![]() You might have noticed that the check box displays an X to denote a Yes/On/True state. You can also print the list and check the controls manually. Simply check or uncheck, appropriately! For instance, in Figure B, Tom didn’t attend the November 18th meeting. Wasn’t that easy? The form is immediately ready to use. Insert two more controls, one for Tom and one for June.Strictly speaking, the tab isn’t necessary, but adding a little space will improve readability. We don’t want to change any of the default properties for now, so press the Right Arrow key twice to exit the control. Doing so will insert a check box in edit mode. In the Controls group, click the Check Box Content Control icon.Position the cursor in the document where you want to insert the first check box.You can create this form quickly enough as follows: Figure A shows three simple check boxes followed by participants Mary, Tom, and June. Using check box content controls couldn’t be easier now. SEE: Windows 11: Tips on installation, security and more (free PDF) (TechRepublic) Denoting attendance Word Online will display existing check box controls and their state, but you can’t change the state. For your convenience, you can download the demonstration. I’m using Microsoft 365 on a Windows 10 64-bit system, but you can use earlier versions through 2010. Instead of reading through a list of names, with the word present or not present, you can quickly glean who is present and who isn’t by viewing the check box controls. In this article, we’ll work through a simple example using check box controls in Word to denote attendance. Technically, an electronic check box control is a visual representation of a binary state, such as on and off, true or false, and so on. We’ve been using them all our lives, even before electronic forms came into existence. At some point this may change but it has been more than ten years waiting for Microsoft to add this to their Mac versions.Check boxes offer a simple visual way to denote state: on or off, true or false, and so on, and they're easier to use than ever before! The Macintosh interface currently does not encompass creation or modification of Content Controls. Work on Content Controls through the User Interface is best done using the Windows desktop application These document properties are different, though from the ones discussed in my article and are not linked or mapped to XML. Document Properties can also hold variable information which can be shown in a DocProperty Field. Here is a list of the usual Word Fields with links to documentation. My answer deals with Content Controls, which are not fields and which can relate to variable information. In your question, you are conflating variables, fields, and Content Controls. (probably more than you need) CC/V/BM & DP Tools Add-In by Greg Maxey Content Control / Document Variable / Bookmark and Document Property Editor Add-In).Insert Content Control Add-In by Graham Mayor.They are from Greg Maxey and Graham Mayor. Here are free Add-Ins that make mapping Content Controls relatively simple. They show how to work through the user interface of Word rather than external coding. I recommend starting with the first three unless you are already into VSTO solutions. Custom XML parts - Microsoft Documentation (requires Visual Studio).How to Add custom XML parts to document-level customizations - Microsoft Documentation (requires Visual Studio).Walkthrough: Bind content controls to custom XML parts - Microsoft Documentation (requires Visual Studio).Content Controls - Microsoft Documentation - focus is on changes made with Word 2013.Repeating Data Using Document Property Content Controls and other Mapped Controls (my page).One of these could also be used to have the client name and other information in the footer or header. That template could definitely be improved by using mapped content controls for information that is entered in multiple places. ![]() The key through the user Interface is the Developer Tab and possibly the "document properties" found under Insert > Quick Parts which are discussed in the second reference link below. Content Controls can be linked or mapped to XML nodes but are not required to be so linked. Normally here we try to give answers but not write books. What you are asking could be the subject of a book.
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