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Old 03-22-2019, 01:49 PM
wvlls wvlls is offline Windows 10 Office 2019
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Lightbulb Auto populate form (data from excel) in Word based on drop down list selection (data from excel)

I have a lease document built in Microsoft Word. There are two form sections, one for Lessee information and the other for Lessor information.

The idea is to have one field in each form be a dropdown list (the options for this list coming from an excel sheet). When an option is selected from the dropdown list, the rest of the fields in the appropriate form section will auto-populate with data from the same excel sheet mentioned above.

screenshot of the two forms on the lease document: https://i.imgur.com/hQ6RYlg.png

For the LESSOR form, the blank field corresponding to Unit# will be the dropdown menu. Once a Unit# is selected from the dropdown the RA#, Plate#, Description, Make, Model, VIN, Guaranteed Replacement Value, Daily Rate, and Weekly Rate will auto-populate based on the information in the excel sheet.

The same for the LESSEE form, except the Lessee field will be the dropdown and the rest of the fields in that form will auto-populate based on which Lessee is selected. The information for this field will be in another excel sheet similar to the Lessor one pictured below.

screenshot of the excel sheet with Lessor data: https://i.imgur.com/d4GJcL2.png)

Any help would be greatly appreciated
Attached Images
File Type: png TestLease.PNG (26.2 KB, 28 views)
File Type: png TestLeaseExcelData.PNG (17.2 KB, 28 views)
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