Good Morning,
OS: Windows 7
System Type: 64 Bit
Excel Version: Office Pro Plus 2013
I am currently working on a workbook that allows users to enter in data regarding the calls that they take. It has been asked if additional fields can be added for orders that may be placed on some calls. They could be added but this would make the sheet rows very long and data entry very bulky. The plan is to try to create a separate tab in the same workbook with a table for orders that can reference back to the main table. So when you are working in the Call Log, you enter any value in Column C and this creates a New Record in the Order Log connecting the two with a single Index. Here is pretty much what I have so far:
Call Log
[TABLE="width: 0"]
<tbody>[TR]
[TD][/TD]
[TD]
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Index
[/TD]
[TD]Date
[/TD]
[TD]Create Order
[/TD]
[TD]Contact
[/TD]
[TD]Notes
[/TD]
[/TR]
[TR]
[TD]0001
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]Jeff
[/TD]
[TD]Update
[/TD]
[/TR]
[TR]
[TD]0002
[/TD]
[TD]03/25/2018
[/TD]
[TD]Y
[/TD]
[TD]Tom
[/TD]
[TD]Order Made
[/TD]
[/TR]
[TR]
[TD]0003
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]Zack
[/TD]
[TD]Update
[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]
Order Log
[TABLE="width: 0"]
<tbody>[TR]
[TD][/TD]
[TD]
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Order #
[/TD]
[TD]Date
[/TD]
[TD]Contact
[/TD]
[TD]Phone
[/TD]
[TD]Notes
[/TD]
[TD]Index
[/TD]
[/TR]
[TR]
[TD]MAR0002
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]555-555-5555
[/TD]
[TD]Order Made
[/TD]
[TD]0002
[/TD]
[/TR]
[TR]
[TD]MAR0005
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]555-555-1234
[/TD]
[TD]Order Made
[/TD]
[TD]0005
[/TD]
[/TR]
[TR]
[TD]MAR0010
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]555-555-5678
[/TD]
[TD]Order Made
[/TD]
[TD]0010
[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]
There is typically never more than one order per call, and if there was it is usually added as a separate line in the Call Log. I am pretty sure I may need to add an additional column to the Call Log to reference the Order #. I currently do not have any VBA code written to attempt this yet. I am just having a hard time figuring out how:
- When entering data in the Call Log, for a call that requires an order, add any value to Column B (where B <> "")
- You change view to the Order Log table, and a New Row is added
- An Order # is created based off of the Index you are creating the order for
- Common Fields such as Name, Notes, etc are automatically copied from one table to the other
Both tables would start in cell B2 to allow for padding and an area around the tables to add various items such as buttons and stats.
I hope I have provided enough information to get a footing on what I am requesting. Please let me know if this is possible or if there are any questions regarding this.
Kind Regards,
EvanM
OS: Windows 7
System Type: 64 Bit
Excel Version: Office Pro Plus 2013
I am currently working on a workbook that allows users to enter in data regarding the calls that they take. It has been asked if additional fields can be added for orders that may be placed on some calls. They could be added but this would make the sheet rows very long and data entry very bulky. The plan is to try to create a separate tab in the same workbook with a table for orders that can reference back to the main table. So when you are working in the Call Log, you enter any value in Column C and this creates a New Record in the Order Log connecting the two with a single Index. Here is pretty much what I have so far:
Call Log
[TABLE="width: 0"]
<tbody>[TR]
[TD][/TD]
[TD]
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Index
[/TD]
[TD]Date
[/TD]
[TD]Create Order
[/TD]
[TD]Contact
[/TD]
[TD]Notes
[/TD]
[/TR]
[TR]
[TD]0001
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]Jeff
[/TD]
[TD]Update
[/TD]
[/TR]
[TR]
[TD]0002
[/TD]
[TD]03/25/2018
[/TD]
[TD]Y
[/TD]
[TD]Tom
[/TD]
[TD]Order Made
[/TD]
[/TR]
[TR]
[TD]0003
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]Zack
[/TD]
[TD]Update
[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]
Order Log
[TABLE="width: 0"]
<tbody>[TR]
[TD][/TD]
[TD]
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Order #
[/TD]
[TD]Date
[/TD]
[TD]Contact
[/TD]
[TD]Phone
[/TD]
[TD]Notes
[/TD]
[TD]Index
[/TD]
[/TR]
[TR]
[TD]MAR0002
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]555-555-5555
[/TD]
[TD]Order Made
[/TD]
[TD]0002
[/TD]
[/TR]
[TR]
[TD]MAR0005
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]555-555-1234
[/TD]
[TD]Order Made
[/TD]
[TD]0005
[/TD]
[/TR]
[TR]
[TD]MAR0010
[/TD]
[TD]03/25/2018
[/TD]
[TD][/TD]
[TD]555-555-5678
[/TD]
[TD]Order Made
[/TD]
[TD]0010
[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]
There is typically never more than one order per call, and if there was it is usually added as a separate line in the Call Log. I am pretty sure I may need to add an additional column to the Call Log to reference the Order #. I currently do not have any VBA code written to attempt this yet. I am just having a hard time figuring out how:
- When entering data in the Call Log, for a call that requires an order, add any value to Column B (where B <> "")
- You change view to the Order Log table, and a New Row is added
- An Order # is created based off of the Index you are creating the order for
- Common Fields such as Name, Notes, etc are automatically copied from one table to the other
Both tables would start in cell B2 to allow for padding and an area around the tables to add various items such as buttons and stats.
I hope I have provided enough information to get a footing on what I am requesting. Please let me know if this is possible or if there are any questions regarding this.
Kind Regards,
EvanM
