+ Reply to Thread
Results 1 to 1 of 1

Looking for ways to use check-boxes to pull data from other sheets into copyable cells.

  1. #1
    Registered User
    Join Date
    03-09-2013
    Location
    United States
    MS-Off Ver
    Excel 2003
    Posts
    1

    Looking for ways to use check-boxes to pull data from other sheets into copyable cells.

    I have a worksheet that I am trying to fix and make better. I was hoping to use check-boxes that would search sheets that contain information for my customers, that would speed up support for them when they contact me. I have a dried down version of the sheet, but, should be enough to get an idea of what is going on.

    What I am trying to do is create a master sheet with check-boxes, that pending on the way you select the check-boxes, would auto populate information required to answer the chat when they first come in, by pulling the relevant greeting from the sheet it is located on, and by the type required. Granted, the greeting could move to another sheet as required, making it more streamline. However, for now, the greetings were all put on just one sheet.

    Then, I would like to be able to pull the necessary information required to answer the questions or troubleshoot their issues, using nested check-boxes, that would appear based on selected check-boxes, allowing me to delve into troubleshooting and resolution, with the finale being a defined ending statement at the end. I would like to see if it could really pull all this information onto the master sheet as needed, then, be able to clear all the check-boxes and be able to start back over from scratch as required, or back up a step if the wrong check-box was hit. Or if possible, have 3 separate sections, as I have to do multiple chats at once, up to 3 at a time, and would love to be able to keep it all on one main page, with the other sheets hidden but the information pulled onto the master sheet in copyable cells.

    It would also be awesome if the hidden sheets could be toggle-able, so in case any of the information is old and needs to be updated, could easily hide or un-hide those sheets.

    So, to clarify, when a customer enters, I would like to be able to use the information they provided, such as forgot password, and click on the password check-box, and it would pull the greeting(s) set for password fields, and then troubleshooting from the troubleshooting sheet, and then the ending text or wrap up text for the problem they had.

    I hope that makes sense. I am very new, I know next to nothing about excel at all. So please use the dummy version of help. Thanks!

    cstassist.xlsx
    Last edited by Jalonis; 03-16-2013 at 02:06 PM.

+ Reply to Thread

Thread Information

Users Browsing this Thread

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

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