Suggestions needed for Questionnaire Form

macropod · #1 08-14-2015, 06:42 AM

Quote:

Originally Posted by Reuben

I took your suggestions and have already changed the checkboxes to the legacy forms' check box. So there's no conflict now.

That still doesn't address the possibility of people checking both options (or none)

Quote:

Originally Posted by Reuben

But is there no specific file format options when the user saves it that would convert it to a read only format (locking down all fields and only allow the reviewer to use the responses to copy and paste on an external online application form?

As I've already told you twice now, locking the form requires a macro.

Quote:

Originally Posted by Reuben

As regards the subsequent use of this data, a database would have been good to have, but the form will be used for completing an online application form for our clients.

To go a step further, would you know of a way how that process can be automated?

The database doesn't have to exit yet. What matters is that the form is designed in a way that facilitates data extraction from the completed forms. Provided you keep them, that could be done in 6 months, two years, 10 years, or whatever. Word is designed with some of that functionality built in and, in any event, once the data are in an appropriately-deigned form, it's a trivial programming exercise to extract. However, aggregating the data in a single field as you've done for the addresses, militates against exporting to a database in a useful format and splitting the data at that time isn't straightforward.

Quote:

Originally Posted by Reuben

basically this form is designed based on the online application form. And the reviewer actually copies and pastes the data in to the online form. Is there a way to automate that process?? The online form is an external source (Government application form) we cannot simply upload this form in to that system.

If you already have an online form, the data from that has to be going somewhere already - a database. I suspect too, that your online form uses radio buttons rather than checkboxes, which means they'd be mutually exclusive and may already have default options selected.

It may be possible to automate the transfer of the data to the on-line form, but doing so would require specific knowledge of how the on-line form works. Even so, it would be far more efficient to export the data directly to the database that the on-line form populates.

Reuben · #2 08-14-2015, 07:00 AM

Thanks again, Paul.

I understand your suggestion on using macro as the option to lock data and I will try and explore the option. However, as I've told you earlier, most of the clients will face security issues in their internal systems due to the macro enabled document. Maybe the drop down can be a replacement for it.

is there as macro free way to ensure that the users complete all fields in the form?

Thanks.

macropod · #3 08-14-2015, 02:37 PM

Quote:

Originally Posted by Reuben

I understand your suggestion on using macro as the option to lock data and I will try and explore the option. However, as I've told you earlier, most of the clients will face security issues in their internal systems due to the macro enabled document. Maybe the drop down can be a replacement for it.

Your clients do not need a macro-enabled document unless (a) you don't provide them with a macro-enabled template; and (b) you expect them to do the locking. A dropdown is no substitute for locking.

Quote:

Originally Posted by Reuben

is there as macro free way to ensure that the users complete all fields in the form?

No.

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