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Create excel form that updates different spreadsheet

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    Create excel form that updates different spreadsheet

    I need to fill out a form "Order" shown as "Order" tab and have it updated on "P&D List" tab.

    I need to save the Order Form in the same folder as the P&D Listing. This is probably two spreadsheets. Order tab should be saved by the persons name.

    The share drive structure is FMO/2018/Sept. Any one of 3 people may be completing the Order Form. Rarely is more than 1 person using it at a time, if someone else is using it, than the next person will have to wait as it is not time sensitive.

    All the Order forms for a given month and the P&D List for the same month will be in the same month folder. A summary for the year will be a file called Annual Summary in the FMO/2018 folder

    I cannot figure out how to create an excel form that will get the next number from the P&D List and then update the appropriate line on the P&D List once I save the Order Form.

    Once I learn how to do the Order Form to P&D List, should be able to easily do the Annual Summary from the monthly P&D List.

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    Forum Expert kersplash's Avatar
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    Re: Create excel form that updates different spreadsheet

    Start by attaching a sample workbook showing what you have and are trying to achieve.

    Go Advanced -> Manage Attachments -> Upload

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    Re: Create excel form that updates different spreadsheet

    Sorry, I forgot to hit the upload button the first time.
    Attached Files Attached Files

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