Forms

[Guest]

I have a form created in Excel. Is it possible to set it up in a way that
when I enter Customer Info (name, company, address, phone#) that it is
automatically saved in another spreadsheet. So that when I enter that name
again in the future the address, company and phone # automatically populates?

 

[Guest]

The first part of your problem would require a macro. Alternatively, you can
use a prompt which comes up if you do not have the relevant customer's
details in your database, telling you to enter this detail n your database
first. You would use a VLOOKUP formula, combined with ISNA, to do this.
The second part would in any case require the use of a VLOOKUP formula. I
have set up a quotation input form utilising this strategy, if you are
interested.

 

[Guest]

When you say require a macro would you be able to tell me how to do that? I
understand the VLOOKUP formula part of it.

 

[Guest]

I would be able to, yes, but I would need much more detailed info to do that.
I again suggest you look at my quote input form. The problem is that if you
go the macro route, you will be overwriting your formulae, although the macro
can replace those.

 

[Ginetta]

I have a form created in Excel. Is it possible to set it up in a way that
when I enter Customer Info (name, company, address, phone#) that it is
automatically saved in another spreadsheet. So that when I enter that name
again in the future the address, company and phone # automatically populates?

Question you should ask yourself is what do you want toe user form to
be used for?
Data Entry or Data Lookup?

Each functions differently.

Ever thought about using separate forms for each task?

Here is a site that walks you through a number of ways to pull up
datasets based on drop
menu and typed data.

http://gregmaxey.mvps.org/Populate_UserForm_ListBox.htm

If you are entering data into a database you shouldn't have to enter
the same information twice.
That would seem as bad database design even on a flat file database.
Lookups however, should be able to reference a single cell as long as
it is unique data
such as a full name or telephone number. (See the link for more
details)

Nick