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Checklist using checkboxes for email

  1. #1
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    Checklist using checkboxes for email

    Hi all,
    I am trying to create a checklist type of document for project management. The idea is to have a lot of rows each of which deals with a different project that has to be done by some members. Each row will have 4 different checkboxes. The first checkbox has to be checked by only the preparer of the task and if this is happen successfully then an email is sent to the reviewers group to open the document and check for their corresponding checklist of that row. When both reviewers check their boxes then an email is sent to the partner of this task to check that everything is ok and tick their own checkbox.
    I managed to write down the code for the three of the four boxes and i stopped because i had some bugs such as a message box appearing twice or very slow execution.Also i am not sure whether this will be the most appropriate solution considering that i will have to include around 30 different rows with tasks each with 4 different checkboxes (preparer, reviewer1, reviewer2, parner). Is there a more generic way to define my functions within the code so that I could assign macro to recognize when the previous checkbox is ticked so as to move to the next one?
    Find my file attached. Thank you for your help.
    Attached Files Attached Files

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    Any help??
    Last edited by antros48; 03-03-2020 at 01:45 AM.

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    Re: Checklist using checkboxes for email

    At least could someone point me in the right direction??

  4. #4
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    Re: Checklist using checkboxes for email

    Hi antros48,

    A most interesting question. There are several ways to approach your problem:
    a. Active X CheckBoxes (approach you took)
    b. Forms CheckBoxes
    c. UserForm
    d. Pseudo-CheckBoxes using Marlett Font

    I rejected Approach a. and b. because both require a lot of work creating/deleting the CheckBoxes, especially when adding/deleting rows. Approach b. is slightly better because a. requires a separate event handler for each CheckBox, while approach b. can use one event handler to process all CheckBoxes. In addition there may be a CheckBox naming problem. Of course VBA could be used to create/delete the CheckBoxes.

    Approach c. is a viable approach, but it is also a lot of work designing a UserForm.

    I selected Approach d. as the winner. The Marlett Font (created by Microsoft) is not well known, but it creates great CheckMarks and x's and fits in very well with your excellent existing worksheet design with need for only small modifications. In addition, since there are no external controls, it is very easy to add/delete rows.For examples see https://docs.microsoft.com/en-us/typ...t-list/marlett

    See the attached modified copy of your file. Sheet 'Notes' in the file contains details of what I have done, and how the software works.

    Please let me know if you need any further assistance.

    I also uploaded a file containing sample Marlett font output.

    Lewis

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