Help Others Use the Form to Add Database Records

Now that the template is created and ready to use, others can fill out the form, save each completed form as a workbook, and then send the data to the database. To fill out the form, click New (File menu), click the tab containing the template, and then double-click the template name.

The next step is to add data to the template fields and then save the workbook. When you save a workbook created using the Template Wizard, a dialog box automatically appears, asking how you want to proceed. You can specify whether to create a new record in the database or continue without updating the database. If the workbook has been saved previously, you can specify whether to update the existing record, create a new record, or continue without updating.

Find and calculate the data you need   Use the Microsoft Excel lookup functions and advanced filtering to pull together quickly the information you need. For more information, see Prepare a Customer Quote. Need to delete a record from the database?   After you have sent a record to the database, you can delete it anytime you are working in the database. However, you cannot delete records while using the Template Wizard. Was an update interrupted?   If sending or updating a record in the database is interrupted, there is no change to the information in the database. This prevents entry of incomplete records. Try again later to send or update the record.