Create Multiple Level Dependent Drop-Down Lists in Word - Fillable Forms with 3 Cascading Levels

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Sharon Smith

Sharon Smith

4 жыл бұрын

CREATE MULTIPLE LEVEL DEPENDENT DROP-DOWN LISTS IN WORD - HOW TO MAKE 2ND AND 3RD LEVEL CASCADING DROP-DOWN LISTS // Cascading drop-down lists allow you to create forms that help your users fill out forms faster and more accurately. This video shows you how to create a parent question that will drive the answer options on the child question and then that will drive the answer options on the grandchild question (so a 1st, 2nd and 3rd level of dependent drop-downs).
Be sure to also watch my other video: • Create Dependent Drop-... HOW TO CREATE A DEPENDENT DROP-DOWN LIST IN MS WORD 365 - LEGACY TOOL DROP DOWN FORM FIELD WITH VISUAL BASIC CODE
**YOU WILL NEED TO SAVE YOUR DOCUMENT AS A "WORD MACRO-ENABLED DOCUMENT (.docm)"
No prior knowledge of Visual Basic code is needed. Simply watch this video and use the code, highlighted in the video, that is pasted below. 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.
Here is the Visual Basic code used in the 1st module in this video. Remember to replace "ddState 2nd", "ddRegion1st" and anything in quotes with your own form field bookmark labels and drop-down list options respectively:
Sub PopulateddState2nd()
Select Case ActiveDocument.FormFields("ddRegion1st").Result
Case "North"
With ActiveDocument.FormFields("ddState2nd").DropDown.ListEntries
.Clear
.Add "Michigan"
.Add "Ohio"
End With
Case "South"
With ActiveDocument.FormFields("ddState2nd").DropDown.ListEntries
.Clear
.Add "Georgia"
.Add "Texas"
End With
Case "East"
With ActiveDocument.FormFields("ddState2nd").DropDown.ListEntries
.Clear
.Add "New York"
.Add "Maine"
End With
Case "West"
With ActiveDocument.FormFields("ddState2nd").DropDown.ListEntries
.Clear
.Add "California"
.Add "Oregon"
End With
End Select
End Sub
Now, here is the VBA code for the 2nd module. Use this as a model if you want to create a 4th level dependent drop-down:
Sub PopulateddCity3rd()
Select Case ActiveDocument.FormFields("ddState2nd").Result
Case "Michigan"
With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries
.Clear
.Add "Lansing"
.Add "Detroit"
End With
Case "Ohio"
With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries
.Clear
.Add "Columbus"
.Add "Cleveland"
End With
Case "Georgia"
With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries
.Clear
.Add "Atlanta"
.Add "Savannah"
End With
Case "Texas"
With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries
.Clear
.Add "Houston"
.Add "Dallas"
End With
Case "New York"
With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries
.Clear
.Add "Queens"
.Add "Brooklyn"
End With
Case "Maine"
With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries
.Clear
.Add "Augusta"
.Add "Portland"
End With
Case "California"
With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries
.Clear
.Add "San Francisco"
.Add "San Diego"
End With
Case "Oregon"
With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries
.Clear
.Add "Portland"
.Add "Salem"
End With
End Select
End Sub
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KEYWORDS: #MSWord, microsoft word tutorial, multiple dependent drop down, multiple dependent drop down lists, parent child drop down relationship, multi level dependent dropdown, third level, dependent dropdown in word, cascading list box, Sharon Smith HR, @SharonSmithHR
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Пікірлер: 158
@MusaAbdulaiIssatoKamara
@MusaAbdulaiIssatoKamara Күн бұрын
Always champion the race... A good smiling teacher. I love the way you smile...
@anthonycoachman9206
@anthonycoachman9206 2 жыл бұрын
Thanks Sharon! I love your videos, you make them so easy to understand and explain it in a way that I didn't get in the MOS class that I took.
@SharonSmith
@SharonSmith 2 жыл бұрын
Hi Anthony, that is great to hear! I'm so glad you find my videos helpful. Thanks so much for watching and taking time to leave a nice comment. Take care!
@soccervideos7183
@soccervideos7183 2 жыл бұрын
Thanks Sharon for this video. I was able to use your example/template and make edits to my forms. When I showed the updates to my Customers they were so happy.
@SharonSmith
@SharonSmith 2 жыл бұрын
That is great to hear! So glad you found my videos helpful. Thanks for watching!
@soccervideos7183
@soccervideos7183 2 жыл бұрын
@@SharonSmith I have a question. Once I made my form protected the user can easily select options in the drop down menu from various fields; however, in fields where a user has to manually type in a value it won't let them. When I remove the protected view then the drop down options don't work but the user can enter a value in fields where they need to manually type in a value. I am stuck. Any suggestions?
@Silver.Forest
@Silver.Forest 2 жыл бұрын
The presentations you give are easily understood. I'm learning so quickly. Thank you!
@SharonSmith
@SharonSmith 2 жыл бұрын
Glad to help! Thanks for watching my videos, I appreciate it!
@d2197v
@d2197v 11 күн бұрын
@@SharonSmith Is there a way to duplicate or copy and paste the drop-down list if you need to use it a second time in a MS word form? I created a form for employees and there are two sections where I need to add the same drop down in another place. It took me like 40 min to create and I don't want to create it again with the same information as it has a long list of employees and their alias info which If I dont find out I will just default to just typing the info in.
@user-mw1th1le9m
@user-mw1th1le9m 3 жыл бұрын
There is no need to ask something about this point ... You all answered already our questions .... ThanQ !!!!!!
@SharonSmith
@SharonSmith 3 жыл бұрын
You are very welcome! Thanks for watching!
@user-mw1th1le9m
@user-mw1th1le9m 3 жыл бұрын
@@SharonSmith Sister I asked some thing about in an other video please reply
@dawnseymour6238
@dawnseymour6238 2 жыл бұрын
Thanks for this video and all your others! Do you happen to have a video that shows how to do the multi-level dependent dropdown lists using content controls? Or does it work exactly the same way?
@stone18jo
@stone18jo 2 ай бұрын
Wow, thank you for this amazing content!
@SharonSmith
@SharonSmith 2 ай бұрын
Glad to help! Thanks for watching!
@pancux670
@pancux670 2 жыл бұрын
Thanks for such awesome content.
@SharonSmith
@SharonSmith 2 жыл бұрын
Thank you so much for watching my channel! Glad you found it helpful!
@kleahzara6032
@kleahzara6032 3 жыл бұрын
Hi Sharon, is there a way to increase the character limit in the drop-down lists? Also thank you for posting this awesome video!
@AnuragKumar-hv1df
@AnuragKumar-hv1df 3 жыл бұрын
Nice Explanation
@pixelartsgallery
@pixelartsgallery Жыл бұрын
Thank you for the amazing demo, I have a requirement where I need to update a label based on my dropdown selection. Can you please help me what changes I should make in the code to add any value depending on my dropdown selection
@eissa247
@eissa247 4 ай бұрын
God bless you
@SharonSmith
@SharonSmith 4 ай бұрын
Thanks for watching!
@soniagill2285
@soniagill2285 2 жыл бұрын
Hi Sharon! Thank you for your amazing videos! I just have one question, on my dependent drop down, my sentence is too long for one line, am I able to word wrap a Legacy Control, in this case a drop down control? Your help is greatly appreciated!
@gionik5019
@gionik5019 3 жыл бұрын
Thaaaaaank you. Amazing
@SharonSmith
@SharonSmith 3 жыл бұрын
You are welcome! Thanks for watching!
@federicapozzi1788
@federicapozzi1788 3 жыл бұрын
Hi Sharon and thank you for this useful video. I'm having some troubles filling my Word's form though, if I select one option in the drop-down list and the text is too long, it will be cut off the paper. Is there a way to avoid this? Some of my options are really long and I hoped there was a way to solve this problem. Thanks!
@vanessawaiters6756
@vanessawaiters6756 2 жыл бұрын
Sharon, Loved the post. Can’t quite get the calculations to work at each level. Trying to create a form with two levels, i.e., each one with corresponding formulas.
@michellethompson954
@michellethompson954 4 жыл бұрын
Sharon, Thank you so much for posting this video. I loved your previous video on creating the dependent cascading drop down list. I have been struggling with this exact scenario for the past few months! I even reached out to a professor at our local college and she couldn't figure out how to tie in 3 levels. I do have a question for you; is there a limit to the amount of options at the third or last level? I have a lengthy list and hope it can work. Thanks again!
@SharonSmith
@SharonSmith 4 жыл бұрын
Hi Michelle! So very glad to hear you found this video helpful! I believe there is a limit of 25 answer options in a drop-down in Word. I would recommend testing this to see how it works with the multi-level drop-down. If you have more than 25, then you may consider breaking it up into different fields, or you may need to consider using a different tool. I sure hope this helps! Thanks so much for watching and taking time to leave a comment. Best of luck with your form! Take care!
@michaeloloishuro6915
@michaeloloishuro6915 4 жыл бұрын
Hi Sharon, That was a nice presentation on creating forms dropdown. Very Clear and straight to the point. I just want to know how you would deal with the error that popped up. It is only my first time on VBA in word and it looks similar to VBA in Excel. Thanks.
@SharonSmith
@SharonSmith 4 жыл бұрын
Hi Michael! Thanks for watching and I'm glad you liked this tutorial. I believe you are referring to a Run-time Error 5825: Object has been deleted, that I got because I had been working on other documents and had some conflicting/duplicate code issues. That error can pop up for different possible reasons. Hopefully it will not pop up for anyone, if so, you would click End to exit the dialog box and ensure your document is saved as a .docm file type then test that your form is working properly before sending to users. Good luck with building your form/document! Take care!
@MDDapp
@MDDapp Жыл бұрын
Hello Sharon, Great video. Is it possible to create these dependent drop downs without the visual basic? My company restricts the use of macros.
@clarachen9205
@clarachen9205 2 жыл бұрын
Hi Sharon, thank you for your video, that’s really helpful!I have a question here: if I need to have a superscript in the drop down menu, do you know how to make that happen? The Word won’t allow me to do that. Thanks!
@Goods55
@Goods55 3 жыл бұрын
Hi Sharon. Thank you for this info! How do I create a Word doc so that when a drop down selection is made, a certain sentence/phrase appears? In your example, if someone chose "Augusta", a text box or something would appear with an address or information on directions.
@SharonSmith
@SharonSmith 3 жыл бұрын
Hi Chris! My apologies for the delay in responding. My latest video will show you how to do this: kzbin.info/www/bejne/i3arloerq5qnfZI I hope you find this helpful! I also have another video coming out soon that will show you how to create a fillable form in Excel that can do something similar. Thanks for watching!
@pancux670
@pancux670 9 ай бұрын
Thanks for your very helpful videos. I want drop down list in MS word from a table created already in MS Word or Excel List. How can I accomplish this? Please help
@sandeept4497
@sandeept4497 3 жыл бұрын
Thanks for nice video on drop down options. Would like to know is it possible to have images options in drop down instead of texts ?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hello! Unfortunately not with MS Word content controls or legacy tools. You may want to consider another solution for your form. Thanks so much for watching! Take care!
@laz4lyph1
@laz4lyph1 3 жыл бұрын
Hi Sharon. is there a way for two content dropdowns effect the options of a single drop down. for example. if question 1 is Red and questions 2 is Blue, then 3 only offers purple ? Thanks
@jackiekennedy7014
@jackiekennedy7014 3 жыл бұрын
Hi Sharon! This was a very helpful video! Thank you! If on the second level we have a list that we want a user to select 2 items...how would we set that up? Looking for multiple selection.
@SharonSmith
@SharonSmith 3 жыл бұрын
Hi Jackie! Thanks for watching my videos. Unfortunately Word is limited when it comes to multi-select drop-downs. They don't currently offer this functionality. You may want to look into MS InfoPath or Survey Monkey that may be able to accommodate what you need to do. Thanks again for watching!
@josephcosgroveF4fl
@josephcosgroveF4fl 3 жыл бұрын
Hi Sharon, I thought I already was a subscriber. It seems that I wasn't. Is there any chance of you doing a couple of videos on VBA, I know the basics, but a refresher is always useful. Great two videos on the Drop Downs.
@SharonSmith
@SharonSmith 3 жыл бұрын
Thank you Joseph! I will work on this for future videos. Very glad you found these helpful! Thanks again for watching!
@jessicarussell6869
@jessicarussell6869 3 жыл бұрын
Hi Sharon! Thanks for creating this video! Is there a way to use the drop down features without restricting editing of the document? I'm creating a drop down table for a Word doc and need people to be able to edit the rest of the document as needed. Thanks in advance!
@SharonSmith
@SharonSmith 3 жыл бұрын
Hi Jessica! Great question - yes, you do need to restrict the form to filling in forms so the form fields will work for your users, but you don't need to restrict the whole document - you can restrict only certain sections or pages as needed. I have a video that shows how you can do this so that you can restrict only the section that has the form fields and leave the rest of the document editable: kzbin.info/www/bejne/jqTLZ4eha919eJo Hope this helps! Thanks so much for watching!
@marioperdomor.5685
@marioperdomor.5685 Жыл бұрын
Hi Sharon, thanks for this. I am trying to do a contract form/cover letter for several cases, I would like to have a dropdown menu for the title, eg. "Lease" and then have the several references in the document be made to "tenant" and "landlord" just by choosing "Lease", and if I select a different contract title, e.g. "Sale" have these same reference change to "Seller" and "Buyer" within the document, how can I do this? Conversely, I could also use something like having the contract title dropdown command/define all of the text for the rest contract where such references to the parties would be made accordingly. Could you please explain how to do this?
@rogermccollough5310
@rogermccollough5310 2 жыл бұрын
Is there a way to do this using the newer Content control drop down list instead of the legacy forms?
@darkmagicriff
@darkmagicriff 6 ай бұрын
Is it possible to have a drop down with the picks you give them, but have a text box Incase something else they need to add or isn’t listed as a choice? Thank you.
@agengelsantos2503
@agengelsantos2503 Жыл бұрын
Hi Sharon, how about adding a form field that automatically displays the ZIP CODE?? I am extremly grateful to you for making this channel, your way of explaining and smiling is the best. Thank you very much🤩
@SharonSmith
@SharonSmith Жыл бұрын
Thank you so much! That is so kind of you and I'm glad you like my Channel. Are you looking to have the form field force a Zip code format? If so, you can set the formatting by opening the form field properties and setting the form field Type to "Number" and then in the Number Format field, you could enter: #####-#### and then that would allow the user to enter their zip code and it would automatically format it the way you specify. Or, are you looking to have a field that populates a zip code based on a selection? Thanks for watching my videos!
@agengelsantos2503
@agengelsantos2503 Жыл бұрын
@@SharonSmith Yes that's right! adding a field that automatically shows zip code based on selection, that's what I meant. I'm sorry, my bad if my question wasn't specific. I really appreciate you taking the time to read and answer my comment and I thank you in advance for showing us how. Thank you sooo much😄
@divadreamer713
@divadreamer713 Жыл бұрын
Hi Sharon, I have the dependent drop down working. I need to modify the code to add in more options, how do I find the visual basic script and make the changes?
@lindaandriko4537
@lindaandriko4537 2 жыл бұрын
Hi Sharon! Thank you so much for these very useful videos They have been a life saver for my current project. I am trying to learn how to populate a drop down based on two cases. For instance: case "1st shift" + case "1 year of experience" .add "$17.25" Is this even possible?
@richardyu7557
@richardyu7557 3 жыл бұрын
Hi Sharon, I'm creating a form and I'm using the same drop down list (copy and pasted) to fill out a section. If I were to add a new option on the first drop down box, is there a way to link it so the rest of the drop down lists also have that new option? Thanks!
@haalkab6297
@haalkab6297 2 жыл бұрын
Sharon, thank you so much for this video, it was an opening! However, the list is limited to 25 items, is there a way to have unlimited items on the list?
@SharonSmith
@SharonSmith 2 жыл бұрын
Hello! You are very welcome, I'm glad you liked the video. Unfortunately MS Word has a list item limitation of 25. I'm not aware of a change to this yet. Thanks for watching!
@pXxDisasteRxXq
@pXxDisasteRxXq 2 жыл бұрын
hello, just a basic question: how can I get the text written in a legacy plain text control via VBA? Thanks!
@aminmousavi2027
@aminmousavi2027 Жыл бұрын
Thanks for this video. This drop-down list does not work for Farsi language. persian font is not displayed correctly. Is there a way to solve this issue?
@nunyabusiness6769
@nunyabusiness6769 2 жыл бұрын
Hi Sharon, you are amazing. I have a question though...how does one text wrap a drop down form field? I do hope you can answer this. :/
@harleycleary6188
@harleycleary6188 3 жыл бұрын
Hi Sharon, are you able to show me how to use tick box on a macro level? For example if one box is Yes and the other is No, when the yes is selected a plain text form or drop down form etc will appear as additional content. Really appreciate your videos!
@SharonSmith
@SharonSmith 3 жыл бұрын
Hi Harley! I do have a video you may find helpful that shows how to make conditional text appear based on the user's selection from a drop-down list: kzbin.info/www/bejne/i3arloerq5qnfZI I hope this helps! Thanks so much for watching!
@nataliakucys495
@nataliakucys495 2 ай бұрын
Hi Sharon! Thank you for the demo! I was curious how I would be able to do the same but instead enter a paragraph to populate on the form based on the option selected in the drop down. Is there a code I would be able to copy paste to program that?
@SharonSmith
@SharonSmith 2 ай бұрын
Hello - there is a way you can have text, images, tables, etc. appear based on a user's drop-down selection: kzbin.info/www/bejne/i3arloerq5qnfZI Hope this video helps! Thanks for watching!
@Timbrr100
@Timbrr100 2 жыл бұрын
Great instruction. I do have a question about saving multiple forms to specific folders. If I do client notes for multiple encounters, can I save each encounter note in a chronological fashion to a specific folder, and how. Perhaps you can refer me to a video that covers this subject. Thank you for your very helpful instruction. Tim Hughes
@SharonSmith
@SharonSmith 2 жыл бұрын
That is a good question, Tim! I'll have to research this. Thanks so much for watching and subscribing to my channel!
@lb7048
@lb7048 Жыл бұрын
Is there a way to do a single dd box that populates two drop downs? For example 2 drop downs dependent on one box.
@beckycohn571
@beckycohn571 2 ай бұрын
Hello, is there a way to set the options for the drop down #3 based on the answers to both drop down #1 and #2? Can more than one "case" be set?
@gyges2375
@gyges2375 3 жыл бұрын
Sharon, what if I want to pick two cities? Can I make a drop down box that allows more then a single selection?
@SharonSmith
@SharonSmith 3 жыл бұрын
This is a good question that I get a lot. There is currently not a multi-select drop down form field in Word, but I'm continuing to research if it can be done. Some alternate options would be if your list is not too long, you can create check-boxes instead. Or you can consider using MS InfoPath if you have that or another survey solution. Thanks so much for watching my channel! Take care!
@marjafuga
@marjafuga 2 жыл бұрын
Me encantan sus videos, solo que tengo un inconvenientes, deseo colocar mas de 25 item en el segundo cuadro de menú desplegable, pero no me lo permite. Me marca un error de depuración. Existe alguna forma de aumentar los item del segundo combo desplegable. Muy agradecido por sus enseñanzas, están increibles sus videos
@uramir31
@uramir31 Жыл бұрын
Many thanks for this dropdown. But I am using a template with field (instead of Fill Form) in that it is not working. Could you please help?
@smithakurup7435
@smithakurup7435 5 ай бұрын
Thank you , I have a question I noticed that upto 25 is the limit of list I can have in the drop down , is there a way to add more ?
@SharonSmith
@SharonSmith 5 ай бұрын
Hello, unfortunately Microsoft Word has limitations, and that is one of them. Hopefully the will enhance that in the future. Thanks for watching!
@haidee4989
@haidee4989 3 жыл бұрын
Hi Sharon, thanks for the awesome sharing. Definitely learnt a lot from your video! Was wondering if this "populate dependent" function only works with Dropdown list? I was wondering if it's possible that if user choose YES from the dropdown list. He will then be able to fill in text instead of having another dropdown list to choose from. Will be great if you can share more :)
@SharonSmith
@SharonSmith 3 жыл бұрын
Hello! So glad you found my video helpful. I'm working on a video for this now and hope to have it out soon. This is a very common question. Please be sure to subscribe to my channel and click the bell and you'll receive a notification when I post new videos. Thanks so much for watching!
@SharonSmith
@SharonSmith 3 жыл бұрын
My latest video may be helpful to you: kzbin.info/www/bejne/i3arloerq5qnfZI Thanks for watching!!
@charlottelee5076
@charlottelee5076 2 жыл бұрын
Thank you for this, it is just what I have been looking for. I would like to expand this to allow two dependent drop down from the initial selection e.g. name in 1st list can select from drop down 2 and 3 but a different name can only chose from drop down 2 and has no option for drop down 3, is this possible?
@cristofereduardopino1324
@cristofereduardopino1324 6 ай бұрын
Hello, is it possible to autofill text after selecting an item from the list?
@mathewsmonde7917
@mathewsmonde7917 3 жыл бұрын
Hi Sharon. Thank you this is very good info. But when I restrict editing to filling in forms, all other parts of my form cannot be entered. how do I resolve this??
@SharonSmith
@SharonSmith 3 жыл бұрын
Hi Mathews! Here is a video that may help you out: kzbin.info/www/bejne/jqTLZ4eha919eJo This shows you how to lock only part of your document (like the section that has form fields) and then leave the rest un-protected so you can edit. Hope this helps! Thanks for watching my videos!
@hafizqamarfarooq3060
@hafizqamarfarooq3060 10 ай бұрын
Hi! @SharonSmith, Thanks for Helping! I have a Question Can We create dependent Text fields and Image upload field next to 2nd dependent dropdown. if please send me the code. I'm stuck on it.
@user-gn3mg2km6k
@user-gn3mg2km6k 5 ай бұрын
Hi Sharon, thank you for the video, do you know how can I have multiple selection in a dependant list. For example if I chose East on the first list, I have the choice of New York and Maine ine the Second list, but it's either NY or Maine, for my docs I need to display NY AND Maine. I need both of the cities to be display on the result. Thank you
@alisontait8718
@alisontait8718 2 жыл бұрын
Hi Sharon, great videos! so clear and informative. I have managed to create a dependent dropdown within a larger form I am working on. I have saved this as a .dotm file, all works great for me but when my colleague tested it, she does not get the drop down options. Is there a security step that I have missed? do I need to be able to share the macro?? hope you can help as the form will be great when we get the access fixed. Many thanks
@chs03005
@chs03005 2 жыл бұрын
I am having the same issue. Sharon, do you have any idea how to fix this?
@chs03005
@chs03005 2 жыл бұрын
I realized I had the module under "Normal" and not "Project". When I changed this, it allowed others to use the macro.
@user-sk8sh6ld2v
@user-sk8sh6ld2v 4 ай бұрын
I've created a Word document with form fields using the legacy tool for work. i had to remove tables and use form fields to make it barrier free. However, sometimes users need to fill out certain fields multiple times. For instance, they may need to input data for 'Year' three times, each for a different year. it could be different everxtime somenone wants to fill out the form. Is there a way to allow users to click on something and have extra fields appear if needed, while keeping the document protected so they can only fill in the designated form fields?
@kellyames5269
@kellyames5269 3 жыл бұрын
Hi Sharon - Is there a way to have three sets of the same multi dependent drop-downs? I've tried copying and pasting as well as creating four additional modules, but the VBC breaks when l I start populating the second set of multi depending drop downs. Thank you.
@ColleenAylward
@ColleenAylward 3 жыл бұрын
Hi Sharon. I'm doing a multi-level (dependency) set of drop-down fields in a Form. The top level is ddLocationParent1 which I did populate with the 2 location names. But when I go over to the left , that Module is not listed there as Module 1. So the next field which depends on that ddLocationParent1 data is not available.... So the whole chain falls apart.
@ColleenAylward
@ColleenAylward 3 жыл бұрын
So what am I doing wrong?
@abdallahyogi7891
@abdallahyogi7891 3 жыл бұрын
Hi, please help me: How can I select the dropdown list WHILE being able to edit the Word document?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hello! I do have a video that shows how to lock only part of the document (the part that has form fields) and then leave the rest of the document unrestricted so it can be edited: kzbin.info/www/bejne/jqTLZ4eha919eJo Hope this helps! Thanks so much for watching my videos!
@gionik5019
@gionik5019 2 жыл бұрын
Hi again Sharon =). Now I have a difficult challenge for you =). Are you ready? Do you know if you can create a form where you have two dependent drop down boxes and a free text box below. When you have filled in all the information in the sections above, completely new lines are autogenerated with two dependent drop down boxes and a free text box below, if you want to create a form for several different cases to be handled. Your video is amazing.
@davidhogan2395
@davidhogan2395 2 жыл бұрын
Hi Sharon, for the 3rd and final field output box. Can that be replicated in multiple locations? As in I want it to populate DD1 but also have the same population for DD2, DD3 and DD4 that are separate DD's in different areas of the form? hope that makes sense.
@mariahpaez1753
@mariahpaez1753 2 жыл бұрын
Great video. I have a question regarding repetition. Say you were using the form in your video but you wanted 5 columns for all the same information. Is this possible? For example, you have column 1 that has Region, State and City drop downs. Columns 2, 3, 4, and 5 all would need the exact same information and drops downs. Is this possible? Thanks again. Your videos are so helpful!
@mariahpaez1753
@mariahpaez1753 2 жыл бұрын
So as an example- if Column 1 was for Mary’s location, 2 is Tim’s location, 3 is Nathan’s location, 4 is Beth’s location and 5 is Marks location. They all have the same options in one Word document but different columns on a table. I cannot get this to work since they are all using the same code and it isn’t specific to one column or another (it’s for the document as a whole). If you can provide any guidance I would appreciate it
@gyges2375
@gyges2375 3 жыл бұрын
Thank you for your videos. I'm really new to Word forms and most of the content on KZbin is poorly made and/or hard to follow. Watching your tutorials has brought new hope to a new job! Part of my new job is to update state codes and regulations for multiple forms. Each form contains a drop-down box containing codes ( State Code A, State Code B, etc.). The list of codes are the SAME for each form, and I have about thirty forms. When the codes change, I have to update each form. How can I create a master list, either in Excel or Word, to update the selections in all drop-downs at the same time?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hello! Thank you for watching my videos, I'm so glad to hear you find them helpful. Congratulations on your new job! I have been researching ways to do this and have not yet come across a great solution. You can certainly create forms in Excel and you could have a different form formatted on each tab, and your same drop-down list box can be linked to a table (hidden in your Excel workbook) and so all you have to do is update the table list and it would update the drop-down on all the forms. I'm just not sure how you would then deploy your individual form without saving the document multiple times (and hiding all the other tabs). I will keep researching this and if I can find a solutions, I'll do a video. Feel free to subscribe to my channel, I have some upcoming videos on creating forms in Excel you may find helpful. Thanks again for watching!
@gyges2375
@gyges2375 3 жыл бұрын
@@SharonSmith Thank you for making the effort to find possible solutions. The Excel idea might be the way to go. I could put each form on a tab as you suggest, and they could print or save the sheet as a .pdf (copy and export with a macro) from there. The downside is that it breaks employees out of their comfort zone. the good side is that all forms and sources stay together as a package. I'll have to think about this. If you run across another approach I'd love to see the video. Thanks again. I'll keep you posted...
@SharonSmith
@SharonSmith 3 жыл бұрын
Glad to try and help! I will have a video coming out soon on creating fillable forms in Excel. I'll let you know once I get it published. Thanks again for watching!
@gyges2375
@gyges2375 3 жыл бұрын
@@SharonSmith I'm looking forward to the new video. I tried the Excel solution but ran into the exact problems you found. I have to believe a lot of people are looking for something like this but maybe don't know it.
@belindaottmann5640
@belindaottmann5640 3 жыл бұрын
Hi Sharon, I'm creating a form and have successfully followed your instructions to have 4 dependent options: Type, Model, Activity and Frequency. All seem to work great but I want users to be able to add multiple rows 'types' with associated information. I would love for it to be able to work using Repeating Section Content Control rather than a predefined number of rows, if possible? Your advice would be GREATLY appreciated. Thanks in advance, Belinda
@jesusavaldez7093
@jesusavaldez7093 2 жыл бұрын
Belinda, I have been able to create a fillable form with only 3 dependent options. How did you do the one with 4? I did kind of do it based on this video, but the 4th is wonky?
@michellealgarin4786
@michellealgarin4786 4 жыл бұрын
How do I create a drop down that when the person makes a choice it inserts a pre-made template? So that each choice in the drop down has an associated template?
@SharonSmith
@SharonSmith 4 жыл бұрын
Hi Michelle! You might want to consider using a tool like SurveyMonkey as they support conditional questions / skip logic that can show your user a different page/set of questions based on a selection. It would be complex to create something like that in Word. Hopefully this helps! Thanks so much for watching my videos. Good luck!
@montil117
@montil117 Ай бұрын
Congrats on a really nice job. I'm attempting to create a flyer where sponsors of the program can drop their logo, photo and contact info at the top of the form but I don't want the (your name, company name, Job title, email etc.) ((form fields on the flyer)) to print on the form when the sponsor prints out the flyer to pass out to possible donors...any help in this area greatly appreciated
@SharonSmith
@SharonSmith 28 күн бұрын
Hello, you may find this video to help with hiding the form field placeholder text. I hope this helps! Thanks for watching: kzbin.info/www/bejne/rJLKqINrf9ipbc0
@shristymarkan2772
@shristymarkan2772 3 жыл бұрын
💕
@andaonu1391
@andaonu1391 Жыл бұрын
Thank you Sharon for sharing this. I have two questions though: 1. Does this method work for Office 365? and 2. How do you get rid of the "5825" Error - as this kept on appearing, in my case as well, each time I was changing the option in my first dropdown form? Best, Anda
@angelinamontecino8672
@angelinamontecino8672 2 жыл бұрын
What if I don’t have the “bookmark” in the properties section of the drop down to create the bookmark name. It’s a new version on word it think than yours in the video.
@SharonSmith
@SharonSmith 2 жыл бұрын
Hi Angelina! In this video, I am using Legacy Tool form fields, which allow you to use bookmarks, When you are on the Developer tab in Word, look for the Legacy Tool icon and you can drop down and use Legacy form fields in your document. I recommend to only use either Legacy tool form fields, or the newer Content Control form fields, but unfortunately, you can't use a combination. Hope this helps! Thanks for watching!
@MuhammadSaleem-xe2dx
@MuhammadSaleem-xe2dx 3 жыл бұрын
Hi Sharon, Thanks for your supportive tutorial Create Multiple Level-Dependent Drop-Down Lists in Word - Fillable Forms with 3 Cascading Levels and I prepare Visual Basic Coding accordingly to my requirement. I follow the instruction you given below but when I paste in the module, it does not work the drop-down list. kindly support and check where I did a mistake.
@MuhammadSaleem-xe2dx
@MuhammadSaleem-xe2dx 3 жыл бұрын
Sub ddlist3() Select Case ActiveDocument.FormFields("ddlist3").Result Case "CVL-" With ActiveDocument.FormFields("ddlist4").DropDown.ListEntries .Clear .Add "EWK-" .Add "CNT-" .Add "FNS-" .Add "STR-" .Add "WTP-" .Add "CTG-" .Add "BLD-" .Add "APL-" .Add "GTG-" .Add "SEL-" .Add "PCT-" End With Case "MECH-" With ActiveDocument.FormFields("ddlist4").DropDown.ListEntries .Clear .Add "PPN-" .Add "PLB-" .Add "HVC-" .Add "WLD-" .Add "CTG-" .Add "STO-" End With Case "E & l-" With ActiveDocument.FormFields("ddlist4").DropDown.ListEntries .Clear .Add "ELE-" .Add "TLC-" .Add "INST-" .Add "CP" End With End Select End Sub
@trainingandcertificationca229
@trainingandcertificationca229 3 жыл бұрын
Hi. I would like to reference (Ctrl+F9) a drop down in my form. Is that possible?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hello! Yes, this is possible. Here is a video I posted recently on reference fields: kzbin.info/www/bejne/jICzh5SOh8-Gmas To do this with a legacy tools drop-down form field, open properties, name/bookmark the field and check "calculate on exit" then when you insert your reference field type REF and then the name of your bookmarked field. When your restrict your form, it should work. You can test it out. Hope this helps! Thanks so much for watching my videos!
@jakekelton6526
@jakekelton6526 3 ай бұрын
Can you use developer to create a multiple selection combo box in WORD? So the user can make more than one choice?
@SharonSmith
@SharonSmith 3 ай бұрын
Hello! Unfortunately Word form fields don't have a delivered option for a multi-select form field. I hope they offer this in the future. As a work around, you could use checkboxes if your form formatting will allow for it. Or, you can consider using Microsoft Forms as an alternate to Word. Here is a video on creating forms in Microsoft Forms in case you are interested: kzbin.info/www/bejne/jH7VeIeDrpeal68 Thanks for watching my videos!
@jakekelton6526
@jakekelton6526 3 ай бұрын
Thanks so much! I have learned so much from the videos!
@jakekelton6526
@jakekelton6526 3 ай бұрын
You're a life saver! Have a wonderful weekend.
@reduanabdulmajid9054
@reduanabdulmajid9054 3 жыл бұрын
Hi, please help me, i made the form using your example, i use on my computer, it was fine. When i transfer the word doc to my friend pc, it does not operate correctly. Do i have to copy the macro script to the new pc?
@usafjockeygaming675
@usafjockeygaming675 3 ай бұрын
Is it possible to use a dependent drop down multiple times from the same parent? Also can you populate 2 separate lists from the same parent. For example, if you have a job that is available in multiple places in the US and overseas and want the overseas and US lists in 2 separate columns while giving them 6 preferences for each column. The parent would be the job title and then the children would be the locations. Is this possible?
@user-te1hn8yp6k
@user-te1hn8yp6k 3 ай бұрын
Hi Sharon, I created my two tier dropdown lists in my example for "Site" and "Location", any selection made from the second choice under "Site" keeps on presenting me with the same items listed for the first "Site" list, it doesn't change to indicate the corresponding choices I created for the second and third choices. Your views..?
@dacast10
@dacast10 Жыл бұрын
Just spent two days on this and now it's telling me I have a 25 list limitation. Looked around the web, no workarounds... ideas?
@jasonjimenez2270
@jasonjimenez2270 4 жыл бұрын
Sharon I am working on a inspection report template to make our report writing more efficient. I have a good idea of what i want and am in the process of generating the template. I am sure you will be able to make what i come up with much more efficient. Are you available for paid freelance work?
@SharonSmith
@SharonSmith 4 жыл бұрын
Hi Jason! Yes, thanks for reaching out to me. Please feel free to contact me at: sharon@sharonsmithHR.com and let me know some more details about your project and what you need. I'll look forward to hearing from you. Thanks for watching my videos!
@user-qn7wd7yc2t
@user-qn7wd7yc2t 3 ай бұрын
Hi Sharon - love your video. Still trying to figure out what I am doing wrong. We use more than 1 HRIS system - I am trying to create a template for myself to save time. I don't know how to email you what I am trying to do. My 1st level - when selected - does not give the 2nd level options. Not sure if this make sense.
@stephaniepates3081
@stephaniepates3081 2 жыл бұрын
Can I have colored text in my drop down? If so how?
@Parroteer
@Parroteer 2 жыл бұрын
i wonder is there a way instead of users selecting the 2nd box and 3rd box themselves, it'll auto filled it for them when they select the first box. I've been digging this around the world.. I don't seems to find this anywhere.
@SharonSmith
@SharonSmith 2 жыл бұрын
Hello! Here is a video on how to link text to appear based on a selection of a drop-down list. This may be useful for you: kzbin.info/www/bejne/i3arloerq5qnfZI I hope this helps! Thanks for watching!
@sandipbhogal6280
@sandipbhogal6280 2 жыл бұрын
can you show us how you got NewMacros tab on your vb? we're pretty much lost here its just we're not able to get the script to work so you dont something that we didn't catch on your video
@LucasWestfall
@LucasWestfall 2 жыл бұрын
So I've followed the steps and used the provided code as a baseline but I'm having script errors when running it. Is there something flagrantly wrong with this script? Sub PopulateSubtype2() Select Case ActiveDocument.FormFields(“Species1”).Result Case "Core - Faeyr" With ActiveDocument.FormFields(“Subtype2”).DropDown.ListEntries .Clear .Add "Dylithar" .Add "Miaki" .Add "Tiermalain" End With Case "Core - Human" With ActiveDocument.FormFields(“Subtype2”).DropDown.ListEntries .Clear .Add "Akkadian" .Add "Krimmerian" .Add "Ennocean" .Add "Innelain" .Add "Midian" .Add "Sutherland" .Add "Xiao" End With Case "Core - Romling" With ActiveDocument.FormFields(“Subtype2”).DropDown.ListEntries .Clear .Add “Traditional” End With Case "Core - Svar" With ActiveDocument.FormFields(“Subtype2”).DropDown.ListEntries .Clear .Add "Dargnan" .Add "Mordron" .Add "Kargathi" End With Case "Dimi" With ActiveDocument.FormFields(“Subtype2”).DropDown.ListEntries .Clear .Add "Faeyr" .Add "Romling" .Add "Spawn: Devourer" .Add "Spawn: Imbued" .Add "Svar" End With Case "Kith - Chimerian" With ActiveDocument.FormFields(“Subtype2”).DropDown.ListEntries .Clear .Add "Beautiful" .Add "Fast" .Add "Powerful" .Add "Resilient" End With Case "Kith - Daemonkin" With ActiveDocument.FormFields(“Subtype2”).DropDown.ListEntries .Clear .Add "Ash’dren" .Add "Fel’dren" .Add "Goblyn" .Add "Lillian" End With With ActiveDocument.FormFields(“Subtype2”).DropDown.ListEntries .Clear .Add "Dryad" .Add "Nereid" .Add "Oread" .Add "Salamander" .Add "Sylphkin" End With End Select End Sub
@albanieves7073
@albanieves7073 Жыл бұрын
How many options can be listed for each dropdown, is there a limit?
@SharonSmith
@SharonSmith Жыл бұрын
For Word drop-down list items, I believe there is still a 25 item limit. Thanks for watching!
@Puddin2u
@Puddin2u 3 жыл бұрын
How can I create my list and the user can choose multiple selections from a drop down? So if they needed to select more then 1 choice is that possible? I have a document and the user can select home health as a primary and tied to that they choose all the services they can do. Is that possible?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hello! Unfortunately MS Word does not offer a multi-select form field option. If you don't have too many options, you may be able to list them with check boxes. If you have a more complex need, you may want to consider another solution (like MS InfoPath or SurveyMonkey). Hope this helps! Thanks so much for watching my videos!
@Bagsandthingsbysilvia
@Bagsandthingsbysilvia 3 жыл бұрын
Thanks for asking this, I had the same question. That’s a shame Sharon.
@nitxanit5133
@nitxanit5133 Жыл бұрын
Please, how can I buy this template?
@heidyhernandez7726
@heidyhernandez7726 3 жыл бұрын
I have tried this and it doest seem to work for me I have no idea what im doing wrong.
@user-epslesvou
@user-epslesvou 2 жыл бұрын
can you make o video how to make dependent drop down list using data from excel? in example i want to creat a document in which when i select the person i want to send it will fill automatically some data from excel for this person.
@mzingisizimele1081
@mzingisizimele1081 6 ай бұрын
How to select an option?
@sanjaysukumaran4248
@sanjaysukumaran4248 3 жыл бұрын
How do you record your screen ?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hi Sanjay! Here is an affiliate link to the screen recording solution I use if you are interested: techsmith.z6rjha.net/NZG5b (if you click on this link and make a purchase, I may earn a commission at no cost to you). Hope this helps! Thanks so much for watching my videos!
@sandipbhogal6280
@sandipbhogal6280 3 жыл бұрын
How can i add multiple entries in a drop down list?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hello! Unfortunately there are some limitations in Word and I don't think there is an easy way to add a large volume of entries for your drop-down list. Also, there are limits on how many selections you can add. You may want to consider JotForm as an alternative instead...I have a video on that if you are interested: kzbin.info/www/bejne/aqjdfomhoZpkfK8 Thanks for watching my videos!
@Detroit_Paul
@Detroit_Paul 3 жыл бұрын
Very well made, how could I "reset" the fields, Say in "Region" I added "Make a Selection" and the state and city would be blank. Can you write that line(s) of code for me? Please and thank you. Pierre
@iPlawksx3
@iPlawksx3 3 жыл бұрын
Case "Make a Selection" With ActiveDocument.FormFields("ddState2nd").DropDown.ListEntries .Clear .Add " " End With I'm thinking you'll also need one for the third level, maybe something like this: Case " " With ActiveDocument.FormFields("ddCity3rd").DropDown.ListEntries .Clear .Add " " End With I only tried the first one and it worked for me, but hope it works/helps :)
@Detroit_Paul
@Detroit_Paul 3 жыл бұрын
@@iPlawksx3 thank you, got the full code from 2 vba prgrammers on www.vbaexpress.com/forum/showthread.php?68059-how-to-reset-dependent-drop-boxes-in-MS-Word really great code
@ronnysavels2410
@ronnysavels2410 2 жыл бұрын
Hi Sharon. Maby you can help me. I have a word template to save documents, send them with a macro using outlook library. I want to create a field in my template like the email to field in outlook.
@riegue
@riegue 4 ай бұрын
Nothing appears when I click visual basic! When I view code it's still empty. I followed instructions right up until you said "click visual basic". Where did I go wrong?
@johnlimbo1869
@johnlimbo1869 2 ай бұрын
You need to have VB5 or VB6 installed
@johnmartinez5574
@johnmartinez5574 3 жыл бұрын
Hi Sharon, I hope all is well? I'm working on a project for my company and would like to use your services. Is there an email address that I can correspond with you about the details? Thank you, John
@sandipbhogal6280
@sandipbhogal6280 2 жыл бұрын
@2:48 Why do you have 3 modules?
@mpesho3
@mpesho3 3 жыл бұрын
Where do you find these menus in Office 365 Excel?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hi there! If you are trying to create a drop-down list in Excel, here is a video on how to do that: kzbin.info/www/bejne/oJiVgpmLirWopJI If you need to enable the Developer Tab in Excel, you can do it the same way you do in Word: kzbin.info/www/bejne/sHzRfqmBZ76NZ6M Hope this helps! Thanks for watching!
@marjafuga
@marjafuga 2 жыл бұрын
How to Create a Combo Box Containing More Than 25 Items
@MeshalAlhussaini
@MeshalAlhussaini 3 жыл бұрын
tbh Sharon, you're distracting me from learning with your mesmerizing eyes.
@sandipbhogal6280
@sandipbhogal6280 3 жыл бұрын
How can i add multiple entries in a drop down list?
@SharonSmith
@SharonSmith 3 жыл бұрын
Hello! Unfortunately there are some limitations in Word and I don't think there is an easy way to add a large volume of entries for your drop-down list. Also, there are limits on how many selections you can add. You may want to consider JotForm as an alternative instead...I have a video on that if you are interested: kzbin.info/www/bejne/aqjdfomhoZpkfK8 Thanks for watching my videos!
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