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my company's software product has a feature that allows users to generate forms from Word templates. The program auto fills some fields from the SQL database and the user can fill in other data that they desire. So we have a .dotx template that holds the design of the form, and then the user gets the .docx file to fill out when they call it from our program. The problem we're having is that some of our users have been finding that the forms take an exceptionally long time to open up and then, once open, are so slow to respond (scroll around, etc) that they're unusable. So in my investigations so far, I've found out that the problem systems are one with lower powered CPUs (unfortunately it happens for systems above our system requirements) and the Word forms that cause the problems are ones with large amount of ActiveX style checkboxes on them. I verified that reducing the ActiveX checkboxes fixes the form loading problems.

So I have the following questions about solutions (we're using Word 2007):

1) Is there any way to configure Word, or some other settings, so that there won't be such a strain opening a Word form with lots of ActiveX checkboxes? Any way of speeding up Word's opening?

2) Using Legacy style checkboxes instead of the ActiveX ones makes the forms load fine, but it looks like the user has to double-click the checkbox and change Default Value->Checked. Is there a way to configure it so that they can simply click on the checkbox to tick it? "Legacy Forms" checkbox as a name kind of worries me (Legacy…), does that mean a future version of word at some point wouldn't load the checkboxes because they're "legacy"?

3) Yes, it became clear to me after a little bit of research into solutions that Word is not the tool for the job for forms like I'm describing. InfoPath seems to be exactly what we should have been using all along but unfortunately I wasn't involved in the decision making or development of these forms, just tasked with coming up with a solution.

I'd appreciate answers to any of these, or if anyone has any other ideas for solutions to this problem.

Thanks

Luke
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1 Answers1

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I'm about 3 years too late, but if you want a legacy checkbox to act like a checkbox, you have to restrict editing on the document or section. (You can lock just a section, if you want.) Locking--on Word 2010 it's called "Restrict editing"--is an option under either the Developer tab or the Review tab.

If you restrict editing in this way, the user cannot edit the text but can fill in the form field, so if the form field is a checkbox, the user can click the checkbox on or off; if the form field is a text box, the user can fill the text box.

If you choose to lock off just a section, you'll probably want to use continuous section breaks (Page Layout > Breaks > Continuous) and specify which section. (In the space where you choose form editing as your kind of restriction, there's a small link that lets you specify which section or sections are locked.)