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Custom Word Reporting - Dynamic Checkboxes

When setting up your custom word reports, it is important that you have the correct settings enabled. In this case, you need to enable Developer Settings in your Microsoft Word program. They are usually not enabled by default. The Mac and Windows versions are also a little bit different from each other. It is extremely important to have an updated version of Word. Many of these techniques are not going to work if your Word program is out of date. We recommend that you have a word version of 2017 or greater.

Known Limitations with the Dynamic Checkbox in Word:

  1. It is currently not possible to add checkboxes to fields inside subforms or repeating sections. We currently only support checkboxes that are in the main form.
  2. You will need to have Developer settings turned on, if you haven't already done so, please follow the steps below to do this.
  3. You need to make sure your Fieldkeys and Values have very few characters. Microsoft Word only supports 20 characters for defining your bookmark. Which means your combined fieldkey and values need to be less than 20 characters.
  4. Setting up dynamic checkboxes in Word only works for the List and Option List field types.

 

Index

  • Enabling Developer Settings - Windows
  • Enabling Developer Settings - Mac
  • Adding Checkboxes to your Custom Word Template

 

 

Enabling Developer Settings - Windows

Follow the below steps to enable Developer settings in Microsoft Word on Windows.

 

1.

window_word1.png

2.

window_word2.png

3.

window_word3.png

4.

window_word4.png

In the Windows version of Word, you have 3 different checkbox types to choose from. Only 1 of the types works with our software so it is important that you choose the right one.

In Windows they call the checkbox type that we use "Legacy Forms Checkbox". See below screenshot for the correct one

window_word5.png

 

Enabling Developer Settings - Mac

 

 

1. Go to Word -> Preferences and click Ribbon & Toolbar (depending on your Microsoft Word version and whether you are using a mac or pc - you may have some differences in menu naming etc, but it should be fairly similar)

word_developer_1.png

 

2. On the right panel there is menu item called "developer" that is unchecked by default - make sure "developer" is checked and click "save" to save your changes.

word_developer_2.png

 

3. Once saved you will notice on your menu a new "developer" item, select it and you will notice that there is a checkbox button. This is what you will use for adding dynamic checkbox to your custom word templates

word_developer_3.png

 

 

Adding Checkboxes to your Custom Word Template

Known Limitations:

  1. It is currently not possible to add checkboxes to fields inside subforms or repeating sections. We currently only support checkboxes that are in the main form.
  2. You will need to have Developer settings turned on, if you haven't already done so, please follow the steps above to do this.
  3. You need to make sure your Fieldkeys and Values have very few characters. Microsoft Word only supports 20 characters for defining your bookmark. Which means your combined fieldkey and values need to be less than 20 characters.
  4. Setting up dynamic checkboxes in Word, only works for the List and Option List field types.

 

In my example I have a simple list that asks "What is your favorite color?" and that list has a fieldkey of "favoriteColor" and it has three list values - Blue, Green and Red. I have also enabled "Allow Multi-Selection" so that it will map to multiple list values at once.

 2017-11-13_1003.png

2017-11-13_1005.png

 

In my word document I have added three checkboxes to my template, one for each list value.

 

checkbox_example_3.png

 

Double click the "Blue" checkbox or right-click and select properties. In the Bookmark field, put the fieldkey of your list "favoriteColor" followed by an underscore "_" then the value of your list item. Because I am setting up the "Blue" checkbox I will put that after the underscore. NOTE: You need to make sure that your list values do not have any spaces or else they will not work with your custom word template.

 

checkbox_example_4.png

Then do the same thing for each of your checkboxes

checkbox_example_5.png

After you are done mapping each of your checkboxes to your list values save your word document. Next upload it to the Custom Report Settings Tab of the builder.

2017-11-13_0951.png

 checkbox_example_7.png

 

Now save and publish your form. Next open up the app, login and submit your updated form. You will see that on your report the list items that you selected will be checked in your custom word report.

Image_uploaded_from_iOS__5_.jpg

And here is what it will look like on the word report

checkbox_example_9.png

Congratulations! You have now successfully setup dynamic checkboxes in your custom word report.

 

 

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