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Transition through 4 different forms displayed one at a time

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Hi,

I'm working my way through the videos, Idiot-Proof Forms in Excel, as I want to create a form interface for the user, I then use the 1 set of data to mailmerge in acrobat to fill 5-10 pdf forms

I have brought the mailmerge plugin for acrobat & now have an intermediate knowledge of it's working relationship with excel

The data I'm collecting has 4 distinct sets of information to gather if I ask for all the data in 1 form it will be too long & wide to fit on one screen, confusing the user & I expect myself

I'm interested mostly in program flow to start with

Questions?

Best way to split form into 4 individual parts

Best way to transition through forms 1 to 4 by user pressing the next button

Appreciate any responses

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One way is to create a multipage form, the other separate forms which are linked.

From the programming aspect a multi-page form is more complicated. Compare it to a workbook where you are used to adress all named ranges as parts of the workbook regardless of which tab they are on. In a multi-page form all controls are parts of the page they are on and the pages themselves are controls of the form. It takes a little getting used to. The advantage is that you can structure the pages to contain categories of information, such as "Yourself", "Your spouse", "Your family", "Your work", and the user can easily go back and forth.

Going back and forth isn't any more difficult with separate forms but the user may feel some disruption even if the information is categorised. To overcome this more navigation help woulod be needed. For this reason I would probably choose the multi-page form over a chain of forms.

Your primary tool for transitioning is the tab order. That determines which control is selected next after the user presses Enter or Tab. I would avoid taking him straight to another page. Better to rest on a "Next" button, allow him to review what he has done and expect the next page. Of course, you can (should) program in such a way that the Next button can be pressed at any time. 

A multi-page form has tabs. They can be used to navigate between pages as well. This enables the user to return from the fourth to the first tab and then back to the last. So, there are three ways of navigating: tab order, Next (Previous) buttons and page tabs.

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Hi Variatus
your answer hit the nail on the head for me, it's a great solution for a beginner like me
I have been able to find the tutorials for multi-page tab form & Next (Previous) buttons from your answer
again thanks
GLRPete (rep: 2) Mar 7, '20 at 6:11 am
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