Auto saving data from a Word form to Excel

[Savannah Dan]

I need to keep track of request for graphics at work. I want to create a
form that auto generate an invoice number, and have data from the form
tracked on an Excel spread sheet. This way I will have a comprehensive list
of all request, each with its own reference number. How can I do this?

 

[JLatham]

There are a couple of ways to get the end result, but the beginning of any
way is:
create a form in your Word document that accepts the information entered and
then saves it somewhere. That "saves it somewhere" is the "a couple of ways"
part; the most direct would be for the [Save Input] button on your form to
create an instance of Excel which would then open your tracking workbook and
put the information directly into it. Another way would be for that [Save
Input] button to write the information to a text file that would be read
later by the Excel tracking workbook and added as a new entry.
You mentioned both an invoice number and, later, its own reference number.
Would those be the same thing; i.e., invoice number = reference number?

 

[Savannah Dan]

Thanks for the reply JL. Yes, invoice number = reference number.

There are a couple of ways to get the end result, but the beginning of any
way is:
create a form in your Word document that accepts the information entered and
then saves it somewhere. That "saves it somewhere" is the "a couple of ways"
part; the most direct would be for the [Save Input] button on your form to
create an instance of Excel which would then open your tracking workbook and
put the information directly into it. Another way would be for that [Save
Input] button to write the information to a text file that would be read
later by the Excel tracking workbook and added as a new entry.
You mentioned both an invoice number and, later, its own reference number.
Would those be the same thing; i.e., invoice number = reference number?

I need to keep track of request for graphics at work. I want to create a
form that auto generate an invoice number, and have data from the form
tracked on an Excel spread sheet. This way I will have a comprehensive list
of all request, each with its own reference number. How can I do this?

 

[JLatham]

You're probably going to want to locate a local Office programming person to
get the whole job done unless you can tackle it yourself. There would be a
lot of details to be hammered out in the design of the whole thing.

Thanks for the reply JL. Yes, invoice number = reference number.

There are a couple of ways to get the end result, but the beginning of any
way is:
create a form in your Word document that accepts the information entered and
then saves it somewhere. That "saves it somewhere" is the "a couple of ways"
part; the most direct would be for the [Save Input] button on your form to
create an instance of Excel which would then open your tracking workbook and
put the information directly into it. Another way would be for that [Save
Input] button to write the information to a text file that would be read
later by the Excel tracking workbook and added as a new entry.
You mentioned both an invoice number and, later, its own reference number.
Would those be the same thing; i.e., invoice number = reference number?

I need to keep track of request for graphics at work. I want to create a
form that auto generate an invoice number, and have data from the form
tracked on an Excel spread sheet. This way I will have a comprehensive list
of all request, each with its own reference number. How can I do this?