I have some coding experience, but never attempted anything like this in Office 2010.
Essentially I have an excel worksheet functioning as a database of service records. Nearly 10K rows/records, with 'Customer Name, Contact, Phone, Invoice #, Product ID, Model, Desc, Make, Lot#, Service Date, Pass/Fail' as the column headers (A to K).
Our current system involves entering the this data into a premade MSWord 2010 form for customer records and then copying the same data into the database worksheet. These steps don't always happen back to back, and that's when the database starts to fall behind / records never make it in / not functioning like it should.
To avoid this, I set about figuring out how to automatically generate the Customer Record form, from a record/row of the database, to force/reward users for entering it in the Excel DB first. This led me to this website and learning about the UserForms / VBA / etc. etc.
I have now generated the template for the userform I would like to be automatically populated, but I am stuck on a few things:
1) How do I call this form from the database worksheet? I am aware I could use a button, but with 10,000 rows of data, it wouldnt be convenient to hide it on the worksheet physically, is there a floating button option?
2) What would the actual code need to be so that when a row is selected, it grabs the values from the appropriate columns for that row (A : K), pass that data to the corresponding textboxes on the userform (literally name "txtA to recieve data from column A", txtB for column B data, etc.), and present the user with the "auto-filled" form.
3) The user needs to print the filled out the form in a physical copy/landscape, if this possible with a userform? The whole exercise becomes pointless if this isnt possible and I am not sure if it is (all forum posts i came across via google where from 2004-2006).
I may have started going about this in completely the wrong way, set me straight if so. THanks in advance, (Sorry I didnt know how to attach files or I would attach the actual files for use. Please see images below for best I can do to illustrate.
Ex of Database/Worksheet Layout
Screengrab of UserForm
Essentially I have an excel worksheet functioning as a database of service records. Nearly 10K rows/records, with 'Customer Name, Contact, Phone, Invoice #, Product ID, Model, Desc, Make, Lot#, Service Date, Pass/Fail' as the column headers (A to K).
Our current system involves entering the this data into a premade MSWord 2010 form for customer records and then copying the same data into the database worksheet. These steps don't always happen back to back, and that's when the database starts to fall behind / records never make it in / not functioning like it should.
To avoid this, I set about figuring out how to automatically generate the Customer Record form, from a record/row of the database, to force/reward users for entering it in the Excel DB first. This led me to this website and learning about the UserForms / VBA / etc. etc.
I have now generated the template for the userform I would like to be automatically populated, but I am stuck on a few things:
1) How do I call this form from the database worksheet? I am aware I could use a button, but with 10,000 rows of data, it wouldnt be convenient to hide it on the worksheet physically, is there a floating button option?
2) What would the actual code need to be so that when a row is selected, it grabs the values from the appropriate columns for that row (A : K), pass that data to the corresponding textboxes on the userform (literally name "txtA to recieve data from column A", txtB for column B data, etc.), and present the user with the "auto-filled" form.
3) The user needs to print the filled out the form in a physical copy/landscape, if this possible with a userform? The whole exercise becomes pointless if this isnt possible and I am not sure if it is (all forum posts i came across via google where from 2004-2006).
I may have started going about this in completely the wrong way, set me straight if so. THanks in advance, (Sorry I didnt know how to attach files or I would attach the actual files for use. Please see images below for best I can do to illustrate.
Ex of Database/Worksheet Layout
Screengrab of UserForm