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Video instructions - Auto Fill Form Software
Instructions and Help about auto fill form software
Hey it's Ali and this video is it's by special request but also I think it's an important one to have in my collection so one of the comments on with my other videos and hey you know great drop-down feature video but what I would like to be able to do is to be able to use that drop down menu to select a customer and then have their information Auto populate so luckily for you Thomas this is a pretty easy thing to do so let's get started so on sheet1 right here this is my just my generic order form here and the way that i'm going to do this is I'm going to have a drop-down list to select an account number and then it's going to auto populate the rest of this customer information here so the way that I prepare that is I have on sheet 2 I have all of my customer information here obviously this is just all fake but so this is where hey I have it in in order so I have account number customer so this all follows what I have on my order form here I think it's important to do that just to stay organized so first I'm going to make my my drop-down list so assuming that I'm going to get more than 38 customers I want to expand this pretty far so first thing I need to do is select right here starting with the very first customer here and I'm going to drag down and I'm just going to keep dragging way down for a ways here so just assuming I at some point I'll just stop at a thousand so that way if I get a couple more customers this is going to work hopefully at that point you'll get better software than just using Excel but for now so this I'm going to name this by clicking up in this name field I want to name this section we'll just do customer ok so I have named this group of filled customer now the rest of the information here corresponds to the account number so account number one this is all the information that pertains to customer 1 and so on so I'm pretty much done with I guess what I would call hard part now it's time to bust in those formulas I'm going to go back to sheet 1 and here is where I'm going to make my drop-down box here so I want to click on data right here on this data tab and again if I forgot what I named that field I can click right here in this box right here ok I named it customer with a capital C okay easy so this is where I want my drop-down box so I want to go up to data validation and I want to select data validation so on the Settings tab here I want to.
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