Create User Entry Forms In Word 2010

Word 2010 has multitude of Form Content Controls which enables user to instantly create a simple form for taking; input from others, distributing it as e-survey, making a questionnaire, etc. From available Form Controls list, you can insert checkboxes, drop-down lists, combo boxes, text panes & labels to create an intriguing user entry form without using any designated tool. This post is a detailed walkthrough of creating simple user entry form using Word 2010 intrinsic Form Content Controls.

To begin with, launch Word 2010. Form controls are bundled under Developer tab, which is by default hidden. To make it apparent, head over to File menu, click Options, from in left pane click Customize Ribbon, and from right pane enable Developer check-box. Click OK to to see Developer tab on the ribbon.

developer

Now we will start off with creating some basic form controls. Fill out document for asking name, gender, marital status, occupation and other desired info you want to take in.

word 1

Navigate to Developer tab to add form controls. Place insert cursor where you want to insert form control and under Controls group, click the desired control button. As for aforementioned document, we will be inserting Rich Text Control Content adjacent to title Name.

rich text

It will insert a Rich Text form control.

name

Now for Gender and Marital status, we will be writing two options and adding checkboxes for each option. For inserting checkbox, from Controls group, click Checkbox content control button.

check boxes

For inserting Occupation info, we want users to have multiple options to choose from, so we will insert Drop-Down List Control. From Controls group, click Drop-down list button.

drop down

Now insert Email option, first we will insert a text box and then a drop down list. Head over to Insert tab and from Text box option, click Draw Textbox.

draw text box

Draw a text box next to Email, as shown below.

email

Insert a drop-down list adjacent to previously added text box.

drop down 1

For Date of Birth options, we will be adding a Calendar control. Place an insert cursor next to Date of Birth text and from Controls group, click Date Picker Content Control.

date picker

For comments/feedback we will simply draw a text box for providing confined place for writing comment/feedback.

comments

The basic forms controls have been added into document. Now we will move to form control customizations, in which we will be populating each form control with desired option.

For adding Occupation options in drop-down list, select the form control and from Controls group, click Properties.

properties

It will bring up Content Control Properties dialog, click Add to start populating drop-down list.

c1

In Add Choice input dialog, enter the choice and click OK. For adding more, click Add in Content Control Properties dialog.

Capture

Once added, click drop-down button to view the inserted options.

added

For Email drop-down list, enter list of email addresses options in a same way as we did it for populating Occupation options.

email 12

For picking out date, click drop-down button, it will show you date picker tool to choose date from.

date picker 1

For customizing the date format, select the date picker form content control and click Properties in Controls group. Now from Content Control Properties dialog, under Date Picker Properties, specify date format, and under Calendar type, you can choose an option from list of available calendar types. Once configured, click OK to continue.

date picker properties

That’s it for now, you can make out a huge e-survey form, questionnaire, etc by easily inserting multiple form content controls. We have demonstrated creating a simple user entry form, now you can distribute it for taking input, filling out databases, and for conducting e-surveys, etc.

final

You can also check out previously reviewed guides on How to embed Excel Spreadsheet in PowerPoint 2010 and How to apply Stylistic Sets and Ligatures in Word 2010.

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  • Nike_girl

    this is great.  i still have some employees who wnat to write forms by hand.  is there a way to insert lines in your text box “comments” so that is someone decides to print a balnk form they have lines to write on but still permits someone completing the form electronically to have access tyo the text box?

  • Marlene

    I am having a bit of a problem with figuring out how to set up continueing to next page features in Forms Word 2010 and was hoping for some direction in how to set it up. I have set up a fill-in form, it is set up with a table using outline numbers with fill in areas. The user tabs and fills in the areas needed and it goes to the next line or field correctly until they get to the bottom of the page there is sends them back to the top of the page. How do I set it up so the table outline and formating will continue to the next page if more lines / fields are needed. Thx, Marlene

  • Dnolan

    I don’t want the words “click here for text” to show on my form and if I want to put a line and want to have to be able to put that text box over the line, without the words, yet when you go to fill in form, I want lines to be set, not to wrap…..  I need help please

    • http://profiles.google.com/daniel.schealler Daniel Schealler

      Word 2010 > Developer Tab > Controls Group > Design Mode (enable)

      Select text control > Move cursor focus inside the prompt text > type replacement message (just use spaces if you want nothing) > Tidy up by deleting before and after text

      Word 2010 > Developer Tab > Controls Group > Design Mode (disable) 

  • Aalbert

    When I add the restriction to “fill in forms” only, the user still cannot fill in the form fields. The whole entire thing is locked and the only way for them to fill it out, is removing the restriction. Im using MS Word 2010. Thanks.

  • Linda

    Does anyone know how to prevent informtion in one field box from pushing the other filed boxes on the same line over to the right?

  • Linda

    Does anyone know how to prevent informtion in one field box from pushing the other filed boxes on the same line over to the right?

    • http://profiles.google.com/daniel.schealler Daniel Schealler

      At least two ways to do this.

      I would just create a tab alignment for that paragraph and use that to align the fields.

      Alternatively, you could use an invisible table and put the input fields into different cells.

      May be other ways to achieve this too.

  • Kim

    I’ve locked my form down but now the check boxes don’t work when I send the form to a colleague to fill in, can you help?

  • Diana Resch

    I didn’t see if there was an answer to the question about limiting text box characters. I need the the text box to only accept 128 characters or flag the person entering that they have gone over the limit. 

    Has anyone been able to do this?

    • VJ

      Diana, you can set your character limit in the properties of the textbox. Developer tab > Design Mode > Properties > MaxLength = 128.

  • Cassy

    NEED to know how to tab between fields as in 2003.  I use detailed forms with many fields and don’t want to click on each option – really slows down input.  PLEASE fix this!!  Will continue to use 2003 forms until this is available. 

  • Rick

    Very good presentation.  Once I have created the form and the client has populated it with his or her resposes, is there a way to link/merge the data to a Word template(s) that I have created?   

  • Jax

    Is there a way to change what the text box says before you type into it? So instead of the “Click here to enter text” I can put something else?

  • Vamsi

    Thanks for the post ! That is what im looking for.. Also can u tell me the diff between these controls and legacy controls ? i’m laymen in these things.. sorry i didnt make any sense

  • Anonymous

    Perfect Article!!!!  Very clear and  concise and it was exactly what I needed :)

  • Chris

    I am having trouble getting a date field to work. I need the date to be set up as MM/DD/YYYY and this option is not availble. What can I do?

  • Eelman

    Once form is set up, what do you do so user can tab through the fields and fill them in? Thanks.

  • Eelman

    How can you protect the form without setting up a password so others can use the form and just tab through the fields. Thanks.

  • Tina

    Absolutely brilliant!  I am new to Word 2010 and have found it difficult to find where they have ‘hidden’ certain functions.  Excellent explanation and great screen shots. Thank you very much!