: ruclips.net/video/uYs11U0fLcE/видео.html Hope this helps! Thanks for watching!
Is there a way to make the user entered text box stay the same size and just have the font decrease? So a user can enter whatever they want, and the page size will remain the same.
Hi Jeffrey! You can select the plain text form field and then go to the Home tab - Font area and select a smaller font size. When you restrict your form to filling in forms, you can test your form and see that when users type, it will be the font size you specified. I hope this helps! Thanks so much for watching my videos!
How to expand the text box in micorsoft word? When I put the text box in the typing area is very small.
Hi Teja! If you click on the border of the table, it selects the table and you should see a square box on the lower right side that you can drag to expand the size of your table if you need to make it bigger. You can also set the font type and size of your form field to ensure users can easily fill in information in the size and format you specify. Also, if needed you can expand the margins of your Word document by going to Layout - Margins - Custom Margins and lowering the size of your top/bottom, right/left margins. Hope this helps you out! Thanks so much for watching!
@@SharonSmith How do i specify the font size and format of the form field?
@@rosaceja7419 Hi Rosita! You can select the form field by clicking or highlighting it with your mouse. You don't need to open the properties of that form field, just select it and then go up to the Home ribbon in Word and select the font and size like you would normal text in your document. When using legacy tools form fields, this formatting you select should apply for when the user fills in the form. Thanks so much for watching!
But wouldn't just letting them type directly into the table produce the exact same results? Expandable area to type?? What is the advantage of using a form field in Word vs just the table? I can't see it.
Hello, depending on what your document is used for, there are several advantages to using form fields to collect the responses. When you use legacy form fields in Word, you can more easily extract the data and import it into other applications, like Excel. This is helpful if you need to consolidate and analyze multiple results. Also, form fields provide a structured way for users to navigate the form and input data. You can also use validation rules and other form property settings to prevent formatting inconsistencies and ensure that the data is entered in your desired format. It all depends on what your document is being used for, but for a fillable form, overall, using form fields in Word provides a more structured, controlled, and user-friendly way to collect and manage data compared to simply typing directly into a table. I hope this helps! Thanks for watching!
Kindly make video the difference between rich text and plain text form field
Hello Mamerto! I have a video here you may find helpful: ruclips.net/video/n_Ni_fj-158/видео.html about 2 minutes into the video I review the difference between plain text and rich text content control form fields. I hope you find this helpful! Thanks for watching my videos!
What if don't want the text box to expand is there a way to limit the text ?
Hi Shawn! If you are using a Legacy Tools plain text form field, when you open the text field options / properties, you'll see there is a "Maximum length" parameter that defaults to unlimited. You can set a limit there (keep in mind that the number you enter there will include all characters and spaces). Hope this helps! Thanks for watching!!
@@SharonSmith Hello Sharon. If I use the Legacy Tools plain text form field and limit the text field it won't stop the text overflows and creates a new line which moves everything down.
Is there any solution for this.
I need a fix field like PDF. If I write on the field and fill the line it reduces the font size but not go to down . Hope you understand.
Thanks a bunch
my form is wonky. Check boxes dont work, and things move after i restrict! ugh!!!
I wonder can we NOT Expand the table?
You went so fast it was impossible to follow