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Move data from one worksheet to another based on selection from a drop-down menu

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    Move data from one worksheet to another based on selection from a drop-down menu

    I work in a counseling office, and we receive numerous phone calls from clients that we add to a shared spreadsheet until we can return their phone calls. The worksheet contains multiple rows that are added to regularly. One of the cells (Status) is a drop down, with options based on what transpires during the call. I would like the entire row of information cut and pasted to a different spreadsheet when an option is selected from the drop down list. For example, if the option selected is "appointment scheduled," the client's name and their information would be moved to the worksheet labled "appointment scheduled" in the next available row, and then no longer appear on the initial sheet. Is this possible, and if so, how would I do it? I have some familiarity with excel, but I'm not an expert so simple instructions would be helpful. I've attached a sample of our document to help with the process.
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    Valued Forum Contributor Naveed Raza's Avatar
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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    HI,

    Please see attached and have validate and let me know is it what u r looking.
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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    Yes, this seems to work. I don't see the code, however.

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    Valued Forum Contributor Naveed Raza's Avatar
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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    its completely automated once the column changed to appointment scheduled then that complete row will move to next tab.

    to view code : right click on the tab name (Intial call) then select view code then u can see the code.

    i m glad to hear this work perfect , thank you.

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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    Can you tell me what I need to do in order to get the code to work for each of the other options in the drop-down list too?

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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    Hello,

    Please, can you help me to get this code to work for ther other drop down options too? Also, how do I get it to work on additional rows?

    Sylvia

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    Valued Forum Contributor Naveed Raza's Avatar
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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    HI,

    Please provide the criteria , because that drop down list contains 4 to 5 criteria for which criteria u want me to prepare a macro.

    I prepared macro for Appointment scheduled only.

    Thanks - Naveed

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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    Hi,

    I'm not sure I understand exactly what you are asking for by criteria, but I would like it if when any of the options from the drop-down list is chosen that it would be moved to the corresponding worksheet with the same name. So when appointment scheduled is selected it gets moved to the appointment selected worksheet, if phone tag is selected from the drop down, it gets moved to the phone tag worksheet, etc.

    Also, I wasn't sure whether once the row is moved whether the other rows in the original worksheet still contain the code.

    Thank you for your help, this will be a big time saver for us.
    Sylvia

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    Valued Forum Contributor Naveed Raza's Avatar
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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    Oh k k , sure i will get back to you with solution.

  10. #10
    Valued Forum Contributor Naveed Raza's Avatar
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    Re: Move data from one worksheet to another based on selection from a drop-down menu

    HI,

    I updated the sheets and please have review and let me know if u have any question.

    Note: make sure that 7th Row should not be empty in each worksheets before selecting value from drop down list in Initial call tab.

    Thanks - Naveed.
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