Microsoft 365: Word Advanced (2023): Using Fields, Forms, and Macros

Name: Microsoft 365: Word Advanced (2023): Using Fields, Forms, and Macros
Author: Catherine Smith

Increase efficiency through automation with fields, forms, and macros

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Course: On-Demand

Hello, my name is Catherine Smith and in these lessons we will be taking a look at the word options and how to customize some of the default settings. I will introduce you to word fields and we will include those fields onto custom forms. We will be taking a look at macros. We will record a macro and then edit the code using VBA. Let's start by taking a look at some of the options and customizations which can be made to Microsoft Word 365 desktop. You will notice there is an access bar which appears at the top of the screen. They call this the quick access area. It gives me information about the autosave setting. There is a tool available to manually save a document at any point in time. There is undo and redo. Then I have a drop down. I may want to add an additional option to my quick access tool bar. For example, let's look down through. Perhaps it would be helpful to have the print preview and print option turned on. Perhaps it would be useful to simply click on the quick access bar to begin a new document. The user can set his or her preferences to meet their specific need and or requirements. It is also possible to go down to the more commands area and choose from within a variety of options and settings, popular commands and specific commands and move them on to the quick access tool bar. Take a few moments and look around at the options available and consider options which you may use frequently. You may want to add those options on to your quick access bar. Beyond customizing the quick access tool bar, we have within file, we have options at the very bottom. Now these options are organized by category. Some options are within general, then display, proofing, save, etc. There are options within each of these categories that you may find useful with regard to editing the way they are currently behaving. For example, the way information is displayed on the screen. You may have some very specific preferences in that regard. Using the auto correct options, auto complete, certain behaviors that the system is designed to perform, you may want to make modifications. This is a very broad area with many, many settings and it is virtually impossible to go through all of them. So take a few moments and look through them and consider what may benefit you to either disable or enable. Stay tuned for the next lesson where we take a look at using word fields within custom forms. Thanks for watching.

Advanced Provider : Catherine Smith 6 Lessons · 46m in English

Course Description

It is through automation that business tools can create the greatest potential for efficiency. In Microsoft 365 Word, form tools can be used together with macros and program controls to create simple to complex forms. Building and using a form within Word supports consistency within an organization and its public-facing documents. Forms can also streamline the process of completing a standardized document. With a combination of fields and form controls, the integrity of a form can be maintained through editing restrictions and password protection.

In these lessons, you will learn to use fields to insert properties, system-generated date codes, and other kinds of information. You’ll also learn to use form controls to automate user input. Then we’ll introduce you to macros and Visual Basic for Applications, and you’ll learn how to use the Visual Basic Editor to make edits to the code generated through the process of recording a macro.

What You'll Learn

Use Word fields to insert document properties, system-generated date codes, and other information
Create forms using fields and form controls to automate user input
Maintain form integrity through editing restrictions and password protection
Record a macro and recognize when to use one
Edit recorded macro code in the Visual Basic Editor
Describe the relationship between macros and Visual Basic for Applications (VBA)

Key Takeaways

Automation in Word lets business tools create greater potential for efficiency.
Form tools can be combined with macros and program controls to build simple to complex forms.
Building and using a form in Word supports consistency across an organization and its public-facing documents and streamlines completing standardized documents.
Combining fields and form controls lets form integrity be maintained through editing restrictions and password protection.
The Visual Basic Editor can be used to edit the code generated when recording a macro.

Frequently Asked Questions

What does this Word Advanced course cover?

It covers using fields to insert properties, date codes, and other information; using form controls to automate user input; and an introduction to macros and Visual Basic for Applications, including using the Visual Basic Editor to edit recorded macro code.

What skills will I gain from this course?

You will gain skills in working with Form Fields, the Macro Recorder, and Visual Basic for Applications (VBA).

What lessons are included?

The lessons are Controlling Word Options, Using Word Fields, Creating Word Forms, Overview of Macros and VBA, Recording a Macro, and Viewing and Editing Macros.

How can I keep a Word form's content from being changed?

By combining fields and form controls, a form's integrity can be maintained through editing restrictions and password protection.