Difference between revisions of "Documentation/OOo3 User Guides/Writer Guide/Creating a simple form"

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== Open the form toolbars ==
 
== Open the form toolbars ==
Two toolbars control form creation: Form Controls and Form Design. Select '''View > Toolbars > Form Controls '''and''' View > Toolbars > Form Design''' to show them both.  
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Two toolbars control form creation: Form Controls and Form Design. Select '''View > Toolbars > Form Controls''' and '''View > Toolbars > Form Design''' to show them both. The Form Controls toolbar has a button for each of the most commonly used types of control.
  
Two toolbars control form creation: Form Controls and Form Design. Select '''View > Toolbars > Form Controls and View > Toolbars > Form Design''' to show them both. The Form Controls toolbar has a button for each of the most commonly used types of control.
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The Form Design toolbar can also be opened from the Form Controls toolbar. Some of the less commonly used controls are on a third toolbar, '''More Controls''', which can also be opened from the Form Controls toolbar.
  
You can also open the Form Design toolbar from the Form Controls toolbar. Some of the less commonly used controls are on a third toolbar —More Controls—also opened from the Form Controls toolbar.
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These toolbars can be docked in different places on the Writer window or can be left floating. The image below shows the three toolbars floating.
 
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You can dock these toolbars in different places on the Writer window, or leave them floating. The image below shows the three toolbars floating.
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See [[Documentation/OOo3_User_Guides/Writer Guide/Form controls reference|Form controls reference]] for descriptions of the tools on these toolbars.
 
See [[Documentation/OOo3_User_Guides/Writer Guide/Form controls reference|Form controls reference]] for descriptions of the tools on these toolbars.
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[[Image:CH15_FormsToolbars.png|thumb|none|500px|''The three form design toolbars.'']]
 
[[Image:CH15_FormsToolbars.png|thumb|none|500px|''The three form design toolbars.'']]
  
== Design Mode ==
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== Activate design mode ==
When creating a form, you will want to check that all the parts of the form work correctly. If design mode is off, the form behaves as it would for the end user. Buttons can be pressed, check boxes checked, and list items selected. If design mode is on, clicking on a control item selects it for editing.
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Click the '''Design Mode On/Off''' button [[Image:FormDesignOnIcon.png]] on the Form Controls toolbar to turn design mode on. (Click it again when you want to turn it off.) This activates the buttons for inserting form controls and selects controls for editing.
  
Click the '''Design Mode On/Off''' button [[Image:FormDesignOnIcon.png]] on the Form Controls toolbar to turn design mode on and off.
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When design mode is off, the form behaves as it would for the end user. Buttons can be pressed, check boxes selected, list items selected, and so on.
 
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{{Documentation/Tip| If the '''Design Mode''' button is not available, click on the '''Select''' button [[Image:SelectIcon.png]]. This activates most of the tools on the three toolbars.}}
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== Insert form controls ==
 
== Insert form controls ==
 
# To insert a form control into the document, click the control’s icon to select it. The mouse pointer changes to look like this: [[Image:FormMousePointer.png]]
 
# To insert a form control into the document, click the control’s icon to select it. The mouse pointer changes to look like this: [[Image:FormMousePointer.png]]
 
# Click in the document where you want the control to appear. (You can move it later.)
 
# Click in the document where you want the control to appear. (You can move it later.)
# Holding the left mouse button down, drag the control to size it.
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# Holding the left mouse button down, drag the control to size it. Some controls have a fixed size symbol followed by the name of
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the control (for example, ''Check Box'' or ''Option Button'').
 
# The control button remains active, so you can insert several controls of the same type without needing to go back to the toolbar.
 
# The control button remains active, so you can insert several controls of the same type without needing to go back to the toolbar.
 
# To change to another tool, click its icon on the toolbar.
 
# To change to another tool, click its icon on the toolbar.
 
# To stop inserting controls, click on the '''Select''' button [[Image:SelectIcon.png]] on the Form Controls toolbar, or click on any of the controls you have just inserted. The mouse pointer changes back to its normal appearance.
 
# To stop inserting controls, click on the '''Select''' button [[Image:SelectIcon.png]] on the Form Controls toolbar, or click on any of the controls you have just inserted. The mouse pointer changes back to its normal appearance.
  
{{Documentation/Tip| Holding down ''Shift ''when creating a form control makes the control square. If you press ''Shift ''when resizing an existing control, its proportions are kept the same.}}
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{{Tip| Holding down ''Shift ''when creating a form control makes the control square. If you press ''Shift ''when resizing an existing control, its proportions are kept the same.}}
  
{{Documentation/Note| When you insert a group box, list box, or combo box, a wizard is launched to guide you through the setup. If you prefer not to run the wizard, click the '''Wizards On/Off''' button [[Image:FormWizardsIcon.png]] on the Form Controls toolbar.}}
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{{Note| When you insert a group box, list box, or combo box, a wizard is launched to guide you through the setup. If you prefer not to run the wizard, click the '''Wizards On/Off''' button [[Image:FormWizardsIcon.png]] on the Form Controls toolbar.}}
  
 
== Configure controls ==
 
== Configure controls ==
Having inserted the controls, you need to configure them to look and behave as you want. Right-click on a form control within your document and select '''Control '''from the pop-up menu.
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After inserting the controls, you need to configure them to look and behave as you want. Right-click on a form control within your document and select '''Control''' from the pop-up (context) menu to open the Properties dialog box for the selected control. Double-clicking on a form control also opens this dialog box.
  
The Form Control Properties dialog box has three pages: General, Data and Events. For simple forms, only the General page is of any interest. On this page you can set the look and feel of the control.
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The Properties dialog box has three pages: General, Data, and Events. For simple forms, only the General page is of any interest. On this page you can set the look and feel of the control. See [[Documentation/OOo3_User_Guides/Writer_Guide/Example:_a_simple_form#Configure form controls|Configure form controls]] and [[Documentation/OOo3_User_Guides/Writer_Guide/Advanced_form_customization#Form control formatting options|Form control formatting options]] for more information, and the descriptions in the Help for details. Configuration for use with a database is discussed in [[Documentation/OOo3_User_Guides/Writer_Guide/Accessing_data_sources#Creating a form for data entry|Creating a form for data entry]].
 
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[[Image:WG15-2.png|thumb|none|500px|''Control Properties dialog box.'']]
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Some controls have other useful options:
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The fields on this dialog box vary with the type of control. For example:
 
* Some controls have visible labels, such as Push Button and Option Button. The label text can be set.
 
* Some controls have visible labels, such as Push Button and Option Button. The label text can be set.
 
* The List Box contains a list of options to choose from. Set these in the List entries box.
 
* The List Box contains a list of options to choose from. Set these in the List entries box.
  
{{Documentation/Tip| Double-clicking on a control also brings up the Control Properties dialog box.}}
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Notice the scroll bar in this dialog box. You can use the scroll bar or enlarge the dialog box to see additional fields.
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[[Image:WG15-2.png|thumb|none|500px|''Control Properties dialog box.'']]
  
 
== Using the form ==
 
== Using the form ==
To use the form, leave design mode by clicking the '''Design Mode On/Off''' button [[Image:FormDesignOffIcon.png]].
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To use the form, leave design mode by clicking the '''Design Mode On/Off''' button [[Image:FormDesignOffIcon.png]] to deactivate it. Save the form document.
 
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A typical way to use a form is:
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# You design the form, then save it when you are happy with it.
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# You send the form to others (for example, by email).
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# They fill in the form, save it and send it back to you.
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# You open the form and see what their answers are.
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{{Documentation/Tip| By using a data source, or setting a form to update over the web, you can automatically gather data. However, both of those are more complex and you might prefer to keep things simple.}}
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{{CCBY}}
 
{{CCBY}}
 
[[Category: Writer Guide (Documentation)]]
 
[[Category: Writer Guide (Documentation)]]

Latest revision as of 20:34, 15 July 2018


This section explains how to create a simple form without any links to a data source or database and without advanced customization.

Create a document

There is nothing special to be done when creating a document to use as a form. Create a new Writer document with File > New > Text document.

Open the form toolbars

Two toolbars control form creation: Form Controls and Form Design. Select View > Toolbars > Form Controls and View > Toolbars > Form Design to show them both. The Form Controls toolbar has a button for each of the most commonly used types of control.

The Form Design toolbar can also be opened from the Form Controls toolbar. Some of the less commonly used controls are on a third toolbar, More Controls, which can also be opened from the Form Controls toolbar.

These toolbars can be docked in different places on the Writer window or can be left floating. The image below shows the three toolbars floating.

See Form controls reference for descriptions of the tools on these toolbars.

The three form design toolbars.

Activate design mode

Click the Design Mode On/Off button FormDesignOnIcon.png on the Form Controls toolbar to turn design mode on. (Click it again when you want to turn it off.) This activates the buttons for inserting form controls and selects controls for editing.

When design mode is off, the form behaves as it would for the end user. Buttons can be pressed, check boxes selected, list items selected, and so on.

Insert form controls

  1. To insert a form control into the document, click the control’s icon to select it. The mouse pointer changes to look like this: FormMousePointer.png
  2. Click in the document where you want the control to appear. (You can move it later.)
  3. Holding the left mouse button down, drag the control to size it. Some controls have a fixed size symbol followed by the name of

the control (for example, Check Box or Option Button).

  1. The control button remains active, so you can insert several controls of the same type without needing to go back to the toolbar.
  2. To change to another tool, click its icon on the toolbar.
  3. To stop inserting controls, click on the Select button SelectIcon.png on the Form Controls toolbar, or click on any of the controls you have just inserted. The mouse pointer changes back to its normal appearance.
Tip.png Holding down Shift when creating a form control makes the control square. If you press Shift when resizing an existing control, its proportions are kept the same.


Documentation note.png When you insert a group box, list box, or combo box, a wizard is launched to guide you through the setup. If you prefer not to run the wizard, click the Wizards On/Off button FormWizardsIcon.png on the Form Controls toolbar.

Configure controls

After inserting the controls, you need to configure them to look and behave as you want. Right-click on a form control within your document and select Control from the pop-up (context) menu to open the Properties dialog box for the selected control. Double-clicking on a form control also opens this dialog box.

The Properties dialog box has three pages: General, Data, and Events. For simple forms, only the General page is of any interest. On this page you can set the look and feel of the control. See Configure form controls and Form control formatting options for more information, and the descriptions in the Help for details. Configuration for use with a database is discussed in Creating a form for data entry.

The fields on this dialog box vary with the type of control. For example:

  • Some controls have visible labels, such as Push Button and Option Button. The label text can be set.
  • The List Box contains a list of options to choose from. Set these in the List entries box.

Notice the scroll bar in this dialog box. You can use the scroll bar or enlarge the dialog box to see additional fields.

Control Properties dialog box.

Using the form

To use the form, leave design mode by clicking the Design Mode On/Off button FormDesignOffIcon.png to deactivate it. Save the form document.

Content on this page is licensed under the Creative Common Attribution 3.0 license (CC-BY).
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