Software

Create a survey form in Word

One of the best ways to gauge user responses and collect data is with a survey. In this Word tip, Mary Ann Richardson explains how to create a customized survey form, step by step.

Word allows you to create forms, which you then can use for online data entry, to publish on the Web, or to print. Let's say you would like to create an evaluation form for your upcoming seminar. You want to include a number of questions that your attendees can answer online or on the printed form by selecting check boxes. Follow these steps:

  1. Open a blank Word document.
  2. Enter your first survey question, for example:
    I would recommend this seminar to a colleague.
  3. Right-click a blank area of the Standard or Formatting toolbar and select Forms.
  4. Position the cursor on the next line where you want the first check mark to appear.
  5. Click the Check Box Form Field button on the Forms toolbar and type Strongly Agree.
  6. On the next line, click the Check Box Form Field button and type Agree.
  7. On the next line, click the Check Box Form Field button and type Disagree.
  8. On the next line, click the Check Box Form Field button and type Strongly Disagree.
  9. On the next line, click the Check Box Form Field button and type Does Not Apply.

Follow this procedure for all the questions on your form. When you have completed the form, follow these steps:

  1. Click the Protect Form button.
  2. Go to File | Save As and enter Survey Form in the Filename text box.
  3. Select Document Template in the Save As Type: text box.
  4. Click the Save button.

To open the survey in Word 2003, open the New Document Task Pane and select On my computer... under Templates. (For Word 2002, open the New Document Task Pane and select General templates... under New from template.) On the General tab, select Survey Form, and click OK. The user can save or print the survey as with any other document.

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1 comments
arifnkhan
arifnkhan

Good and helpful article for earlier versions of MS Word, but it needs updating for MS Word 2013 and MS Word Starter, because right click in a blank space on the standard ribbon does not bring up "Forms".