Option A Getting Started Guide
Option B Getting Started Guide
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Background
Macros can add a wide variety of custom behavior to Microsoft Excel workbooks, but they also pose a potential security risk. Consequently, each version of Excel has provided ways for users to enable or disable macros by setting the desired level of macro security from Very High to Low; the initial “default” setting provides a relatively high level of protection.
We have provided several custom operations in the Option B Excel eForms for your convenience. These function all require that macros be enabled. Before you can enable macros, you must set the appropriate macro security level.
The process for enabling macros depends upon the version of Excel and whether the workbook has been digitally signed.
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| title | Excel 2000 - 2003... |
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| title | To change the macro security level... |
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| title | To enable macros in the Option B workbooks... |
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With macro security set to either High or Medium:
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If macro security is set to Medium, you have two choices:
- Recommended: Check “Always trust macros from this publisher”, then select Enable Macros.
- Leave “Always trust macros from this publisher” unchecked and select Enable Macros. This approach enables macros only for this workbook and only for this session. You will need to enable macros every time you open an Option B workbook.
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If you check “Always trust macros from this publisher”,you only need to do this once; from then on, all Option B forms should open with macros enabled. |
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| title | Excel 2007... |
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| title | To change the macro security level... |
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Beginning with Excel 2007, there are still four security levels but their meanings are subtly different from those in Excel 2003 and earlier.
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| title | To enable macros in the Option B workbooks... |
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| title | Excel 2010 and 2013... |
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| title | To change the macro security level... |
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Beginning with Excel 2007, there are still four security levels but their meanings are subtly different from those in Excel 2003 and earlier.
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| title | To enable macros in the Option B workbooks... |
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Excel 2000 - 2003
To change the macro security level
Excel 2000 through Excel 2003 have four macro security levels.
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To enable macros in the Option B workbooks
With macro security set to either High or Medium:
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If macro security is set to Medium, you have two choices:
- Recommended: Check “Always trust macros from this publisher”, then select Enable Macros.
- Leave “Always trust macros from this publisher” unchecked and select Enable Macros. This approach enables macros only for this workbook and only for this session. You will need to enable macros every time you open an Option B workbook.
| Tip |
|---|
If you check “Always trust macros from this publisher”,you only need to do this once; from then on, all Option B forms should open with macros enabled. |
Excel 2007
To change the macro security level
Beginning with Excel 2007, there are still four security levels but their meanings are subtly different from those in Excel 2003 and earlier.
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To enable macros in the Option B workbooks
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Excel 2010 - 2013
To change the macro security level
Beginning with Excel 2007, there are still four security levels but their meanings are subtly different from those in Excel 2003 and earlier.
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To enable macros in the Option B workbooks
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| title | Important Note for Excel 2010 |
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When an Option B workbook is opened, a macro runs that reads some identity information from the Registration form and hides the red “Macros are disabled” warning in the header area of the spreadsheet. In Excel 2010 only (not in other versions of Excel), this macro runs only if Excel is already running when you open the workbook.
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Overview
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