How to create a custom made UserForm

An UserForm can be created within Excel with the help of Visual Basic (VB). This is a dialog box that you can customize for future repetitive use by one or more users.

  • Can be used in any type of industry
  • Can be configured in any way you like
  • Able to process complex data entry with or without formula
  • Can have limited or password protection
  • Independent or part of another program
Confexcel userform model

Basic Setup for UserForm

An UserForm has many setups, but we advise to modify them only if needed.

Below there are described some of setups that can be modified with scope of design or basic function. For beginner do not modify the rest. It will make the UserForm hard to be understood or worked out.

To see the properties:

  1. Click on UserForm on Project Section
  2. Select View Object
  3. Click on the UserForm on right window
  4. Go to Properties Section
  5. Select Categorized
  6. Modify as advice

TIP: If Properties Section is missing you can see HERE how to add it.

Appearance

  • BackColor = Color of the background. TIP: You can select of a palette of predefined colors. We advise on selecting a neutral color as it makes the UserForm easy for the viewers and doesn’t affect the eye.
  • Caption = The name that will appear on the head of UserForm. TIP: Select a Caption that will shortly reflect the purpose of the UserForm. Do not use long Captions.

Font

  • Font = The font that the UserForm will use for all text. TIP: Select the front that you are most used with. Use the same combination (Font / Color / Bold / Italic / Size / etc.) for all other blocks that you will use in the UserForm.
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