Create Dependent Drop-Down List in Word - Fillable Forms Microsoft Word
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- Опубліковано 7 лип 2024
- HOW TO CREATE A DEPENDENT DROP-DOWN LIST IN MS WORD 365 - LEGACY TOOL DROP DOWN FORM FIELD WITH VISUAL BASIC CODE // Watch this video to create a drop-down fillable form field in Word that limits the choices for users to select from, depending on how they answered a previous question. Make your form simpler for users and minimize errors in users selecting the wrong options by implementing this dependent drop-down list in your fillable form as applicable.
**YOU WILL NEED TO SAVE YOUR DOCUMENT AS A "WORD MACRO-ENABLED DOCUMENT (.docm)"
No prior knowledge of Visual Basic code is needed. Simply watch this video and use the code, highlighted in the video, that is pasted below. Be sure to follow all the steps and instructions in the video so you'll know how to modify this code to fit your particular needs. Here is the Visual Basic code used in the module in this video. Remember to replace "ddStatus", "ddSurvey" and anything in quotes with your own form field bookmark labels and drop-down list options respectively.
Sub PopulateddStatus()
Dim xDirection As FormField
Dim xState As FormField
On Error Resume Next
Set xDirection = ActiveDocument.FormFields("ddStatus")
Set xState = ActiveDocument.FormFields("ddSurvey")
If ((xDirection Is Nothing) Or (xState Is Nothing)) Then Exit Sub
With xState.DropDown.ListEntries
.Clear
Select Case xDirection.Result
Case "Active"
.Add "Completed"
.Add "In Progress"
.Add "Not Started"
Case "Inactive"
.Add "Do Not Engage Employee is Inactive"
End Select
End With
End Sub
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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, dependent drop down list in word, fillable forms in word, microsoft word legacy tools, microsoft word legacy tools form fields, enable developer tab, visual basic in word, visual basic code for dependent drop-down list, visual basic module example, word productivity tools, word macro enabled document, dependent drop-down form field, Sharon Smith HR, @SharonSmithHR
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This was by far the best instructional video on this topic. I watched so many other videos trying to understand how to use the dropdown menu
That is awesome to hear! So glad you found my video helpful. I try to be helpful and to the point. Thanks for watching!
Thank you! Video is straight to the point with fantastic visuals, great editing. Wish all tutorials were this productive.
Thank you so much for the nice feedback, Gesha! I'm glad you find my videos helpful. Thanks for watching!
This video was inspired by one of my viewer's questions after watching my other videos on creating fillable forms. Thanks for the great questions and be sure to leave comments or share tips below. You can access my other fillable form videos Part 1 (ua-cam.com/video/YktZ3B-tyqs/v-deo.html) and Part 2 (ua-cam.com/video/n_Ni_fj-158/v-deo.html) from my channel. A huge Thanks to all my subscribers! Thank you for watching!
Amazing
This is great. Thank you. I have another problem in the same vein as this and I can't figure out how to do it. Do you know how to get text from a text-form-field to appear as a selection in a drop-down field box? For example, I have a form where the user has to fill in the names of their employees in text box fields. I then ask the manager to select the "best" or "hardest working" individual in their store. The goal is to have the names (as they were typed in the field) to appear in a drop-down box. I know it has to be a macro, but I don't know how. This has been driving me crazy for years. This has so may uses for so many different fields. Please help.
thanks for the video...it's exactly what I was looking for and you even made the Visual Basic part painless!
Glad you found it helpful, Benjamin! Thanks for watching!
This was amazing! I've been spending a day on LinkedIn Learning trying to figure out how to do this exact thing and you taught me in minutes. Thank you!
That is great to hear! I'm so glad you found my videos helpful. Thanks for watching and for subscribing to my Channel!
This is incredibly helpful!!! Thanks a lot for your straight forward explanation!
Glad to help! Thanks for watching!!
Great video. Extremely well thought out and user friendly.
Thank you so much Nathan! Glad you found my videos helpful. Thanks so much for watching and taking time to leave a nice comment. Take care!
Hi Sharin, tons of thanks for these videos, you're a lifesaver. I do need your help further though and I am sure more of us do... We would need the code / tutorial to see how we can hide or show a field based on user choices from a dropdown list. I'm struggling bad at it.... thanks!!
Thanks for this Information. Didn't know that Dependent Drop Down Menus are possible in Word.
Glad you found this video helpful! Thanks so much for watching and taking time to leave a comment. Take care!
You are just too good Sharon. Thanks for the resource. You now have a new subscriber. I normally build this kind of form in Adobe Acrobat and Livecycle, now trying to explore MS Word.
Hi P-cide! Thanks so much for subscribing to my channel and watching my videos. I'm so glad you find them helpful. Yes, as long as your users can open your form in MS Word, it is a great option to create fillable forms. I appreciate you taking time to leave a comment! Take care!
Thank-you Sharen, This video was very helpful!
You are very welcome, Mike! Thanks so much for watching!
Thank you Sharon, This helped me a lot. My script was much longer than this one but the basis was perfect.
Glad to help! Thanks for watching!!
Very informative and easy to do, thank you so much.
Thank you very much Ali! I'm so glad you found this video helpful. I have some more videos coming out soon that I'm working on that are related to other viewer's questions on creating fillable forms. Thanks so much for watching and taking time to leave comments! Take care!
Very helpful tips. Thank you very much!!!!!!
You are very welcome! Thanks for watching!
Great video!!! Instant Sub!
Thanks so much!! Glad you found my videos helpful and thanks for leaving a comment and subscribing! Take care!
Great, that was my want, thank you.
Glad to help! thanks for watching!
Thank you so much this was really helpful.
You are very welcome Zeljka! Glad you found it helpful. I also have another video that shows how to set up multiple levels of dependent drop downs: ua-cam.com/video/54dSJukbe3k/v-deo.html Thanks so much for watching!
This was SOOO helpful!!! Thank you so much for sharing this in an easy to understand and straightforward video. You saved me sooo much time trying to code.
Hi Mandy, thank you! I'm so glad you found it helpful. I have another video on multiple level dependent drop-downs in case you are interested: ua-cam.com/video/54dSJukbe3k/v-deo.html Thanks for watching and taking time to leave a nice comment, I appreciate it!
i guess im asking randomly but does anyone know a trick to get back into an instagram account??
I stupidly forgot my login password. I would love any help you can give me
@Denver Danny Instablaster ;)
@Landen Nixon I really appreciate your reply. I found the site through google and I'm in the hacking process atm.
Looks like it's gonna take a while so I will get back to you later with my results.
@Landen Nixon it worked and I now got access to my account again. I'm so happy!
Thanks so much you really help me out :D
Yes it is helpful! Thanks a lot!
Glad you found it helpful! Thanks for watching!
Great work, I am a big fan.
Thank you, Mbhazima! Thanks for watching my channel!
Excellent
Thank you so much for watching and leaving a comment! Glad you found this video helpful!
Very informative video. First time watching dependant drop-down list and vb coding for word.!!
Thank you so much! I'm glad you liked it. You have a great channel and I like your new channel art. Thanks for watching!
Sharon Smith Thank you for your comment. Sorry, you won’t understand my language, it is Malayalam. If you like, please subscribe my channel. I have few videos in English too !
Hi Sharon! A coworker recently introduced me to your channel and it is AMAZING!! Your tutorial videos are so well done, easy to follow and a game changer!
I am working on a form with dependent drop downs, I was able to successfully follow your tutorial and make the basics work. I have two questions. I have a long list of categories (parent), some of which have sub-categories (child). However there are some categories that do not have a sub-category, so I want the sub-category box to not have any selection available for those categories and be greyed out with no ability to click on it. How would I code that?
My second question is, this list of categories and sub-categories is quite long. Do I just make one long set of code for the module? Or would it be better/preferred to make a different module for each category/sub-category pair?
Thanks again, your channel is awesome!!
Thank you for the tutorial and the VBA. However, i made this for a form in work today and I have to select the required option in the first drop down at least TWICE for it to load properly in the second drop down.
I have quite a few options in each drop down. is it due to this? Is this quite limited on how many options to have? Or is there anything else i can look for?
Great tutorial..
Thank you for watching my videos Richard! Glad you found it helpful!
This is awesome thanks. As a mere stale pale male, who's fond of excel, I found it far too clunky for ease of use. The word option is a lot more streamlined. It's a game changer.
Glad you found my videos helpful, Paul! Thanks so much for watching!
Hi Sharon, thanks for the vid. Apologies if I'm reapeating a question (I couldn't find the answer below). Is there a way of naming the child list prior to making a selection in it? The reason I ask, is that I am using the dropdowns to write reports, so I have removed the "form field shading" - which then means the child list is not visible until you put a cursor on it. That's fine if it is just me using it, but it's a bit more difficult if I give it to other to use.
Hi Sharon! This video was SO helpful, I'm really loving your channel!! Quick question, if I'm making a table that has 12 rows and each row needs to contain a dependent drop-down list, how can I copy and paste to each row so that I don't have to go through the VBA 12 times. Thank you!!!
Hi Sharon, this video was very helpful. I'm trying to create a dependent drop down list in a repeating section in Word 2016. This isn't working, which I assume is because there are then multiple instances of the parent and child drop down list. Is there a way to get the functionality I want, which is to be able to add rows to a table that allow selection of different parent and child list items in each row?
Loved the Tutorial and the way you explain. Subscribing. Best wishes from Mumbai
Thank you so much for subscribing and watching my videos! I'm glad you like them and find them helpful. Best wishes to you too! Thank you!
Great thanks! I would like to have larger bodies of text as a drop down option, is this possible in word? Depending on the doc they are creating depends on the legislation wording they need, I want to give people the option to select the legislation from the drop down so it inserts in their doc. Any ideas much appreciated.
Thanks for the awesome content Sharon, appreciated. Please advise how can I create a multiple dropdown list. For e.g I want to have multiple employee names on the dropdown list without going in each time to seperately create/add them. Am I able to perhaps export the employee list into the dropdown list? Thanks,
Thank you so much for the informative video!! I had to play around because there were differences on Mac Word. For anyone else looking for Mac instructions:
Adding Developer tab:
Word (left of File)
Preferences
Authoring and Proofing Tools
Ribbon & Toolbar
Main Tabs
Developer
In Developer:
Combo Box (in Ribbon)
Options (in Ribbon)
Visual Basic (in Ribbon)
Insert
Module
Paste the code (edit)
Protect Form (in Ribbon)
Thanks for sharing the info for Word for Mac! Thanks for watching!
@@SharonSmith Hi Sharon, thanks for the excellent video. I have a set of business names and associated addresses that I used your code to allow users to select the business name and the associated address would be displayed. I used a Windows machine to develop the solution and the result works perfectly on that laptop. On the MacBook Pro however, it does not. Only one address is shown (constantly). Is this a compatibility issue do you think?
Thankyou so much, this is so helpful!!! Is there a way to include colouring as well in this code? In my word doc I have a table format, and I am trying to find a way to colourfill the boxes in depending on the first selection (so for this example if Active was selected how could I autofill the box green, and if Inactive was selected how could I tell it to autofill the box red)?
Your videos are very clear & understandable and I love the content! I have a question - maybe you could help? How do I add a dependent text box based on a drop-down list? For example, if they choose 'Other - Please explain.' I want the input text box to normally hide unless the 'Other' option is selected. I've spent 3 days trying to find the answer through Google & UA-cam and don't understand why I haven't found an answer. Maybe I'm phrasing the question wrong.
By the way, your thumbnails are the best! (The ones for your videos, not the ones on your actual thumbs.)
Does anyone have an answer for this?
This video was super helpful but I'm having an issue. Once the code is edited and saved, when I restrict the document and test it, it functions fine on my workstation. Once I send the document, the second drop down option doesn't populate correctly, if at all. Sometimes, the dependant drop down populates as if another parent selection was chosen when it was not. I've made sure that the formatting of the Visual basic code is consistent, and everything aligns as it should. Any suggestions?
Great video! Me suscribo al canal. Saludos.
Thank you! Glad you liked this video. Gracias por suscribirte a mi canal y gracias por tu comentario!
Thank you for such a video. If there were categories to certain services and each service has few points as details, how would I create a sub-DD list under the service category's list?
Sharon, this was of great help and is much appreciated. But I have a issue where my child fields are coming up bold, how do I prevent this from happening?
Your videos are great! Very detailed and well explained. Thank you. I do have a question, what if there's only a portion of the document that is a drop down form, the remaining sections are free text field and can be modified?
By Restricting Editing, no other changes to the entire document is possible. Is there a way to only restrict editing on the drop down?
I'm wondering this as well!!! I usually use Google docs which makes it super easy to insert dropdown menus within a table. Microsoft Word seems behind the times in this area. I am using a MacBook Pro, and the developer ribbon options look different.
Hi. Is there a way that different editable text can appear, in response to an option that is selected? Hope that makes sense! Thanks
Thank you so much for sharing this Sharon, it really helped! I would like to ask how i make a drop down list that isn't dependable and is just to choose one of the items out of the list (for example just selecting the bank we will do a loan through)
Hi Georgie! You can simply insert a legacy tool drop-down form field and open properties by double-clicking and then just list the drop-down answer options you want and "add" them. You don't need to use any VBA code or anything to create this. Here are some more videos in my Creating Fillable Forms playlist that will show you how to do this. I hope it helps! Thanks so much for watching! ua-cam.com/play/PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv.html
i need to create a form that links responses from question 1 to required items for example if you say in question one you are a fulltime employee a window or response box needs to open with text that describes what you need to provide as proof of this.. can this apply to that or this another method, as there are multiple fields that will need to be added to this enquiry form
Hi Sharon,
Thanks for this video.
Is it possible to have a bullet list in the child section?
.Add " - A
- B
- C"
This video was a huge blessing, thanks for posting! I have an issue and hoping you can help me. I'm creating an interview guide, where a manager can select a competency and then select one of the loaded questions specific to that competency (dependent drop-down). Some of my interview questions are long and when selected, they continue on the same line and I cannot see the end of the sentence. How do I force the sentence to go to the next line?
Hi Kamoy! Thank you so much for your nice comments and I'm so glad you found my videos helpful. I did some research to try and solve your issue, however I have not found that it is possible in Word to have text wrap from within the drop-down selection. From what I have read, there are not many easy solutions out there that offer the ability to have paragraph-like drop-down answers (longer than one line) in Word, but it also seems to be an issue in other solutions as well. One thing you might consider if you know Excel very well, you may be able to create your form in Excel. You can design the format of the spreadsheet by merging cells and using borders and you can hide tabs that might contain your data. I'm working on tutorials on Excel forms in the near future and perhaps this can help you. I wish you luck with your form! Thanks again for watching and taking time to leave a comment!!
How to do a combo box that add word in it and can add values this is my project for ITAAPS subject and im struggeling...
Hello Sharon, I just need to know How to create a dropdown menu for the particulars column and auto-fill in the Unit Rate column. Thank You!
Is there a way to use an excel list for the drop down field options? My context - i have a database of items with specific names/serial numbers (>100 items) and i need to populate selected item from this only database into a document
Hi, I am trying to create a drop down menu with previously filled value in text form as drop down options. How could I do that ? Thank you very much for your time. (for exemple I would have a fillable that would be "name of person 1" and a second would be "name of person 2" and in the drop down menu I would have the choice between both name that were entered.)
Thanks for these great videos! One question: 1 - Can I create a drop down list where the user can select multiple options using check box selection for the Parent field/s and dependent on which field/s are checked, then a corresponding section of required fields needs to be displayed and so on....? Example is Section A, Section B, etc.
nice
Hello! Great video. I was wondering if you have a video that tells you how to create a fillable questionnaire that if you answer Yes it will add additional questions to be answered or provide a box to provide answers other than yes/no. Thank you!
Thank you, I'm glad you liked this video! I don't have another video yet with those more advanced features. I will let you know when I have new ones out. I also started a playlist on my channel for videos related to filling in forms. I'll look into this and see if I can make a video on this topic soon. Thanks so much for watching and taking time to leave a comment. Much appreciated!
Hi, I love the clear ways you explain everything. Question: if there is just one option, is there a way to have this automatically pop up instead of having to click and select the one option?
Hi Iris! Are you referring to having text appear based on filling in a form field? If so, I have a video on this topic: ua-cam.com/video/VOPVaXRjScI/v-deo.html I also have a video on how to link text to appear based on a drop-down selection. If there is only one, you can set the the option to default as the first choice: ua-cam.com/video/UEHeTuv5tG0/v-deo.html. I hope this helps! Thanks for watching!
yes I want this too :-)
Very helpful video! Any idea if I can use a similar approach to perform auto text fill thorough the word doc based on a drop list chosen value ?
Here are two videos you may find helpful. This video is how to set up fields that will auto-repeat throughout your document: ua-cam.com/video/_K_HSHPF83Q/v-deo.html and here is a video on how to make text or images appear based on a drop-down selection: ua-cam.com/video/UEHeTuv5tG0/v-deo.html Thanks for watching!
Hello! New subscriber here. I don't have any VBA background and found this very useful!
Quick question, if i were to make dependent combo boxes in Outlook custom forms, how would the code look like? Many thanks! 🙏❤️
Hi Sharon. Great video. I was curious if there is a way to "Restrict Editing" only in the drop down menus while still allowing other area of the document to be edited/filled in? I have a doc I want to provide Dependent Drop Down Menus to allow for quicker data entry, but still need some areas to allow for manual entry.
For example: For SOP creation - Parent DD = Department & Child DD = Roles, but then allowing for manual entry of process in separate field.
Hi James! Here is a video that may help you on how to lock only part of your document: ua-cam.com/video/Xsh6Tk6xJB8/v-deo.html I hope this helps! Thanks for watching!
GREAT!!! Professional and helpful! Thank you!
Could you tell me how to create a numbered list in a "Free text" field -- every time the user hits Enter
What about multiple-select options in the drop down menu? Is that possible? If so, then how? Thank you.
Can this be done with the ActiveX/Content-Control style dropdowns?
If I have say about 5 set of 2 dropdown boxes in the same document and I need all 5 to be doing the same dependent selection then how can I avoid having 5 subroutines with the same functionality? I mean is there a way to check which set of dropdown boxes (out of of 5) is in-use so that only those 2 are updated? I know in VB6 you can call a subroutine with index so is there something similar?
Thanks for these great videos! Two questions: 1 - Can I create a drop down list where the user can select multiple options? 2 - Can I add an Excel worksheet (2 columns) that will calculate the sum at the bottom? I can't seem to get it to calc. Thank you!
Hi Debbie! Thank you! 1) Unfortunately MS Word does not have a "multi-select" drop down form field option. Depending on how many options you want to display, you may be able to use check boxes instead. 2) When you paste from Excel, unfortunately formulas won't work. You may be able to use calculating form fields by bookmarking each form field and then placing the sum calculation form field where you need it. This video on calculating form fields may be helpful: ua-cam.com/video/MnsLhJzqmqY/v-deo.html Thanks so much for watching my videos!
hi there, thanks for explaining. Its is possible To create a dependent list from a dependent list. I mean I need to create a credit line that has a code and each code has some products it
Hello Sharon thank you for such an informative videos. If you can make a video on how to auto-populate information to another page by selecting drop-down options in MS word which is VBA enabled. For example table with drop-down is on first page and have macros, how we can have the same information copied over to the 4th page of the same word file. Looking forward for the same. Thanks
Great video, thanks, Can you do a video to demonstrate how we can have an expandable/collapsible Heading and its content on the checked and unchecked status of a Checkbox. It would be greatly appreciated. Thanks in advance.
Wow! This is awesome! Can you also change the color of the dropdown? TIA.
Hi Zeke! Thank you! Glad you found my video helpful. Yes, you can format the text color of a legacy tools form field by selecting the form field and then on the home tab under the font area, you can select a different font color. For the font color to show up, you have to turn off the legacy tool form field shading (this video shows you how to turn off the shading): ua-cam.com/video/vagwP5Jsv7k/v-deo.html When you are done formatting your form and you start enforcing protection to "filling in forms" you can test that this works for you. You'll see that users can select from the drop-down and whatever font color you set will appear. Hope this helps! Thanks so much for watching!
Thank you, how do I add code if the option is others and the user needs to type the option
Good tutorial and thank you. Is it possible to change the grey color of the legacy drop-down form tool?
Hello - the Legacy tool form fields gray shading can be turned off, but there are no other options to change the color of the form field properties. You can actually select the form field and then use the "Highlight" feature on the Home tab - Font area but you have limited color options there. Here is a video on how to turn off the gray shading in case you want to do that: ua-cam.com/video/-arXX9EKJ0g/v-deo.html Hope this helps! Thanks for watching!
Your films are very helpful! Thanks to You I became fan of MS Word. You make a graet job! Could You tell me if there is a possibility to fill drop-down list with subscript? I want to make a list with stuff like K_z etc
Hi Sharon, Great Video, really helpful! I was wondering, can you do a dependent drop down with the combo box option rather than the legacy tool drop down option? I want to have a title for the text that would be chosen however the 'display name/value' in the modify option does not work how I thought it would have.
Hi, did you ever get a reply for this question, i know exactly what your looking to do.
HI, i am so happy i actually did it and thanks to you. It's been so helpful. Hers's the thing, i wanna ask, if the line statement is too long and it went off paper margin, how can i make the line in two rows.
Is it possible to create a list of numbers in a specific range in a dropdown box (in the non-legacy controls). For example, if I wanted to create a dropdown list for a user to select a quantity ranging from 1-1000, is it possible to quickly and easily generate that list of options without manually inputting all 1000 different numbers into the list?
Hello Sharon. I have aquestion: Is it possible to insert paragraphs as items for the combobox? What I want to do is have a drop down menu that lets me choose from 2 or more paragraphs.
Great and informative video Sharon. Thank you for sharing. I was wondering if you can help lay it out a little further for me. I am trying to create a Word form (a Fax cover sheet actually) where I would have a drop-down of several recipient names and I am trying to have their phone # and fax # auto-populate or auto-fill based on the name selection. Is that possible?
Hi Eli! I would recommend you create your fax cover sheet template in Excel instead of Word in order to easily auto-populate phone # and fax # based on a selected name from a drop-down field. You can merge cells as needed to format your page so that when printed, you wouldn't know it was an Excel spreadsheet. You would use Data Validation to create your name selection drop-down and then use VLOOKUP to populate cells for Phone and Fax based on the name the user selects. I will work on a video to show how to do this. It would be difficult to try and create this in Word. Thanks so much for watching my videos! Take care!
thank you so much, how to create one of the drop-down lists, and I would like to have the options (display name) show but when one is selected have the dollar value (value) associated with the display name populate.
Hi Rosana! Can you let me know your form field examples (what display names and dollar values)) and I'll see if I can figure out how to help. Thanks for watching my videos!!
Sharon, thankyou for your awesome video! I'm trying to do one more dependent, how do I add a third conditional drop-down linked at the second answer?
Hi Rafael! Here is a video that may help you do that for multiple level dependent drop-downs: ua-cam.com/video/54dSJukbe3k/v-deo.html Thanks for watching!
An what if I want the depending drop down only to show one option and that option has to show directly fter chosing dropdown 1. For example you chose Active then €200,- and if you chose inactive then €300,- is that possible. I have tried a drop down but that I have to update the field and I have tried a form field but then the field does not sumup anymore, because at the end some amounts have to sum up, with a drop down that works but as a field with a code in it not. thanks a lot nice videos!
Hi, if I have a certain form it have an original information and I would like to ask other to add on certain parts without allowing him to do changes to the original document how we can do that?
This is amazing! Is there a way to have one parent and 10-15 children? The children only are dependent on the first parent question.
Great video Sharon! This helped me a lot with a document I'm building, but I was wondering, based on the Drop-Down List, do you know how to show/hide sections of the document. For example, the document I'm building is a template for a contract, with x, y and z types, some information is shared among all types and I have 3 different sections depending on each type, so, when I select x it should show the information related to x, and hide sections y and z, and the same for the other types. Can you work your magic on this issue? :D
Hello Herminio! My apologies for the delay in responding. My latest video may be helpful for what you are trying to do here: ua-cam.com/video/UEHeTuv5tG0/v-deo.html Thanks so much for watching!
Thanks for video. I have a requirement of disabling the dropdowns based on the value selected value in the parent dropdown. I have say three values in the first down and accordingly three another drop down lists with associated values in each drop down list. If I select the first value in the parent drown ( say the value is A), then only the drown named A should be selectable and remaining drop downs ( Say B&C) should not be selectable.
Hi Sharon. Enjoying your video as a new subscriber. What version of Word are you using to create this form?
Hi Derrick! I'm glad you enjoyed this video. I use Office 365 so it is the latest version of Word (2019 I believe). I have some other videos in my Word playlist on How to Create Fillable Forms you may find helpful. Thanks so much for watching and leaving a comment.
Great informative video, can show how add and use option button in group.
Hello Pradip! I'm very glad you found this video helpful. Can you let me know a little more about your looking to do? Are you asking about radio button options (in Word or Excel)? Thanks so much for watching!
Is there a way to get these drop down list to automatically update when you select the status drop down, the survey drop down list automatically populates? The way it is here, you have to manually select both lists.
Dear Sharon,
Q1) I am confused in the 3 types of control: Content control, Legacy control & ActiveX Control.
Q2) Under which condition should I use which control ?
Hi Sharon, this was a great video tut ty! If i want to make this form a PDF or available on a Sharepoint site, Do I need to save the module anywhere special? Do i need to do anything different with the form?
Hi Bob, you can save the file on SharePoint but when you create a fillable form in Word, the users filling it in also have to be able to access it in Word. If you need a fillable PDF form, you can use Adobe Acrobat DC or another PDF editor to create that. Unfortunately you can't just save a Word form as a PDF file type as the form fields won't work. Hope this helps! Thanks for watching!
I have a question. I want to create an application form with a dropdown menu that includes different countries. When UK is selected, it will show a different set of questions to fill in, another different set for Germany, US etc. is this achievable?
This is an amazing video. I have a question...how to I add in Visual basic the blank field and it not being dependent? Hope this makes sense.
Great video Sharon! Someone may have already asked this question and if so I apologize. I have a hierarchy that I want to follow through with multiple drop downs one after the other. So if I select from A it gives me a selection in B. and what I select in B gives ne a selection in C... etc. How do I incorporate that into this code or is it in a new module? Thanks
Hi Roger! Here is a video on multiple levels of dependent drop-down lists: ua-cam.com/video/54dSJukbe3k/v-deo.html I hope this helps with what you are trying to accomplish. Thanks for watching!
If one selects an option from a dropdown list, can it automatocally create another template? Like an employee list, I selected Tom so Tom must be in a new template & so on.
I have a document that not only needs dependent drop down fields, but also for the user to edit other fields and even write in information. Is there a way to activate the dependent drop down fields without having to protect the document so that the only editing the viewer can conduct are in the fill-in fields? I need the viewer to be able to edit the entire document.
this was great. I need a dropdown list for a user to select which state they are from. Is there a way to do this without having to type in all 50 states?
Hello, how can we create a dropdown list of our own ribbon labels? I have so many macros that I've added on my own ribbons, however, some could be put as a dropdown list to take less room. I can't seem to find a video on that.
Great video! But I have question regarding the "Restrict Editing". Can I not restrict the form? I would like the drop down capability but without the restriction, is that possible? My "secondary" drop down is dependent of the "primary" drop down. Is this possible in word without restrictions? I am also using the latest office.
Hello Rajat! If you use legacy tool form fields, you do have to restrict editing and protect the form for users to be able to fill in the form. Here is a video you may find helpful on only restricting the part of your document that contains form fields: ua-cam.com/video/Xsh6Tk6xJB8/v-deo.html Also, here is another video on creating multiple level dependent drop-downs: ua-cam.com/video/54dSJukbe3k/v-deo.html Hope this helps! Thanks so much for watching my videos!
Can I make a dependent drop down using the content control drop down list? If not, how can I use the legacy drop down but NOT restrict the entire form. There are other areas on the form that the user will need to type in.
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This is fantastic. Is there a way that you can make a selection window that will populate a separate table into the document? For example, if I want to Select a major of a student and then the selection prompts a specific table to be populated with information specific to that major for courses by semester?
Hello! Here is a video you may find helpful that shows how you can make text appear based on a user's drop-down selection using legacy tool form fields: ua-cam.com/video/UEHeTuv5tG0/v-deo.html Sounds like this may assist with what you are trying to do. Hope this helps! Thanks for watching my videos.
Works *almost* perfectly for what I need. I would like to choose a gender from a combo box (male/female/nonbinary/etc.), or, if necessary, a legacy dropdown as you show in this video, then have this link to pronouns all throughout the document, and THEN (and this is the point at which I'm stuck), auto-fill all of these. Using your method, I get blank entry boxes where the only available option is the correct one. Rather than having to manually set hundreds of pronouns throughout the document, is there a way to get these to auto-fill the dependent entry points if there is only one available option? Thank you so much.
Hello! So glad you found my videos helpful. This is a great question that I get a lot and I'm researching how to do this. Thanks so much for watching and be sure to subscribe to my channel so you can be notified when I post new videos. I hope to get a solution to this out soon. Take care!
What an incredibly helpful tutorial! Thank you. I do have a follow up question. Let's say that on this example you had 10 more questions with drop down menu options that were dependent upon the #1 question Employee Status. In other words, the next 10 questions would be dependent upon "Active" vs "Inactive as well, just like #2. Engagement Survey Status. Do you just add more modules with the same code and change the relevant sections? Or are there other steps that are required? Thanks in advance!
I guess a simpler way to ask might be, how do you create multiple children for one parent form field?
Did you find solution for this? I need to do the same.
@@anam2455 did you get a resolve to this?
Hi Sharon, it looks like i'm a little late to the party, but i have a very specific question. I'm creating a (hopefully) dependent form.
1. Do you have to use all legacy controls throughout the entire form in order to make any portion dependent? I have date pickers throughout the form, but i noticed the date picker is not part of the legacy control family.
2. I need to be able to make dependents on a drop down. The end user will select the number of sessions they will need from the drop down (1-5). If they select 1 session, the form will populate the information they need to fill out for one session (a table). If they select that they need 5 sessions in the drop-down, it will need to open up all 5 tables to fill out information for each session, if that makes sense. The way i have it now, all 5 tables are open and it makes the document 8 pages. I don't want it to be 8 pages if it doesn't need to be. I have a mix of controls throughout the document.
Is there a way to create a multiple drop down list in word that is nondependent? I need a user to select all applicable options in my drop down list. Thank you. Your channel is super helpful.