Auto Creation Table?

**chieff4i** · 05-01-2009, 11:43 AM

Hello

I work in a call center and they do not have an uniformed note system. In previous center work there was a excel spreadsheet that we would use that had drop down menus and a free form typing section that would complile all of the info and make full sentences and a uniform note. .

for ex.: the first drop down would have: HIPPA VER: Yes or No.

by selecting yes... the sentence would then create.... Hippa was successfully verified.

and this would continue on for all boxes

is something like this easy to make? I am looking to enhance my position on my team by making things more uniformed

thank you

**GuruWannaB** · 05-01-2009, 02:50 PM

I too work in a call center. Working in the quality department - I created a call monitoring spreadsheet with checkboxes - which output a TRUE/FALSE to a hidden column. This information we used to dictate the descriptive sentence for that area using a simple formula.

Example

Column D and E would be hidden and hold the TRUE/FALSE values for the yes and no checkboxes
Column F would have the sentence formula in it

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Each checkbox would have a code attached to it as well...so you couldn't have a situation where both the Yes and No checkboxes could be checked at the same time.

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Hope that helps

**chieff4i** · 05-01-2009, 03:56 PM

this is gonna be way newb but where do i imput these codes to make sure that they create the check boxes?

**chieff4i** · 05-01-2009, 04:14 PM

i really wish i could find a document online and then just modify it to my needs
i cant remeber any of my Excel training

**GuruWannaB** · 05-04-2009, 02:52 PM

You would create a checkbox from the Control Toolbox Toolbar(VIEW -> TOOLBAR -> CONTROL TOOLBOX)

Right click on the box once you've created it and click properties. You can input a LINKED CELL where it will place a TRUE or FALSE depending on whether you've clicked the checkmark or not (it will autoupdate this linked cell) and you can use the formula I gave you referencing your LINKED CELLS. If you want to use the macros i gave you too...right click on the checkbox and click on VIEW CODE.

Hope that helps.

GWB