“The system should treat all user input as sacred.” – Jef Raskin
- 1 A Quick Guide to the VBA UserForm
- 2 The Webinar
- 3 Introduction
- 4 Related Articles
- 5 What are VBA Userforms?
- 6 Built-in VBA Userforms
- 7 How to Create a VBA UserForm
- 8 Designing the UserForm
- 9 A Very Simple UserForm Example
- 10 Setting the Properties of the UserForm
- 11 The Controls
- 12 Adding the Code
- 13 Adding Events
- 14 The Initialize Event
- 15 Calling the UserForm
- 16 A Modal Example
- 17 How to Use a Modeless form
- 18 Part 2 of this post
- 19 What’s Next?
- 20 Get the Free eBook
A Quick Guide to the VBA UserForm
The following table provides a quick guide to the most common features of the UserForm
|Declare and create||Dim form As New userformCars|
|Declare and create|| Dim form As userformCars
Set form = New userformCars
|Show as modal||form.Show
|Show as non modal||form.Show vbModeless|
|Unload||Private Sub buttonCancel_Click()
|Hide||Private Sub buttonCancel_Click()
|Get\set the title||form.Caption = "Car Details"|
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The VBA UserForm is a very useful tool. It provides a practical way for your application to get information from the user.
If you are new to UserForms you may be overwhelmed by the amount of information about them. As with most topics in VBA, 90% of the time you will only need 10% of the functionality.
In these two blog posts(part 2 is here) I will show you how to quickly and easily add a UserForm to your application.
This first post covers creating the VBA Userform and using it as modal or modeless. I will also show you how to easily pass the users selection back to the calling procedure.
In the second part of this post I will cover the main controls such as the ListBox, the ComboBox(also called the Dropdown menu), the TextBox and the CheckBox. This post will contain a ton of examples showing how to use each of these controls.
What are VBA Userforms?
A UserForm is a dialog which allows your application to get input from the user. UserForms are used throughout all Windows applications. Excel itself has a large number of UserForms such as the Format Cells UserForm shown in the screenshot below.
UserForms contain different types of controls such as Buttons, ListBoxes, ComboBoxes(Dropdown lists), CheckBoxes and TextBoxes.
In the Format Cells screenshot above you can see examples of these controls:
- Font, Font style and Size contain a textbox with a ListBox below it
- Underline and Color use a Combobox
- Effects uses three CheckBoxes
- Ok and Cancel are command Buttons
There are other controls but these are the ones you will use most of the time.
Built-in VBA Userforms
It is important to note that VBA has some useful built-in UserForms. These can be very useful and may save you having to create a custom one. Let’s start by having a look at the MsgBox.
The VBA message box allows you to display a dialog to the user. You can choose from a collection of buttons such as Yes, No, Ok and Cancel.
You can easily find out which of these buttons the user clicked on and use the results in your code.
The following code shows two simple examples of using a message box
Sub BasicMessage() ' Basic message MsgBox "There is no data on this worksheet " ' Basic message with "Error" as title MsgBox "There is no data on this worksheet ", , "Error" End Sub
In the next example we ask the user to click Yes or No and print a message displaying which button was clicked
Sub MessagesYesNoWithResponse() ' Display Yes/No buttons and get response If MsgBox("Do you wish to continue? ", vbYesNo) = vbYes Then Debug.Print "The user clicked Yes" Else Debug.Print "The user clicked No" End If End Sub
In the final example we ask the user to click Yes, No or Cancel
Sub MessagesYesNoCancel() ' Display Yes/No buttons and get response Dim vbResult As VbMsgBoxResult vbResult = MsgBox("Do you wish to continue? ", vbYesNoCancel) If vbResult = vbYes Then Debug.Print "The user clicked Yes" ElseIf vbResult = vbNo Then Debug.Print "The user clicked No" Else Debug.Print "The user clicked Cancel" End If End Sub
You can see all the MsgBox options here.
If you want to get a single piece of text or value from the user you can use the InputBox. The following code asks the user for a name and writes it to the Immediate Window(Ctrl + G to view)
Sub GetValue() Dim sValue As String sValue = Application.InputBox("Please enter your name", "Name Entry") Debug.Print sValue End Sub
You can add validation to the InputBox function using the Type parameter:
Public Sub InputBoxTypes() With Application Debug.Print .InputBox("Formula", Type:=0) Debug.Print .InputBox("Number", Type:=1) Debug.Print .InputBox("Text", Type:=2) Debug.Print .InputBox("Boolean", Type:=4) Debug.Print .InputBox("Range", Type:=8) Debug.Print .InputBox("Error Value", Type:=16) Debug.Print .InputBox("Array", Type:=64) End With End Sub
We can use the Windows file dialog to allow the user to select a file or multiple files.
The first example allows the user to select a file
' Print the name of the selected file sfile = Application.GetOpenFilename("Excel Files (*.xlsx),*.xlsx") Debug.Print sfile
This following example allows the user to select multiple files
Sub GetMultipleFiles() Dim arr As Variant arr = Application.GetOpenFilename("Text Files(*.txt),*.txt" _ , MultiSelect:=True) ' Print all the selected filenames to the Immediate window Dim filename As Variant For Each filename In arr Debug.Print filename Next End Sub
Note: If you need more flexibility then you can use the File Dialog. This allows you to use the “Save as” file dialog, select folders and so on.
How to Create a VBA UserForm
If the built-in UserForms do not cover your needs then you will need to create your own custom Userform. To use a UserForm in our code we must first create one. We then add the necessary controls to this Userform.
We create a UserForm with the following steps
- Open the Visual Basic Editor(Alt + F11 from Excel)
- Go to the Project Window which is normally on the left(select View->Project Explorer if it’s not visible)
- Right-click on the workbook you wish to use
- Select Insert and then UserForm(see screenshot below)
A newly created UserForm will appear. Anytime you want to access this Userform you can double click on the UserForm name in the Project window.
The Toolbox dialog should also be visible. If it’s not visible select View->Toolbox from the menu. We use the toolbox too add controls to our UserForm.
Designing the UserForm
To view the design of the UserForm, double click on it in the Project window. There are three important windows we use when creating our UserForms.
- The UserForm
- The properties window – this is where we can change the setting of the Userform and its controls
- The toolbox – we use this to add new controls to our UserForm
A Very Simple UserForm Example
Let’s have a look at a very simple user form example.
- Create a new UserForm
- Rename it to userformTest in the (Name) property in the properties window
- Create a new module(Right click on properties window and select Insert->Module)
- Copy the DislayUserForm sub below below to the module
- Run the sub using Run->Run UserForm Sub from the menu
- The UserForm will be displayed – you have created your first UserForm application!
- Click on the X in the top right of the UserForm to close
Sub DisplayUserForm() Dim form As New UserFormTest form.Show End Sub
Setting the Properties of the UserForm
We can change the attributes of the UserForm using the properties window. Select View->Properties Window if the window is not visible.
When we click on the UserForm or a control on a UserForm then the Properties window displays the attributes of that item.
Generally speaking, you only use a few of these properties. The important ones for the UserForm are Name and Caption.
To change the name of the UserForm do the following
- Click on the UserForm in the Project window or click on the UserForm itself
- Click in the name field of the properties window
- Type in the new name
We add controls to the UserForms to allow the user to make selections, enter text or click a button. To add a control use the steps below
- Go to the toolbox dialog – if not visible select View->Toolbox
- Click on the control you want to add – the button for this control will appear flat
- Put the cursor over the UserForm
- Hold down the left mouse button and drag until the size you want
The following table shows a list of the common controls
|CheckBox||Turn item on/off|
|ComboBox||Allows selection from a list of items|
|CommandButton||Click to perform action|
|ListBox||Allows selection from a list of items|
|Textbox||Allows text entry|
Adding the Code
To view the code of the UserForm
- Right click on the UserForm in the properties windows(or the UserForm itself) and select “View Code”
- You will see a sub called UserForm_Click. You can delete this when you create your first sub
Note: If you double click on a control it will bring you to the click event of that control. This can be a quicker way to get to the UserForm code.
When we use a UserForm we are dealing with events. What this means is that we want to perform actions when events occur. An event occurs when the users clicks a button, changes text, selects an item in a ComboBox etc. We add a Sub for a particular event and place our code in it. When the event occurs our code will run.
One common event is the Initialize event which occurs when the UserForm is created at run time. We normally use this event to fill our controls with any necessary data. We will look at this event in the section below.
To add an event we use the ComboBoxes over the code window(see screenshot above). The left one is used to select the control and the right one is used to select the event. When we select the event it will automatically add this sub to our UserForm module.
Note: Clicking on any control on the UserForm will create the click event for that control.
The Initialize Event
The first thing we want to do with a UserForm is to fill the controls with values. For example, if we have a list of countries for the user to select from we could use this.
To do this we use the Initialize event. This is a sub that runs when the UserForm is created(see next section for more info).
To create the Initialize event we do the following
- Right click on the UserForm and select View Code from the menu.
- In the Dropdown list on the left above the main Window, select UserForm.
- This will create the UserForm_Click event. You can ignore this.
- In the Dropdown list on the right above the main Window, select Initialize.
- Optional: Delete the UserForm_Click sub created in step 2.
We can also create the Initialize event by copying or typing the following code
Private Sub UserForm_Initialize() End Sub
Once we have the Initialize event created we can use it to add the starting values to our controls. We will see more about this in the second part of this post.
Initialize versus Activate
The UserForm also has an Activate event. It is important to understand the difference between this and the Initialize event.
The Initialize event occurs when the actual object is created. This means as soon as you use on of the properties or functions of the UserForm. The code example below demonstrates this
Dim frm As New UserForm1 ' Initialize will run as UserForm is created ' the first time we use it frm.BackColor = rgbBlue frm.Show
We normally reference the UserForm first by calling Show which makes it seem that displaying the UserForm is triggering the Initialize event. This is why there is often confusion over this event.
In the example below calling Show is the first time we use the UserForm. Therefore it is created at this time and the Initialize event is triggered.
Dim frm As New UserForm1 ' Initialize will run here as the Show is the ' first time we use the UserForm frm.Show
The Activate event occurs when the UserForm is displayed. This can happen using Show. It also occurs any time the UserForm is displayed. For example, if we switch to a different window and then switch back to the UserForm then the Activate event will be triggered.
We create the Activate event the same way we create the Initialize event or we can just copy or type the following code
Private Sub UserForm_Activate() End Sub
- Initialize occurs when the Userform is created. Activate occurs when the UserForm is displayed.
- For each UserForm you use – Initialize occurs only once, Activate occurs one or more times.
Calling the UserForm
We can use the UserForm in two ways
Let’s look at each of these in turn.
Modal means the user cannot interact with the parent application while this is visible. The excel Format cells dialog we looked at earlier is a modal UserForm. So are the Excel Colors and Name Manager dialogs.
We use modal when we don’t want the user to interact with any other part of the application until they are finished with the UserForm.
Modeless means the user can interact with other parts of the application while they are visible. An example of modeless forms in Excel is the Find dialog(Ctrl + F).
You may notice that any Excel dialog that allows the user to select a range has a limited type of Modeless – the user can select a range of cells but cannot do much else.
Modal versus Modeless
The actual code to make a UserForm modal or modeless is very simple. We determine which type we are using when we show the UserForm as the code below demonstrates
Dim frm As New UserFormFruit ' Show as modal - code waits here until UserForm is closed frm.Show vbModal ' Show as modeless - code does not wait frm.Show vbModeless ' default is modal frm.Show
As the comments in the above indicate the code behaves differently for Modal and Modeless. For the former it waits for the UserForm to close and for the latter it continues on.
Even though we can display any UserForm as modal or modeless we normally use it in one way only. This is because how we use them is different
Typical use of a Modal form
With a Modal UserForm we normally have an Ok and a Cancel button.
The Ok button normally closes the UserForm and performs the main action. This could be saving the user inputs or passing them back to the procedure.
The Cancel button normally closes the UserForm and cancels any action that may have taken place. Any changes the user made on the UserForm are ignored.
Typical use of a Modeless form
With a Modeless UserForm we normally have a close button and an action button e.g. the Find button on the Excel Find Dialog.
When the action button is clicked an action takes place but the dialog remains open.
The Close button is used to close the dialog. It normally doesn’t do anything else.
A Modal Example
We are going to create a Modal UserForm example. It is very simple so you can see clearly how to use a UserForm.
The following UserForm allows the user to enter the name of a fruit
We use the following code to show this UserForm and to retrieve the the contents of the fruit textbox
' PROCEDURE CODE Sub UseModal() ' Create and show form Dim frm As New UserFormFruit ' Display Userform - The code in this procedure ' will wait here until the form is closed frm.Show ' Display the returned value MsgBox "The user has selected " & frm.Fruit ' Close the form Unload frm Set frm = Nothing End Sub ' USERFORM CODE ' Returns the textbox value to the calling procedure Public Property Get Fruit() As String Fruit = textboxFruit.Value End Property ' Hide the UserForm when the user click Ok Private Sub buttonOk_Click() Hide End Sub
What you will notice is that we hide the UserForm when the user clicks Ok. We don’t set it to Nothing or unload it until after we are finished retrieving the user input. If we Unload the UserForm when the user clicks Ok then it no longers exists so we cannot access the values we want.
Cancelling the UserForm
We always want to give the user the option to cancel the UserForm. Once it is cancelled we want to ignore any selections the user made.
Each form comes with an X in the top right-hand corner which allows the user to cancel it.
This button cancels the UserForm automatically – no code is necessary. When the user clicks X the UserForm is unloaded from memory. That is, it no longer exists so we will get an error if we try to access it. The code below will give an error if the user clicks on the X
Sub DisplayFruit() Dim frm As New UserFormFruit frm.Show ' ERROR HERE - If user clicks the X button Debug.Print frm.Fruit End Sub
To avoid this error we want to prevent the UserForm being Unloaded when the X button is clicked. To do this we use the QueryClose event.
Private Sub UserForm_QueryClose(Cancel As Integer _ , CloseMode As Integer) ' Prevent the form being unloaded If CloseMode = vbFormControlMenu Then Cancel = True ' Hide the Userform and set cancelled to true Hide m_Cancelled = True End Sub
In the first line we prevent the UserForm being unloaded. With the next lines we hide the UserForm and set the m_Cancelled variable to true. We will use this variable later to check if the UserForm was cancelled.
We can then update our calling procedure to check if the UserForm was cancelled
' PROCEDURE CODE Sub DisplayFruit() Dim frm As New UserFormFruit frm.Show If frm.Cancelled = False Then MsgBox "You entered: " & frm.Fruit Else MsgBox "The UserForm was cancelled." End If End Sub
If we want to add a Cancel button it is simple to do. All we need to do is Hide the form and set the variable m_Cancelled to true. This is the same as we did in the QueryClose Event above.
' PROCEDURE CODE Private Sub buttonCancel_Click() ' Hide the Userform and set cancelled to true Hide m_Cancelled = True End Sub
Using the Escape key to cancel
If you want to allow the user to cancel using the Esc it is simple(but not obvious) to do. You set the Cancel property of your ‘Cancel’ button to True. When Esc is pressed the click event of your Cancel button will be used.
Putting All the Modal Code Together
The final code for a Modal form looks like this
' USERFORM CODE Private m_Cancelled As Boolean ' Returns the cancelled value to the calling procedure Public Property Get Cancelled() As Boolean Cancelled = m_Cancelled End Property ' Returns the textbox value to the calling procedure Public Property Get Fruit() As String Fruit = textboxFruit.Value End Property Private Sub buttonCancel_Click() ' Hide the Userform and set cancelled to true Hide m_Cancelled = True End Sub ' Hide the UserForm when the user click Ok Private Sub buttonOk_Click() Hide End Sub ' Handle user clicking on the X button Private Sub UserForm_QueryClose(Cancel As Integer _ , CloseMode As Integer) ' Prevent the form being unloaded If CloseMode = vbFormControlMenu Then Cancel = True ' Hide the Userform and set cancelled to true Hide m_Cancelled = True End Sub ' PROCEDURE CODE Sub DisplayFruit() ' Create the UserForm Dim frm As New UserFormFruit ' Display the UserForm frm.Show ' Check if the user cancelled the UserForm If frm.Cancelled = True Then MsgBox "The UserForm was cancelled." Else MsgBox "You entered: " & frm.Fruit End If ' Clean up Unload frm Set frm = Nothing End Sub
You can use this code as a framework for most of your Modal UserForms.
How to Use a Modeless form
We are now going to use a simple example to show how to use a Modeless form. In this example, we will add a customer name to a worksheet each time the clicks on the Add Customer button.
' PROCEDURE CODE Sub UseModeless() Dim frm As New UserFormCustomer ' Unlike the modal state the code will NOT ' wait here until the form is closed frm.Show vbModeless End Sub
The code below solves the problem above. When you display a Userform using this code it will remain visible when you minimize and restore Excel:
Sub UseModelessCorrect() Dim frm As UserFormCustomer Set frm = VBA.UserForms.Add(UserFormCustomer.Name) frm.Show vbModeless End Sub
An important thing to keep in mind here is that after the frm.Show line, the code will continue on. This is different to Modal where the code waits at this line for the UserForm to be closed or hidden.
When the Add button is clicked the action occurs immediately. We add the customer name to a new row in our worksheet. We can add as many names as we like. The UserForm will remain visible until we click close.
' USERFORM CODE Private Sub buttonAdd_Click() InsertRow End Sub Private Sub buttonClose_Click() Unload Me End Sub Private Sub InsertRow() With Sheet1 ' Get the current row Dim curRow As Long If .Range("A1") = "" Then curRow = 1 Else curRow = .Range("A" & .Rows.Count).End(xlUp).Row + 1 End If ' Add item .Cells(curRow, 1) = textboxFirstname.Value .Cells(curRow, 2) = textboxSurname.Value End With End Sub
Part 2 of this post
You can find the second part of this post here.
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