How to use Events with Option Button Controls on Userform [duplicate]

^{There is only one type of userform, however there is [eternal] confusion surrounding the two types of controls available to Excel — exacerbated by the contrasting terminology used by different online sources. (Only the sections about ActiveX controls apply to userforms.) Perhaps I can help shed some light by putting it in words that help me understand.} ☺

Overview:

• There are two types of controls: Form controls and ActiveX controls:

  • Both types of controls can be used on worksheets but only ActiveX controls can be used on userforms.

  • Form controls are part of the Shapes collection (just like Drawing Objects), and thus are referred to like:

  • ActiveX controls are basically part of the worksheet and are therefore referred to like:
    

  • Both types of controls can be created, modified and deleted from either the worksheet, or programmatically with VBA, however, the 2 types of controls have slightly varying syntax when using VBA to refer to them.

• Some sites discuss also discuss a Data Form. This is nothing more than a userform made specifically for data entry/manipulation of data, so it would've made more sense to call them (the more familiar sounding) "Data Entry Userform".

• Office documentation also occasionally refers to a worksheet as a form. While this is technically correct, don't let this confuse you. Think of the word "form" as being used in a general sense:

  

Two Types of Controls

1. Form Controls

2. ActiveX Controls

The two look, behave, and are controlled similarly, but not identically. (List here.)

For example, let's compare the two types of Combo Boxes. In some programming languages, comparable controls are referred to as a "drop-down menu" or "drop-down list". In Excel, we have a "Form Control Combo Box", and an "ActiveX Control Combo Box":

^{(Click image to enlarge.)}

☆ _{"Default name" applies to controls created manually. Controls created programmatically do not have (or require) a default name and therefore should have one assigned immediately upon creation.}

^{(Source: my answer)}

About ActiveX controls and related security concerns

^{An ActiveX control is an extension to the VBA Toolbox. You use ActiveX controls just as you would any of the standard built-in controls, such as the CheckBox control. When you add an ActiveX control to an application, it becomes part of the development and run-time environment and provides new functionality for your application.}

• ^{An ActiveX control is implemented as an in-process server (typically a small object) that can be used in any OLE container. Note that the full functionality of an ActiveX control is available only when used within an OLE container designed to be aware of ActiveX controls.}

• ^{This container type, called a control container or control object, can operate an ActiveX control by using the control’s properties and methods, and receives notifications from the ActiveX control in the form of events. The following figure demonstrates this interaction:}

  
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See also:

• Wikipedia: ActiveX

• Symantec.com : Discussion of ActiveX Vulnerabilities

• How-To Geek : What ActiveX Controls Are and Why They’re Dangerous

Option Buttons (Radio Buttons)

In Excel, the two types of radio buttons are actually called Option Buttons. To further confuse matters:

• the default name for the form control is OptionButton1.

• the default name for the ActiveX control is Option Button 1.

A good way to distinguish them is by opening the control's Properties list (on the ribbon under the Development tab, or by right-clicking the control and choosing Properties, or hitting F4), because the ActiveX control has many more options that the simpler form control.

Option buttons and checkboxes can be bound together (so only one option at a time can be selected from the group) by placing them in a shared Group Box.

Select the group box control and then hold Ctrl while selecting each of the other controls that you want to group. Right-click the group box control and choose Grouping → Group.

The first two links below are separate sets of instructions for handling each type of option button.

HANDLING CONTROL EVENTS:

Form control events (Click event only)

Form control events are only able to respond to one event: the Click event. (More info here.) Note that this section doesn't apply to userforms since they use only ActiveX controls.

To add a procedure for the Click event:

• Right-click the control and choose Assign Macro...

• In the 'Assign Macro` Dialog:

  • Select an existing procedure, and click OK, or,

  • Create a new procedure in the VBE by clicking New..., or,

  • Record a new macro by clicking Record..., or,

  • to Remove the assigned event, delete its name from Macro Name field and click OK.

  ^{(Click image to enlarge.)}

To rename, edit or delete existing macros, hit Alt+F8 to open the Macro interface:

ActiveX control events

ActiveX controls have a more extensive list of events to which they can be set up to respond.

To assign events to ActiveX controls, right-click the control and choose View Code. In the VBE, you can paste in code, or choose specific events from the drop-down list at the top-right of the VBE window.

^{(Click image to enlarge.)}

Control event handling on a userform:

Events can also be used in controls on userforms. Since only ActiveX controls can be placed a userform, you'll have the "more coding + more functionality" trade-off.

ActiveX controls are added to userforms the same way as they are added to a worksheet. Keep in mind that any events assigned to the userform itself (ie., background) will be "blocked" in any areas covered up by a control, so you may need to assign the same events to the controls as well as the userform.

For example, in order to make this userform respond to MouseMove anywhere on the form, the same event code was applied to the userform, textboxes, option buttons and the frame:

VBA EXAMPLES

Add/Modify/Delete a form control option button using VBA:

Sub formControl_add()
    'create form control
    Dim ws As Worksheet: Set ws = ActiveSheet
    With ws.Shapes.AddFormControl(xlOptionButton, 25, 25, 100, 100)
        .Name = "cOptionButton1"  'name control immediately (so we can find it later)
    End With
End Sub

Sub formControl_modify()
    'modify form control's properties
    Dim ws As Worksheet: Set ws = ActiveSheet
    ws.Shapes("cOptionButton1").Select
    With Selection 'shapes must be Selected before changing
        .Characters.Text = "wxyzabcd"
   End With
End Sub

Sub formControl_delete()
    'delete form control
    Dim ws As Worksheet: Set ws = ActiveSheet
    ws.Shapes("cOptionButton1").Delete
End Sub

• Shapes.AddShape Method (Excel)

• Shape Properties (Excel)

• Characters Object (Excel)

Add/Modify/Delete an ActiveX command button using VBA:

Sub activexControl_add()
    'create ActiveX control
    Dim ws As Worksheet: Set ws = ActiveSheet
    With ws.OLEObjects.Add("Forms.CommandButton.1")
        .Left = 25
        .Top = 25
        .Width = 75
        .Height = 75
        .Name = "xCommandButton1" 'name control immediately (so we can find it later)
    End With
End Sub

Sub activexControl_modify()
    ' modify activeX control's properties
    Dim ws As Worksheet: Set ws = ActiveSheet
    With ws.OLEObjects("xCommandButton1").Object
        .Caption = "abcxyz"
        .BackColor = vbGreen
    End With
End Sub

Sub activexControl_delete()
    ' delete activeX control
    Dim ws As Worksheet: Set ws = ActiveSheet
    ws.OLEObjects("xCommandButton1").Delete
End Sub

• OLEObjects.Add Method (Excel)

• BackColor, ForeColor Properties (ActiveX Controls)

Add/Remove items from a form control combo box:

Sub ComboBox_addRemoveItems_FormControl()

    Dim ws As Worksheet: Set ws = ActiveSheet

    'add item to form control combo box
    ActiveWorkbook.Sheets("Sheet1").Shapes("Drop Down 1").ControlFormat.AddItem "abcd"

    'remove all items from from form control combo bo
    ActiveWorkbook.Sheets("Sheet1").Shapes("Drop Down 1").ControlFormat.RemoveAllItems

End Sub  

Add/Remove items from an ActiveX combo box:

Sub ComboBox_addRemoveItems_ActiveXControl()

    Dim ws As Worksheet: Set ws = ActiveSheet

    'add items to ActiveX combo box
    ActiveWorkbook.Sheets("Sheet1").ComboBox1.AddItem "abcd"

    'remove all items from ActiveX combo box
    ActiveWorkbook.Sheets("Sheet1").ComboBox1.Clear

End Sub  

More Information:

• Office.com : Add a checkbox or option button (Form controls)

• Office.com : Add a checkbox, option button, or toggle button (ActiveX controls)

• Office.com : Overview of forms, Form controls, and ActiveX controls on a worksheet

• Office.com : Enable selection through choice controls (check and list boxes)

• Office.com : Add, edit, find, and delete rows by using a data form

• MSDN : VBA Shape Members

• MSDN : Using ActiveX Controls on Sheets (Office)

• Exceldemy : How to Use Form Controls in Excel

• MSDN : Using Windows Forms Controls on Excel Worksheets (Visual Studio)

• Microsoft TechNet : Behaviour of ActiveX controls embedded in Office documents