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Pop up with policy information with a "voting button" functionality

  1. #1
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    Pop up with policy information with a "voting button" functionality

    Hi everyone,

    long time no see.

    With a lot of hard work from my side and help from nice people in this forum, I managed to create a fancy travel expense form. Thanks again!

    Now, 2 month later, I would like to implement another funcionality into the form. I am sure it will need VBA or something like that and I am clueless in that area.

    So, this is what would I would like to happen:
    • IF a certain name is chosen from the drop down meny (like the functionality in VLOOKUP) in cell A1
    • AND the user is adding an amount <50 into either cell within the range H6-H30
    • AND the expense type is NOT taxi, air fare, hotel, employee meal, car rental (and a few more - you get the idea)
    • THAN a TEXT BOX should pop up with a list of examples (well, text simply)


    The final sentence in the box could be something like "I certify that the expense incurred is not to be considered an incidental expense as defined within policy."

    Upon clicking on OK in the text, the form will allow further data registration. This pop up box should show every time an amount <50 is put into either cell within the range H6-H30.

    • It would be a cherry on top if the first time the pop up of the text box is triggered, a text in F32 will show. Could be similar to the text box "I hereby certify that the expenses less than CHF 50 are no incidental expenses as defined within policy."



    OK... reading this, I just realized that it sounds very complicated...

    Maybe we go with this instead:
    • IF a certain name is chosen from the drop down meny (like the functionality in VLOOKUP) in cell A1
    • AND the user is adding an amount <50 into either cell within the range H6-H30
    • THAN - when printing out and/or saving the form the pop up text box as desribed will show and require a click on ok

    Reagrding the first condition - I have a data table called USER_Allowance. Column A in this table is consisting of the names as picked in roll down meny. Column F does contain information such as "Managerial Allowance".

    Ok, any ideas? Thanks for your help. And again - I am clueless regarding VBA. The only thing I know is how to enter something.

    Have a great day!

  2. #2
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    Re: Pop up with policy information with a "voting button" functionality

    anybody can help?

    Do you need me to rephrase? Or place into another forum? Maybe it is a function issue after all?

    Thanks!

  3. #3
    Forum Moderator alansidman's Avatar
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    Re: Pop up with policy information with a "voting button" functionality

    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

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