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  Question Asked By: Nisha Gor   on Mar 23 In MS Office Category.

  
Question Answered By: Luisa Fischer   on Mar 23

If I select the fund from the combo box  – whatever I put in the £ or shares text
box (and depending on which option button within the same frame  is selected) it
will populate the same sheet  and the correct column.

I need to do is make sure the option button ‘rep’ negates the entries.

At the moment if neither the rep or sale button is selected it defaults to sale.
Need user  to select one or the other

I also need to do is build more frames  (about 10) in the form  so I can do
multiple entries for a customer  for different funds and classes. Eg use 1st
combo box to input  UKI entry in class B & 2nd for HIF entry in class C etc –
the idea is that the customer details will not need to be retyped every time
when there are multiple transactions.

Obviously sales will need to be entered separately from reps.

I also need to force the user to select one of the 6 option buttons  in the
frame.

I need to make the ‘£’ entry to 2 decimal places and the ‘shares’ entry to 3 DP

I also need to automatically make the date field default to the entry date when
it populates the relevant sheet entry (maybe make it so the user can’t change
that field).

I also need to make the frame text  boxes accept numbers  only. The name box needs
to accept string only & the account numbers and string.

Then I need to add up the columns £s and shares for each class and transfer to a
summary page.

I suspect there are other little validations I need but if you could sort some
of these out and explain how they work  it would be extremely helpful

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