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.
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.
