How To Link Text or Images To A Drop-Down List Selection in MS Word - Create Fillable Forms
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- Опубликовано: 14 окт 2024
- HOW TO LINK TEXT OR IMAGES TO A DROP-DOWN LIST SELECTION IN MS WORD - CREATE FILLABLE FORMS // Learn make text or an image appear in your document based off what a user selects from a drop-down list. This video will show you how to do this using a Time-Off Request Form where different instructions and time off reasons appear if a user selects the employment status of Full-Time vs. Part-time. This technique can be used to also insert a particular image file depending on the drop-down item selected. We review this using signature image files at the end of this form.
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KEYWORDS: #MSWord, #M365, How To Link Text or Images To A Drop-Down List Selection in MS Word, How To Make Text Automatically Appear After User Selects From A Drop-Down List, Conditional Question Formatting in MS Word, How To Create Conditional Formatting in Word Forms, Create Fillable Forms in Word, Program Conditional Formatting in Word Forms, Insert Photo in a Drop-Down, MS Word Tutorial, MS Word Lesson, Creating Fillable Forms, Sharon Smith HR, @SharonSmithHR
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Kindly, show how to add a watermark to the entire page easily. As I see that predefined templates provide only one word.
Thanks for for teaching Sharon. Your kindness changes the world.
You are very welcome, and thank you for your kind words! Thanks for watching my videos!
Your videos are so well done. Very detailed but very easy to follow along to. Thank you so much!
I’m so glad you find my videos helpful! Thanks for the nice comment and for watching my videos!
hello Sharon i am french and you have no idea how happy i am o have found your channel.I learn a lot and love your voice thank you so much .I don't even understand how you don't have more follower
Thank you Michelle! I am so happy you found my channel and I'm very glad to hear you find my videos helpful and that you are learning a lot. Yes, I hope to grow my channel with more followers! Thank you for watching!
Started watching your videos recently. They are quite helpful. Thanks and lots of love from Sri Lanka!
Hello and thank you so much for watching my videos and for subscribing to my Channel! I'm so glad you found me and that you find my videos helpful. Take care!
I'll definitely be looking to your channel to develop practical Power User skills. This was a great lesson!
Thank you so much, Terry, for the Super Thanks!! I really appreciate your support! I'm so glad you find my videos helpful. Thanks for subscribing to my Channel. Best of luck to you!
Saved me 3 hours googling online.... Thank you!!!!!!
You are welcome! Glad you found this video and that it saved you some time!! Thanks for watching!
Thank you so much Sharon. I didn't realise that this was what i was looking for until I found it. Very helpful and extremely easy to follow.
That is great to hear, Michael! Glad you found my videos! Thanks for watching!
We provide scripts to our managers during separations conversations. What we say depends on certain aspects of the separations. This will be a perfect way to create an automated script that varies depends on the circumstances of the separation! So thankful this popped up in my recommended!
That is great Trent! I'm so glad you found this helpful so you can automate your scripts. That sounds like a great tool/resource for your managers to assist them with those difficult conversations. Best of luck! Thanks for watching and for subscribing to my Channel!
Hi sharon. I am leaping with joy. I tried out the part for adding image signature and it worked. I'm so so excited. I really want to thank you for your video and how your tutorial is so straight forward and simple. Thumbs up and keep up the great work.
Thanks so much Angela!! That is great feedback and I'm so glad this worked for you. Thanks for watching!
after using MS Word for years, never had I imagined it could do so much. Or that users can insert codes into Word. The explanations were clear and easy to follow. thank you!
So glad you found it helpful and easy to follow. Best of luck to you! Thanks for watching!
Thank you finally I was able to work out how to this after watching this no other videos made sense! 🙏🏻
I'm glad to hear my video helped you! Thanks for watching!
Nice, clear and calm instructions. I actually enjoy listening to your instructions.....Can apply this today when I create a form for my boss. She wants some new automation when documenting work instructions
Hi Lawrence! I'm so glad you like my videos and glad to hear you can use this to help you at work! That is my goal. Good luck and thanks for watching my videos!
Thank you, Sharon. This video helped immensely. Is it also possible to include a plain text form field within the condition? So, the drop-down selection would essentially create another item for the user to fill out. It haven't had any luck doing this.
THANK YOU, Sharon! This has certainly helped with adding large amounts of text depending on the answer to the question. You're a star - Have a great New Year.
You are very welcome Malcolm! Glad to help! Have a Happy New Year!
This is such a thorough and detailed tutorial, thank you!
So glad to hear you found it helpful! Thanks for watching!
Sharon, thank you so much for the forms videos. They are amazing!!!
Thank you Simon! So glad you found my videos helpful! Thanks for watching!
Great video! Is there a way to link certain text to the selection from two different dropdowns as opposed to one like this video?
Thanks so much, Sharon! Could you use the same methodology for linked text with checked boxes as well?
Hi Emily! Great question - I'm researching how to do this. Thanks so much for watching my videos!
This would be amazing if possible with check boxes too! Eg. Auto-filling drug doses and basically anything in a paragraph by quickly ticking through a bunch of check boxes :)
Asking if there has been any sort of update on having the auto-text from a checkbox? That, along with using drop downs, would be incredible for updating my forms!
@@SharonSmith similar to @naelnaz_moosecraft I am using the "legacy controls" and my text still is not showing up. What am I doing wrong?
Great video! Thank you for this. Is there a syntax that can be used when the drop down uses two words? I seem to get this to work only when the dropdown is a single word, or connected words.
Thank you very much for all useful videos!Could I do the same but with a check box?When I click the check box to show a message next to it for example?
Hello! Unfortunately the functionality doesn’t exist yet for checkboxes. Hoping Microsoft will enhance that sometime. Thanks for watching!
Hi once again!
I would like to know if I am able to show text,based on two or more drop down menus using "And" , "or" in my code...would that be possible?
This is the first of all the "how-to" videos out there that addresses this, thanks! I didn't know this was possible. Quick question. Is there a way to add text like in this tutorial if a legacy checkbox is selected? I tried using the same code you used for the drop-down list but it doesn't work. You would forever be my hero if you could let us know how to do this with a check box.
This is a great question and several people have asked about this. I'm researching it now. Thanks so much for watching my videos!
Thankyou Sharon for the great Tutorial.
I have a question how can we edit a field code later.
Hit Alt+F9 (or Alt+Fn+F9) and that will show your field codes if you need to edit them, and hit the same thing to hide them again. Hope this helps! Thanks for watching!
Thank you Sharon it very professional explanation
Glad you found it helpful! Thanks for watching!
Thank you, I am a new subscriber and finding the content extremely useful.
Hello Sharda! Thank you so much for subscribing to my channel and watching my videos. I'm glad to hear you find them helpful! Take care!
Thank you very much for the video. Very useful.
Glad you found it helpful! Thanks for watching!
Thank You it was very helpful.
Glad you found it helpful! Thanks for watching!
Terrific video. I had a different use case and used the IF functionality coupled with an ASK function for making letterhead that pre-populates different signatures. Worked like a charm.
That is awesome, Josh! So glad you found this helpful and that you were able to build on it to create what you needed. Thanks for watching my videos! Best of luck!
Hi Sharon great videos thank you. I am new to this and have created a document following your instructions and it worked great. My question is how am I able to view and edit the different linked text if I have to do so.
Thank you for the video, the conditional is not saving in my word file, it needs to be Word with macro enable?
Super video, thank you very much. Does this also work in WORD 365?
I can't get it to work there!
Hi, yes, this works in Word 365, the desktop app version. If you are using the web version, it may not have the full functionality. I hope this helps! Thanks for watching!
@@SharonSmith Thank you. I get an error message.
Your videos are the best. Very easy to follow along. Perfect for a project that I am working on. Can you create a video on how to "fix" the coding if you make an error. For instance, I hit Ctrl+9 one too many times and then I was unable to remove the extra set of brackets. Each time I make this error, I have to re-creating the entire coding line from scratch. Thanks!!!
Thanks so much for your comment. I will try and recreate this issue and see if there is a better fix. Thanks for watching my videos!
This Video and all your others are fantastic - I've learned loads... thank you so much! Do you know how I could adapt the statement fro display set according to a check-box rather than a drop-down? I've tried to adapt the IF statement but I haven't had much success.
Hi Christopher! Glad to hear you have learned a lot. I am researching this now, several people have this same question. Thanks so much for watching my videos!
Very Awesome! I am SO excited I found your videos. These seams to be Very Easy to follow. With that said ANY Chance you're available to build 3-4 very simple documents? Seriously, I'm so busy I do not have time. Or is there any chance you have documents for sale anywhere? If I had the keystrokes with a few working examples, I could work my way through it more quickly. Thank you for your consideration
Hi John! So glad you found my videos helpful! I do have a few form templates available at: www.etsy.com/shop/SharonSmithHR?ref=seller-platform-mcnav that may help you get started. Feel free to email me at Sharon@SharonSmithHR.com if you want to share more details about the forms you are looking to create. Thanks so much for watching!
this is so super helpful. Can this be done on a pdf document?
Hi Rene! Glad you found it helpful! I would have to research if you can do this with Adobe Acrobat DC for a PDF fillable form. Thanks for watching!
Great tutorial, however I have a question is it possible to edit text that was prepopulated based on drop down selection?
Thank you! This was exactly what I needed! Now, once I test the document my coding goes away. How do I get it to show back up in case there is an error and I need to fix it? Again, fantastic videos!
Thank you so much! I stumbled upon this tutorial, but it's one of the things I was wondering about. Definitely a well-done video. It also showed me that I want to be using the Legacy Tools instead of the newer standard ones.
Hi Mike! So glad you found my videos helpful. Yes, you can do a lot with the legacy tool form fields. I have a playlist on my channel related to creating fillable forms you may find helpful: ruclips.net/p/PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv Thanks so much for watching!
Thanks a lot for this very helpful tutorial. But i have a question. I want to create a dropdown-list in de Visual Basic Script. i.e. When i select a job title from dropdown-list i want it to show a certain text with a drop-down-list. But when i select the drop-down list, it jump back up to the beginning of the page. Is there a way to fix this?
Thank you Sharon! You're a great instructor, I'm so glad I found your channel! Question - is it possible to have entire tables dependent on fillable forms? For example, I've created a set of dropdown selections in my form and I want a specific set of information to populate onto the form in a table format (e.g. 1x3 table as can be inserted from the Insert tab) for each different option the user chooses.
I've tried googling this but perhaps I'm using the wrong terminology because I haven't found good information on it. Thanks again and I'll look forward to your response!
Hi Jason, thanks so much for watching my videos. I'm glad you find them helpful! I will look into this for you. You can definitely structure your form with tables and have text appear in those tables based on drop down selections. I'll see if I can find some examples. Thanks again for watching!
@@SharonSmith yes I've considered that solution and it may work for some applications but I was hoping to have the tables themselves show up or not depending on drop down selections to avoid having empty tables if certain options are not needed.
Thanks for the response!
@@SharonSmith Great videos Sharon! I'm wondering the same thing as Jason. I want to populate a pre-created table based on a drop down selection. Is this even possible? Thanks!
@@SharonSmith Excellent tutorial videos Sharon! I'm wondering the same thing as Jason and Mabel. I want to invoke a pre-created table per drop down selection of which there can be multiple dropdown selections in my Word fillable form. I'm sure with your great talent, a solution is possible.
Hi Sharon, I have gone through the comments to try to find an answer to this question that I have... however... there's just to many to scroll through. lol and rightly so because your videos are a tremendous help so thank you again!
My question is: Once I've created the drop down menu and have successfully linked it to the text, am I able to edit the "IF" statements without creating it all over again. I'm having a difficult time trying to figure this out. Thank you in advance!
Hi Sharon, great video! But I have one question. You mention that "a user" can fill in this form. But if a user wants to select an option (in your example eg. Full-time), that user must be in “Restrict Editing Mode”. Or is there a way that other users who don’t have “developers menu” and “Restriction mode” on, can use the form? I hope you can help!
This also my question. Have you found the answer already? Can you share?😊
Hi Olivier, when you create the form and restrict editing and then save it, you should be able to send to a user as a locked form and they would not need the developer tab enabled in their Word version in order to fill in the form. You can also save the form as a template file type if desired. I hope this helps!
hello! excellent video thank you very much, it helped me a lot at work; and I was wondering if it is possible that from the selection of an element in the document the header changes. I tried to follow the same instructions, but it tells me that there is an error because the second part of the condition is missing. I would really appreciate it if you help me, thanks in advance. love your channel
Hi Sharon. I've been trying to find this solution for months. This is EXACTLY what I need!! However... my document needs to have two image fields that will have more than the 25 options allowed in a legacy dropdown. Do you happen to have a video on how you would do the image fields with the ContentControl dropdown (that has an unlimited number of items)?
Thank you very much for teaching Sharon. Greatly appreciated it.
I just one question, can we do this in header and footer because I want to link image when select drop down list in header.
Mam ur One of the best presentational videos.
Thank you so much, that is so nice of you. Thanks for watching my videos!
Super video. Made my life much easier. So after you start restrictions and the conditional text disappears, how do you restore (or see) that conditional text again?
Hi Tom! You do have to have another form field for users to tab into as the conditional text fields will appear after the user fills in information in the form field and then hits tab (because it works by "calculating upon exit") from the form field. If you need to edit the form, you can stop protection on your document and then hit Alt+F9 (or Alt+Fn+F9 depending on your keyboard) to display the reference fields in your document. When you are done editing, hit Alt+F9 again to turn that view off and the reference fields will "disappear" again. Hope this helps! Thanks for watching!
@@SharonSmith Yes, I do.
Very useful and very unique material
Thank you Georgios! Glad you found this helpful. Thanks so much for watching and taking time to leave a comment!
Thank you. This was a great video. I wondered how we can do this on desktop Office 365. Thx.
Glad you found it helpful! Thanks for watching!
Thankyou Sharon for posting such an useful video. But i am stuck at one place and need your help. After putting those programming and restricting the document i am able to edit as I have breaks but once i edit or fill related words in document and give print those additionally filed words don't appear..Can i have a solution for this
Hi Sharon, nice tutorial. I have a question: What if we don't select the 'calculate on exit' checkmark at 10:16?
Thanks, Sharon for the video, is very useful, but, if I want to use a check box list instead of drop-down list, what do I have to do? Thanks
Is it possible to do this great tutorial with the new dropdown fields? I don't know how long MS will keep the legacy ones - just in case the function get's lost in a future update.
This is amazing! Thank you so much for sharing this!!!
Thanks Meg! So glad you found my videos helpful. Thanks for watching and taking time to leave a comment!!
Thank you so much another great video.
You are very welcome, Thomas! Thanks so much for watching!
Hi Sharon, sorry for jumping on an old video, but your videos have been really useful to me. Do you have a video similiar to this one but for nested IF statements. i.e. the output text is variable depending on the condition of two separate drop downs?
Thank you.
Hi Alan! Thanks so much for watching my videos! Glad you are finding Ethel helpful. I don’t have a video on this but hoping other videos in my playlist are helpful! Take cate!
Hey Alan just wondering if you’ve figured out the answer to your question yet? (I’m trying to figure this out now!). Thanks!
Hey Alan, I'm also trying to work this out now. Did you get it sorted out?
Helpful video. I’m struggling with adding a text box in the coding section. I need to have it so that if the user chooses “yes or no” from the drop down list, a blank text box shows up so that they can fill in *why* they selected that option. Is that possible?
Thank you, this was very helpful. How do I prompt a checkbox check to show text somewhere else, similar to the dropdown? Normally, the reference would = the dropdown value, but for the checkbox would the reference = "Checked"?
Also, am I able to include Text Boxes inside of the dropdown referenced text?
Great way to teach thank you.
You are very welcome, Hermann! Thanks so much for watching!
Very useful and a lot of new info, tips and tricks here.. Keep it up
Thank you so much Ali! So glad you found my videos helpful! Thank you for watching!
Thank you so much for posting this video - it helped me quite a lot. However, can you explain to me what I should write in those brackets IF I am dependent on two REF fields? I have tried so many combinations because I would like it to be {IF {REF XX}="abc" and {IF {REF YY}="def" then return "XXXX". I hope you have to time to answer and let me know "how easy I can solve this problem" :)
Hello! Please try this as your REF field code syntax:
{ IF { REF XX } = "abc" { IF { REF YY } = "def" "XXXX" "" } "" }
I hope this helps! Thanks so much for watching my videos!
@@SharonSmith , Wow - thanks for responding so quickly! I will try this immediately ☺️
Unfortunately, it did not solve the problem. You are more than welcome to let me know, if you have more ideas ☺️
Thanks for this video. The Word version I use is Office 365 and dropdowns don't have a "Bookmark" field setting. How do I do it with Word 365?
Love this video - very helpful! Can this be done referring to whether a checkbox is marked or not? For instance, if someone checks "vacation", can we create an IF statement that shows certain additional text regarding using vacation time?
Hi Lindsey, unfortunately the same technique does not seem to work with checkboxes. If I find a way, I'll certainly post a video on it 😉Thanks for watching!
Fantastic Videos!! Is it possible to place the inserted picture behind or in front of the existing text? When I try this the picture moves out of the equation.
You are awesome Sharon
Thanks so much, Abubakr! Thanks for watching my videos!
Great Sharon! Can you tell me how to edit my conditional verbiage after i have protected and unprotected if I need to add/change a formula I speant so much time creating? THANK YOU!
This video is great but I am having a few issues in my own application. When I select a drop down field with the intention of other areas being populated, as per the video, it works the first time but then when I try to test the other options to toggle between it either takes a long time or doesn't work and stays stuck on the first one. Any ideas why that may be?
Very well done. Start with an example to show what this is about (unlike most videos where you have no clue if they are even doing what you want), and explain step-by-step.
I just wish there was also a quick mention on creating text depending on whether a box was checked or not, since I needed that too. Hopefully google will help with that.
Thanks Alex! Glad you found it helpful. I have not found a way to do the same with checkboxes yet, but if I do, I'll do a video. Thanks for watching!
@@SharonSmith Yes, I wondered the same. Thanks for paying attention to your user requests!
Excellent video and very informative as usual Sharon. What is the best format to save the document, as a Word Template or just a Word document?
Thank you Jamie! Saving as a Word Template is helpful if you or your users will re-use the form and want to start with a fresh blank form template every time you open a new file. Basically, users can't "save" over a template file type with their filled in answers, they can only "save as" and name the document something new. Hope this helps! Thanks for watching!
Very help ful video. Can you share formula based word file...can you guide how to take pic like your signature formula...first time i seen auto function in part time & full time employee and signature...very helpful video ....
Hi Sharon. Thank you for your videos! is it possible to force the user to check only one Check Box among multiple ones? Like for example, if the user must rate something based on a Likert scale from 1 to 5.
Thank you so much for all your video’s, Sharon!They are also very helpfull in The Netherlands ;) However, because of the editing restrictions it isn’t possible to fill in forms and make remarks at the same time. Do you have a solution for this?
Hello! It is possible to only lock part of your Word document (so only the form section has to be restricted) and the rest of the document can be edited. I have a video on this: ruclips.net/video/Xsh6Tk6xJB8/видео.html Hope this helps! Thanks so much for watching!
Sharon thank you so much for this! One question - Is there a way to be able to ctrl-C the output text created using this method? I'm using it to automatically build a document from just a few selections but the users need to be able to copy & paste out the results.
Thank you again for your tutorials, I never knew Word could do so much!
Thanks so much for this Sharon! I was hoping you may be able to help me with something please. I have two dependant dropdowns where I'd like the answer from both to result in text. How can I do this?
Hi Sharon, thanks for the excellent video! A question pop up in my mind - under "Reason for Request" is it possible that only the checkboxes which contain text against them appear and none of the checkboxes is without text? Would be a great help if you could provide a solution to that. Thank you once again, you are awesome!
Hi Sharon, I have been watching your video's and have learned a great deal from you. Thank you for producing these. I was wondering if you could provide a tutorial on using a drop down that would produce multiple options within an editable text field that is mostly prefilled with text, but includes additional drop downs, form fields and date pickers. Thank you :)
Cindy, for that you may want to be using Content Controls instead of legacy form fields together with AutoText/Building Blocks. Use the Building Blocks Gallery Content Control.
Awesome videos! It appears there is an issue when drop down options start with the same number or word. Do the drop downs have to be completely different from each other for the correct text to populate?
Sharon, thanks a lot for this very helpful tutorial. Is there a limitation as it regards the number of options (if-clauses) and the amount of characters? In my case I have up to six options and at least some of them do have more the 256 characters.
For everyone struggling to get their text to show up. You cannot use a "new controls" version of the text content control boxes, you must use a "legacy" text field (form control) to tab to.
you can, it just takes some different methods
Thanks, Charles! Yes, this method requires using legacy tool form fields. Thanks for watching!
@@tanguerochas Where can i find the instructions - link please. Thanks.
I am using the "legacy controls" and my text still is not showing up. What am I doing wrong?
@@Naelnazsame with me it does not show
Hi Sharon, Could please create a video related to link creations
Great idea! Thanks for watching my videos!
Thank you for these tutorials. I do have an inquiry, how to i use a dependent form to add a table(s) based on the selection.
Hey Sharon. I was trying to follow your video but my dropdown list settings doesn't have the option to bookmark. what do I do if I don't have that option?
Hello - are you using Legacy Tool drop-down field? If you selected the Content Control drop-down field then you won't see the same properties, like the option to bookmark. On the developer tab, select the Legacy Tools drop-down and then use the Legacy Form options. I hope this helps! Thanks for watching!
Thank you for this easy-to-follow tutorial. Is there a way to edit the text that is auto-populated after making the selection in the drop-down? I have a list of tests that auto-populates a short description and a table to enter scores with test-specific columns/rows but, when I restrict editing, the user is not able to enter the scores into the table.
Hello! Here is a video that may help you. This shows how you can restrict only parts of your document (so you can leave some sections open for editing): ruclips.net/video/Xsh6Tk6xJB8/видео.html I hope this helps you out. Thanks for watching my videos!
Hi Sharon, when my formulas work perfectly, how can I use them without having to turn on limited editing on?
fantastic video!
Hi Steffan! This video might be helpful for you related to locking only part of your Word document (restricting only the sections that have form fields) but leaving the rest of the document open to editing: ruclips.net/video/Xsh6Tk6xJB8/видео.html Hopefully this helps you out. Thanks for watching!
Thanks for the video!
My instructions aren't auto-populating after I press tab. I already have "calculate on exit" checked. Do you know how to solve this issue where the information can be auto-populated after selecting the drop down list options?
Thanks again!
This is exactly what I needed!
Does anyone know how to get data entered from a form like this in word, automatically generated into an excel table?
Hello! Here is a video you may find helpful on how to export form data from legacy fields in Word into Excel: ruclips.net/video/vuddH0Tke0M/видео.html You can build on this concept and set up for the Power Query to get all forms you place into a specified folder. I hope this helps! Thanks for watching!
Hi Sharon, is there a word limit to the linked text? Is there also a way to edit the texts in the linked field after I've restricted the formatting? Thank you so much for this tutorial! :)
Hi Anna! There may be a limitation to how many characters in your IF statement, but I recommend to test and see if it works for your needs. You would need to Stop Protection on your form and hit Alt+(Fn)+F9 to see your ref fields and edit them. Then you can re-protect your document. Hope this helps! Thanks for watching!
Hi Sharon! Thank you so much for this incredible video. I have tried out it in some docs but the linked text did not change automatically. I always had to update fields when I put fields codes manually ( opening tab by right click on mouse and then I used "Update field"). Is there any hint to set out automatically? I mean that upon changing the value in drop-down lists, the linked text will be appeared automatically.
Hi Peter! Do you have the "Calculate on Exit" checkbox in the drop-down form field properties checked? If so, as long as you have another form field for users to tab into, it should auto populate. You also have your form field protected for "filling in forms"? I hope this helps! Thanks for watching my videos!
Excellent video. Question though...how can I include a new or second drop down list WITHIN the text that is linked to the first drop down list? For example, my first drop down is a yes or no answer to Question A, and if yes, I have Question B that shows up and I want a new or second drop down list to show up with the linked text so the user can use it to answer Question B .
Hi Sharon, thank you for this video! It was very helpful. I wanted to expand on this premise by not just having a couple sentences of text appear once a drop-down list option is selected, but an entire set of steps. However, when I enforce protection and then select the applicable option from the drop-down then "tab", it moves me to the end of the steps. Is there a way to stop this from happening (i.e. remain on step 2) instead of moving to the last step? Or can you recommend another solution for displaying multiple sets of steps based on the drop-down list selection? Thanks again!
hi sharon, once you have made the formula work, can you use them without having to turn on limited editing? my document jumps around when I use the dropdown fields... GREAT VIDEO :D
Thanks for your great videos! I managed to link some text to a drop-down list but unfortunately the text doesn't appear automatically, I have to "refresh" the page in order to get the updated text. Is that normal? Thanks
Hello - if you have set up the properties of the form field to "calculate on exit" then I recommend having another form field and instruct users to hit tab after making their selection. That will take them to another form field and it should update after they hit tab or click to the next form field. Hope this helps! Thanks for watching!
Hi Sharon! Could we use Visual Basic to link TEXT or Image instead of writing the IF {REF} function? Can we put Text + Image in the same row? Could we put an edit box in the IF {REF} function? thank you for your reply, You are the Best ;)
Just discovered this mindblowing content because I had an idea of a Word doc that has drop down menu that is linked with option from the menu. ChatGPT says it is not possible or is to comlicated but can someone tell me: Can drop down menu be linked wit the whole table? And can a table have copy content button from specific table cell in Word? There is so many questions...
Hi Sharon, are you able to tell me how you get your formula to show in word? I would like to be able to copy the formula to multiple locations and be able to edit the formula if necessary. (currently once the formula is entered it just shows as blank space until it updates with the selection).
Is it possible to use multiple "if" conditions (for example 4) to show more options in the form.
Yes, you can use multiple IF conditions. I'm working on a course that will show how to do this. Thanks for watching!
This is a great video- thank you!! Do you know if there's a way to include a paragraph that uses quotation marks that won't mess with the syntax?
That is a great question - I'd have to test it, as I'm not sure off hand. Thanks for watching my videos!
Hi Sharon - love these videos, they have been a huge help! I'm currently creating a Proposal Template, I have set up the Drop Down menu to Select an Office Location - and have set up different addresses and phone numbers to change depending on the location selected - but after I select the office and press TAB they only way it displays will show the Office and Phone Number is after I do a print preview, or manually right click where data should appear and Update the Field - how can this automatically show?? Is there a setting I've missed? Also is there any way to change the field shading from grey to another colour? The client I am working for has a blue cover, so the text is white, but this means you cant see what is written in the field - it just looks like a grey rectangle. Thank you for any help in advance!! :)
Hi Michelle! So glad you found my videos helpful! In order for this functionality to work, the drop down field should be set to "Calculate on Exit" so you do have to have another form field to tab into or select. Hopefully you can build this into your document somehow. Then, when you enforce protection to "filling in forms" the reference fields should automatically populate after you select your drop-down and tab to the next field. I do have a video that shows how you can turn off the form field shading: ruclips.net/video/vagwP5Jsv7k/видео.html Hope this helps! Thanks so much for watching my videos!
@@SharonSmith thank you so much for your reply - I have selected "Calculate on Exit" - maybe I'm missing the other form field to tab into - I'll have to have a play... it works great - but only if I do a Print Preview, or manually update the Field at this stage, but Client wants to see it instantly after they press TAB
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@@SharonSmith Hi Sharon, I am still having issues that the Fillable Fields will only update after a Print Preview. I have even recreated your Time Off Request Form and step by step did the exact same - but it does not auto populate - any help, I would be grateful. "Calculate on Exit" is selected, I have inserted the IF and REF information as described. I restrict editing on Fillable Forms for Sections 1 and 3 (where relevant text needs to be inserted). I Select the City, Press Tab, but information will not populate unless I select where information should appear and press F9 for each data point, or I do a print preview... I'm now getting desperate!! Please help if you can.
Hi Michelle - my apologies for the delay in responding. I replied on Etsy in case you still need some assistance, you are welcome to email me directly. Take care!
Sharon, your video has been very helpful but having one issue: Within the text that populates from the drop down selection I need to have an edit box that can be filled in by the user and I have put the { FORMTEXT } box in, however after protecting the document and trying to use it that edit box is not available for the user? Is there another formula I should be using?
Hi Sharon, Very Awesome! Thanks a lot for your videos. Really helpful for my work. I have one query for you. Please help me.
How to prepare following options in fillable forms
Option 1. Mr. A has been appointed on 1st November 2020.
Option 2. Mr. A and B appointed on 1st November 2020 and 15th November 2020 respectively.
Option 3. None of employees is appointed during the month of November 2020.