Form to open when workbook is opened

D

Dana

I would like a simple form to open up whenever a specific workbook is opened;
it would also be helpful if the 'criteria' window would open first.
The spreadsheet I created (extremely simple) is only three columns:
Column A: generated number (from AS400)
Column B: Bank name
Column C: routing number
I need the form to check to make sure the bank routing number is not being
duplicated.
Our software doesn't check to see if the bank has already been added, so
theoretically we could keep adding the same bank in the system. It assigns
it a different system generated number each time we add a bank, even though
it is same name and routing number.
Since you can have multiple routing numbers with the same bank name - there
can be a 100 First National Banks, but each one will have a different routing
number.
 
O

Otto Moehrbach

Dana
You say to open a "simple form". Do you mean you want a certain sheet
selected on file opening?
What sheet?
Then you say "it would also be helpful if the 'criteria' window would open
first." What is a "criteria" window? And what do you mean by "open first"?
Open when?
You say you "need the form to check to make sure the bank routing number is
not being duplicated." A "form" doesn't check anything, it just gets
displayed. Do you mean that you want Excel to automatically check if a
number is being duplicated? When do you want this check to be made? When
the number is entered?
Please post back and clarify. HTH Otto
 
D

Dana

I didn't mention that I am using excel 2003.
'Simple form' - I have the spreadsheet with column and then click on 'Form'
under date and the three fields pop up. - for number, Bank name and routing
number.
on the right hand side of the popup I believe the fourth button 'criteria'
When I say open up I am referring to when you select the file to 'open',
they really don't even need to see the spreadsheet. They only need to verify
that the routing number is new or is not currently set up in the system.

I realize the form doesn't check anything, but if you key routing number in
the criteria field it will pop up if it is being used.
thanks for your time.
I hope this helps.
I have never made a form in excel before, just in Access.
Dana
 

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