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Creating a FORM Template in Word

New Member
Posts: 6
Country: USA

Creating a FORM Template in Word

I've created an ACT template using Word that also incorporates Word's Form Tool.  In addition to importing ACT Contact Data, I want Word's form fields to engage (checkboxes & drop down lists).
 
The problem is that I have to protect the template in order for the form fields to enable.  When I attempt to write to this template via ACT, I get the message, "The Unlink method or property is not available because the object refers to a protected are of the document".
 
Is there a way you know of to create a template that allows checkboxes and drop downs, as well as the importing of ACT data?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Creating a FORM Template in Word

Word only permits one set of macros at a time, so this is not an option.
 
Is this for an email?
 
What do you want to use the template for, maybe there is another option?
New Member
Posts: 6
Country: USA

Re: Creating a FORM Template in Word

Thanks Mike.  I was trying to build a type of 'order form' with checkboxes and such.  My boss thought it would be great to incorporate the ACT Contact data import function of a template into the form we currently use.  However we've decided there really is no benefit to continue this attempt.  I appreciate your feedback though!
 
Bianca Thomka
Seattle, WA
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Creating a FORM Template in Word

ABM
Copper Contributor
Posts: 14
Country: USA

Re: Creating a FORM Template in Word

I just developed an order form template for use in Act that uses Word's Form Fields without a problem, including macros. I have checkboxes, drop-down lists, etc. and I also prepopulate the form with several Act contact fields.

The only constraint I encountered is that you must save the template unprotected and then train your users to protect the template before they start completing the form.

Hope this helps.

Avid Listener
Posts: 46
Country: United States

Re: Creating a FORM Template in Word

How did you achieve this? Ive spent a bunch of time on it. Was tyring to use drop downs and the calendar function. Word 07 and Act 2011. Please let me know.