geno32080
Board Regular
- Joined
- Jan 23, 2020
- Messages
- 107
- Office Version
- 2013
- Platform
- Windows
Here’s how it should work and why.
This is the beginning of a invoicing program I'm putting together.
Let’s cover the why first. I have set up Main Menu workbook with buttons to navigate to different work books. There is a Work Order button and a Customer Information button. I created these separate workbooks for Customer Information because the user will need access to this workbook to enter new Customer Information. There is a button on the main menu that gets the user access to the Customer Information workbook. Once the Customer Information has been entered, there is a button to save and close the work book and brings the user back to the main menu.
The how is the complicated part. From the main menu the user can click on the Work Order button to open the workbook to create a Work Order. From there the user can click on the button Add Customer, which will open the Customer Information work book and close the Work Order work book. From there, the user can click on any cell to select a Customer, this changes the font to red on that row. I set up a conditional formatting rule that changes the font color when a cell is selected. Once a row is selected the user will click on the Select Customer button, then the Macro will need to search for the row with the red font, copy the row, cells A B C D&E of the row , closes the Customer Information work book, opens the Work Order workbook, paste the information to the correct cells, (Cell A goes to B6, Cell B goes to B7, Cell C goes to B8, Cell D goes to B9, and Cell E goes to B10) in the Work Order work book, and last the Macro changes the highlighted font color to black.
I've tried Data Validation but that only works if the data is stored on the same workbook, plus it only searches a single cell, The multiple cells that need to be copied represent name, address, city state, zip and email address. The reason I went with conditional formatting, is because the user can see the whole customer list and make a selection based on more than just one cell. I know I can always get a resolution when I ask this group. I appreciate any help.
Thank you.
Gene
This is the beginning of a invoicing program I'm putting together.
Let’s cover the why first. I have set up Main Menu workbook with buttons to navigate to different work books. There is a Work Order button and a Customer Information button. I created these separate workbooks for Customer Information because the user will need access to this workbook to enter new Customer Information. There is a button on the main menu that gets the user access to the Customer Information workbook. Once the Customer Information has been entered, there is a button to save and close the work book and brings the user back to the main menu.
The how is the complicated part. From the main menu the user can click on the Work Order button to open the workbook to create a Work Order. From there the user can click on the button Add Customer, which will open the Customer Information work book and close the Work Order work book. From there, the user can click on any cell to select a Customer, this changes the font to red on that row. I set up a conditional formatting rule that changes the font color when a cell is selected. Once a row is selected the user will click on the Select Customer button, then the Macro will need to search for the row with the red font, copy the row, cells A B C D&E of the row , closes the Customer Information work book, opens the Work Order workbook, paste the information to the correct cells, (Cell A goes to B6, Cell B goes to B7, Cell C goes to B8, Cell D goes to B9, and Cell E goes to B10) in the Work Order work book, and last the Macro changes the highlighted font color to black.
I've tried Data Validation but that only works if the data is stored on the same workbook, plus it only searches a single cell, The multiple cells that need to be copied represent name, address, city state, zip and email address. The reason I went with conditional formatting, is because the user can see the whole customer list and make a selection based on more than just one cell. I know I can always get a resolution when I ask this group. I appreciate any help.
Thank you.
Gene
