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Chapter 28. Creating Forms > Understanding the Workflow Associated with Buildin...

Understanding the Workflow Associated with Building and Distributing Word Forms

Before you can begin building and using Word electronic forms, it helps to understand the workflow associated with them. In general, you should follow these steps in the order presented:

Plan your form. Understand its goals and the information it must elicit.

Build a skeleton of your form. Add all the text and images that won't change when a user fills out the form. Leave space for the form's interactive elements—the areas users will fill out. (At this stage, you might want to do preliminary testing of your form with colleagues who will ultimately be working with it.)

Add interactivity with form fields. In the spaces you've left for them, add form fields that provide your form's interactivity. These include text form fields that allow users to type text such as names and addresses, check box form fields, and drop-down form fields that allow users to choose from a list of options.

Protect your form. This prevents changes to its structure and functionality. After you've protected a form, users can enter information only in the areas you've provided for them.

Distribute your form. There are several options for doing this. For example, you can save your form as a template, and store it in the network location you use for global templates. Users can then create new copies of the form whenever needed, by choosing the form from the File, New dialog box. Alternatively, you can provide the form as a Word document, stored on an intranet or sent by email to users when they request it.



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