Hello,
I would like to enter data in a form ("Form" tab), after which, with a click of a button (vba?) the data for the specific file number would be copied in the "Table" tab.
So, here are the steps for this process:
1. I would receive a request from someone by email, will enter the data in the "Table" tab (file #, date file received, and Name).
2. Before calling the person, in the "Form" tab I will enter the file #. It will populate the information entered in the Table (as to preparing for the call).
3. I could then conduct the call and fill-out the extra information in the "form" tab (date call made, location, work status).
4. When I'm done and the form is complete, I would push a button and the new information will be copied in the "Table", with respect to the File # and appropriate columns.
I attached the excel file for reference. You can see that the files # 124 and 125 are already completed. The files pending are 125 and 126. Once the call is made (126 could be done before, depending on who's available first), the information will be filled in the Table directly. Then ready to move on the next file.
In an ideal world, once the call is made and the information is copied on the Table, the form would reset with another button, ready for the next call.
I assume the xlookup function would probably help in the vba code? But I don't know how to use vba for this type of searches.
Many thanks in advance for your help,
Nico
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