Creating a Form

**Kyhosa** · 01-12-2018, 06:04 PM

Hi everyone
I have a very tricky and lengthy request, and I am not sure if it can all be done ((or done at all).

I am trying to create a form in Excel. There are 7 sections/worksheet (which will be dependent of what can be done), but these 7 sections need to be stepped through one at a time.

Some of the worksheets have a button that will move it to the next worksheet, and not allow you to edit the pervious one.
Some need to be approved by multiple people, and once approved would move it to the next worksheet.

I have included a sample of what I am looking for. It will still be confusing, so I know there will be a lot of questions.
I have highlighted the areas in yellow that I need help to. I know how to set up forms, it's just trying to input the codes to get it to work the way I need it to.

Thank you in advance for this!
-Abby

**than_gold** · 01-15-2018, 07:55 AM

Hello Abby,
Please tell in sheet 1, cell B2 & B3 there is no name & email id. But you mentioned in B13, email should go as per B2&B3.
cell doubt.png

**Kyhosa** · 01-15-2018, 10:22 AM

I didn't put information in those just because I was trying to see if what I wanted to do was possible. This isn't the spreadsheet I will be using, this is just a sample.

**than_gold** · 01-15-2018, 10:29 AM

Oh ok. yes it is possible.

**6StringJazzer** · 01-15-2018, 03:16 PM

On sheet 1 you would create a button that has code like this (example for an ActiveX button):

Please Login or Register  to view this content.

If you put names in B3 and B4 (not B2 and B3, as it says in your notes) I don't know how to send the emails. If you put email addresses, I can demonstrate how to do that. What is the subject and content of the email?

Similar solution for sheets 2, 4, 5, 6.

On sheet 3, you have different people each clicking buttons. Where will this file live so that they can all access it? You want it to send emails, and again you need to specify subject and content. It can send email automatically after 7 days but you have to specify what is the trigger for checking. When the file is opened? When you push some button? Also, there needs to be a place to indicate that an email has been sent so you only send it once.

You are using Excel to build a workflow system. Does your organization have SharePoint, or some other tool that is designed to do this?

**Kyhosa** · 01-16-2018, 03:13 PM

I am going to redo my example spreadsheet to see if I can make it more clear.

We do not have SharePoint or other tool that can do what I need. I am trying to work on getting something, but that may be a couple years to get it.

**Kyhosa** · 01-18-2018, 06:40 PM

Alright, so now I have created the UserForm that I want. I just need help getting it to work the way I need. I think for now I am not going to worry about how much time each tab on the Userform has to be complete. I think as long as everything is filled in, then the form would allow you to move it forward by clicking the command button. I have attached the examples. I hope this makes more sense! If there is a better way to do this or better alternative, let me know. This was all I could think of right now.

Thanks again!

**BadlySpelledBuoy** · 01-19-2018, 10:27 AM

There doesn't appear to be anything on the UserForm...

BSB

**Kyhosa** · 01-19-2018, 10:33 AM

Did you go into VBA? That is where it is currently. I didn't set it up to open when you open the file, because I need to open the form using the other excel spreadsheet.

**BadlySpelledBuoy** · 01-19-2018, 11:04 AM

The form contains nothing but an empty multipage control.

BSB

**Kyhosa** · 01-19-2018, 01:07 PM

Weird...it worked when I opened it.

I attached it again, maybe now it will work

Creating a Form

LinkBack

Thread Tools

Rate This Thread

Display

Creating a Form

Re: Creating a Form

Re: Creating a Form

Re: Creating a Form

Re: Creating a Form

Re: Creating a Form

Re: Creating a Form

Re: Creating a Form

Re: Creating a Form

Re: Creating a Form

Re: Creating a Form

Thread Information

Users Browsing this Thread

Similar Threads

[SOLVED] Difference between manually creating Form and programmatically creating

VBA form design, need help creating form which adds things to database

Creating a form in Excel that auto generates a form number

Form creating

Creating a Form

[SOLVED] creating a form

[SOLVED] Creating a Form

Bookmarks

Bookmarks

Posting Permissions