Word - Checkbox without a form

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Ronin -  
 Ronin -
Hello,

I'm looking to create a Word document that includes checkboxes but is fully editable otherwise.
This document contains a table that will be used as follows: person A fills in the table, then persons B and C pre-validate the document, and person D makes a decision (request approved/rejected). Below the table, I was thinking of putting a series of checkboxes for the pre-validators to indicate that they have taken note of the information, and for the final validator to indicate their agreement or disagreement.

However, when inserting a checkbox from the legacy tools, I have to protect the document for them to be checked; this prevents any other modification of the document. I have considered inserting text fields, but I find that quite constraining (an opinion shared by future users, who have refused such models multiple times as they could not use them as they wished); moreover, the table structure itself needs to be modifiable by the user to a minor extent (adding a row/deleting a row depending on the specifics of their organizational unit).

This document will be used frequently and the users are not very comfortable with office tools; the solution of disabling the protection to make modifications and then re-enabling it to check the boxes does not seem viable to me.

Hence my question: is there a way to have a "normal" document (excuse my novice language) and functional checkboxes (not just simple boxes, as the document is not intended to be printed)? For example, only protecting a specific area of the document (but how to do that?); or another type of checkboxes that I may not know about...?

Thank you in advance for your responses!

Best regards

Configuration: Windows XP / Firefox 3.6.14

4 réponses

m@rina Posted messages 27328 Registration date   Status Modérateur Last intervention   11 546
 
So, version 2007, I see two solutions:

* The first one with legacy form controls, as you know how to do.
However, you place your editable areas, the table in this case, between two continuous section breaks.

- Then, you display the "Restrict formatting and editing" pane.
- You choose, in the protection of editing restrictions, the filling of forms.
- You click on the link just below "Select parts" and uncheck the sections you do not want to lock.
- You activate the protection.

* The second one with ActiveX controls, even if you don’t program:
Instead of the form checkboxes, you place ActiveX checkboxes (which you find in the same place).

- You display the "Restrict formatting and editing" pane.
- You choose, in the protection of editing restrictions, "No editing 'Read only".
- You select the editable parts, the table in this case, but not the checkboxes, and you check the "Everyone" option in the exceptions.
- You disable Design Mode (under the Developer tab) because it activated by itself, and you activate the protection.

The checkboxes will be checkable, and all the pale yellow marked areas will be editable. For a large document, the user can use the "Find next editable area" or "Show all editable areas" buttons.

With the 2010 version, we could have used the new controls, but unfortunately in 2007 there is no checkbox.

m@rina

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m@rina Posted messages 27328 Registration date   Status Modérateur Last intervention   11 546
 
Hello,

Yes, it's possible. However, you forget to mention which version it is.

m@rina
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Ronin
 
Indeed, sorry: this is the 2007 version.
Thank you!
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Ronin
 
Thank you very much, it's very clear! I didn't know that section breaks could be used this way, it's very handy. I used the first solution and it works perfectly; I'll implement the other one when I have the opportunity to practice.

Best regards
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