Setup an Excel userform to add/modify/delete listobject records using a class object
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- Proposals: 7
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Excel Dashboard, Reporting Expert | VBA, Macros |Business Intelligence and Data Analytics | Power BI | Financial Analysis | Google Spreadsheet Design and Scripting | Python Expert | MT4 | MT4 Manager
Pune
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Description
Experience Level: Intermediate
General information for the business: We develop Excel-based process automation tools using VBA
Description of every module: This userform is part of a larger program used to generate client statements from investment data.
The userform will be used to add/modify/delete client information that is stored in a Listobject using a class object.
The userform, listobject and class object have all been developed but are not integrated together (see attached image of the userform, code behind the form (frmClient-CODE.bas), the class object (clsClient-CODE.bas) and the headers in the tblDA_Clients Listobject (tblDA_Clients.txt) are posted below in CMS and ADMIN REQUIREMENTS).
We are looking for a developer to bring all the pieces together to make the userform completely functional.
Description of requirements/functionality: Search and Scroll
- user should be able to use the search box to find a client/list of clients by first name, last name, company name or statement name override
- as scroll bar or spin-button is used, client names appear in name label
- information labels (Last modified date, last modifier, ClientID), should be updated as appropriate Automated Statement name (a function exists that will return this value)
New Client
- any non-blank fields on the userform are cleared and user is able to enter in any field (textbox)
- required fields are checked for completion and field values validated
- new record is added to listobject when the Save Changes button is clicked (a new client ID# needs to be assigned, last modified date added)
- Buttons should be disables as necessary - e.g. Edit and Mark Disabled buttons disabled when entering a New Client
Edit/Modify Button
- when Edit button is clicked, user can make changes to field values
- user changes to any existing field value are validated and then saved to the listobject when the Save Changes button is clicked, also Last Modified Date/Time is updated, Last Modified By field is updated (a function that returns the username has already been developed)
- user is warned if changes were made but not saved
Manage Accts
- no development required for this button at this time
Mark Inactive
- if Mark Inactive is clicked, msgbox appears asking the user to confirm the change and then Inactive Date field in the listobject is updated for this client
CMS and Admin requirements: ClientID ClientCode InactiveDate GrpCode Salutation NameF NameL NameOverride Company Street1 Street2 City Prov/State Country Postal Email Greeting Email Addresses EmailDistribute StartDate Note LastModDate LastModID
Specific technologies required: Excel 2013 (Windows) or more recent
OS requirements: Windows
Extra notes:
Description of every module: This userform is part of a larger program used to generate client statements from investment data.
The userform will be used to add/modify/delete client information that is stored in a Listobject using a class object.
The userform, listobject and class object have all been developed but are not integrated together (see attached image of the userform, code behind the form (frmClient-CODE.bas), the class object (clsClient-CODE.bas) and the headers in the tblDA_Clients Listobject (tblDA_Clients.txt) are posted below in CMS and ADMIN REQUIREMENTS).
We are looking for a developer to bring all the pieces together to make the userform completely functional.
Description of requirements/functionality: Search and Scroll
- user should be able to use the search box to find a client/list of clients by first name, last name, company name or statement name override
- as scroll bar or spin-button is used, client names appear in name label
- information labels (Last modified date, last modifier, ClientID), should be updated as appropriate Automated Statement name (a function exists that will return this value)
New Client
- any non-blank fields on the userform are cleared and user is able to enter in any field (textbox)
- required fields are checked for completion and field values validated
- new record is added to listobject when the Save Changes button is clicked (a new client ID# needs to be assigned, last modified date added)
- Buttons should be disables as necessary - e.g. Edit and Mark Disabled buttons disabled when entering a New Client
Edit/Modify Button
- when Edit button is clicked, user can make changes to field values
- user changes to any existing field value are validated and then saved to the listobject when the Save Changes button is clicked, also Last Modified Date/Time is updated, Last Modified By field is updated (a function that returns the username has already been developed)
- user is warned if changes were made but not saved
Manage Accts
- no development required for this button at this time
Mark Inactive
- if Mark Inactive is clicked, msgbox appears asking the user to confirm the change and then Inactive Date field in the listobject is updated for this client
CMS and Admin requirements: ClientID ClientCode InactiveDate GrpCode Salutation NameF NameL NameOverride Company Street1 Street2 City Prov/State Country Postal Email Greeting Email Addresses EmailDistribute StartDate Note LastModDate LastModID
Specific technologies required: Excel 2013 (Windows) or more recent
OS requirements: Windows
Extra notes:
Tom S.
99% (14)Projects Completed
21
Freelancers worked with
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Projects awarded
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Last project
5 Oct 2024
Canada
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