Form For Data Entry for Existing Records

[shellp]

Hello

I have searched the internet and my reference material and cannot find information on creating a form to enter/review information of existing data.

I have data with many columns (each row is one record of data) but only want 5 columns in the data entry form for the user to find specific record and add two fields to the record. The information I have found thus far forces the me to select all columns and I can't sequence them as i would like. I don't know if it is possible to include the valid responses in the fields that they may enter data for i.e. a drop down list with only valid entries? Is there a way to have a search button so they can look up the record by one of the fields on the form that is unique?

Any direction on where to look or starter code would be greatly appreciated, thanks.

 

[BadlySpelledBuoy]

Hi,

Yes all of that is possible by building a custom UserForm rather than the built in ones.

If you can attach a sample file and explain which field is the unique reference, which fields you want to include on the form, which fields are to be updated and what the values for the drop downs are then we can help.

BSB

 

[shellp]

Thank you, BSB....but how do I upload a file?

 

[shellp]

https://www.dropbox.com/s/ykw69p3lepahbwz/Sample_Excel.xlsx?dl=0


https://www.dropbox.com/scl/fi/ykhrf9nrl9n1jg6jzb87y/Sample_Excel.xlsx?dl=0&rlkey=ye7wbldf89v2acjzxgf7b8xx3

Please see attached. This data will be imported into the document as you see it. The columns I would like on the format are MRN (E), FIN (G), Order_Dttm (B), Complete_Dttm (A), Final_Dttm (C), Pat_Name (R), Pat_type (O) and unique (AA - which is a derived field) The two fields that will be added once the correct record is found that also need to be on the form are Indi_code (Y) and urgency (Z).

I don't know if it is possible to have a list that updates i.e. I assume I can build a list for technologist based on current entries but what if new ones show up as the new data is added? For urgency the values allowed are 1 to 5; indi_code could be anything so no point in having a list. Thanks for any assistance.

 

[BadlySpelledBuoy]

I don't understand what this bit means.... You didn't ask for "Technologist" to be included on the form.

I don't know if it is possible to have a list that updates i.e. I assume I can build a list for technologist based on current entries but what if new ones show up as the new data is added?

BSB

 

[shellp]

Sorry, you're right, please ignore.

 

[shellp]

Hi...is anyone able to assist? Thanks very much.