+ Reply to Thread
Results 1 to 2 of 2

How To Automatically Update Master Template w/ Information Entered Into Template Copy

  1. #1
    Registered User
    Join Date
    06-24-2019
    Location
    United States
    MS-Off Ver
    2007
    Posts
    2

    Question How To Automatically Update Master Template w/ Information Entered Into Template Copy

    Hi Everyone,

    I have a an excel master workbook that has several master templates in it. They are all on separate tabs in the workbook. The tabs are the quote tab, invoice tab, lien waiver / sign off tab and customers tab which has all the info such as addresses, phone and email, etc. The quote, invoice and lien waiver/sign off tabs have drop downs which auto-populate additional cells w/ info from the customer tab. Whenever I click on the master template, it always opens as a copy(as it should) and when I add the new customer into the customer tab inside the copy, it doesn't update the master template automatically, so I then have to save that info as the master workbook again first, then reopen as the copy again to continue working. If I just save it as the copy, it won't be in the master the next time I use it. I thought I had read once that I could make some kind of pivot???? table (not sure) and info placed into that table would update the master, whether that info was entered into the master or the copy, but I haven't been able to find that info again, though I've searched online for it off and on for months. Is there a way that I can have a table that automatically updates the master template every time, even if the info is put into the copy of the master template. It would sure save me time. I also need to store that table in the master if at all possible. If not, what other suggestions would you have. I hope I made sense. Any help would be appreciated. Thank you.

  2. #2
    Forum Expert Pepe Le Mokko's Avatar
    Join Date
    05-14-2009
    Location
    Belgium
    MS-Off Ver
    O365 v 2402
    Posts
    13,443

    Re: How To Automatically Update Master Template w/ Information Entered Into Template Copy

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 0
    Last Post: 06-25-2019, 12:04 PM
  2. Replies: 1
    Last Post: 05-26-2017, 12:07 PM
  3. How to Automatically generate a predefined template using data in master workbook ?
    By Islam_Ismail in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 11-17-2015, 09:44 AM
  4. Master sheet into template, copy template to sheets named after master column.
    By M4R1N3R in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 03-26-2015, 12:24 PM
  5. Replies: 8
    Last Post: 02-26-2013, 01:00 AM
  6. [SOLVED] Create new sheets based on template from master sheet data/information?
    By jlaurnm in forum Excel Programming / VBA / Macros
    Replies: 4
    Last Post: 07-13-2012, 08:09 PM
  7. [SOLVED] Excel template to load automatically as the default template?
    By David in forum Excel General
    Replies: 1
    Last Post: 03-21-2005, 09:06 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1