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Background

We have provided several custom operations in the Option B Excel eForms for your convenience. These functions all require that macros be enabled.  Before you can enable macros, you must set the appropriate macro security level.

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.

The process for enabling macros depends upon the version of Excel and whether the workbook has been digitally signed.

 

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titleExcel 2000 - 2003...

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titleTo change the macro security level...

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titleTo 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 publisherunchecked 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.

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titleExcel 2007...

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titleTo 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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titleTo enable macros in the Option B workbooks...

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titleExcel 2010 and 2013...

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titleTo 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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titleTo 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 publisherunchecked 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.

...

To enable macros in the Option B workbooks

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Warning
titleImportant Note for Excel 2010

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.

Therefore for Excel 2010, we strongly recommend that you start Excel 2010 before opening an Option B workbook.

 

 

 

Include Page
PSBD:Enabling Macros in Excel
PSBD:Enabling Macros in Excel