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Help with macro for resetting and saving form

  1. #1
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    Help with macro for resetting and saving form

    sorry if I am asking the impossible here.

    Basically I am setting up a quoting form for work to automate the process, as my department has had to take on this part of the business (its that or I lose a member of staff....which is nice).

    I have three work sheets, "internal", "Client quote" and "data".

    "Internal" is our internal pricing and information, which when completed feeds through to the "client Quote" sheet
    "Clientquote" gets all of its information from "internal"
    "data" holds all the pricing ratecards, data lists which feed the calculations and data validation lists on the "internal" sheet.

    so, what do I need? (is this even possible)

    On the internal sheet, I need a button I am calling "complete quote", which when pressed performs several functions:

    1. Saves the current entire workbook as an excel file to a specified folder, named from data from three cells on the "internal" sheet.
    for example, the file would be called "quotation_"quote number"_"Company Name"_"date" - The word quotation would be fixed and the other three items would be quote specific.

    2. Saves the "client quote" sheet only as a PDF to a specified folder, with the same naming function as above.

    3. Resets any cells that have been manually input.

    4. Resets any cells with data-validation - back to the top choice.

    I have been trying to do this now for over 12 hours and I am completely lost.

    Your help would be very much appreciated.

  2. #2
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    Re: Help with macro for resetting and saving form

    there was a number 5, if I wanted this button when pressed to also send specific cells data to another workbook, is that also possible?

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    Re: Help with macro for resetting and saving form

    really sorry guys, there is a 6th one, the order number should increment by 1 number! please excuse the scatter gun commenting, I am good with excel (standard) but Macro's are very very new for me

  4. #4
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    Re: Help with macro for resetting and saving form

    Hi All - I have managed to do this with 3 separate buttons, whilst not ideal its more than usable.

    Do I need to close this post down now? or do I leave it open?

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