VBA: Dropdown menu & opening the pdf files

BittenApple
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Joined: 01 Mar 2015, 02:03

VBA: Dropdown menu & opening the pdf files

Post by BittenApple »

Hello team,

I have a potential project that might be coming on my way. I have a directory; this directory contains pdf files for customers' contracts. Now, I want users/ sales reps to be able to go this directory and open the pdf for that customer only. For example, sales rep a goes to this directory and directly opens the pdf file for the customer by selecting name of the customer in a dropdown.

Number of all customers are 2,500.

What is best method to display these 2,500 customers? Dropdown menu?

After a sales rep selects customer a, then he/ she clicks a button, and that button opens the pdf only.

Any help is greatly appreciated.

:thankyou:

BittenApple

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HansV
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Joined: 16 Jan 2010, 00:14
Status: Microsoft MVP
Location: Wageningen, The Netherlands

Re: VBA: Dropdown menu & opening the pdf files

Post by HansV »

A drop-down list with 2500 entries is cumbersome.
Can the customers be organized in groups, for example by state, or by region, or by type, or something else?
If so, the user could select a group first, then select the customer from a list of customers in that group. That should be more manageable.
Best wishes,
Hans

BittenApple
BronzeLounger
Posts: 1498
Joined: 01 Mar 2015, 02:03

Re: VBA: Dropdown menu & opening the pdf files

Post by BittenApple »

Hello Hans,

Good to hear from you again. You are my sunshine!!!

Yes, I believe we can organize them in groups. I am thinking ahead of time of a potential project. Also, I think we can use filter in VBA to filter the list, for example when an end user enters letter a, all the customers with letter a are shown in dropdown; so, the selection would be easier.

And selecting that customer in dropdown hyperlinks to a folder and opens the pertaining pdf contract for that customer.

Hans, I will work on it if it is requested.

Warm regards with appreciation.

Thanks,
Guity

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HansV
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Posts: 78568
Joined: 16 Jan 2010, 00:14
Status: Microsoft MVP
Location: Wageningen, The Netherlands

Re: VBA: Dropdown menu & opening the pdf files

Post by HansV »

If you do, here is a handy link: Create Dependent Drop-Down Lists.
Best wishes,
Hans