Hi there,

I have a word document which I would like employees to complete when they want to initiate either an "investment" or a "project".

It is a couple of pages long, which a number of sections to complete. 80% of the content required for each is the same, so I'm keen to have a single document. I want to place a dropdown list early on in the document, which prompts the user to indicate "investment" or "project". (A checkbox would also be suitable). Based on their selection, a section or text will either be hidden or displayed.

I thought I had solved this using CTRL+F9 and using the {IF} conditional formula. However, when I got to testing, I realised it only worked in the Editing Restriction --> "Filling in Form" setting. This did not work, as the document is not "form-like"; as in, there are large areas of text that are just normal free-text, and inserting form fields everwhere would not work.

I have attached the document I am working on. I have highlighted the sections I would like to hide/display based on the dropdown list selection. This starts on the second page. I have added some other annotations too (such as where the drop-down list should go).

I would be very grateful if someone could point me in the right direction, before I spend further time on this.



Many thanks in advance,

Rick
Farming BA (non-technical)

Attached Files

Document for MS Forum.docx (58.1 KB, 30 views)