I would appreciate any feedback greatly. By no means am I set on anything and would accept any new ideas. I have a CSV file holding client information. Each client has a unique client ID.
I want to write a macro where I can essentially have a search field(s) in the CSV (the input would be client ID). The idea would be I would be able to pick chich clients I want the macro to search in my dataset to then run.
So, when I run the macro, I would direct it to a website that has form fields and it would pre-fill these fields with the information in the CSV (only using the clients that I previously included in the search field area). So if client A wast he only client inside the “selection area” of the CSV, then it would only search the next sheet for client A.
*** If column B of the CSV was company name I would reference the “company name” field on the webform to client A > column B*row.
It would then loop once the form is completed and do the next client in the search field area if applicable.
Essentially, I just don’t know if this is possible, how hard this is to create, and would pay someone to help me learn. I have a base understanding of UI.Vision, I use it to pay my rent and understand how to input the text within the macro, but I need this to be more variable based off of text in a CSV (or even better GoogleSheet). I just don’t know how to search in an outside CSV, based on a unique id, and then to loop it.
Please any help would be super appreciated!