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From: PhenyxFire on 27 Apr 2010 16:21 Hello, I am trying to set up a macro, or other option, in an unlocked Risk Assessment form using Word 2007. There are 15 sections to this form, but not all are needed, it depends on the coverages the policyholder selects. In the old locked 2000 version, if the coverage wasn't needed, the user would simply click on the N/A check box and scroll to the next section. If only two coverages were needed, it left a 15 page form for just a few pages. In 2007, I would like them to be able to check off a check box and have the unnecessary sections disappear, leaving only the needed sections showing (if possible). I'm new to 2007 (seriously missing 2000). I have searched multiple sites for info and tried to piece them together with no luck. It seems like it's possible to do, based on what I've read, but I'm not sure how to do it or if what I would like to do is the best option. If anyone has suggestions for my idea or other ways of accomplishing this, I would love to hear them. Please keep in mind I need to keep the "click or check here/delete this section" check box or button on the form itself and not on the quick access toolbar or the add-ins tab. This form will be used by people who may not know how to use Word very well and would not understand how to use the add-ins tab or the toolbar. Think of it this way, if the red arrow isn't blinking and pointing to a specific item to click or press, they won't know what to do. More thanks than I can even express in advance! PhenyxFire
From: Doug Robbins - Word MVP on 27 Apr 2010 18:08
I believe that you need to be using something a bit more sophisticated than a form in a Word document for this. An issue with using checkboxes in a document itself is if the user changes their mind, how do you reinstate what they have hidden or deleted by their previous action (apart from using the built in Undo button) For this sort of thing, I would set up a template containing a userform into which the user entered the data and you could have checkboxes on that form that the use would check to indicate what sections of the document were required. See the following pages of Greg Maxey's website : http://gregmaxey.mvps.org/Create_and_employ_a_UserForm.htm -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "PhenyxFire" <PhenyxFire(a)discussions.microsoft.com> wrote in message news:403AF383-CAB7-4D82-8718-EE2A5940480E(a)microsoft.com... > Hello, > > I am trying to set up a macro, or other option, in an unlocked Risk > Assessment form using Word 2007. There are 15 sections to this form, but > not > all are needed, it depends on the coverages the policyholder selects. In > the > old locked 2000 version, if the coverage wasn't needed, the user would > simply > click on the N/A check box and scroll to the next section. If only two > coverages were needed, it left a 15 page form for just a few pages. In > 2007, > I would like them to be able to check off a check box and have the > unnecessary sections disappear, leaving only the needed sections showing > (if > possible). > > I'm new to 2007 (seriously missing 2000). I have searched multiple sites > for > info and tried to piece them together with no luck. It seems like it's > possible to do, based on what I've read, but I'm not sure how to do it or > if > what I would like to do is the best option. If anyone has suggestions for > my > idea or other ways of accomplishing this, I would love to hear them. > Please > keep in mind I need to keep the "click or check here/delete this section" > check box or button on the form itself and not on the quick access toolbar > or > the add-ins tab. This form will be used by people who may not know how to > use > Word very well and would not understand how to use the add-ins tab or the > toolbar. Think of it this way, if the red arrow isn't blinking and > pointing > to a specific item to click or press, they won't know what to do. > > More thanks than I can even express in advance! > > PhenyxFire |