Excel data from one sheet, copy cells from row i'm working on to excel 'form' based on cell value

[asiuol84]

I'm not even sure this is possible - but I know excel is clever and it 'should' be possible.

I know very basic VBA coding, but understand it enough to change parts I need to make it work.

I have a spreadsheet that we use to record incoming payments. There are multiple columns to record all of the information we need - set up with conditional formatting, data validation and a VBA code to send an email automatically based on a cell value. The VBA takes data from specific columns in the row, inserts to an email and then sends in the background.

For some payments, the data completed in the 'payment spreadsheet' is then duplicated onto a 'form' (created in excel) manually.

I want to be able to complete the payment spreadsheet, select 'Yes' (in the generate form column) and it take the data from certain cells within the row I'm completing, to then populate on the form, and then that form be emailed to the relevant team and a copy then saved in a shared folder (with the file name being a combination of 'date, applicant, number of applications' e.g 08.05.24 PCC x 50). I may be asking too much!

I've attached the form that I need the data to populate to - and highlighted the fields I need to complete and written the columns that I need the data to populate from (from the payment spreadsheet, saved separately. I can add the form to the payment spreadsheet document if needed)

Is it possible. If not all, some of it? If it has to be manually emailed/saved, not a problem, but would be perfect if it was all automated.

 

[HighAndWilder]

I'm not even sure this is possible - but I know excel is clever and it 'should' be possible.

I know very basic VBA coding, but understand it enough to change parts I need to make it work.

I have a spreadsheet that we use to record incoming payments. There are multiple columns to record all of the information we need - set up with conditional formatting, data validation and a VBA code to send an email automatically based on a cell value. The VBA takes data from specific columns in the row, inserts to an email and then sends in the background.

For some payments, the data completed in the 'payment spreadsheet' is then duplicated onto a 'form' (created in excel) manually.

I want to be able to complete the payment spreadsheet, select 'Yes' (in the generate form column) and it take the data from certain cells within the row I'm completing, to then populate on the form, and then that form be emailed to the relevant team and a copy then saved in a shared folder (with the file name being a combination of 'date, applicant, number of applications' e.g 08.05.24 PCC x 50). I may be asking too much!

I've attached the form that I need the data to populate to - and highlighted the fields I need to complete and written the columns that I need the data to populate from (from the payment spreadsheet, saved separately. I can add the form to the payment spreadsheet document if needed)

Is it possible. If not all, some of it? If it has to be manually emailed/saved, not a problem, but would be perfect if it was all automated.

Are you able to use XL2BB to post a copy of the first few lines of the payment spreadsheet and the form?

I assume that the highlighted letters on the form correspond to the columns from which the data is taken

Do you want the form to be saved as a single sheet workbook or a PDF file or both?

 

[asiuol84]

This is the payment spreadsheet we currently use. Yes, the letters on the highlighted form are the columns I need the data from.

The form needs to be saved as a single sheet workbook (we then have to email the form off to another team, which I hope to automate too) It's currently saved as a separate workbook, but I can add it into the payment spreadsheet workbook as a new tab if it makes it easier to link to.

(columns H, K, L, P all self populate based on other entries. Columns F, G, J and U all have drop down lists. When 'U' is selected as "Yes", an email sends in the background to managers with information from the row it relates to)