Distribution of questionnaire

[Jfp87]

A questionnaire document needs to be filled out by all employees (each employee will complete one questionnaire). The questionnaire document will be macro-enabled to incorporate content control enter/exit events. When the document has been completed, it will be returned to management for review.

I'm looking for ideas on the best strategy to distribute/return the documents. Ideally, employees should only be able to view their own questionnaire.

Also, the questionnaire is currently a document only (not based on a template), so it should probably be converted into a template for re-use.

Thanks

[Logit]

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http://excelexperts.com/multiple-cho...rvey-generator

[gmayor]

There is no great need to create a template - the macro enabled document should work. Send a copy to each employee by e-mail. You can use mail merge to do that - see http://www.gmayor.com/ManyToOne.htm in one to one mode. Merge the instruction document to e-mail and attach the document.

Ensuring that the employees allow the macros to run is likely to prove an issue, so if you can produce your document without macros that would be preferable - I suppose it depends what the macros actually do.

If you are using macros, you can include a macro to save the document (as a macro free docx document) with a unique name that identifies the employee from the submitted data and return it by e-mail as an attachment to whoever will be processing it.

You can then create a rule to identify and download the documents to a Windows folder and then you will probably find http://www.gmayor.com/ExtractDataFromForms.htm useful to extract the data.

[macropod]

If you can't be assured users will allow macros to run or on Word versions on which content controls are supported, you may find you can achieve the desired outcome using formfields and field coding.

[Jfp87]

Graham/Paul,

Ideally I would like to construct the document without macros. I can work around most things including the CC enter/exit events with fields etc., but this requirement also exists (this is possibly a separate question, but it's linked to this problem so I'll post it):

- An automatic method of expanding the text/text entry area while typing answers. To make it easier/clearer I suppose.

My initial thought was to have the CC enter event 1. trigger the zoom, or 2. show a userform to enter the text. Maybe you have an alternative?

Graham, your links will come in handy.

Thanks

[gmayor]

A text content control will expand to accommodate whatever is entered into it. It will even span pages if necessary, so it is difficult to imagine what the problem is that you are encountering.

[Jfp87]

Sorry Graham, I haven't described it properly. Not expand in the sense that it will accommodate any amount of text, I mean magnify and become physically larger.

[macropod]

You're not going to achieve anything like that without the use of a macro and, in any event, your users can increase the zoom for themselves if they need to.