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Populating forms with new or existing data and saving to a data sheet.

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    Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I looked at forms and I like them! Now, can you tell me the names of new forms and any new sheets besides the calendar I need to move to my latest version 2.4c. I know some things on my new version will be replaced but would like to get everything caught up to that point. Is that ok?

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Need to look into that. It's become quite some battlefield with all these versions and pretty confusing (for me that is)
    I will make up some overview for us so we can see where we are and decide what's to be done yet.
    OK?
    Cheers!
    Tsjallie




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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I notice that unit 1004 is missing on my 2.3g version.

    Can we hide units that are not active on the Calendar?

    I think with my versions 2.4 and on, all formulas are Index/Match.

    I will get all moved to a new version 2.5, once I have both of my big screens at my office (by this weekend) and work through the versions and copy and paste till it all is updated and working.

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Found this white box in my copy that I can't get to go away (In red box)!

    Screen Shot 2015-09-24 at 8.14.18 AM.png

    Just a note: i am using Windows 10 and PC Excel 2016!

    u3rick
    Last edited by u3rick; 09-24-2015 at 12:51 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Here are some screen shots of the Calendar missing units.


    Screen Shot 2015-09-24 at 9.40.27 AM.png

    Screen Shot 2015-09-24 at 9.55.35 AM.png


    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Weird thing that white box. Is always there when you have the workbook open?

    As I mentioned when I uploaded the latest version (2.4g) I had some bad luck.
    Sometimes Excel just stops working. When you're it recovers by itself. If not - like me yesterday - you lose a lot of work.
    Looking into the 2.4g version to see if inactive units can be hidden, I see that I lost quite some more work than I thought

    That's mainly about the formulas collecting the units and the formulas collecting the stays.
    So I need to make these changes again and will try the also hide the inactive units.
    Though I still think that only inactive units with no stays within the calendar should be hidden. That could be the case when a unit is rented and after that made unavailable.
    Of course units would disappear when the stays run off the calendar.

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    Yes its always there! I just picked up my other big screen now i will be able to see everything and compare versions. Will let you know what I find.

    Thanks

    u3rick

    Quote Originally Posted by Tsjallie View Post
    Weird thing that white box. Is always there when have the workbook open?

    As I mentioned when I uploaded the latest version (2.4g) I had some bad luck.
    Sometimes Excel just stops working. When you're it recovers by itself. If not - like me yesterday - you lose a lot of work.
    Looking into the 2.4g version to see if inactive units can be hidden, I see that I lost quite some more work than I thought

    That's mainly about the formulas collecting the units and the formulas collecting the stays.
    So I need to make these changes again and will try the also hide the inactive units.
    Though I still think that only inactive units with no stays within the calendar should be hidden. That could be the case when a unit is rented and after that made unavailable.
    Of course units would disappear when the stays run off the calendar.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Here's the workbook with the lost changes in the calendar.
    Inactive units are now hidden.
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I will check it out!

    Thanks

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Now white box is black?

    Screen Shot 2015-09-25 at 8.35.04 AM.png

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    What if you delete the textbox with to-do's on the Calendar sheet and the Admin sheet.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    It ended up being the DropBox square not sure where the DropBox Logo went??

    But not your problem!

    Got my Mac Mini working and two ThunderBolt screens working, that should speed things up from my end!

    IMG_1020.JPG

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    This is a question on the calendar, will the non-active units make the bottom blank line to big as there are more and more non-active units??


    Screen Shot 2015-09-25 at 12.48.32 PM.png

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Got my Mac Mini working
    You call this "mini"?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    will the non-active units make the bottom blank line to big as there are more and more non-active units??
    No that's just the size of the table. You can simply delete these rows.
    You can then make an event procedure in the Properties sheet to keep the number of rows in the Calendar table equal to the number of properties which are active.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Yes, the computer is that little box on the right!! lool!

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Got it, think I will get working on version v2.5 by combining my 2.4c and your v2.3h. Then I will figure out how I want to post to to the data sheets and record and delete blocks etc! Then I will send you an update. Of course I will have many questions before then!! Be alert

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Of course I will have many questions before then
    That's what this forum is for. I propose with this thread we go for a forum record in number of posts ;-)

    BTW, I noticed a flaw in the formula displaying the active units on the calendar (column A). Haven't got the k-parameter of the SMALL-function right.
    I'll figure that out and post a corrected version of the formula later.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I agree with the record post I am sad that we had to change!

    I am thinking about how to add a group number so many companies could use this program from a webpage. Then we can market it to the masses and be wealthy!!!lool!

    Thanks and have a few beer it is Fri!!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Here's the corrected formula for the Property column (A) in the Calendar sheet:
    Formula: copy to clipboard
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    Now it will also work with other numbers of inactive units.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    have a few beer it is Fri
    Working on that

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    That formula makes the calendar go blank?

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    It looks like this ??

    Screen Shot 2015-09-25 at 2.24.21 PM.png


    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    None of the guest forms come up on the Calendar anymore?

    Update: After restarting windows the forms came back. Not sure where they go, but I have to reboot windows to bring them back.

    u3rick
    Last edited by u3rick; 09-25-2015 at 11:27 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I am thinking I need to add units and owners, as well as editing units and owners from the ManagePropertiesAndOwners form. May need a check box for new owners and or new units? What do you think?

    u3rick
    Last edited by u3rick; 09-26-2015 at 01:12 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Sorry, forgot to mention that it's an array formula.
    Close it with [Ctrl][Shift][Enter]

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I think you best integrate the AddNewOwner and AddNewUnit forms into the ManagePropertiesAndOwners form

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Ah the Calendar works much better now!

    Get this error when I try and run Manage Property & Owners? I have not made any changes except moved it to v2.5.

    Just tested v2.3h and it has same error message.

    Screen Shot 2015-09-26 at 5.36.47 AM.png


    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I can't seem to come up with the same page type you did on the form ManagerPropertiesAndOwners. I added pages on Property and it worked fine. But wanted to add two pages on Owners Tab and I can't match yours. I am attaching the new version could you set me two new pages in Owner section and send back?

    Update: I figured out how to copy it so disregard this post!!

    Thanks

    u3rick
    Attached Files Attached Files
    Last edited by u3rick; 09-26-2015 at 12:31 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    "No cells were found" error.
    From the empty Owner(s) box I take it that for this unit no owner is found, but that situation should be covered by checking the number of found rows. If zero the line giving this error would be skipped.
    Can you put a break on the GetPropertyOwners sub and then step through that sub with F8 while following what happens with the PropertyOwners table.
    Code line of interest would be:
    Please Login or Register  to view this content.
    Is there a filter active on the PropertyOwners table when arrived at the line marked with A?
    Are all rows in the PropertyOwners table visible after the line marked with B is executed?
    Are there any rows visible in the table after the line marked with C is executed?
    Is PropertyId in the second column of the PropertyOwners table?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    It goes to the Datepicker and just hangs there looking for a date (loops)!

    Screen Shot 2015-09-26 at 11.31.24 AM.png

    first F8 goes to this.

    Screen Shot 2015-09-26 at 11.33.21 AM.png



    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    The properties on the properties sheet are all hidden with F8.

    PropertyID is Column A

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    PropertyID is Column A
    That means it doesn't find the property.We are talking abt the PropertOwners table, I hope?
    Then that's one part of the problem. The table is filtered on column B (field:=2) because that's where the PropertyId is in the version I uploaded (ES Program Redesign_Ricks_v2.3h.xlsm).
    Can make that more flexible (not using column number).
    It goes to the Datepicker
    How do you start the ManagePropertiesAndOwner form. It should be started by right-clicking in the Property column of the Calendar.
    Last edited by Tsjallie; 09-26-2015 at 05:19 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    You are right it is column B in the PropertyOwners Table.

    No I have not started it correctly then!

    Sorry

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Nothing happens when I right click on a unit in the property column?

    Copied all the coding from Tsjallie_Calendar Sheet in V2.3h and it at least makes an error message!

    Screen Shot 2015-09-26 at 6.37.28 PM.png

    Debug goes here!

    Screen Shot 2015-09-26 at 6.32.58 PM.png

    u3rick
    Last edited by u3rick; 09-26-2015 at 09:41 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I have added a page to each tab (Property and Owner) to handle new owners and new properties needing added. It is not coded yet, so take a look and see if you think it will work.

    The error that is in the above post is still here in this version. I attached the workbook so you could test it if you wanted.

    Update: Disregard this Attached File!
    Attached Files Attached Files
    Last edited by u3rick; 09-27-2015 at 10:47 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Updated Version
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I've been going through the workbook you uploaded.
    In the document attached are my findings.
    I only looked briefly at the updated version you uploaded. But contains the same errors and more.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Yes its very hard coping to new version thanks for the info will update soon

    Cheers!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Additional info:
    you need to declare the variable FormEventEnabled in Module1.
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    This variable is meant to prevent form events from being executed.
    The application.enableevents cannot be used for that because that only affects worksheet events.

    Also don't forget to check the names of event procedures linked to objects in the form.
    E.g. the cboOwnerId_change() event needs to be renamed to cboOwnerIdEO(change().

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Cheers!
    How did you know I'm having a beer

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I have updated and formed a new version. I hope I have included the all your changes. I have deleted unneeded forms. It also brings up and fills the frmManagePropertiesAndOwners (except New Properties & New Owners). It doesn't show frmStayInfo and it won't fill in Date ranges highlighted on the calendar.

    Please check it out and advise on needed changes and hoe to get the frmStayInfo working. I think we are still holding on the filled in Date ranges highlighted on the calendar filling in the dates??

    Thanks

    u3rick
    Attached Files Attached Files
    Last edited by u3rick; 09-28-2015 at 02:16 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    It doesn't show frmStayInfo
    I had disabled this form because I found it pretty annoying when working on the Calandar.
    You can simpy enable it again by removing the "Exit sub" in the beginning of the Worksheet_SelectionChange event of the Calaendar sheet.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I think we are still holding on the filled in Date ranges highlighted on the calendar filling in the dates??
    You need to help me out on this one. When a user selects cells the cells can hold an occupation, "N/A" or be empty and any combination thereof.
    I'm not sure what should happen on which combination. In the attached document I'm listing the situations I could think of and stated what should be done - if obvious - or - if not obvious - make a suggestion of what could be done.
    Can you take a look and let me know what you like to happen.
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    The PropertyAvailabilty form needs to have a save button added and a way to record it some where. What was your suggested direction on that?

    The ManagePropertiesAndOwners form needs an adjustment so it can be brought up to edit all units even if they are not on the calendar? Maybe a button and a case where it is blank if the button brings it up with a cbobox with all properties?

    Thanks

    u3rick
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    The From and Until txt boxes in PropertyAvailability form turns white and you can't see the dates, not sure how to fix it!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Have deleted a lot of forms and started on accounting through the GuestActivity form. I need help hooking payments portion of GuestActivity to Payments form with checkboxes.

    May need to add OwnerActivity form that is the same except Owner information,payments and checks etc??

    Thanks

    u3rick
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Each of us making our own changes in different versions of the workbook is pretty confusion. We shouldn´t do that. Changes get lost. For now I will post the changes needed and let you bring ´m into the workbook. So there will be one consistent version of the workbook. Following is based on ES Program Redesign_Ricks_v2.6.xlsm

    The From and Until txt boxes in PropertyAvailability form turns white and you can't see the dates, not sure how to fix it!
    This comes from the DatePicker taking the color from it's date box which signifies the type of day selected (workday (=white), weekend day (=grey) or holiday (=orange)). Disabled that.
    You need to make the follwoing changes:

    In the ManagePropertiesAndOwners form on the PropertyAvailability page change the name of the From- and the Until textboxes in dtbxFrom and dtbxUntil. This is needed to make the DatePicker use these textboxes as databoxes.

    Add this function to mdlDatePicker:
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    and in the codemodule of frmDatePicker replace the function Function CallingControl by this
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    and finaly in the codemodule of frmDataPicker replace the sub cmdAccept_Click by this
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    The PropertyAvailability form needs to have a save button added and a way to record it some where. What was your suggested direction on that? But that button is already there. It only needs code added to it which is executed when the button is clicked. The ManagePropertiesAndOwners form needs an adjustment so it can be brought up to edit all units even if they are not on the calendar?
    There is a workaround for that you could use: when you bring up the ManagePropertiesAndOwners form for any unit, you could then select the owners tab. There you can select the owner of an unavailable unit and go back to the property details tab. There you make the unit available.

    Maybe a button and a case where it is blank if the button brings it up with a combobox with all properties?
    That would mean having empty rows in the calendar (or at least one) for the unavailable units. Alternatevely we could substitute the property code text box with a combobox so you can select an other unit instead of the unit right-clicked.

    Working on the selections in the Calendar yet.
    Will also upload some code to keep the number of rows in the Calendar equal to the number of active units in the Properties table.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I agree with that! The changes in v2.6.01 are limited to one Payment form changed and three others deleted!

    I need to get the new ManagePropertiesAndOwners form so the information is posted to the data sheets!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I am working on finalizing the form ManagePropertiesAndOwners. I have change the txtbox with the propertyId to a combobox showing all units and added a click event to bring up other units. I also added a Rates Section to the form.

    I am having a couple of problems. I can't get the correct info into the Rate Section Rent and SecDep boxes. Could you check the code for me and let me know the error of my ways?

    I am also having no luck populating the lstPropertyOwners box. I have left my attempt of doing so for your amusement, but it leaves the box blank please advise.

    I tested the form from the Owner Tab page and when you click on a new owner it populates both pages correctly I think! See if you agree?

    Thanks

    u3rick
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I am having a couple of problems. I can't get the correct info into the Rate Section Rent and SecDep boxes. Could you check the code for me and let me know the error of my ways?
    Two things:
    Firstly: in the cboPropIdEU_Click procedure for the Rate and SecDep you are referencing the wrong columns. Should be O and P.
    Secondly: better to call (and reuse) the FillPropertyDetailsPage, FillPropertyAvailabilityPage and the OwnerDetailsPage procudures. Code-once-use-many! So highly recommended.
    But the latter means adjusting these procedures to either have PropCode or PropId as parameter. Will get back on that.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I am also having no luck populating the lstPropertyOwners box.
    The line checking whether the propertyid exists uses the variable PropId which is not present.
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    As this will always be false, the part filling the lstPropertyOwners will never be executed resulting in an empty list.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I tested the form from the Owner Tab page and when you click on a new owner it populates both pages correctly I think! See if you agree?
    Yep. Looks OK

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Wow... that works much better with the right column references!!

    In the New Owner tab I have a list box named lstUnownedPropertiesNO its job is to list all unowned Properties (which should not be many) and feed the PropertyId to the box below. This info will be posted to the PropertyOwners data sheet to tie the owner and Property together.

    Not sure on code to lookup unattached properties.

    Thanks

    u3rick

    Screen Shot 2015-09-29 at 3.35.35 PM.png

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Not sure on code to lookup unattached properties
    You can add this sub to the codemodule of the ManagePropertiesAndOwners form and call it from the Userform_Initialize procedure.
    Note that in the last version of the workbook you posted there are no unowned properties. So just delete one or more rows from the PropertyOwners table to see the list getting filled.
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Thanks, that works perfectly of course!

    That filtering and finding data seems very difficult to me, luckily you have it down!!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    This code will keep the number of rows in the Calendar equal to the number of active properties.
    Procedure will be executed each time a cell in the Active column of the properties table changes.
    Copy into the code module of sheet "Properties".
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Got it!

    I have to go to work now, but tonight I should be able to get the New Owners and New Units tabs working and posting to the needed data sheets.

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    That filtering and finding data seems very difficult to me
    I noticed that lately I need to make a lot of corrections. More than earlier on.
    I think that's a symptom of you strugling to keep up and process it all.
    That's pretty normal (been there too), but it might also be demotivating. And that would be a waste.
    I strongly recommend you focus on finishing the Calendar and it's functionality for now. Parking the financial part and others for the time being.
    Then invest some time in going through the whole thing until you fully understand what's going on and why. Will help you with that of course.
    I'm pretty sure that won't take you too much time as you're obviously eager to learn and have shown to pick up thing pretty fast.
    If you commit yourself to this effort you will most likely be more self propelled after that.
    And in the meantime your users can play with the Calendar.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I agree....! its hard to give up the financial part because I am an Account!!lool!

    Thanks again for all your guidance and help!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Have been going through the workbook but I can't post the code due to some new(?) security regime.
    Need to figure out how to work around that.

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    Quote Originally Posted by Tsjallie View Post
    Have been going through the workbook but I can't post the code due to some new(?) security regime.
    Need to figure out how to work around that.
    In the Forum? Or somthing I did? I am out of town till tomorrow 😄

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Or somthing I did?
    No, it apparently has something to do with the number of code lines I tried to post.

    These are the changes to be made.

    Sheet Tsjallie_Calendar
    Changed formula in the Calendar region (D4:AA27) into:
    Formula: copy to clipboard
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    This formula will show when a property is not available in a certein period (if not occupied).

    Added Worksheet_Activate() procedure disabling direct cell editing.
    Added Worksheet_Deactivate() procedure enabling direct cell editing.
    As the whole calendar is driven by formula it should be prevented that cells get edited manually.

    Changed the Worksheet_BeforeRightclick() procedure to handle selections in accordance to the specifications in CalendarSelectionsHandlingRick.docx
    Copy the code from the attached workbook, because it apparently is too long to post here (gives a security error).

    Added Worksheet_BeforeDoubleClick() procedure to cancel any double-clicks

    Sheet Tables
    Added table Non-availability (tblPropertyAvailability).
    This table allows for properties to be unavailable for any months each year or for specific periods

    Thisworkbook.Workbook_Open() procedure
    Remove Application.Onkey statement

    Form frmPropertyAvailablity
    Added cmbProperty_Change() to call the FillPropertyAvailabilityPage function.
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    Added function FillPropertyAvailabilityPage to get the availability data of a given Property.
    Copy the code from the codemodule of the frmPropertyAvailablity form in the attached workbook

    Added the EmphasizeIfSelected procedure to emphasize checked unavialable months in the frmPropertyAvailability.
    Please Login or Register  to view this content.
    Changes are based on the workbook ES Program Redesign_Ricks_v2.6.02.xlsm.
    To be complete the worbook containing all the changes is attached.
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Rick,
    what's the difference between the GuestStays table and the ListStaysInfo table?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    It is the same info minus the columns that didn't need to show on the Guest Activities Form's ListBox. I thought they had to be beside each other to show that way in the ListBox.? Its the same with GuestTrans and ListPymtsHis?

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Getting this error message??

    u3rick

    Screen Shot 2015-10-05 at 5.11.34 PM.png

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Well, that means that there are more than one procedures called Worksheet_SelectionChange in the code module of frmTsjallie_Calendar.
    Probably there also is an empty one which you should remove.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Was in a hurry big football game (American) between Seattle and Detroit...Seattle won! I will fix it tonight after work. I think I got all the changes you sent in. Then I need to test it.

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Did you think on the code change to get (ManagePropertiesAndOwners) Property Detail Owner(s) listbox to change to cboBox choice? The attached version has your latest changes as well as mine.

    Thanks

    u3rick

    Screen Shot 2015-10-06 at 6.28.01 AM.png
    Attached Files Attached Files
    Last edited by u3rick; 10-06-2015 at 09:33 AM.

  70. #70
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Did you think on the code change to get (ManagePropertiesAndOwners) Property Detail Owner(s) listbox to change to cboBox choice?
    Not sure. Will check tonight.

    More changes :)
    frmGuestActivity
    In the cboGuestListGI_Change() procedure replace these lines of code
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    with these lines
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    And also replace these lines of code
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    with these lines
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I will!

    If you change them on the version you just downloaded we will have the same updated version as of now!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Ok, but then you must promise me not to make any changes until I uploaded a new version with these changes. Won't take days.
    Go wreck some boats in the meantime if you get bored

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I will update the changes you sent in post #70 tonight... If you update those same changes to the version I attached to post #69 we should have the same updated version. Then if I have missed any of your changes your past posts, you should find them, as something won't work the way you expected. I will not make any changes in this version until you think we are on the same page. Then as you make need changes to your version in the future you can send to me. Then if I make changes I will send you an updated version with new #. Hope that will keep us close on updates and changes. Would be easer if we were using something like DropBox so we worked on the same file!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    New version. Think we are in sync now.

    frmManagePropertiesAndOwners
    - Changed sub cboOwnerIdEO_Change()
    - Replaced sub cboPropIdEU_Click() with cboPropIdEU_Change()
    - Changed sub Userform_Initialize()
    - Replaced sub FillPropertyDetailsPage() with function FillPropertyDetailsPage()
    - Replaced sub GetPropertyOwners() with function GetPropertyOwners()
    - Replaced sub FillPropertyAvailabilityPage() with function FillPropertyAvailabilityPage()
    - Replaced sub FillPropertyOwnerDetailsPage() with function FillPropertyOwnerDetailsPage()

    frmGuestActivity
    - Disabled sub cmdRecPaySDPSD_Click() ... called an non-existing userform
    - Disabled sub cmdRecRefR_Click() ... called an non-existing userform
    - Disabled sub cmdRecRefSDRSD_Click() ... called an non-existing userform
    - Changed cboGuestListGI_Change()
    - Removed sub cboGuestListGI_Click() ... obsolete

    Sheet Tables - tblPropertyAvailability
    - Added column PropertyId
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Would be easer if we were using something like DropBox so we worked on the same file!
    Will think about that. Would need to find a way of working together without minimizing this thread's value to the forum.
    Don't know how it's on your end, but have received some spontaneous reps for this thread.
    So apparently we are doing something other people like.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I added this code to the Private Sub UserForm_Initialize, This brings up new PropertyID and OwnerID, as well as Dates entered to each in the New Property and New Owner Tabs. (to version 2.7.01)

    If thats not right let me know?

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I think we need to combine the following forms into one multipage form

    1) frmStaysEntry_Tsjallie
    2) frmPropertyAvailability
    3) frmNewGuestEntry

    What do you think?

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Here is a new version with post # 77 completed. I think I have made all three pages load correctly. You may not agree!

    I think all the forms are coming up correctly from Calendar. Now I need to make them all post to the correct data sheets as needed. Can you look at the Block Property tab (Stays Activity) and give me some direction on where this data should go?

    Thanks!!

    u3rick
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Not sure about that.
    frmPropertyAvailability is a duplicate and already present in frmManagePropertiesAndOwners. And I think it belongs there because of it's affinity to Property.
    I rather think there should be a form like frmManagePropertiesAndOwners for the Guests and GuestStays. I think frmGuestActivity should be moved towards that.
    Having one form to handle all the Property and Owner related stuff and one the handle all the Guest and Stay stuff would make sense I think.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I really like both, is that a problem. They have different times to be used. We have both in the Vacation Reservation System. Am I not using them correctly because neither Blocking page works to block dates. How do I make them work, where are we tracking blocked dates?

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Can you check the GuestStays Sheet. The Darker green columns are formulas in the cells. Column G won't keep the chosen date format with added rows (should be m/d/yyyy, but new lines are d/m/yyyy). Also when a new row is added column H & I are left blank with no formula!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I really like both, is that a problem
    It's not a problem. It just means that you will have to make changes to the Availability form (if any) at two places.
    At the moment it's implemented to work with both forms (as you specified). Unfortunately you already removed frmPropertyAvailability. Just copy it back from a previous version and it'll work fine.
    Am I not using them correctly because neither Blocking page works to block dates. How do I make them work, where are we tracking blocked dates?
    That part of the Calendar formula is referring to the wrong column.
    For instance this is the relevant part of the formula in D4:
    Formula: copy to clipboard
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    Quote Originally Posted by Tsjallie View Post
    It's not a problem. It just means that you will have to make changes to the Availability form (if any) at two places.
    At the moment it's implemented to work with both forms (as you specified). Unfortunately you already removed frmPropertyAvailability. Just copy it back from a previous version and it'll work fine.

    That part of the Calendar formula is referring to the wrong column.
    For instance this is the relevant part of the formula in D4:
    Formula: copy to clipboard
    Please Login or Register  to view this content.
    I copied it and code to the third page of StayAcitivity form is that causing a problem with the ownerproperty form?

    Sorry on my iPhone!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Can you check the GuestStays Sheet. The Darker green columns are formulas in the cells. Column G won't keep the chosen date format with added rows (should be m/d/yyyy, but new lines are d/m/yyyy). Also when a new row is added column H & I are left blank with no formula!
    You're experiencing some weird "feature" of Excel tables. Sometimes old formats and/or old formulas keep linguring on "below the surface". Probably caused by some inconsistency in the past, but not sure.
    Found an article on this issue some time ago, but can't find it now (of course).

    Solution however is to copy to whole table and immediately paste it back again. This will force Excel to rewrite the table section in the xml the workbook consists of.

    To view the xml just rename the workbook to .zip and open it using windows explorer. You will then see a map called "xl" which contains a submap called "tables". This map contains the xml files for all the table in the workbook. You can open these xml files which contain the formulas.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I didn't post the whole formula, only the last part. If you just copied that the formula won't work.

    code to the third page of StayAcitivity form is that causing a problem with the ownerproperty form?
    Not sure what you mean

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I really like both, is that a problem. They have different times to be used
    I'm not so sharp at the moment. Caught the worst cold in years.
    You're right in this. It indeed is better to have the StaysEntry and NewGuest on one multipage form.
    For the PropertyAvailability you can either choose to have a separate form showing when a cell with "N/A" is right-clicked or you can show the ManagePropertiesAndOwners form with the PropertyAvailability tab selected.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I did what you showed in post #82 I think? As far as I can tell there is no way to make either of the block pages put a NA on the calendar ??:roll eyes:

    I must be missing something!

    u3rick

    Screen Shot 2015-10-08 at 10.24.15 PM.png

    Screen Shot 2015-10-08 at 10.27.32 PM.png

  88. #88
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Like I mentioned I,m not very sharp at the moment. And it's even worse than I thought
    But I think the coin finally dropped.
    Forget about the previous post (except #84) and let's restart from post #78.

    I will take a look at the PropertyAvailability form. I believe there's just some code missing yet.
    The blocking data should go in the PropertyAvailibility table on the Tables sheet. That's where the formula in the Calendar reads the availability from.

    PropertyAvailabilityTabe.JPG

    BTW, I've sent you a PM about Dropbox

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    What about changes I made in post #82? Other than that I am fine holding till you look at it. But I have a few additions so here is my latest version! I will hold on doing anything until you send me back a new version, but please explain or show changes.

    Thanks!

    u3rick
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    What about changes I made in post #82?
    I will check on them.
    Will make the changes to read and store the availabilities tonight and explain 'm.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Here's the workbook with the changes so far. Didn't finish yet. Ended up in bed with an aspirine.
    Worked on the Availability page in StayActivity. Checkboxes working, adding new periods working. Working on deleting them yet.
    Availabilities appear and disappear in the Calendar right on.
    Will make up a document with explaination later this weekend.
    Posting this version so you can move on.
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Get well soon! maybe Beer can help!

    I will see if I can copy the right code to the frmManagePropertiesAndOwners and make it work. I might learn something or I could just get stuck!!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Been doing some testing and noticed that the Calendar doesn't seem to pickup years correctly (notice that it filled in the same period in 2015 although it was not asked!!:roll eyes

    I need beer!!

    Cheers!

    u3rick

    Screen Shot 2015-10-10 at 10.08.08 AM.png

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    Re: Populating forms with new or existing data and saving to a data sheet.

    As far as I can see on the screenshot the periods blocked are nicely on the calendar.
    But I assume you want the selected months pre-added to the From and Until boxes. That's just not there yet, but can be done easily.

    And yes, beer always helps

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Well the problem is it added to 2015 dates at the same time it was only suppose to do 2016 dates.

    Update: Seemed to work in 2.7.03a but really didn't change anything that should affect it. If I did, I didn't know I did!

    Thanks

    u3rick
    Last edited by u3rick; 10-10-2015 at 06:25 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Let's just take this version as our base from now on and move the other versions to some safe place far away.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Ok done!

    In the Calendar sheet would you right click on x BC 1037 and go to the Property Availability tab. Then add from Period Block section the dates 1/1/2017 to 6/12017. Note that it works but doesn't instantly populate the listbox unavailable periods(if I close the form and reopen it populates the listbox and I can delete it)? Also note that it fills in N/A's in every month except July 2017?

    Can you highlight the code areas that I need to change. I copied all the code, (I hope), from frmStayActivity and the code works the listbox correctly as the info appears as you save it. But, both block pages have the same problem with the N/A's on the Calendar. It seems to find the Until boundary but not the From!


    Thanks

    Go Hawks! (Big Game Today!)

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Just so you know where I am going. My goal is to have the Block tab in frmStaysActivity only be able to block the dates chosen when bring up the form. That means deleting the Months and its ability to pick dates the rest of that tab will stay as is.

    The stuff deleted from frmStaysActivity above will still work from the frmManageProppertiesAndOwners. That way it won't dup much and give user good versatility.

    What do you think?

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    To post #97:

    In the StoreAdhocAvailability procedure the function FillPropertyAvailabilityPage was called with the parameter txtPropertyCode.
    This parameter, however, contains the propertyid instead of the propertycode. The procedure repopulating the list cannot find the propertyid in the propertycode column and so cannot populate the list.
    I changed it to use the propertycode from the PropertyDetails page, txtUnitCodeEU.
    Smae goes for the RemoveAdhocAvailability procedure.

    It's not selecting July, because the EndDate is 6/1/2017.

    Also made a change to the formula in the Calander:
    Changed
    Formula: copy to clipboard
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    into
    Formula: copy to clipboard
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    This is to allow for StartDate not being the first day of the month.

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    Quote Originally Posted by Tsjallie View Post
    To post #97:

    In the StoreAdhocAvailability procedure the function FillPropertyAvailabilityPage was called with the parameter txtPropertyCode.
    This parameter, however, contains the propertyid instead of the propertycode. The procedure repopulating the list cannot find the propertyid in the propertycode column and so cannot populate the list.
    I changed it to use the propertycode from the PropertyDetails page, txtUnitCodeEU.
    Smae goes for the RemoveAdhocAvailability procedure.

    It's not selecting July, because the EndDate is 6/1/2017.

    Also made a change to the formula in the Calander:
    Changed
    Formula: copy to clipboard
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    into
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    This is to allow for StartDate not being the first day of the month.
    Thanks will check tonight!

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    Re: Populating forms with new or existing data and saving to a data sheet.

    That indeed would make the PropertyAvailability page in frmManagePropertiesAndOwners quite different from the page in frmStayActivity.
    And so they are no longer duplicates. Good going!

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I had the From And Until populating with the picked months from the Calendar in version 2.7.02 but can't find the code or where it is even located. Give me some help, what am I missing? I erased the months from the form so I am getting closer. Everything is working well and once I get this done, I can go into some major testing by making a live version and using it daily with actual Vacationville activity!

    Thanks

    Sorry still cry from Hawks big loss today!

    u3rick
    Last edited by u3rick; 10-12-2015 at 08:22 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Sorry still cry from Hawks big loss today!
    I know how you must feel. Saw our national soccer team (recently fifa world #1) struggle to overcome fifa world #142 (Kazachstan) last saturday
    Makes you wonna howl over a pint of beer

    In the Worksheet_BeforeRightclick() procedure of the Calendar find these lines:
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    and remove the apostrophes.
    Sorry, forgot to remove these when I was testing for the Add-button to be disabled when the data boxes are empty.

    Change the cmdDeleteBP_Click() procedure in the frmStayActivity code module
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    This will disable the Delete-button again after a period was deleted.

    When removing the checkboxes from the PropertyAvailability page of frmStayActivity, make sure you also remove any code related to these checkboxes.
    This means that in the frmStayActivity the following procedures can go:
    - StoreMonthlyAvailability
    - RemoveMonthlyAvailability
    - EmphasizeIfSelected
    and from the FillPropertyAvailabilityPage procedure these lines should be deleted:
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    Last edited by Tsjallie; 10-12-2015 at 04:18 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Made the changes in post #103. I never looked at the Calendar code

    In the frmManagePropertiesAndOwners in the Property Availability tab is the "Property is permanently unavailable" checkbox suppose to work? What does it do?

    Also the "Save" button at the bottom of the page?

    Thanks and have a great afternoon!

    u3rick
    Last edited by u3rick; 10-12-2015 at 09:23 AM.

  105. #105
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    Re: Populating forms with new or existing data and saving to a data sheet.

    In the frmManagePropertiesAndOwners in the Property Availability tab is the "Property is permanently unavailable" checkbox suppose to work? What does it do?
    It should set Active to "Yes" or "No" in the Properties table.
    Also the "Save" button at the bottom of the page?
    All changes made are immediately stored. So the Save-button has become obsolete.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Having problem copying over owner info with new info in frmManagePropertiesAndOwners

    Used this code:

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    and get this error message

    Screen Shot 2015-10-12 at 8.19.04 PM.png

    I think its not making a new row so not sure why this is happening?

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    When you arrive at that point the Calendar is the activesheet not the Owners sheet.
    In that case you get the error "subscript-out-of-range".
    So change activesheet.listobjects("tblOwners") into Worksheets("Owners").listobjects("tblOwners").

    Furthermore it's recommended not to use the range-objects with hard references to columns like in ws.Range("B" & linrng).Value = txtLastNameEO.Value.
    But use the listobject with references to column names instead.
    Last edited by Tsjallie; 10-13-2015 at 07:28 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    It worked but the only thing it changed is the LastUpdate?

    The listobject is tblOwners and a Column name is "OLastName" but how do I format that instead of ws.range("B" & linrng).value. Then how do I change this code?

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    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Clicking the Save-button executes the cmdSaveEO_Click() procedure.
    When the line
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    is executed, this triggers a whole chain of events among which is the FillPropertyOwnerDetailsPage procedure which read the data from the Owners table and puts them in the PropertyOwners page. See 'm coming?
    This means that the data you just changed is overwritten by the original data in the table. So nothing changes.
    This chain of events triggered also makes that saving data is awfully slow.
    Just set a breakpoint at sub cmdSaveEO_Click() and from there step through the code by pressing F8. You'll see what happens.

    The solve this:
    in the cmdSaveEO_Click procedure insert right after the DIM-statements the line:
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    and right before End Sub:
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    This will prevents this chain of events being triggered.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Wow! I would have never figured that out! Now it works great.

    Furthermore it's recommended not to use the range-objects with hard references to columns like in ws.Range("B" & linrng).Value = txtLastNameEO.Value.
    But use the listobject with references to column names instead.
    The listobject is tblOwners and a Column name is "OLastName" but how do I format that instead of ws.range("B" & linrng).value. and what do I do about

    Set ws = ThisWorkbook.Sheets("Owners")
    linrng = Application.Match(cboOwnerIdEO.List(cboOwnerIdEO.ListIndex, 0), Sheets("Owners").Columns(1), 0)

    If IsError(linrng) Then
    MsgBox "Id Number not found"
    Else

    Thanks, would be lost without your help!

    u3rick
    Last edited by u3rick; 10-14-2015 at 01:09 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    It posted twice and will not let me delete sorry!
    Last edited by u3rick; 10-14-2015 at 01:13 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Added this code and it crashes the program??

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    Screen Shot 2015-10-13 at 11.19.38 PM.png

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    This is how you can update the Owner details using the listobject with column names isstead of hard cell references.
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Thanks

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Finally got Notifybox to work
    So we now should be able to work on the same file together without interfering.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Good!

    Did you try the New Property entry, does it crash on you?

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Added the code to record New Owners and I get the same error as Post#112 when recording new Properties. It my be you are running some add-on in excel that I am not, because it is some kind of outside error it says. It has me stumped with both not working!

    Try it and see what you get and let me know some ideas. Not much I can do till I get it fixed! (Well there is more beer!!)

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Looked into the issue with adding new properties.
    Problem is not in the code, but in the properties sheet itself.
    If can add rows at the bottom of the table until you get to row #27. Than Excel starts crashing.
    I've some mentions of this on the internet, but no answers as to what is causing it.
    Been turning the working upside-down, but can't find it.

    Only working solution I can think of for now is to copy the table to another worksheet, delete the properties sheet and adjust any formulas referencing the Properties table.
    That's a pretty delicate operation, so let me do that for you.
    I will upload a repaired workbook tonight.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Doing the something when adding New Owners!! So are both pages bad?

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Problem with adding a new owner is just a typo.
    txtIdSSNNO.Value should be txtTaxIdSSNNO.value

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Good work by me!lool!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    didn't experience this crashing with the owners table yet.
    But I will repair that sheet too, just to be sure.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Problem with adding a new owner is just a typo.
    txtIdSSNNO.Value should be txtTaxIdSSNNO.value
    If you change that, does it work OK?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Apperantely there's indeed something rotten in the Owners sheet too.
    Adding a new owner works fine, but deleting theat record from the table again crashes Excel.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    It crashes the same as Properties for me when entering each!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Let's see what reconstructing these sheets will bring us.
    With a little bit of luck it solves the problem.
    But may be we'll need to rebuild the whole workbook from scratch.
    So be it. Will not mean the end of the world.

  127. #127
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Ok, the good news is that the workbook probably is not corrupted and doesn't need to be repaired.
    The bad news is that - what I think - is causing the problem is again an uncontrolled chain of nested and recursive event procedures being fired driving Excel bezirk.
    A lot more work and not sure if this was al there is to it, but try it.

    What I found:
    - adding data for a new owner or a new property fired the worksheet_change() event each time a value is copied to the Owners sheet or the Propertis sheet respectively. Switched off the worksheet events with application.enableevents=false in the cmdSaveNO_Click procedure and the cmdSaveNP_Click procedure of the ManagePropertiesAndOwners form.
    - this also fired the cboOwnerIdEO_Change() event and the cboPropIdEU_Change() event, because these combo boxes where linked to the respective worksheets by their RowSource properties. Removed the link in the RowSource properties when the cmdSaveNO_Click procedure and the cmdSaveNP_Click procedure starts and set it back again at the end.

    Uploaded the new version.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I follow most of that...don't totally understand it, but the fact that I understand any of it means I am learning something through this process! Why do you think it works in the new guest form. Or do we need to match that form with the changes above? We could get rid of cboBoxe's in some cases and replace with txtBoxes? Or, maybe it doesn't matter after you have fixed them.

    Good job!!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Made some form changes in the new version. I hope I did them correctly, they work so far? Change lstproperties in edit owners to showing unowned units instead of owned units. Reasoning is owners will have more than one unit. The disconnect for owner and units will take place in property Details at the bottom where it shows the attached owner. thats where we can erase it from PropertyOwners table. So I marked out the code in findownedproperties and added lstPropeties in the findunownedproperties. See what you think.

    Thanks

    u3rick

    Screen Shot 2015-10-15 at 5.36.17 PM.png

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Good to hear it's working now
    Will take a look at the changes you made.
    Besides the things I corrected yesterday I've seen some other issues which I will post.

    Here's something to read for you in the meantime. It's about debugging.

    And pls, do use tags when you post code or formulas.
    Last edited by Tsjallie; 10-16-2015 at 04:19 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    On the Owner Details page you're now showing the unowned properties. That doesn't make sense to me
    I would expect you'd want to see the properties the selected owner owns. And then have the Add-button show a list of unowned properties.

    I also would add the management fee and status to the list items. PropertyId is already in there.
    Management fee should be added to the Property Details page, so you can change it there.
    Same goes for the New Owner page.
    Bottom line is that Owner details and Property details would preferably be entered in one place and changed in one place. Even better to integrate the Edit and New pages into one.
    You could then have a button New Owner or New Property clearing the page, generating a new Id, inserting a new row for it. The rest would be the same as saving changes.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Why do you think it works in the new guest form. Or do we need to match that form with the changes above?
    Well, in this case things work ok, because there is no active worksheet_change() procedure on the Guests sheet and also the Guests combobox has no change procedure attached. So adding a new Guest record will not cause an uncontrolled chain of events like with the Owner and Property. However that will happen as soon as there will be a worksheet_change() procedure and a cboGuestIdSE_Change() procedure.
    Thus it's better to apply the same additions/changes here too.

    We could get rid of cboBoxe's in some cases and replace with txtBoxes?
    No need for that. Getting in control of what's happening will do just fine.
    Therefor it's very important to get a good understanding of events. What events are triggered? And what is triggering them?
    For this i'm referring the Chip Pearson's site again: http://www.cpearson.com/excel/Events.aspx

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Sorry about the code tags didn't even think about it! I use screen shot a lot with clients and I was in a hurry thats why.

    I would expect you'd want to see the properties the selected owner owns. And then have the Add-button show a list of unowned properties.
    I agree with the you I would like the owned units to show up but I didn't think the listBox could hold two types of info?

    Screen Shot 2015-10-16 at 8.05.48 AM.png

    My understanding was that the things listed in Unowned Properties section were related too and posted too PropertyOwners sheet?

    I will put the program back as it was so we can look at other alternatives!

    Thanks for the debugging info most definitely a weak spot for me!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Put things back as they were as best I can tell, but there is a bug some where in bring up the form. I will read up on debugging info.
    when I hit debug it goes to frmManagePropertiesAndOwners.Show. It says something about Arrays before I hit debug. Guess I didn't get it back as I thought I did??

    u3rick

    Screen Shot 2015-10-16 at 8.49.37 AM.png

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    When I go through it by steps with F8 it hangs at UseDatepicker in a loop that it never leaves, but not sure why? or if I am debugging it correctly?
    Last edited by u3rick; 10-16-2015 at 01:49 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    When I right-click the same property I get the same error, but clicking Debug takes me the line in the GetOwnedProperties sub as shown below in blue:
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    The culprit is the line shown in red. For some obscure reason that line is changed into a comment, leaving the index for the list to -1 which is invalid.
    I've removed the apostrophe and it works fine now.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    If my debugging effort would of taken me there, I might of figured that out. I remember that that page had no apostrophes!:roll eyes:
    So, I missed one!!

    Sorry!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I am liking your idea of combining some pages. How does that work with unloading the edit info? Then reloading the Ids and current dates? Then you fill in the new info, but I guess the save button has to be smart enough to know which one your saving so it either finds the Id row, or start a new row?

    Thanks

    u3rick

    Screen Shot 2015-10-17 at 6.52.35 AM.png

    Screen Shot 2015-10-17 at 6.52.48 AM.png
    Last edited by u3rick; 10-17-2015 at 09:55 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Management fee should be added to the Property Details page, so you can change it there.
    How commissions are handled in this program is based on copying how the Vacation program handles it. Just thought it made sense to keep the two programs with same overall feel. The Vacation program handles commissions on the Property Owners side. Thats closest to our PropertyOwner sheet.

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Stepping through the code from frmManagePropertiesAndOwners.Show (with F8) you finally end up in the FillPropertyOwnerDetailsPage function.
    In the FillPropertyOwnerDetailsPage the return value should be assigned to the function.
    Changed
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    into
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    Re: Populating forms with new or existing data and saving to a data sheet.

    I guess the save button has to be smart enough to know which one your saving so it either finds the Id row, or start a new row?
    Easiest way to do this is to introduce a checkbox NewSomething on the page. Then - if the checkbox is checked (true), you can have Save-button insert a new record with the new Id. The rest could the be same is with updating an existing record. If the checkbox is unchecked (false) the Save-button should skip inserting the new row.
    Make sure the checkbox is unchecked initially and that when checking the checkbox the page is cleared.
    Also make sure that, once the checkbox is checked and the page is cleared, when unchecking it again the Save-button is disabled until an existing record is selected again.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    What a phenomenal series of posts - by both parties, and all in the space of three weeks.

    I've never seen such a concentrated and detailed series of posts in all the time I've been here. You both deserve enormous credit for the attention to detail and the sheer volume of stuff you've discussed. Hats off to you both.
    Richard Buttrey

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    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Richard Buttery

    Thanks, its been a big learning experience for me!! I was so lucky to hookup with Tsjallie and his wealth of knowledge and direction!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Thank you, Richard, for the compliment.
    Indeed, we're having a ball here

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I am attaching the program version that I am attempting the combining of the Edit Owner and New Owner pages to a single page. I am going in a different direction than checkboxes, as you suggested, due to my lack of understanding of the nuts and bolts of checkboxes. I have a button that is titled "New" that clears and reloads the page. I have got that part to work. My problem is shown in the screen shots below. I had a theory that I could put the new property recording after the "If(Error" part thinking if the save procedure didn't find an active OwnerId that it would error and save the new Owner info. I am not sure that is a good method it's just how I saw the path of least resistance!

    Screen Shot 2015-10-18 at 9.00.03 AM.png

    Screen Shot 2015-10-18 at 9.00.27 AM.png

    Thanks

    u3rick
    Attached Files Attached Files
    Last edited by u3rick; 10-18-2015 at 12:36 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Sorry, this is not the way to do it.
    Do try the checkbox. It very easy. A checkbox is just a variable which can have only two values: either TRUE or FALSE.
    If checked the value is TRUE (meaning you want to enter a new owner).
    NewOwner.JPG

    Here's the code you need to get this to work:

    chkNewOwner_Change checks if the checkbox is checked (true) of unchecked (false).
    If true it cleares the Owners Details page, inserts a new row at the bottom of the Owners table and moves the new OwnerId to the new record. It also clears and resets the OwnerId combobox.
    If false (when you have second thoughts about adding a new owner) it deletes the newly inserted record again, also cleares the page and clears and reset the OwnerId combobox.

    One warning: never check or uncheck the NewOwner checkbox programmatically.

    cmdSaveNO_Click is actually unchanged, be it that I straightened out the code to make it more stable/flexible using column names instead of column numbers.

    The OwnedProperties and the UnOwnedProperties listboxes needs some work yet.

    New Properties and new Guests could be handled likewise.

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    Last edited by Tsjallie; 10-18-2015 at 04:45 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    No problem!.... your the man and I will learn checkboxes!

    I will put in the code you sent.

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Copied it and made the checkbox but, it crashes? It gives a couple error messages first see below. Might be me but looked a few times and seems correct.

    Thanks

    u3rick

    Screen Shot 2015-10-18 at 6.15.22 PM.png

    Screen Shot 2015-10-18 at 6.17.14 PM.png

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Sorry seems it have copied it twice!
    Last edited by u3rick; 10-18-2015 at 11:27 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I change the frmStayActivity from the mpg to single page, it seems to have mess up some of the calendar code. After lots of looking I can't seem to solve the problem.

    I know I have been heavy in problems lately! So, if you have time can you direct me to the problem? The new form is below. Just pick a vacant month and Rt click the attached version and the problem start.

    Thanks

    u3rick

    Screen Shot 2015-10-18 at 11.59.18 PM.png
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Looked at the workbook.
    The main problem is you're not using the correct names of the objects in the Userform_Initialize() procedure and may be also in other procedures.
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    Also with moving a new GuestId to cboGuestIdSA you're now entering New Guest mode by default. Don't think that's what you intended.

    Any chance that I can have the workbook exclusively for a couple of days some time soon?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Thats not a problem let me cleanup as many projects as I can in my latest version, and I will post here and put in dropbox my tonight. I will make it version "ES Reservations 3.0.00" for no reason other it will be harder to mixup in my massive storage of versions.

    I have a hard time tracking the changes I make as to where I need to make adjustments in other parts of the workbook, as you can tell. If I don't try though I will never learn and I know that makes it hard on you!

    Sorry!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Ok, on that version I will
    • straighten out the process flow so it's more straight forward, controlable and comprehensible
    • straighten out the frmManagePropertiesAndOwners form and get it full functional
    • straighten out the frmStaysActivity form and get it full functional
    • straighten out the frmGuestActivity form and get it full functional
    I estimate this would take me about a week. Can you hold your horses for that time?

    When that's done we should enter the process of explaining things, so you can pick up developing the workbook yourself asap.
    I'm just not sure how to do that. Just writing down everything I can think of - like I've started to do with the document in the Dropbox - will take a lot of time and will most likely result in a huge document and may well be confusing you even more
    How would you prefer to do it? Maybe some kind of question-and-answer approach?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I think questions & answers is best, The writing thing is way to much time for you and I know when I make manuals they just get long and confusing. I think that once the code is all the way you think it should be, and I see it. I should be able to take the pieces and use them in many parts of the workbook and if I have a problem arises then I can ask you questions.

    Do you want me to try and include all this code for controlling input to and from the forms before I send the workbook too you?

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    Update: I think it will be tomorrow night when I get it to you. I will need a little more time. I know it seems like a waste because you will change everything, but I want things as close as I can get them before sending it off for remodel!

    Thanks

    u3rick
    Last edited by u3rick; 10-19-2015 at 10:34 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Put in what you think should be in there.
    I noticed these features and they were already on my list to keep 'm in. They're very usefull for a user.
    Red when mandatory data is not yet entered and white when data has changed, I believe it is?
    Take your time. Ready when you are.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Could you look at this version of the workbook and tell me why the lstPeriodsBP is not working? I have invested about 3hrs and can't find it!

    Screen Shot 2015-10-20 at 9.19.08 AM.png

    Thanks

    u3rick
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Well, there are two reasons for that:
    First:
    the Property Block section only shows the ad hoc periods. But in the Unavailability table there are no such ad hoc periods.
    There are however regular periods in that table, but these are not shows in Property Block section.
    Just insert a record with an ad hoc period and it will show up.
    Second:
    You're calling the FillPropertyAvailabilityPage with the PropertyId which is the first parameter, but you're passing it as the second parameter which is the PropertyCode. This makes that the FillPropertyAvailabilityPage procedure filters on the PropertyCode column with the PropertyId and thus finds no records. Change the code like this (the red comma) and the inserted adhoc period will show up.
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    How do you get a record with an ad hoc period?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Take the version ES Program Redesign_Ricks_v2.7.03y from the Dropbox.
    Right-click on a property. This will bring up the ManagePropertiesAndOwners form.
    Select the Property Availability page.
    Enter dates in both Start and End boxes. This will enable the Add-button.
    Click the Add-button. This will call the StoreAdhocAvailability procedure and there you are.
    The procedure will insert a record for the ad period into the Non-availability table on the sheet Tables.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Thanks I will check it out!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I give up just do your thing and I will work on code for all the stuff that controls the form boxes in Word. One note; I change the Property column formula to the PropertyOwner sheet in stead of the Properties sheet, so unattached properties wouldn't show on the calendar. Other than that I tried to make things work as we have been discussing, but with little success!

    The attached workbook is also in the Dropbox.

    Thanks as always of your help!

    u3rick
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    Last edited by u3rick; 10-20-2015 at 11:28 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I see that in StayActivity form there are only ad hoc unavailable periods (12/1/2015 - 12/15/2015) and the regular unavailability periods (e.g. july and august each year) are missing. Is that intentially or should these be there too?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I feel that the StayActivity form should only use the dates picked from the calendar that brings it up. It really doesn't need the dtbx used there, if you think that is better. I feel the blocking of Months is more related to the owner setup so that is how I saw it!

    Thanks

    u3rick
    Last edited by u3rick; 10-24-2015 at 10:50 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Ok. Both make sense.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I have been outlining the workbook that will do the job of OwnerPayables (in QB's its called Owner Receivables because payables won't work correctly) and realized that we should change OwnerTrans to PropertyTrans to be correct. This is because we need to track by property not by owner at that point. At Vacationville we have owners that have two properties and want separate statements and we have owners that have multiple properties and want one statement. I think we should handle that in the owner statements part of the workbook that I am starting to map now. This workbook will combine Data from both reservation systems and take the place of what we are doing in QB's in Acts Receivables currently but causes lots of problems.

    Thanks

    u3rick
    Last edited by u3rick; 10-24-2015 at 10:50 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    How do you think we should handle OwnerIds from the two reservation systems? I will be combining the two in the OwnerPayables Workbook. I was thinking of making the #'s shorter and starting each with a letter codes like ES00001 and SS00001???

    The same will be true with PropertyId's?

    Maybe we don't use Properties but just the unit code in the Owner Table and no Ids other than Last Name, First Name, Unit code.?

    Thanks

    u3rick
    Last edited by u3rick; 10-24-2015 at 11:05 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I don't think it's good idea to have more than one type of ownerid. That would make integrating the systems more difficult as you would need to make conversions. Nor is the added value of having different id types not clear or at least disputable.
    For what matters the property, like I mentioned before, the PropertyId is just an extra unique identifier next to the PropertyCode where you only need one.
    On the other hand using a sequence number as an Id makes generating new id's much easier. Doing this with the PropertyCode would make it necessary for users to create the new Id. That's not a guarentee to have all unique id's. Also sorting is easier with sequence numbers.
    So all in all I think using sequence numbers as a PropertyId has more pro's than cons. Standardizing on sequence numbers also would add to having a consistent construction. Same goes for all standardization and consequently also for the ownerid.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    As I am thinking this big picture chart through, I was wondering about how best to get owner info into the OwnersPayable Workbook? Do I set up a new owners sheet or can I get that info as needed from ES Res? The Vacation Program is also a challenge?? Hmmm! This is driving me to drink!

    Any thoughts?

    Cheers!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I have no experience in this designing more than one workbook in a system, but it seems to me that the owner sheet should be at the center? I mean by that if its in the Master Accounting Workbook it would issue id #'s in sequence no mater what program the owner was using. Then the owner info could be distribute out from there as needed to programs and other workbooks. I have no idea if this matters??

    As you can see in the overall picture chart I have made that the Data Collection Box (Master Accounting Workbook) is in the center and its main job is to take all active and put it in a format to ship to QuickBooks Online. This includes an owners payables program for both programs plus property repairs, etc. (This is done in QB's currently, but is limited in how we must do statements and checks. So, we will be doing it in the workbook and just passing the checks onto QB's as IIF file to be printed.)

    I know you will have some insight on this to help me get focused on the right direction!

    Bye the way my Seahawks finally won on Thur!!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    How do you make it look like this I tried and can't??

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    You can go to a new line with [Alt][Enter]. Indentation is done with spaces.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Thanks, I knew it was something easy I some how did't know!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    How could I make this formula do 4 tables; Invoices, CreditMemos, Checks, and Payments, in the same cell?

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    I tried as an If question the first index worked but others didn't. There is most likely an easy answer but I am not finding it!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I made this work, not sure IF or IFERROR, but went with IFERROR?

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    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Use of IFERROR seems OK.
    But be aware that in this formula there is an hierarchy: it 1st looks in tblInvoices. If that doesn't give a result it looks in tblCreditMemos and so on until tblPayments. If none of the tables give a result then the first IFERROR returns "".

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Would a plain IF be better?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    About this overall design (post #168):
    I think the core business of VacationVille is a combination of the Properties, their Owners and the Guests renting the Properties.
    This means that Owners, Properties and Guests constitute the core of your the overall system from a data perspective. This would make the core of the VacationVille database. Together with the tables linking these tables like PropertyOwners, GuestStays and alike.
    This VacationVille database should be leading I think, meaning that the data at Lodgix and QuickBooks should be synchronized with the data in the VacationVille database. One exception is the QuestStays table. I think the data at Lodgix should be leading here and the GuestStays table in the VacationVille database should be synchronized with that.

    Question is what facilities QuickBooks and Lodgix offer for exchanging data between their systems and that of VacationVille.
    I would expect that they both offer upload and download facilities or maybe even a API (Application Programming Interface) though the latter is not very likely to be offered. Do you have any information on these facilities?

    Another important thing to consider is the frequency of synchronizing data with Lodgix and QuickBooks. I can imagine that synchronizing data with QuickBook doesn't need to be real-time or even near-real-time, but synchronizing with Lodgix will probably need to be at least near-real-time, because you will want to avoid concurrent bookings. Unless, of course, bookings are always done thru Lodgix.

    Excel offers several ways to import and export data which can also be automated.

    I also would recommend to separate data and functionality in your system. That would make impelementing changes to the system easier when the system (workbooks) are in use. In the overhaul I'm conducting I'm preparing for that.
    This may eventually lead to migrating the data to an Access database, but let's keep with Excel for the moment.

    I think this will give something to chew on
    I'll see if I can draw up some (high level) schema (based on your diagram) of how such a system could be layed out.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Would a plain IF be better?
    No, IFEROR is the function to use here.
    With "seems OK" I was referring to the hierarchy.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    What's the IIFPosting Program?
    Are Accounts Payable and Payroll part of QuickBooks?
    What's the difference between daily postings and daily dumps?
    Last edited by Tsjallie; 10-26-2015 at 04:59 PM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    That is a program that lets you import to QuickBooks Online. It may or may not be IIF files. That is just the way I remember what it is.

    Lodgix is not much help, but it will import and export to excel but not very robust. The reason this is all going (my project) is because Lodgix is weak in longterm rentals (ES) and accounting (QB's).

    The only thing that would be nice to be able to do with Lodgix would be export owner data, unit data and various Accounting Dumps. Import xy units ES blocks and changed info so its not needed twice. Now Lodgix has some great features with online reservation and our webpage so its a must.

    QB's will do everything except OwnerPayables which includes monthly statements and 1099 forms(a US tax special). But it will still print the checks, payroll AR Taxes and Normal AP.

    goto www.vacationville.com check it out.


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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    The next thing I need for the OwnersPayable Worksheet is the formula that gives the frmOwnersPayableActivity txtOverDue box its data. I have worked on the formula you sent for the balance box. I have not come up with a way for it to figure the balance as of the last day of the previous month if it is > 0??
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    If you have time give me a little push in the right direction!

    u3rick


    btw: It Friday have a couple beers!!

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    Re: Populating forms with new or existing data and saving to a data sheet.

    There are two equal options to get this trick done.
    Both options assume to be in a column in the tblOwnersPayableList table.
    Formula: copy to clipboard
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    or
    Formula: copy to clipboard
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    btw: It Friday have a couple beers!!
    Your wish is my command

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I was close I had the today() and the eomonth() stuff, but not in the right order or place in the formula!

    Can you give me some input on how I should go about batch statements at period end, printing, and storing them in the Program. Not code yet I am planning how i want it just not sure of whats possible.

    Thanks

    Trick or Treat!!

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    I think you best have a separate userform and table for the management of generating, printing and logging these statements.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    How do I use your date picker in the new workbook? Finally got to a form that needs it?

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    How were the beers? Hope you had many! We lost an hour last night. So how many hours difference are there between Pacific Standard Time and yours? enough chatter!Lool!

    I need some help on the combo box "cboNewInvoice"
    Screen Shot 2015-11-01 at 6.54.34 AM.png

    I thought it would be simple, but upon further review I find I have no idea how to go about it. I tried the code below that I found online and then tried to customize for my needs but no luck!

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    When you have time give me a push in the right direction!

    btw: Do you think the the frmTransactions is ok? QB's uses a separate from for transaction with multi lines each?

    Hope your feeling well!lol!

    u3rick
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Sorry I left this out, I am trying to bring up this form

    Screen Shot 2015-11-01 at 7.18.18 AM.png

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    How do I use your date picker in the new workbook?
    Export the following components from the ES Reservation workbook:
    • Userform frmDatePicker
    • Module mdlDatePicker
    • Classmodule clDataBoxClass
    • Clasmodule clDayButtonClass

    And then import them into the new workbook.
    Further follow the instructions in the DatePicker Manual. Copied that to the Dropbox.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I will get on that tonight after NFL games!

    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    In the frmOwnersPayableActivity you need this event procedure which responds to selecting a new transaction from the combobox.
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    Notice that in the frmOwnersPaybleActivity the owner is known.
    So when calling the transactions form you must pass the Owner to it.
    At the same time in the frmTransactions you won't need to select an Owner. So the cboUnitOwner can go.
    Unless you want to use the transactions form indepently (so called from the Owners Payable form).

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Thanks I will think on that but may change to txt box!

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    I am working on a number system for all Transactions. After thinking on it awhile, I decided I want one set of numbers for all transaction. I Tried this (see below)and it didn't work. Now I am thinking that I should make a table just to make numbers and get them from there? What is the best and simplest way?

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    Thanks

    u3rick

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    In the screen shot below I want to double click the listed transaction and have it come up in its original form which would be the multipage frmTransaction. This is needed for deleting, editing purposes. What is the proper way to call this info?

    Screen Shot 2015-11-03 at 7.39.34 AM.png

    Also, what do I do about deleting transaction numbers it seems to cause problems when there missing?

    Thanks

    u3rick
    Last edited by u3rick; 11-03-2015 at 11:47 AM.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    They all need to be ranges:
    Formula: copy to clipboard
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    But be aware that you will get gaps in the id's. Not sure if the US IRS will be happy with that. As far as I remember Dutch IRS wants invoice numbers without gaps.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Also, what do I do about deleting transaction numbers it seems to cause problems when there missing?
    Refering to my previous post: I think - from an audit perspective - just deleting transaction numbers would undesirable.
    And not sure what regulatory issues this would give.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Try it in this direction (in code module of frmOwnersPayableActivity):
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    So, I need to make a sheet called DeletedTrans that will hold all the deleted trans in the database but not count them on any other sheets except in the numbering?

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Some comments on your code for Save-and-Close or Save-and-New:
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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tsjallie

    Thanks for the help yesterday! I will try to get more organized with my questions and list them all in one response.:roll eyes:

    1) In the tblOwnersPayableList, Column D (Double_Click), it is bring up the frmTransactions correctly, but as you will see(as expected) it shows the target cell.value in the txtUnitOwner "New Transaction". How can I make it the UnitOwner?

    2) Next, I would like to have the txtMemoIn box show the info from the tblServiceList memo column(O) that matches the Service picked in the cboActionIn box on the frmTransactions. Hope thats clear enough?

    3) Could you please check the code in frmTransactions. I have put in the data checking code that shows a red box if tabbed with no info entered. Also, it should turn white if the info is entered, but its only partly working. It is weirded out and I would like to have this straight before I reproduce the code for the rest of the tabs!

    I have put the latest version in the Dropbox and attached here.

    Thanks

    u3rick
    Attached Files Attached Files

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    Re: Populating forms with new or existing data and saving to a data sheet.

    In the tblOwnersPayableList, Column D (Double_Click), it is bring up the frmTransactions correctly, but as you will see(as expected) it shows the target cell.value in the txtUnitOwner "New Transaction". How can I make it the UnitOwner?
    Easiest (and most appropriate) way to do that is that have the DoubleClick event respond to double-clicking the Owners column. Then Target will automatically contain the UnitOwner.

    2) Next, I would like to have the txtMemoIn box show the info from the tblServiceList memo column(O) that matches the Service picked in the cboActionIn box on the frmTransactions. Hope thats clear enough?
    Please Login or Register  to view this content.
    Same technique will work for the CreditMemos, Checks and Payments.

    3) Could you please check the code in frmTransactions. I have put in the data checking code that shows a red box if tabbed with no info entered. Also, it should turn white if the info is entered, but its only partly working. It is weirded out and I would like to have this straight before I reproduce the code for the rest of the tabs!
    I'm affraid the trick of using a combobox as a button (Save-and-close or Save-and-new) isn't such a good idea afterall. Will try to figure out something alike.

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    Re: Populating forms with new or existing data and saving to a data sheet.

    Tried an alternative for the combobox as button. It are two commandbuttons combined with a spinbutton. Clicking the spinbutton brings up or hides the commandbuttons.
    Just take a look and see if you can live with this. There's no code behind it yet.
    But it's more controlable than this combobox.
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