How to Make a Form Field Required in Word - Create Prompt For Users To Fill In Mandatory Fields
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- Опубліковано 29 сер 2024
- HOW TO MAKE A FORM FIELD REQUIRED IN WORD // Making form fields mandatory for your users to complete by programming a macro that will pop up a message requiring the user to fill in the form field before they can move to the next field. This ensures the user inputs something into that form field before they can move to the next field.
Here is the Visual Basic code we used in this video. 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.
Sub MustFillIn()
If ActiveDocument.FormFields("LastName").Result = "" Then
Do
sInFld = InputBox("This field is required, please fill in below.")
Loop While sInFld = ""
ActiveDocument.FormFields("LastName").Result = sInFld
End If
End Sub
**YOU WILL NEED TO SAVE YOUR DOCUMENT AS A "WORD MACRO-ENABLED DOCUMENT (.docm)"
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KEYWORDS: #MSWord, microsoft word tutorial, How to make a form field required in Word, Require a form field in Word, Making form fields in Word mandatory to complete, How to make form fields mandatory in Word, Using mandatory form fields, Force answer on form in Word, Sharon Smith HR, @SharonSmithHR, #1KCreator
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Thank you Sharon. You are my savior!
Thanks for watching, Edoardo! I'm glad you found it helpful!
On the subject of forms in Ms Word, yu have been the lightbulb moments for me. Much appreciation from Kenya.
Thank you Dennis! So glad to hear you have found my videos helpful! Thanks for watching!
Thank you Sharon, this was so helpful!
You are very welcome! Take care!
Thanks for tihs as it was just what I was looking for. Your videos are very clear and easy to follow. Do you have a tutorial on how to make all fields required in a form maybe with one macro. Or if not (and this would take longer to setup) a way to rename the macros so that you don't get confused in selecting the macro that matches the field it's needed for. I'm talking about 20 fields in a room booking form.
Hi Geoff, off hand, I don't have a video on this topic, but will research it. Thanks so much for watching and glad you found it helpful!
How can this be submitted to more than just one person when submitted? By the way you are a life saver! Thank you so much!
Sharon, I'm a tax preparer. I'm looking to ask a question of a prospect. Requiring a "yes, no, not sure" response. Adobe, word, etc. I don't want the user to be able to move on until one of the 3 choices is made. I'm thinking check boxes per question line. Everything I see only allows for requiring a response to each check box. I want 3 checkboxes. You check one, then are released to the next question.
Hi Sharon. I just found your videos yesterday. They will be a tremendous help in various aspects of work. I have one initial question. Is it possible to change the shape (Height and Width) of the form fields?
Thanks for providing these videos.
Hi Sharon. I have learned a lot from your videos and thank you very much for that. I just have a question that I wasn't able to find the answer for it. Is there a way to tab out of the last field on the bottom of the form back to the first field on top of the form?
Hi Sharon,
Quick question, can I make checkbox required for a Yes or No question? If so, can you let me know how please. Also, I love your videos by the way. They are very informative. Thank you.
Hi Marissa! Great question!! In this scenario I would recommend using the Legacy Tool Drop-Down form field and set up Yes and No as your answer options. Then you can bookmark/label that field and follow the same steps as in this video. Test to ensure this works for you. I would not recommend the check boxes since you would need to make both checkboxes "mandatory" but users should only select one (I assume). Thanks so much for watching and I'm so glad you found my videos helpful!! Take care!
I did exactly as your video said and tested. It works. But when I sent it by email, part of the macro drop. How can I fix it so I can via electronic sent?
Great video! Is there a way to generate a new row of fields for the same type of information as the first row once the initial row is completed so that when you restrict the first row of fields to have mandatory information, you don't have subsequent empty fields flagging for info if there is none to populate? I have a form that asks for document number information, but if there is not more than one document and the form has multiple rows for multiple entries, how can I govern the first row without creating a prompt for additional empty rows that would not need filled in?
Hi Sharon, amazing content! thanks for sharing. Quick question is there a way to for a user to embed evidence documents into my form while the form is protected? If I change to read only and use the exceptions rule, then the marcos described in this video don't function. Kind regards, Chris
Hi Sharon, when I click on the Properties icon I do not get the same popup window as you do. There is no bookmark or macro options?
How do you make a fill in form in Word but you also want to change to a number field. It seems I need to use to different controls
Hello! If you are using legacy text box field, you can edit properties to be a number format. Here is a video that might help you: ua-cam.com/video/MnsLhJzqmqY/v-deo.html thanks for watching!
In the version of Word that I'm using there is no bookmark filed setting. I must be using a newer version and I can't follow along. Is there a new way to do this? Haven't been able to fond anything online.
Hello, in this video we are using Microsoft 365 PC Desktop App version. In order to use this functionality, we are using Legacy tool form fields. These are available in the Legacy drop down menu in the Controls area of the Developer tab. You can either double-click to open legacy field properties, or select the field and click "Properties" on the Developer tab. If it is a Legacy form field, it should allow you to bookmark it. Hope this helps! Thanks for watching!
Hi Sharon...this was very helpful to me. I want to escape the " Required Field" by clicking check box. Can you advise how do I do that?
it's so cool
Thanks for watching!
Hello Sharon.. thank you for the valuable information. I am trying to prepare a fillable field form by restricting the format but also allowing comments for feedback for users to correct some mistakenly filled fields. Is there a way to do that?
Hi Sharon-Thanks for posting. I got most of my required fillable fields to work but I'm having trouble getting the drop down menu questions to be required. For the drop down questions, how do I get the Test Form Field Options pop up box to appear so I can set the bookmark? Clicking on properties brings up a different pop up.
Hi!
Thank you for this video, it was exactly what I was looking for! I tried it out and it works. But only for the text form fields and not for the drop down lists. Am I doing something wrong? What could be the problem?
Hi Jolien! Thanks for watching my videos. I believe the VBA code will need to be different for a drop down form field. I'll try and do a video on this soon. Take care!
Sharon, Question, curious if you could answer or maybe have already covered. I used one of your previous videos to create these documents and love it, it made it a breeze! I used to used MS products all the time and over the years lost touch. I am now trying to work with OneDrive and have noticed that when I restrict editing and upload to One Drive, it does not allow anyone to edit it. Curious if you are able to assist with this? Thanks
Hi Michael! Glad to hear you found my videos helpful in your work! I would recommend to test saving your Word document to OneDrive and seeing if you can have users download it from OneDrive and then open it on their desktop to see if it still functions. Microsoft has some other apps for creating forms (like Microsoft Forms and InfoPath) that may interact better with OneDrive. Word forms, after restricting, will only work well when users also open the document in Word. I hope this helps!! Thanks so much for watching my videos. I really appreciate it and wish you the best of luck with your forms!
Hello Sharon!
Your videos are very helpful but do you have a video on how to include a fillable form in an HTML webpage and the fillable form works for users to insert their responses?
Hi Faith! Yes, here is a video on how to create a Google Form that you can then generate HTML code to post the form on a website. This video will show you how to do this. Hope this helps! ua-cam.com/video/VBFOOC8enVI/v-deo.html Thanks for watching!
Thanks for this, but looks like there is no way to do this with a date field that has a drop down as you can't use the Legacy Tools. Am I missing something or is this just another area where Microsoft is letting us down. Thanks for the good videos!
Hi Jack - yes unfortunately the newer content control form fields like the date picker don't have the same configurable options as legacy tool form fields, and legacy doesn't have a date picker. Thanks for watching my videos!!
Good afternoon Sharon, I am using the latest version of Word. How do I create a submit button in a order form i created yesterday.
Is there a way to create a custom field that automatically takes the input and formats it into a standard such as phone numbers and SSNs?
Hello - here is a video on how to apply formatting to certain legacy form fields in Word: ua-cam.com/video/zaf57WjW9Sc/v-deo.html Hope this may help you. Thanks for watching!
Hi Sharron, love your videos. I just watched "How to make a form field required" which is what i was looking for however i created my form using content control not legacy. do you have video for this? i tried using the same technique described in this video but i keep getting a error message.
Great video! I'm thinking about creating a fillable form that needs to be signed at the bottom. What would be the best way? Creating a picture field where the client can insert a picture of a signature? Many thanks for any help you can give me here.
How can we make containt control field mandatory like the way you showed here?
Hi, I have 3 check boxes in form in which I want that user should get error if he/she checked only one box.
Can it work with a checkox such as "I have read the T&C's" Aslo would it work with the rich content fields not the legacy ones ?
Hi Sharon, I am trying to create scripts for emergency information sent to personnel through out the company. We have 15 different scripts but could be consolidated depending on how they input information using a dependent drop down. How can I use a dependent drop down that will also alter the script as well. If I select the type of category it will bring up that particular script but then if i chose another Dependent drop down can I get it to erase part of script if not needed. Thank you for any insight.
Hi. Always look up to you when I get stuck in fillable forms. Problem: In content controls, (NOT in legacy tools) can we specify the type of data in a field e.g. I want the user to enter only Numbers in a field and not text. How can we restrict the type? Thanks a lot
Hi Tausif! Thank you for watching and I'm glad to help! Unfortunately content control form fields don't have the same property customization that legacy tool fields have. So to my knowledge, you are not able to select a number type using content control plain text or rich text fields. My new video reviews how to do this if you are using legacy tool fields (hoping that is an option for you): ua-cam.com/video/MnsLhJzqmqY/v-deo.html Hope this helps! Take care.
Hi Sharon. Is there a way of putting a form filed in the header without it showing up in the body of the word document? I want to force the person using the document to enter the date and the report number. I do not want those in the body of the report; only the header. When I use this method, the field appears in the body and I wasn't able to figure out a way of hiding it.
Hi, when I click 'properties' I cant see "run macro on" and "Bookmark" fields. Have they moved in newer Word version? :(
Hello! Are you using a legacy tool form field - those should have the same properties menu settings. But if you are looking at properties on a content control form field, you won't see those options. Hope this helps! Thanks for watching and subscribing to my channel!
@@SharonSmith thanks and sorry for wasting your time. I found that legacy field later on your previous video :) all the best!
Is there a way to make calendar fields required?
Can you do a mandatory field on the drop down box?
Hi Jenn! Thanks for watching my videos. The VBA could would need to be different for a drop-down. I'll try and do a video on this soon. Thanks!
@@SharonSmith Would also really need a tutorial for this. Especially in combination with dependant dropdown if this is possible.
How do I get a comment box to pop up when they tab to the fillable box?
Hello! This video may help with what you are trying to do: ua-cam.com/video/gBb2QFKclRc/v-deo.html Thanks for watching!
Hey Sharon, how can we make the submit button disabled until required fields have been filled or force users to fill out one field before opening the next?
Can anyone please help on this
2. Can we do a calculation in Content controls, as we can do in Legacy tools?
Hi Tausif! Unfortunately content controls are not able to do calculations without macros. My new video reviews how to set up calculations using legacy tool fields: ua-cam.com/video/MnsLhJzqmqY/v-deo.html Hopefully you can consider using legacy tools? Good luck!
Hi! how if we dont use outlook?
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