Hi there. I am trying to create a formula on page 2 of the attached in the Total Points box that will add up the ratings from my drop down list values:


Needs Improvement = 0
Mostly Meets = 1
Meets Expectations = 2
Exceeds Expectations =3


Can anyone help me?


Thanks so much!


Fantasy

Attached Files

REVISED DRAFT Hourly Perf Eval template 3.23.2020.docx (84.7 KB, 9 views)

You will need a macro to do that, however in order to use a macro effectively, you should re-title/tag the content controls uniquely so that the macro can more readily identify which control is which for the purpose of counting the results - and probably for logging the results in Excel for future reference.

I would suggest also that you change the content controls from combo boxes, which allow additional comments to be inserted, to list boxes which don't.

You should also insert text content controls for all the various comments sections and title/tag the check boxes. Some of your controls have two values which are intended as placeholder texts. One of them needs to be removed.

You have some content controls in the table, that seem oddly placed e.g. next to the first bullet point. If the control is found, let alone selected, it overwrites the first character of the following text. It is not clear what you intended there.

I would suggest addressing these issues before we even attempt to assist with the data evaluation, to which end you may find Insert Content Control Add-In useful in eliminating the donkey work - see the edit control function,

__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com

For a formfield application (which obviates the need for a macro and works on all Word platforms), see:
https://www.msofficeforums.com/74823-post12.html
See also:
https://www.msofficeforums.com/word/...html#post30197
https://www.msofficeforums.com/word/...html#post88302

For a content control application, see:
https://www.msofficeforums.com/word-...html#post33489

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

Given that here in Cyprus we are on CV lockdown and my regular private clients around the world are not working, I thought I would spend a little time modifying the user's document so that it works.

It had other fields that the point of which was not readily apparent and which screwed up the document, so I have removed them. The attached template should suggest a way forward should those missing lists have a purpose.

Create new documents from the template. The list fields update the total when you click out of them to complete the text fields.

The document is protected, but not password protected. You can remove the field editors easily (and replace them after further modification) using Insert Content Control Add-In and its option to apply changes to all controls.


P.S. Updated 25/03 to check the check boxes from code

Attached Files

Hourly Perf Eval template 3.24.2020.dotm (117.8 KB, 10 views)

__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com