Importing Excel Data into a Word form field 2, 3 and 4 based on what's in word form field 1.

I have a 2010 Excel spreadsheet named Attorney Information, which is my database and I’ve attached for your review.  I also have a 2010 Word Setting Sheet document, which I’ve also attached for your review.  I use the Setting Sheet to schedule prehearing or settlement conferences all during the day and I keep my Attorney Information spreadsheet open so that I can update it as well as pull phone numbers and email addresses to use on the Setting Sheet.  What I’d like to do, if possible, is when I type an attorney name in the (CATY) Atty Name form field and (RATY) Atty’s Name form field, that attorney information will automatically populate into the Word document, based on the attorney name.  So the Word Phone # form field will be the attorney phone number.  If the attorney has an extension number, that will populate into the Contact # form filed on the Word document.  And the email for that attorney will populate into the CATY Email and RATY Email form fields.  Like I said, all of this attorney information is stored on the Excel spreadsheet.

 

Thank you.

Pamela Ballard

Answer
Answer

The forum does not support attachments and you have not provided a location where we can see the documents, however what you ask is fairly straightforward.  Create a simple userform as a front end for your document and populate a list or combo box from your Excel sheet -

http://www.gmayor.com/Userform.htm

and

http://www.gmayor.com/Userform_ComboBox.html

It is then a relatively simple matter to write the associated values from the userform list/combo box columns to the parts of your document.

Graham Mayor (Microsoft Word MVP 2002-2019)
For more Word tips and downloads visit my web site
https://www.gmayor.com/Word_pages.htm

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Last updated October 5, 2021 Views 1,159 Applies to: