Forum Discussion
Creating checklist/drop down with the rest of the document remaining editable
I'm looking to create a digital copydeck template for my team to use. This means the template should remain editable, however I would like some portions to be like a form. Below are examples of some of the things I've been trying.
I have a drop down field, checklist field, and some bulleted "check" boxes (i think these are only good when printed). I can't get the form fields to work without locking my whole document. Is there a way to only lock the forms portion, or any other workarounds/ideas?
monika150 I had not realised that you were using a Mac. See the following website for information of using Content Controls for macOS by John Korchok
https://www.brandwares.com/bestpractices/2019/08/content-controls-for-macos-cool-code/
5 Replies
monika150 Using Legacy FormFields which do require the document to be protected for Filling in Forms, if you insert a Section Break, or Section Breaks if necessary so that the FormFields are located in a Section, you can exclude the other Sections from the protection. While you can then insert text into the not-protected Sections of the document, there are still some limitations on what you can do in those Sections.
A better option is to use Content Controls for the form part of the document and then select everything in that part of the document and use the Group facility in the Controls Section of the Developer tab of the ribbon.
- I've also attempted to add continuous section breaks around my form, and as soon as i hit protect form my whole doc is locked again.
monika150 I had not realised that you were using a Mac. See the following website for information of using Content Controls for macOS by John Korchok
https://www.brandwares.com/bestpractices/2019/08/content-controls-for-macos-cool-code/
Doug_Robbins_Word_MVP Thanks for your reply
I've added groups to my developer ribbon, but can't seem to click it. I tried opening a new doc and highlighting some text with the same results.
