formularios IT Service

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formularios

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Create a form

Step 1: Configure Word to create forms

  1. It do click in the button of Microsoft Office and, to continuation, do click in Options of Word.
  2. It do click in More frequent.
  3. It actuate the box of verificación Show ficha Programmer in the strip of options and do click in Accepting.

 

Step 2: Open a staff or a document in that base the form

  1. It do click in the button of Microsoft Office and, to continuation, do click in New.
  2. In Staff, do click in My staff.
  3. It do double click in Normal and, to continuation, do click in Staff or Document in Creating new.
  4. It do click in the button of Microsoft Office and, to continuation, do click in Saving eat.
  5. In the picture of dialogue Save as, write a name of file for the new staff or the new document and do click in Saving.

 

Step 3: it Add controls of content to the form

Esboce First the form or use one existent like guide. It Will be able to add him controls of content, tables and other graphic elements.

In the ficha Programmer, in the group Control, do click in Way Design and do click in where wish to insert a control.

 

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It follow one of these procedures:

Insert a control of text in which the users can write text.

  1. In the ficha Programmer in the group Control, do click in the control Text enriched or in the control Text.

It insert a list desplegable that restrict the available options to which specify.

  1. In the ficha Programmer, in the group Control, do click in the Smart control desplegable.
  2. It select the control of content and in the ficha Programmer, in the group Control, do click in Properties.
  1. To create a list of options, in Properties of the list desplegable, do click in Adding.
  2. It write an option in the picture Appoint to show, as Himself, No or Perhaps.

It repeat this step until all the options appear in the list desplegable.

 

Step 4: Establish or change the properties of the common controls

Each control of content has properties that can establish or change. For example, the control Selector of date offers options for the format in which wishes to show the date.

  1. It do click with the secondary button in the control that wishes to change.
  2. It do click in Properties and change the properties that wish.

 

Step 5: Add text with instructions to the form

A text with instructions can give more game to the form that goes to create and to distribute. It can change this text predetermined in the controls of content.

If it wishes personalizar the text with instructions for the users of his form, follow the following procedure:

  1. In the ficha Programmer, inside the group Control, do click in Way of design.
  1. It do click in the control of content where wishes to review the text with instructions.
  2. It modify the text and apply the format that wish.
  3. If it wishes that the control of content disappear when somebody writes another content that replace his instructions in a control of Text enriched or of Text, do click in Properties in the group Control and, afterwards, actuate the box of verificación Remove control of content when it modify the content.
  4. In the ficha Programmer, in the group Control, do click in Way Design for desactivar the function of design and save the text with instructions.

 Note   do not actuate the box can not edit the content if it wishes that the users of the form replace the text of instructions by which write.

 

Add protection to the form

It can protect the controls of content of a staff to avoid that it delete or modify a control or a group of controls, or can protect all the content of the staff with password.

 Suggestion   If it wishes it, can check the form before distributing it. It open the form, fill it up as it would do it an user and save a copy in the location that wish.

Protect parts of a form

  1. It open the form that wishes to protect.
  2. It select the controls of content or the group of controls for which wishes to limit the changes.

For agrupar several controls, select them presionando the key MAYÚS and doing click in each control that wish agrupar. In the ficha Programmer of the group Control, do click in Group, and, to continuation, in Agrupar.

  1. In the group Control of the ficha Programmer, do click in Properties.
  1. In the picture of dialogue Properties of the control of content, in Blocking, follow one of the following procedures:
    • It actuate the box of verificación can not delete the control of content, that allows to modify the content of the control but does not allow to delete it of the staff neither of a document that was based in the staff.
    • It actuate the box can not edit the content, that allows to delete the control but does not allow to modify his content.

 It notices   This option is not available with all the controls.

Protect all the controls of a form

  1. It open the form that wishes to protect.
  2. In the group Protect of the ficha Programmer, do click in Protecting document and afterwards in Restricting format and edition.

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  1. In the signpost of tasks Protect document, in Restrictions of edition, actuate the box Admit only this type of edition in the document.
  2. In the list of restrictions of edition, select Filling up forms.
  3. In Beginning to apply, do click in Himself, apply the protection.
  4. To assign a password to a document so that only the revisores that know it can remove the protection, write a new password in the picture Write the new password (optional) and confirm it.

 Important   If it chooses not using password, any person will be able to change his restrictions of edition.

It use safe passwords that combine letters in upper case and tiny, numbers and symbols. The no safe passwords are those that do not combine these elements. An example of safe password would be And6dh!et5 and of password no safe, Marries27. The passwords have to have 8 or more characters. A sentence with 14 or more characters is still better. To obtain more information, see to Help to protect the personal information with safe passwords.

It is fundamental that remember the password. If it forgets it, Microsoft can not recover it. It save the passwords that note in a safe place, far of the information that help to protect.