Mail Merge/ Form Auto Fil

[lukereed18]

I have a log that i track welds with at work. Everyday I have to fill out a form on every weld done. I would like to do kind of a mail merge to do this for me.
On the first sheet is the log. I fill in the date, welder, and heat numbers. The weld # and line # are previously filled out.
The second sheet is the weld report and the third has the welder's name and stencil #s.
All the boxes that need to merge are in yellow.

I've include a file with these sheets. I'm not sure how to get this information over to the weld report with the guidelines in the orange box.

Thank you for your help

[djapigo]

Hi Luke,

Is the Weld Report a Word doc? or an Excel form?

How is the Welder names connected to the Log? by Stencil?

[lukereed18]

The weld report is the 2nd sheet in the attached file. It is an excel form.
The welders are in the weld log by stencil only but need to be on the weld report by name and stencil. The 3rd sheet has the welders name and their corresponding stencil

[djapigo]

Luke, can you give an example of how the 2nd sheet look like for 1 case... thanks...

[lukereed18]

are you not able to open the attachment

[BB1972]

are you not able to open the attachment

I'm sure djapigo can open it, as can I; however, he's asking you to give an example of your expected results - "how the 2nd sheet should look" - for any one case, so we can figure out how to help you.

[lukereed18]

Weld Report

Contractor: Big Time Construction
Line # (B4) WELD DATE: (H4)
Welder 1 name: (5C)
Welder 2 name: (6C)

Weld # (B8) Weld DI: (D8) Weld Type: (F8) NDE DATE:
Heat # (B.C9) Heat # (E.F9) NDE RESULT: PASS ( ) REPAIR ( ) CUT OUT ( )
Welder Stencil: (C10) / (E.F10) DATE OF REPAIR:
Visual Inspection By: NDE RESULT ON REPAIR: PASS ( ) FAIL ( )

[lukereed18]

I've updated the attachment with one of the weld report sections filled out the way it should look.


Hope this helps

[djapigo]

Thanks, Luke...

Sorry, a few more questions...

What's the second "Weld # section" (A13:D16) for?

Is it safe to assume you want B4 to be a list box to choose from the list of Line#/Drawing No. ?

[lukereed18]

This is a section of a whole sheet. On a full sheet is 5 spots for welds. I can only have one line number on a sheet and up to 5 welds per sheet. so if they weld anything from a different print those go on another report form. if they do more than 5 weld from on line number they go on another sheet.

I would like all the yellow boxes to be auto filled.

Before they weld anything the weld log looks like line "6". The weld # is assigned to a line number and the size, thickness, weld type, and mal't are populated.
On the day a weld is welded, i fill in the date, welder stencil and heat numbers and i have to fill out a weld report.

I would like for: when i fill out the the date all the relevant info populates on the weld report

[djapigo]

Hi Luke,

In your example, there are 2 records with the same date... how do you want the date in Sheet2 to fill in all the Sheet1 data if the date matches?

Or in your sample result, should the 2nd record be shown in the 2nd section? If so, what's the logic with the names?

The only way I can think of is simply linking all the Sheet1 data in yellow to the Sheet2 fields in yellow... maybe use a simple logic like if the date is blank, then keep blank, else show the record data...

I'm sorry, I'm still having a hard time trying to figure out what you want...

- Dennis

[lukereed18]

In this example both of these welds would be on the weld report.

In real life, yesterday 9 welds were made. 4 on line 816D, 2 on 321D, and 3 on 320D. Because i have to use a new sheet for every line number (and only 5 welds per sheet, but not a problem on this day) i used 3 different sheets when i did the weld reports for the day. on the first sheet i put the date, line number, and welder on the top section then beneath that i put the welds that were made on that day on that line. So it would have been line number 816D on 11/15/12 by welder Ned M and weld numbers listed below of 2325, 2316, 2315, and 2314.

[djapigo]

Hi Luke,

Since you are using one report per entry, then why don't you simply create a form that just has a direct link to the data...

Take a look at what I did to your form, maybe you can do something similar...

From my understanding, you are not using the Log to capture everything, but just one line number at a time... if so then my take on it should do fine...

However, it could get a lot more complicated with more than one line number... I might have to punt it to someone else...

Hope this gets you started...

Take care,
Dennis

[lukereed18]

That wont really work for me b/c on the next day i'll have to change all the functions. The weld log i have has over 2000 weld numbers on over 200 different prints (a line number refers to 1 print). We have had around 20 welders each with a unique stencil.
It seems like i should be able to run a report for any particular day and it give me everything i need but i'm not sure of how to do that.

I've added a little more to the log to show some different line numbers, with different sizes and welders.

[djapigo]

OK, Luke, I think I'm understanding what you want now... it wasn't very clear above...

Anyway, for 11/14/2012, is the Weld Report correct? Or should it only be Weld No. 1? If it is, then we have a problem because how do we distinguish Weld No. 1 vs. Weld No. 2? by Welder Stencil?

[lukereed18]

On this sample weld report there would be weld no 1 and 2. They were done on the same date and on the same line number.
I just filled one to show an example.