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Loading and Editing Data from Userform

  1. #1
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    Loading and Editing Data from Userform

    Hi all,

    I have searched through countless other forums and help sites but cannot find what I'm looking for.

    Essential I have one master spreadsheet which allows my team members to open the userform. From there they enter the data for the client which then open's the personal spreadsheet (based off their windows environment name) and paste the data from the user form. So each team member has their own unique workbook but uses the master workbook to access the userform.

    That part I have sorted.

    The issue I am having is that from the same userform I want add a combo box and button to load data from their own sheet to populate the same userform.

    For example, they will enter the client's policy number, policy type and status:

    50014566 Motor Completed

    There may be up to 200 clients in their workbook and may need to go back and edit the details. So in the combo box I want it to list all of the available clients and then load the data into the userform to be edited.

    As I said, I have searched via Google for nearly a week straight and cannot find what I'm after. I have found similar ones but my VBA knowledge isn't advanced enough to modify and adjust them accordingly.

    Thank you.

    PS. I have also posted this on the Oz Grid forums with no response http://www.ozgrid.com/forum/showthread.php?t=179003

  2. #2
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    Re: Loading and Editing Data from Userform

    You would have to open the user's unique workbook before populating the combobox to extract the client list from the data. Or you could store a list of the user's clients in the master workbook.

    What part are you having a problem with?

    Populating a combobx list?
    Please Login or Register  to view this content.
    Is there an existing list of unique clients, or does that have to be extracted from the data?

    Can you post an example of your master and user's workbooks.

  3. #3
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    Re: Loading and Editing Data from Userform

    I've attached the two workbooks.

    Essentially I have no idea what code I would/could use. I have tried to modify a dozen different userform workbooks out there but I can't seem to find what I need.

    Basically I want the staff to add to their client list, then if need be use the search/load function at the bottom of the Loyalty (master workbook) to then load any client and edit the data.

    All of the data the staff have is what they have entered themselves.

    Hope that makes sense.
    Attached Files Attached Files

  4. #4
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    Re: Loading and Editing Data from Userform

    What column in Agent_GaretA01 has the clients? I don't see them.

  5. #5
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    Re: Loading and Editing Data from Userform

    We use the client's policy number as their reference, which should appear in Column C.

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