I am trying create the following document in word. It is a series of simple "Yes/NO" answers to a series of questions. I was planning on using "Check Box Content controls" to allow the client / user of the form to simply click and select Yes or No to each question. Based on the client's answers to the questions I want the form to request additional information from the client and/or identify potential warnings.



For ex. - Question: #3 "Does your annual salary contain bonus income?" Ans: "Yes" <-- Check box content control

In the case above, I want the form to reference the answer to that specific question and provide the following request "Must provide Bonus income for past 2yrs".

I do not know how to reference "Check box Content controls" in Word. If I was using Excel the check box content control places a value in a cell. I can reference that cell and run a logic test but in WORD I have no idea how to accomplish this task. What is the solution for this?

I am novice in VBA. I have the ability to follow your logic (I used to program in Cobalt and PASCAL in high school many, many years ago) but I do not know the ins and outs of VBA. please help!

Checkboxes don't have a Yes/No option, only checked/unchecked; it's then up to you to (a) ensure the instructions are clear as to what the options represent; and (b) design the form in such a way that the boxes will only remain checked/unchecked through a deliberate decision, not inadvertently. The alternative is to use a dropdown that starts off with a 'null' value (perhaps as part of the question itself) and allows the user to choose between the Yes & No answers.

To conditionally output content as a result of a content control selection, a Document_ContentControlOnExit macro is required. A search of these forums will turn up plenty of examples of their use. Note also that content controls mostly don't work properly on Mac versions of Word.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Macropod! thanks for the reply!

Thank you for pointing out check boxes do not have "Yes/no" values. You are absolutely correct. I was planning on simply having a Yes / No column with two separate check boxes or just one check box for Yes.

I was not aware of Document_ContentControlOnExit macros. I will search this forum for additional information.

I am a business owner and trying to teach myself this information without formal training (not that I have the time for it) but the forum is a great help!

If you have two columns, your code will also need to ensure they're exclusive. I doubt it would be much use to you if both are checked ... Aside from requiring less code, and simplifying the document, that's one reason I prefer to use a single dropdown for such scenarios.

For some examples you might find useful, see:
https://www.msofficeforums.com/word-...ents-form.html
https://www.msofficeforums.com/word-...own-field.html
https://www.msofficeforums.com/word-...html#post33489
https://www.msofficeforums.com/word-...html#post55995

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Excellent Macropod. I'll start studying the forums immediately!