Hello im fairly new to VBA(like starting from scratch) so i was wondering if i could have help with the following (it's rather lengthy so bear with me please, ill try to sort it a bit)
To start off i have a fixed condition: "What is the value of proposal investment account?"
then it branches off into 3 categories: "More than than 100k", "Between 50k and 100k", and "Less than $50k"
the first category, if the value is over 100k, would display a pop up message "paperwork will be created and processed"
the second category (this will be lengthy), if the value is between 50k-100k, will lead to another question "will the account grow to 100k+ within 6 months with extra conditions?"
from here it will give two options, yes or no;
if yes then a pop up will appear "paperwork will be created and processed",
if no another question will appear asking if the client has insurance
this prompts another yes or no drop down box,
if yes, another question appears "how much is the annual insurance premium?",
which gives two options; "more than 5k per year" and "less than 5k per year"
if more than 5k, then a pop up "paperwork will be created and processed"
if less than "Lead advisor will create and process"
if the client doesn't have insurance, a question appears asking if the client is purchasing insurance (in process), prompting another yes or no,
if no "lead advisor will create and process",
if yes another question pops up asking the value of the proposed annual insurance premium,
if more than 5k, "paperwork will be created and processed",
if less than 5k, "lead advisor will create and process"
the third category (if less than 50k) will prompt a question "does the client have insurance",
if yes, a question appears "how much is the annual insurance premium", if over 10k a year, "paperwork will be created and processed", if less, "lead advisor will create and process"
if no, "is the client purchasing insurance (already in process)?",
if no, "lead advisor will create and process",
if yes "how much is the annual insurance premium", if over 10k a year, "paperwork will be created and processed", if less, "lead advisor will create and process"
the questions only appearing from the prompt would be ideal, but not required (i.e. "will the account grow to 100k within 6 months with extra conditions" wouldn't pop up unless "between 50k-100k" is selected)
To start off i have a fixed condition: "What is the value of proposal investment account?"
then it branches off into 3 categories: "More than than 100k", "Between 50k and 100k", and "Less than $50k"
the first category, if the value is over 100k, would display a pop up message "paperwork will be created and processed"
the second category (this will be lengthy), if the value is between 50k-100k, will lead to another question "will the account grow to 100k+ within 6 months with extra conditions?"
from here it will give two options, yes or no;
if yes then a pop up will appear "paperwork will be created and processed",
if no another question will appear asking if the client has insurance
this prompts another yes or no drop down box,
if yes, another question appears "how much is the annual insurance premium?",
which gives two options; "more than 5k per year" and "less than 5k per year"
if more than 5k, then a pop up "paperwork will be created and processed"
if less than "Lead advisor will create and process"
if the client doesn't have insurance, a question appears asking if the client is purchasing insurance (in process), prompting another yes or no,
if no "lead advisor will create and process",
if yes another question pops up asking the value of the proposed annual insurance premium,
if more than 5k, "paperwork will be created and processed",
if less than 5k, "lead advisor will create and process"
the third category (if less than 50k) will prompt a question "does the client have insurance",
if yes, a question appears "how much is the annual insurance premium", if over 10k a year, "paperwork will be created and processed", if less, "lead advisor will create and process"
if no, "is the client purchasing insurance (already in process)?",
if no, "lead advisor will create and process",
if yes "how much is the annual insurance premium", if over 10k a year, "paperwork will be created and processed", if less, "lead advisor will create and process"
the questions only appearing from the prompt would be ideal, but not required (i.e. "will the account grow to 100k within 6 months with extra conditions" wouldn't pop up unless "between 50k-100k" is selected)
