So much to do..help?

crowdaddy

New Member
Joined
Aug 6, 2018
Messages
1
Sorry I am not sure where to begin even asking for help, let alone explaining what I am trying to do.

The Process

I have a form made on excel that requires both text and numbers.

The form has two variations.
Form A starts a new Request and can yield multiple tracking#s per request. (seperate process)
Form B adds additional information to any preexisting tracking#s

The proper form is filled out, then emailed to the next department. This is almost always done using a partially filled out version of the form, where only the numerical data changes from source to source. They do this to save time and reduce errors.

A signed version of that form is then returned via email.

Process complete.

Other info
Among the various numbers that are entered into the form(A or B), the "ID#" is never repeated. It is unique to the request, not the account or the form type.
Form A starts a process that assigns the tracking numbers, that Form B uses.

What I am trying to do:
I want to allow any department to independently, for their own records;

1. Fill out the form they need, either from the base template, or a partially filled out version. Then save and email that fully filled out version.
2. All information, newly typed and/or pre-filled out, populates a log separately. Every text and numbered cell recorded on a single line.
3. After they save a copy of the form, the process can be repeated without having to manually erase the previous form, or changing the previous log entry.

Sorry, I know there is a better way to explain.
 

Excel Facts

Best way to learn Power Query?
Read M is for (Data) Monkey book by Ken Puls and Miguel Escobar. It is the complete guide to Power Query.

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