How to AUTOMATICALLY Fill PDF Forms Using Microsoft Excel in 1 CLICK

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In this week’s training, I will show you how to automatically fill out unlimited PDF Forms with the click of One Button.
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TIMESTAMPS:
0:00 - Introduction
0:23 - Overview
3:03 - PDF Template
3:19 - Save PDF Folder
6:35 - Create PDF Forms
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Randy Austin
#exceltraining #fillpdf #pdfwithexcel #formfilling

[@ExcelForFreelancers]

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[@michapiesiewicz5760]

Not a single unecessary word said in this 42 mins long tutorial! Simple, professional, useful, I cannot thank you enough! Keep it up!

[@ExcelForFreelancers]

Thank you Michal, I really appreciate that, I look forward to making unique and exciting videos each and every week.

[@roneshbaugh877]

Except for he starts somewhere other than the beginning of the process. How did he get the Acrobat values (PDF TEMPLATE) into an Excel spreadsheet? That would be a better stating point instead of the 10 stories off the ground he choose to start from!!

[@sherinegarcia]

I'm very thankful to people like you who explain complicated Excel tricks or macros in a very understandable way. I am learning a lot. Much thanks!

[@ExcelForFreelancers]

Thank you very much. Glad I could help.

[@derekneises2732]

I haven't seen a programming video that was so straight forward and easy to understand. Great job!

[@ExcelForFreelancers]

Thank you so much Derek, I do appreciate that. I know some of my videos are more complex. I will try to keep them as simple and straightforward as possible. Love the feedback.

[@billycarrollmartin]

First Excellent video on programming VBA. Cool tips, excellent explanation. Easy to understand. I will be happy to subscribe!

[@ExcelForFreelancers]

Thanks so much. I do appreciate that. I will only email you new weekly videos on Tuesdays. I won't be spamming :) (also some people have trouble with emails so automated facebook chat works well too, to get your downloads and to get weekly new video announcements)

[@jacobdykstra8420]

I'm not one to comment on videos, but this has been SUPER helpful! I have never done anything with excel or VBA before and this was a knockout explanation. I'm hoping to cut down manual input and boost continuity within our office and this might just be the perfect fit!

[@ExcelForFreelancers]

Thanks so much Jacob, I am really glad you enjoyed this and I appreciate your comments. I have another ones along the same lines as this in which you may find helpful right here: kzbin.info/www/bejne/bJfSpWSKlMxkmq8 Thank you for your Likes, Shares & Comments. It really helps.

[@Andrei118]

What a beautiful, simple way to automate this process. Thank you for creating this video and saving us all countless hours!

[@ExcelForFreelancers]

HI Andre thanks so much. I have another one I recently did that is simpler and you may enjoy it here: kzbin.info/www/bejne/p5a0nqV3edl5oNk Thank you for your Likes, Shares & Comments. It really helps.

[@Andrei118]

@@ExcelForFreelancers Subscribed! Thank you Sir!

[@ExcelForFreelancers]

Thanks so much Andre :)

[@danielsvantesson4562]

Absolutely fantastic. I have been doing copy-paste for years. Completely soul killing but no more. Works perfect!

[@ExcelForFreelancers]

Awesome. I am happy to help and share. Thanks so much

[@kelvinr.219]

Excel For Freelancers: Thank you SO much for your useful tutorial! First time tuning into your channel and have subscribed! This solution proves very useful as I am filling out multiple PDF forms for multiple individuals! Thank you again! Keep up the great work! Be Blessed

[@ExcelForFreelancers]

I am glad you got it working. Thanks very much.

[@playboy71322]

HUGE THUMBS UP I had 1000+ forms that needed to be created, you saved me weeks of work!!!

[@ExcelForFreelancers]

That is FANTASTIC To hear. I am so glad I could help.

[@yahya_yg88]

you explain office products better than Microsoft it slef thanks so much sir .

[@ExcelForFreelancers]

Thank you very much. I really appreciate that. :)

[@EOO-Stand]

Never seen detailed tutorials with a wealth of knowledge like yours sir. Excellent!

[@ExcelForFreelancers]

Thank you so much. I really appreciate that.

[@mohammedfayaz2996]

very well explained, Awesome Video for the beginner. this is my first time coding on VBA but it went well with your help. i was able to create a different set of variables which works well on my new project. Thank you so much.

[@ExcelForFreelancers]

Thank you very much Mohammed I am really glad you liked the training.

[@katch8472]

Thank you for explaining what each step does and for the apostrophe tip! When I run the first check (around 14:10) I keep getting: Compile error: Sub or Fucntion not defined, for the OpenURL "" & PDFTemplateFile & "", Show_Maximized. I re typed the code from scratch numerous times but it keeps popping up.

[@ExcelForFreelancers]

Hi and tahnks, instead of the OpenURL line you can use ThisWorkbook.FollowHyperlink PDFTemplateFile I hope this helps and thanks so much.

[@DanTrecc]

@@ExcelForFreelancers Had the same issue as above, this fixed it for me Thank You!

[@sunilloke9685]

Thank You.....Sir

[@RandyAustin]

For sure u are welcome

[@ExcelForFreelancers]

You are welcome

[@RubenGonzalez-pn9ou]

Wow! Incredible video. I can see many applications for your coding. With a few changes from patient information into financial modeling I can visualize an incredible for reporting potential profitable projects. Thank you very much for this invaluable lesson/tutorial. Ruben

[@ExcelForFreelancers]

For sure you are very welcome Ruben, Happy to help.

[@denpth]

Normally never comment on a video. Was trying to automate this process using the JSObject and couldn't for the life of me get it to work. Wish I had seen your tutorial before going down that rabbit hole. The applications for this are boundless. Bypassing the APIs and going right to simple inputting the data like a user would is genius. Thank you so much for posting this video.

[@ExcelForFreelancers]

For sure, you are very welcome Dennis and so great to have you here. Much appreciated.

[@mufycw]

Can you help me openurl statement ? when I put OpenURL "" & pdftemplatefile & "", Show_Maximized show maximized gives compile error: variable not defined. This erroe it gives on show_maximized highlighted

[@ExcelForFreelancers]

Hi thanks you will not want to use OpenURL (this was not a good idea by me) You an use Application.FollowHyperlink pdftemplaefile You can also download my copy, which has the FollowHypperlink code, using hte links in the description. (i hope this helps)

[@rifaaabdulwahid]

Excel For Freelancers now it shows Run-Time error ‘438’, Object doesn’t support this property or method...

[@saferoceansonline]

@@rifaaabdulwahid try typing: ActiveWorkbook.FollowHyperlink Address:="" & PDFTemplateFile & "" That seemed to get it working for me.

[@Ameerioemdee]

Hi, I am a beginner and I am getting Compile error: Sub or Function not defined for 'OpenURL' as part of the first run around 14:00 mins of the video

[@ExcelForFreelancers]

Hi and thanks for your comment. Instead of OPenURL please use ThisWorkbook.FollowHyperlink instead. Please see my sample. You can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.

[@nibblerau1879]

@@ExcelForFreelancers Awesome! This is where I was getting stuck as well. Thanks Randy!

[@oneofgrace]

Amazing tutorial. Succinct and useful. I see you'd have to set you default printer beforehand, but that's easy enough to do when this is saving you so many keystrokes. Thanks for a great tutorial with downloads.

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that.

[@r.c.3250]

It works perfectly. Only use "Enter" instead of "Safe". Many thanks.

[@ExcelForFreelancers]

R.C. de Jonge OK Excellent. Glad to hear that you got it working

[@wadepritchard1283]

Really excellent tutorial, for some reason when it comes to the save step it doesn't open on the screen but sits in the task bar Any ideas?

[@ExcelForFreelancers]

Thanks and I am glad you like it. I would try save the file using just your keyboard only to see what shortcuts are required, then you can transfer that shortcut to VBA using sendkeys

[@wadepritchard1283]

@@ExcelForFreelancers One last question, can the filled pdf be saved directly to a folder instead of going through the print phase?

[@olithetwin]

@@wadepritchard1283 in case nobody replied to your question after a year, one of his other video has exactly that. Use sendkeys for ''save as'' instead of ''print'' and keep the process the same

[@cobo9877]

This is fantastic. It really opened my eyes to the possibilities of interaction between excel and other applications. Keep up the great videos. Do you know if there is a way to use sendkeys with formatted font options instead of just black... i.e. red, or bold ...or both. Thanks.

[@ExcelForFreelancers]

Hi and thanks so much for your comment. SendKeys can be used perhaps you can if you use the same keys for the formatting however it does depend on the host application and how they determine the formatting. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

[@kleineherzen]

Thank you very much! You have saved me a lot of time. I need to prepare 250 pdf documents. I will continue to learn from you, I love it!

[@ExcelForFreelancers]

For sure, you are very welcome, I am really glad I could help.

[@repservices9988]

I appreciate this video! Great work. A suggestion would be to slightly alter the code so that instead of writing a new PDF file each time, that instead, you save the template with the patient-appt date file name. That way, the form-based PDF could be forwarded to the patient for them to fill in any blank fields, and more importantly, give them the ability to edit any fields that might have incorrect information. OOPS - I just read the comment from Ruth Block a few comments back - and your reply that answers this need!

[@ExcelForFreelancers]

HI and thanks so much. I am glad you were able to get the solution. Since this video i have had a lot more ways to fill in pdf's, including this one kzbin.info/www/bejne/rXqZn3mipp52iZo I hope this helps and thanks so much.

[@oldgrey_wow5340]

SO far nice but I cant for the life of VBA get it to open the predefined file with OpenURL or Thisworkbook.FollowHyperlink :(

[@ExcelForFreelancers]

Hi you can use ThisWorkbook.FollowHyperlink along with the variable, and you also should check the long file name to make sure its correct. Thanks so much.

[@jgenterprisesnew9552]

I know that this is an old video but it's new to me. Excellent. I've been using and programming apps on Excel for a while and I learned quite a few things on this video. I'm going to test this form right away.

[@ExcelForFreelancers]

Hi JG, Thanks so much. I was just thinking to redo this video next week but to add more 1) Start with a form that is not fillable, and also do it from scratch, starting with a blank worksheet. So it would go from: Static/Scanned in PDF > Fillable PDF with Fields > Automatically Add in Data from a table > Email, Print, Save the form All from scratch. What are your thoughts?

[@skrokowski]

Great Video that helped me quite a lot. Thank you very much!

[@ExcelForFreelancers]

Excellent. I am glad you liked it. You are welcome

[@Element_y]

Novice / moving into intermediate territory Excel user here. Subscribed! Thank you very much. Cheers

[@ExcelForFreelancers]

Thanks so much. Really great to have you on board. :)

[@bossxero]

Thank you very much. Very helpful and informative video. Keep up with the good work!

[@ExcelForFreelancers]

For sure you are welcome. I am happy I could help you.

[@stevielu5919]

Amazing tutorial! Saved me so much time at work!

[@ExcelForFreelancers]

Thanks so much Stevie I am really glad you liked it.

[@davidvaccaro1855]

VBA has always been super intimidating to me. This video may be the best tutorial I have ever watched. The explanation was top notch and I definitely feel like I have the tools to apply this to my cases. Thank you so much.

[@ExcelForFreelancers]

WOW. That is really amazing. I am super happy to help and share. I also just started a new weekend series on VBA For Beginners, with a new video every weekend. Thank you for your Likes, Shares & Comments. It really helps.

[@kamalahmad7482]

Thank you so much Mr Randy, this video is really really excellent.

[@ExcelForFreelancers]

For sure, you are very welcome Kamal, I am glad you liked it.

[@terrydouglasjayasuriya5162]

Great Video and an excellent presentation Randy. Thank you so much for this amazing session.

[@ExcelForFreelancers]

My pleasure and thanks so much Terry.

[@SerendipityTarotlove]

It's awesome, I've tried some of your tutorials including this one, n it's cool very helpful. Thank you. I've issue on saving the file, it doesn't wanna save into the directory n it goes to the next tab, typed the saved file name n overwrote the template itself

[@ExcelForFreelancers]

HI i would slow down your code to see what is going on, then make the adjustments needed by removing or adding Tabs or additional lines of code. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@skiptomylute5094]

Simply amazing. Thank you.

[@ExcelForFreelancers]

For sure, Thanks so much. :)

[@sophiewille1321]

Thank you for your very helpful video! You can use an image field in a pdf form as well. Is there any way to have the macro fill in that as well? (With a picture of the patient for instance.)

[@ExcelForFreelancers]

hmm its a good question Sophie, I have not tried it, but perhaps it's possible. The way to know is this. Put away your mouse and see if you can add a picture with ONLY keyboard shortcuts. If it's possible, then write down all of the steps required, then write those steps in VBA using Sendkeys, and put in some Application.Wait lines to slow down the code as well. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@valentinavadori5906]

This is exactly what I was looking for, thanks for sharing!

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that Valentina. Make sure you to catch my latest series "School Manager" in which I am creating an entire application from scratch in a multi-part series here: bit.ly/SchoolManagerSeries

[@dontbeafraid5313]

Great tuts here Randy. Btw, I was reading all the comments to find out whats the hot key for or the work around for Radio butttons with a yes, no and other options. Thanks Randy.

[@ExcelForFreelancers]

Hi Deither, usually its the spacebar to check/uncheck or select/unselect these options. (you can try it with your keyboard on your pdf) You would then use an If Then statement within VBA to see if a check is necessary and if so use a space such as If sheet1.range("A1").value = True then Sendkeys " " Sendkeys "{TAB}" Else: Sendkeys "{TAB}" End If Perhaps something like that. I hope that helps and thanks.

[@cheromar1945]

Frome Algeria, Thank you very much

[@ExcelForFreelancers]

I am very happy you liked it

[@RobertLongM]

This is absolutely amazing! Thank you

[@ExcelForFreelancers]

Thanks so much Robert. I am really glad you like it. Thank you for your Likes, Shares & Comments. It really helps.

[@SarAlexandraMatos]

Thank you so much for sharing! It's an amazing time saver!!

[@ExcelForFreelancers]

For sure, you are very welcome Sara. I am happy to help.

[@michellegage610]

amazing videos! so helpful - thank you for what you do!

[@ExcelForFreelancers]

You are so welcome, I am happy I could help.

[@N7eptune]

Cool! I have to try this!

[@ExcelForFreelancers]

Thanks very much :)

[@bhaithrinley9602]

I am thrilled by your teaching. Thanks for the valuable teaching

[@ExcelForFreelancers]

You are most welcome Bhai. Thank you for your Likes, Shares & Comments. It really helps.

[@vishwarajgupta1963]

Hi, Thanks for sharing such an amazing video. May I ask a question - Do I need to have Adobe suite paid one to perform this task?

[@ExcelForFreelancers]

HI thanks nearly any PDF Reader should work, including the Free Adobe Acrobat Reader and Free Foxit PDF Reader

[@nntsrvn4221]

Really love your videos tutorials. very easy to follow even for a person without VBA knowledge like myself.

[@ExcelForFreelancers]

Thank you so much Panida, I am really glad you like it. Much appreciated.

[@nntsrvn4221]

​@@ExcelForFreelancers Can I ask whether you have vba that can help me search and select existing data?

[@meldotto]

Thanks so much for this! So helpful! Can I ask what the code would be if you want to just select 1 patient or person at a time to generate a pfd for? We have a large database of names and need only to select specific people each day to generate a pdf for. Thanks so much!

[@ExcelForFreelancers]

Hi Melissa, thanks so much and I am glad you like the training. If you wanted to send just the selected one, you would not need to run a loop, you would just define the selected row into a variable and use that. Such as SelRow = ActiveCell.Row Then use this SelRow data to fill the PDF Data. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@axayjoshi9987]

Excellent Video. Very easy to understand. Very well explained.

[@ExcelForFreelancers]

Thanks so much Axay, I do appreciate that.

[@MARKEGANDERSON]

Hello Sir. Thank you for a well put together tutorial. I am stuck at saving the individual files. How would you write the SendKeys for Ctrl+Shift+S? I am trying to bypass the printing to PDF section

[@ExcelForFreelancers]

Hi Mark, thanks for your email. You can write SendKeys.Send("^+{S}") I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel Thank you for your Likes, Shares & Comments. It really helps.

[@krn14242]

Subscribed. Very good information and explained very well. OpenURL did not work for me, but I followed yr alternative and works great. This gives me lots of good ideas to try for other similar projects. Thanks again.

[@ExcelForFreelancers]

krn14242 Excellent I'm glad you got it working. I will be using FollowHyperlink from now on.

[@MahfuzHimu]

@@ExcelForFreelancers can you explain the alternative? OpenURL does not work for me either

[@ruthblock7984]

First, thanks for this very helpful video! Second, a question. I have customized what I need to and it runs perfectly, however I need it to save as a PDF (not print to PDF) because it is a fillable form that needs to remain fillable after being saved. I've adjusted the code to run a "Save as", and have gotten it to the point where the dialogue box opens and it needs to enter the file name, however, it does not change the filename from the template, so it does not go any further. Any ideas on how I can get that filename field to populate correctly?

[@ExcelForFreelancers]

Hi Ruth, thanks for your comment and question. For the PDF to remain a fillable form you will want to use the API associated with the PDF. You can try this training which includes fillable PDF's as well: kzbin.info/www/bejne/bJfSpWSKlMxkmq8

[@helenwang9493]

Thanks for your training. This is super helpful. I have one question- let’s say there are some checkboxes on the fillable PDF form, and I have yes/no on the excel template. What language should I use in this case?

[@ExcelForFreelancers]

Hi Helen, thanks so much for your message. In a PDF generally the space or spacebar is used to select a checkbox and a Tab is used to skip it. So you can add something like this If .Range("N" & CustRow).value = "Yes" then Application.SendKeys " ",True Else Application.SendKeys "{Tab}", True You can just adapt it for your workbook. I hope this helps and thanks so much.

[@michelleperron9983]

Hi Randy, Can you use VBA code to match field names in a pdf? When you go into Acrobat DC, you can import data from Excel, similar to a mail merge. So long as the field names in Excel are the same in the pdf, it will work. I cannot use the "tab" process because I will be using multiple forms that have the same field names, but the tab stops on each might not be the same. I want to automate the process of choosing a form and pushing the data from Excel to pdf then save. What do you think? Thank you! :)

[@ExcelForFreelancers]

Hi Michelle, Thanks for your comment. I did a updated filling PDF video a few weeks ago that does not use the Sendkeys option and may help you out. Can you have a look here: kzbin.info/www/bejne/p5a0nqV3edl5oNk

[@pascalbreuil6824]

THANKS!!! I searched about 3 Weeks for it, how to do this, I'm so happy that i now found itt!! :D

[@ExcelForFreelancers]

Excellent. I am so happy you found it. Before creating it, I also searched for it and could not find a solution that existed. :)

[@pascalbreuil6824]

Did you think you can Help me with a little Problem that i have with my Project? ':D

[@ExcelForFreelancers]

HI Dr. Fail, I have create a group of over 1800 Excel experts to give advice and help on nearly any excel problem. So please join and post and we will do our best to help you. Here is the group link: bit.ly/groupexcel

[@femtes]

Big thanks fort this :) I have some question, I tried to use this to send large text/long string from Excel cell to the fallible PDF form and that dosen´t work at all. If I shorter the text then this work but i need to sen large text in one cell. How can I do that?

[@ExcelForFreelancers]

Hi femtes, there is a 256 character limit for these types of cells, there are some good ideas and workarounds here: www.ozgrid.com/forum/forum/help-forums/excel-general/8348-solved-any-way-to-get-around-256-character-limit

[@FredY-cg6mi]

Exactly what I was looking for. Thanks heaps.

[@ExcelForFreelancers]

Thanks so much Fred, I do appreciate that (Say Hi To Barney and Pebbles for me)

[@FredY-cg6mi]

@@ExcelForFreelancers thanks. Will spread the word among the cartoon network.

[@RSAngelova]

Thank you very much Randy !

[@ExcelForFreelancers]

For sure, you are very welcome.

[@SyedMuzammilMahasanShahi]

Thanks Randy for this beautiful video

[@ExcelForFreelancers]

You are very welcome Syed. Much appreciated.

[@ahrorkuldashev9603]

You are a great teacher! Just wanted to point out that VBA doesn’t allow you to declare a group of variables to be a particular data type by separating the variables with commas. For example, though valid, the following statement does not declare all the variables as Integers: Dim i, j, k As Integer In this example, only k is declared to be an Integer; the other variables default to the Variant data type.

[@ExcelForFreelancers]

Hi and yes, thanks so much. IN all of my newer videos I declare variables properly. This was a bad habit I got rid of a while ago. Thanks so much.

[@calvinbrown7493]

Good afternoon, I have everything working and saving correctly for the 1st record, the second record is adding to certain fields. Any suggestions?

[@ExcelForFreelancers]

Hi Calvin, make sure you clear the form right after all the fields are added in the first form. I have another video that walks you through the steps, you can see it here: kzbin.info/www/bejne/bJfSpWSKlMxkmq8

[@buithe1987]

Awesome!!! amazing!!! Thanks for sharing.

[@ExcelForFreelancers]

Thanks so much Bui, I am glad you liked the training.

[@codytucker1410]

Awesome video! I'm new to programming and having trouble with the SavePDFFolder button. I've got the code typed in verbatim (with the range changed for my form) but when I click on the button it won't let me select a folder. It still wants me to pick a PDF like the PDFTemplate button. Thank you what you do! This is some awesome stuff.

[@ExcelForFreelancers]

Hi Cody, thanks for your comment. If you are using a different PDF Viewer the shortcuts may be different. Always do the steps with your keyboard first, making sure you have all the shortcuts right. You can then translate it into Sendkeys, just as I did in the video. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@Arsenal21]

Thank you so much! Really helpful video!

[@ExcelForFreelancers]

For sure, you are very welcome

[@marlongarcia4705]

Excellent video- awesome tutorial 👌👌

[@ExcelForFreelancers]

Thanks so much Marlon, I really appreciate that.

[@paulwestjr.4736]

Excellent video. I'm curious as to how you would approach this with multiple different forms but similar information.

[@ExcelForFreelancers]

Hi thanks for your comment. You can have different fill macros based on a form. So You have a list of form names and next to that a list of macros assigned to that form. You can then assign a form name to each Customer (if that is your data type) then as you cycle through your customers, you would know the form name used, and therefore the macro to run. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@hikmatmarashdeh2293]

thank you sir, that was so helpful and interesting. all the best

[@ExcelForFreelancers]

I am so glad it was helpful and thanks so much.

[@haniff4277]

Thanks for the training

[@ExcelForFreelancers]

For sure you are very welcome. Happy to help.

[@stefantivda7881]

Congratulations for the video. very helpful. I am trying to adapt it to my need and I have a question: What if I want to export the date from excel to the pdf form? I tried but the date is converted to something else.

[@ExcelForFreelancers]

Hi Stefan, thanks very much for your comment, you may want to format the date as it's put into the pdf such as : Sendkeys application.WorksheetFunction.Text(DateText,"mm/dd/yyyy") Just update the variable and date formats. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@__marc_]

Hi, very great tutorial, thank you so much! I have one question. Would it be possible to have VBA remove certain text directly from the PDF if a certain column value is empty?

[@ExcelForFreelancers]

Hi and thanks, most likely you can if it is a fillable pdf. If you can do it with your keyboard, then you can use Sendkeys to mimic the behavior of the keyboard. I hope this helps and thanks so much.

[@ruteshpatil]

Hello, Thank you for your video. It is very detailed. I see that you are using the same form to create multiple forms i.e. you are closing the form only after you finish the loop. I am trying to add some more code to the base code as i want to append another page to the form. As my new append page is different for each form, i am looking for something that will close form for each line and will open a new form for each line. I am using your code structure with some edits. I was able to append page for 1 line.

[@ExcelForFreelancers]

Hi thanks for your comment. The best way to approach this is to put away your mouse and find the manual keystrokes that will allow you to do what actions you want to perform, using your keyboard only. Once you have those keys you can then transfer those steps into sendkeys in VBA. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question with code screenshots here:bit.ly/groupexcel

[@denniskaluzhni5255]

Hey, wonder if you could use the SendKeys to copy from another application INTO the excel. Is that possible? Thanks!

[@ExcelForFreelancers]

Hi Dennis, thanks very much for you message. I believe it is possible since you can use the global shortcuts Ctrl + C to copy which work in almost any application. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@MiniBoomKat]

Hi, This is a lifesaver, thanks! I’m having issues getting the file name to change using Alt+N and saving. The code stops at the save as box. Please help

[@ExcelForFreelancers]

Hi thanks make sure you walk through step, by step using your keyboard before programming so you have all the right steps. I also go over it again in this newer video here: kzbin.info/www/bejne/bJfSpWSKlMxkmq8 Thank you for your Likes, Shares & Comments. It really helps.

[@gayandhammika2867]

Hi I am wondering do you hv any template or video regarding how to create a inventory management system! ?? If it’s kindly share the link

[@ExcelForFreelancers]

Hi currently I do not however I do have it on my list to create a full course & application. Thanks very much for your comment

[@larathreet7391]

Hey! Great video! It was exactly what I needed! Thanks! I do have an issue and it doesn't happen all of the time. After the save, it doesn't always activate the PDF Template to populate the next row of information. I have a feeling it is a setting in PDF, but I'm not sure. Any help will be GREATLY appreciated!

[@ExcelForFreelancers]

HI Lara, thanks so much for you comment. When there are inconsistent issues in an application like this they often have to do with timing. Sometimes things are skipped when it moves to fast. The best way is to slow down your code until it works every time.I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

[@soniafernandezrodriguez444]

Hi! Thank you so much for the video. I am having some problems with OpenURL, it returns the error: Sub or function not defined. ¿Do you know which can be the problem?

[@ExcelForFreelancers]

Hi Sonia and thanks for your comment. You can replace OpenURL with ThisWorkbook.FollowHyperlink instead. You can also download my sample workbook which has this as well using the links in the description. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

[@abusarah73]

Can I ask you a question? If I have 10 combo box in a form and all of them have same row source , and I want a code to not let the same value repeat in the combo box , by making the value which choosed in one combo box disappear from others??

[@ExcelForFreelancers]

Hi you can run and advanced filter after each time a user enters a value, You have your original list / Row Source, then after they chose this in option one, lets say "Value1" you will use an advanced filter with "Value1", then you use the original list and it will return all of the values that are not "Value1" then you repeat this process for each drop down list. See picture here for sample: www.dropbox.com/s/nxnqyubio4cjnwh/DropDownFilter.png?dl=0 You just repeat this process each time

[@kevinwong2475]

Great tutorial!! Question: i ran into an error up until the save path. I set it to save as screen but the file name wont input. Please help!

[@ExcelForFreelancers]

Hi Kevin, thanks for your comment. You would want to make sure the path for the file name is accurate. You can check the path using the immediate window to make sure that the full path matches the actual path of your folder structure. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@juanenrique8]

This is not exactly what I need it but gave me ideas to solve my issues. It worked. You're awesome! Thank You. (Liked & Subscribed)

[@ExcelForFreelancers]

Great, thanks so much and I am glad I could help and share

[@adamfulgham1036]

So I set this up this Macro a month ago and it worked beautifully. I went back to it for more pre-populated forms from the same list of info. Only this time, the macro did not close the document after saving it. Does this line of code no longer work? Next CustRow Application.SendKeys "^(q)", True The document continues to be filled on the next line with the next row of information, instead of starting off a new blank document. Any advice?

[@ExcelForFreelancers]

HI that may have something to do with the pdf software you are using, Try using this shortcut key using your keyboard directly in the software. Also try slowing down your code to see what is going on. It most likely has to do with the speed or the pdf software you are using. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel

[@vaibhavkolekar3136]

this is a very good detailed explanation. thanks for that I am just a beginner in this area and I tried adding this code in VBA, but it gives the error "Sub or function not defined" what would that mean? can you help in that

[@ExcelForFreelancers]

Hi thanks its hard to know the exact issue unless I see your code. I have created a Facebook group with 9000 Excel Exerts so that many of us can help you with your Excel questions. Can you please post your detailed question, with samples or screenshots directly in our group? If you have not Joined yet, please join here: bit.ly/groupexcel. This way we can get you the answers you need, fast.

[@moustafaalhariri6685]

amazing description and walk-through process. highly recommended

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that. Make sure you to catch my latest series "School Manager" in which I am creating an entire application from scratch in a multi-part series here: bit.ly/SchoolManagerSeries

[@moustafaalhariri6685]

@@ExcelForFreelancers thanks a lot. I am facing an issue with OpenURL function. It is giving an error when runnind it. Any advice on how to resolve this issue? [OpenURL "" & PDFTemplateFile & "", Show_Maximized] this is how i am writing it. do i need to define this function. Thanks a lot for your support

[@ExcelForFreelancers]

Hi and thanks. Do not use the Open URL but instead use: ActiveWorkbook.FollowHyperlink Address:="" & PDFTemplateFile & "" You can find this solution in the downloaded workbook as well. I hope this helps and thanks so much.

[@abhishek758]

You are doing service to human kind in a way, thank you sir .

[@ExcelForFreelancers]

Thank you so very much, I really appreciate that.

[@peterlelkes320]

Thanks for a great video!🙏 Just one question: Is there any way letting the macro run in the background, so I don’t have to see it working? And, how did you create the PDF Forms yu're using? Regards Peter from Sweden

[@ExcelForFreelancers]

Hi Peter, Thanks for your comment and I am glad you like the video. there may be ways of hiding Excel (or perhaps minimizing the window) so that it is not visible, also I used Adobe Acrobat Pro to create this however there are many that can create 'fillable pdf forms' I hope this helps and thanks again.

[@nim358]

Hi!thanks much for the inspiring tutorial I really planning to make such database like this. I have a question can we edit such data of the patient if there is any changes or updating the info of the said patient?and how?thanks

[@steerees8657]

WOW !!! Great tutorial

[@ExcelForFreelancers]

Thank you very much. I do appreciate that Stee

[@harrouzmedallal8058]

great job thanks for sharing

[@ExcelForFreelancers]

For sure, you are very welcome

[@A1exRud]

What a lovely explanation!!!

[@ExcelForFreelancers]

Thanks so much Aleksander. I am glad you liked it.

[@kelvinr.219]

Another worthy tip for anyone interested, one of the reasons why SendKeys is discouraged is because with this methodology, it sends the keystroke to what's the active window, which can be disastrous for your macro. To that end, be sure that you enable focus on the application you are sending keys to.

[@ExcelForFreelancers]

Thanks for the great suggestion Kelvin. I appreciate your comment.

[@kelvinr.219]

@@ExcelForFreelancers You are quite welcome

[@prabalkumar1474]

Thank you for the video actually i have to fill certain gov form which have digital certificate will it affect this.

[@ExcelForFreelancers]

Hi, I think there should be no problem, since you are simply automating something that would normally be done by typing, As long as you can manually Type & Tab to each field, then you can automate it as well.

[@grotoy123]

You must consider setting up a Patreon account. I'm sure many of us would consider supporting your great content - has helped me a LOT in the past.

[@ExcelForFreelancers]

Thanks so much Noel. I will be setting up a shop so you can purchase some small Excel items (mugs, shirts, etc) I also have some products and courses you might be interested in here: www.excelforfreelancers.com/products-in-excel/

[@angelamarinakis9050]

This was very helpful! I saw your response to a comment below regarding check boxes. What do you recommend for radio buttons in the PDF form? If I am only using keys to fill out the form, it only switches between radio buttons using the left and right keys, so I am a little lost. Thanks!

[@ExcelForFreelancers]

Hi and thanks so much for your comment. You can use an If/Then statement, based on your data. Something like If .range("A" & CustRow).value = True then SendKeys "{LEFT}" , True Else Sendkeys "{RIGHT}", True End IF I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

[@patrickhoyer93]

Thank you so much for the tips and explanation. I'm having trouble with the line "OpenURL", it says its a compile error: sub or function not defined. Any work-around this?

[@ExcelForFreelancers]

HI and thanks so much. Instead of OpenURL, please use ThisWorkbook.FollowHyperlink pdftemplatefile I hope this helps and thanks so much.

[@natalieloh92]

Thanks for this great video! Is there a way to automatically check / tick a checkbox in PDF based on a certain value in excel? e.g. if an excel value is ‘ Option A’, then the ‘Option A’ checkbox should be marked accordingly in the PDF

[@ExcelForFreelancers]

Hi and thanks for your comment. Yes you can use the spacebar (or a space " ") in Sendkeys which will automatically check, or uncheck, a box in a PDF. I hope this helps and thanks so much.

[@MuslimIslam01]

Thanks for sharing valuable knowledge. I have a question I am preparing the invoice form in acrobat but I have the product list and there prices. I want to link with Excel file to pdf and when I update the prices than pdf form also update these prices of the product

[@ExcelForFreelancers]

Hi and thanks so much for your comment. You can print the invoice in PDF format and replace the existing one with a new one. I show you how to do that in this video kzbin.info/www/bejne/m3eZaGuPq7Zsack I hope this helps and thanks so much.

[@mrmabb123]

Thank you very much!! It helps me a lot to tackle the current problem that I am trying to solve. I have a question though. What should I do if I want to run this VBA only with the rows that I have selected? For example, I just want to run it with row 14. The reason I ask this is that I don't want to wait for the whole programme to run from row 5 to the last row each time I make a new entry. I just want to run it on my latest entry. Thanks again for your wonderful tutorial.

[@ExcelForFreelancers]

Hi i am so glad you liked the video. It's a great question you have. Assuming you were to hold down the Ctrl key and select various rows, then click the button, you could add some different code (instead of the existing For Next Loop) as well. Something like: Dim cel As Range Dim selectedRange As Range Dim SelRow as Long Set selectedRange = Application.Selection For Each cel In selectedRange.Cells SelRow = cel.Row 'The rest of the code here now you can use the "SelRow" Next cel

[@mrmabb123]

Thanks! It seems to be too early for me to ask you the question that I asked. Right now, I am stuck at putting your macro to my own excel and pdf form to use. I intended to only have a single text field to be filled for each procedure, just like your video. But I encountered a problem. There were multiple text fields being filled up by the same cell when I ran my VBA. It is like when you run your macro, the cell that shows the last name, would show up in the text fields of Last Name, First Name, State. The other text fields are not supposed to be filled as they should only be able to filled when macro ran the "Tab" procedure. Would you happen to know the solution of this problem? This could be a silly question as I have just started learning VBA. I hope I don't trouble you too much. Thanks again!

[@RandyAustin]

There is never a silly question. It's a bit difficult for me to know the issue unless I see the code. Perhaps just post your code right here, and i will answer. You can also join our private facebook group here facebook.com/groups/ExcelFreelancersGroup/ Post any questions and me and the group can answer :)

[@mrmabb123]

I have joined your group already. I have also found my answer which is totally not related to VBA. Thank you very much and please keep up the good work!

[@ExcelForFreelancers]

Hi Excellent, Glad you were able to get it working.

[@marymadyarova5917]

Hello, do you know how to get and change coordinates of a specific text (Ex. "Figure 1" in the right coner of page, for example) on a PDF page. PDF page has only text. I am writing VBA code and cannot figure it out.

[@ExcelForFreelancers]

Hi that would be an OCR program to read specific text on a PDF. I am not familiar with this however there is PDF software that can do this specifically. Thanks for your comment.

[@SSerillo]

I did small change regarding saving pdf. Not going with print function but with save as. Problem which I am getting now is with pdf save folder, macro is not taking mine browse folder. Do I need to change something in pdf folder macro?

[@ExcelForFreelancers]

Hi it is hard to tell. You want to slow down the code to see how its performing. I have created a Facebook group with 5000 Excel Exerts so that many of us can help you with your Excel questions. Can you please post your detailed question, with samples or screenshots directly in our group? If you have not Joined yet, please join here: bit.ly/groupexcel. This way we can get you the answers you need, fast.

[@user-je4nj6vz7p]

While an older video, it is new to me and absolutely stunning! It helped me immensely! Is there a way to alter the code into a separate macro that would allow you to do the same thing but for an individual row based on a data validation drop down? Such as if this amazing program has already run, but you would update new/existing users into the table and would then only need to have it run for a specified user?

[@ExcelForFreelancers]

Yes sure, you can add an if/then statement based on your criteria to validate, as you loop through the data. I hope this helps and thanks so much.

[@jeleeloladimeji7286]

Thanks for this awesome tutorials

[@ExcelForFreelancers]

Glad you like them! Thank you for your Likes, Shares & Comments. It really helps.

[@jamisonrobert1]

This is the most valuable use of vba that I have found. Great job. I am running into one problem. I format numbers using ###,###. Zero decimals. When the amount is negative, it shows up as: -###,###. I would like to show it as (###,###). I'm not having much luck using the excel formatting rules. Any suggestions? Thank you.

[@ExcelForFreelancers]

Hi Robert, thanks so much and I am glad you like it. Excel formats would not help in this case since it would only format the visible value in Excel. You would want to use the format in VBA right before it is added in a pdf using either of the following lines of code Format(YourString,"(###,###)") Application.WorksheetFunction.Text(YourString,"(###,###)") You would want to use an If/Then statement so only the values you want formatted are added to the PDF and you would want to add this to the SendKeys command. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel