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Automatic Outlook Email from Excel based on expiry dates

Question: Automatic Outlook Email from Excel based on expiry dates

Hi, I am really new to excel so I am hoping to get some help here. I have searched through the forum and tried several codes, but I was not able to run it successfully.

Basically in my excel file, i have a long list of documents with their respective expiry dates. I want excel to send me an email when it is 6 months before the expiry date.

I have uploaded a sample file on what my worksheet will look like.
I am using Microsoft Excel 2010.

Thanks!

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Hi,

I'm new to the forum, so hopfully my question is easily answered. I've researched that I can use VBA code for the to solve my problem, but clearly have a lot to learn about VBA code and need a solution for my problem in the mean time.

I have attached the spreadsheet that I require help with.

I have an excel spreadsheet where I have drivers listed and number of days until their License & Registration expire (Columns F and H respectively). The drivers are identified by a driver number in column C.

What i'd like to do is have excel communicate with outlook and send me an appointment or email reminder when any driver is within 5 days of expiring. I also have other staff members that I would like the notification sent to also.

A question I have is: Will the reminders be sent automtically or will a macro need to be run? If it was to be done automatically, would it need to be upon opening the spreadsheet of would it just send the notification 5 days prior regardless.

Thanks in advance for your help.
 

Answer:VBA Code to notify me via outlook when excel dates are approaching expiry

I haven't taken a look at your sample file but this post has some code to create appointments in Outlook.
See if it can help you, you'll need to make changes.
And no, you will have to run the Excel file to trigger it.
Here's the link

http://forums.techguy.org/business-applications/739431-excel-macro-update-outlook-calendar.html

I'll see if i can find the time to look at your sample, but I don't want to make it late today
 

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Hi Everyone
I'm needing to automate a process that notifies a group of users to complete specific data on a shared Excel template file. The process is date driven. For example; row 1 has data due on 4/25/2017 by Bob Smith, while row 2 has similar data due on 4/29/2017 by Rose Hill, etc. We are in a Windows 7 environment, Outlook 365 mail clients and recently updated to Office 2016 from 2010.
Anyone have any ideas on how to best approach a solution for via Excel macros?
 

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Hello,

I will be grateful if you can please help me have automation in the attached Excel sheet for automatically generating and sending (triggering) Emails to the action owners based on their Email IDs upon approaching of "Actual Finish Date (column I) in the attached Excel sheet? My request is similar to https://forums.techguy.org/threads/excel-sending-automatic-email-to-owners-near-due-dates.1171902/.

You are welcome to suggest and implement value additions.

It will be a boon if this task can be accomplished irrespective of any Email client. Be it Microsoft Outlook or Lotus Notes. Please help.

Regards,
Maitreya Barve.
 

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Hi, I have a risk register which has action by dates for owners of that particular risk. I would like to set up a VBA code that automatically sends each owner an email reminder, through outlook, 5 days before the action date. One owner may have multiple risks due on the same date so I would like the code to send 1 email detailing all the item numbers that the owner has to look at (however this is not at the top of my requirements if it causes issues). I would like the email to include the "Number" (Col. A) in the body listing which risks the owner should look at along with a message reminding them that the action by date is near. Also i want this to be automated, I want the code to run once and send emails as time goes on. Also i will need to change the action by dates as new information is available, can the code account for this change and send another email when the new action by date is near? Thanks for your help I really appreciate it. Using excel 2010
 

Answer:Excel sending automatic email to owners near due dates

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Hi All.

Hi i have a excel file which has Serial No , Task and date of completion as 3 ccolumns.
I keep on missing the tasks. I heared from somwwhere that we can create automatic reminder in outlook based date picked from excel. I want the same. Example on 1, april, 2010 - if i have to go to my lawer, the in outlook on 1st-Apr-2010 a reminder comes , visit to lawer Mr. XXXXXX.

If any one can help that would be of great help.

Regards,
sam
 

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Good Afternoon all,

I have been trying to make my register e-mail when an expiry date is approaching. Now I've made a code to try and get this to work however I get a error 400 message.
The e-mail it needs to go to is in (A1)
The expiry dates are in row (P3:R164)
I would like it to also send the persons name in (J3:L164) within the e-mail as I havent worked this out yet.

Attached is the example workbook.

The code I am using is:

HTML:

Sub Email()
Dim objExcel
Dim objOutlook
Dim objMail
Dim objWB
Dim objWS
Dim vCell
Set objExcel = CreateObject("Excel.Application")
Set objOutlook = CreateObject("Outlook.Application")
objExcel.DisplayAlerts = False
objExcel.Workbooks.Open ("C:\Test.xls")
Set objWB = objExcel.ActiveWorkbook
Set objWS = objWB.ActiveSheet
For Each vCell In objWS.Range("P3:R164" & objWS.Cells(objWS.Rows.Count, "S").End(-4162).Row).Cells
If FormatDateTime(vCell) <= FormatDateTime(Date) Then
If vCell.Offset(0, 1).Value <> "YES" Then
Set objMail = objOutlook.CreateItem(olMailItem)
objMail.To = "[EMAIL="[email protected]"][email protected][/EMAIL]"
objMail.Subject = vCell.Offset(0, -8).Value & "ChemAlert Password About to Expire"
objMail.Body = "COURSE TITLE - " & vCell.Offset(0, -8).Value & vbCrLf & _
"APPROVING STATE - " & vCell.Offset(0, -7).Value & vbCrLf & _
"APPROVING BODY - " & v... Read more

Answer:Excel coding to send an e-mail on expiry dates.

Hi, welcome to the forum.
Have you run a search on this forum, there are many posts with similar questions and answered too.
All you will need to do is probably edit it for your needs.
See if you can find these, no need to reinvent the wheel
 

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hello

i am new here i might stumble a bit, my apologies in advance. i am a Marine engineer by profession and now i have been helping out in the office since we don't have a Technical Manager, my computer software skills are also limited that is why i need help.

i have 45 crew reporting to me with all sorts of certificates with different expiry dates. i have managed to compile an excel spreadsheet with their names including certificates but since i am in between operations and the office i need excel reminders to my emails and to one nominated person at least 60 days before expiry to avoid catastrophic shipping delays while people are revalidating their certificates.

please find attached spreadsheet with names and relevant certificates (highlighted in green). your assistance will be forever appreciated. i will be glad if i can able to do it by myself so when changes are needed i can just execute them. thank you in advance.
 

Answer:excel spreadsheet with expiry dates auto reminders

I would not be able to code this, but a coder would have needs/questions:

1. A worksheet with Name and Email address. This is so that info does not need to be hard-written into the code.
2. When do you want it emailed? When you open the file? Automatically, even if you don't open the file? With a button click by you?
3. What version of Excel and Outlook are you using?
 

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Hi All,

My name is Diego.

Can anyone send me code to automatically send me an email when the date listed in "column J" is the same date as today. Also, it needs to email only once and even if I am not running excel or at my computer. I want to use Microsoft Outlook and use the ClickYes program as well if this helps that was talked about by Zack Barresse in

http://forums.techguy.org/business-a...s-using-2.html
Essentially I have to be reminded of a reapplication for specific state licensures on healthcare courses I provide. I don't want to forget which courses I have to reapply for so I need to have a program that will look at a date which I have in column J and then email me to remind me of this.

BTW - I am using Outlook 2007 and Excel 2007 on Vista.

Thanks. I appreciate your help! Also, extra points and praise for the person who solves this problem!
 

Answer:Automatic Email from Excel based on Date in Cell

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I have a personnel tracker that tracks required documents that need to be renewed every year. There are 4 of these and each has a seperate column for each date. They are J,L,T and U.

I would like excel to scan each of these columns every time the document is opened for any of those dates that are 60-65 days from expiring, I use Now()-300 to check this.

But if the cell is blank I want it ignored, which right now it does not. If it finds 1 or even 80 that are in that range I want 1 email generated to a list of management personnel.

Currently it generates how ever many are blank or expiring. I use outlook.

My data starts on row 3 and goes down to 331, the required and maximum number of people allowed on the contract.

If I can get just one email with a generic message I would be happy. But if I could I would like the info that is actually doing the triggering to be copied and pasted in the email to include the info in A, C and D.

Here is my current code, I would change .display to .send once I have it working. please help.

Private Sub Workbook_Open()
Dim Cell As Range
Dim DateRng As Range
Dim Msg As String
Dim olApp As Object
Dim olEmail As Object
Dim RngEnd As Range
Dim Wks As Worksheet

Set Wks = Worksheets("Work Site Info")

Set DateRng = Wks.Range("J3")
Set RngEnd = Wks.Range("J331")
Set DateRng = IIf(RngEnd.Row < DateRng.Row, DateRng, Wks.Range(DateRng, RngEnd))

'Change this to what you want.
Msg = "This is message is the bo... Read more

Answer:Solved: Automatic email from excel based on date

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This is prasanna from india. i need a help in my company i want to trigger mail automatically based on the date.. its kind of probation tracking mail... Example :- IF an employee has completed three months automatically mail should trigger to concern person.. is it possible in excelThanks in advance

Answer:Sending automatic Email based on the date in row in excel

Look here:http://www.rondebruin.nl/sendmail.htmYou should be able to find something you can work with.MIKEhttp://www.skeptic.com/

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Hi All,

My name is Diego.

Can anyone send me code to automatically send me an email when the date listed in "column J" is the same date as today. Also, it needs to email only once and even if I am not running excel or at my computer. I want to use Microsoft Outlook and use the ClickYes program as well if this helps that was talked about by Zack Barresse in

http://forums.techguy.org/business-applications/710581-solved-automatic-email-alerts-using-2.html
Essentially I have to be reminded of a reapplication for specific state licensures on healthcare courses I provide. I don't want to forget which courses I have to reapply for so I need to have a program that will look at a date which I have in column J and then email me to remind me of this.

BTW - I am using Outlook 2007 and Excel 2007 on Vista.

Thanks. I appreciate your help! Also, extra points and praise for the person who solves this problem!
 

Answer:Automatic Email Reminder from Excel based on Date in Cell

Please do not post duplicate threads.
One thread per issue.
Continue replies for this issue in this thread: http://forums.techguy.org/business-applications/856705-automatic-email-excel-based-date.html
Thank you.

Closing thread.
 

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I have no idea if this is even possible, but I would like to create a spreadsheet that auto-populates a series of dates based on one date that the user enters. Let's say I have a goal date to complete a project, and for every project I work on, something needs to happen 6 weeks prior to the goal date, another thing needs to happen 4 weeks prior to the goal date, and something else needs to happen 1 week and 5 days before the goal date. I would like to set up 4 cells in Excel: one for the goal date, and three for the various things that need to happen leading up to that goal date. I would like to be able to enter the goal date into the main cell and have the other three cells auto-populate with the correct date based on what I enter in the goal date. For example, if I enter a goal date of 11/01/2016, I would like the other three cells to automatically populate themselves with: 09/20/2016 (6 weeks prior), 10/04/2016 (4 weeks prior), and 10/20/2016 (1 week and 5 days prior). Is this possible? Can Excel return dates in that way?

Answer:How can I auto-populate dates in Excel based on other dates?

Sure, it's easy. Excel internally stores Dates and Times as numbers. Each day is a whole number and time is the decimal portion of that day. See here for a pretty good explanation of how Excel deals with Dates and Times as well as links to all the various Date and Time functions that Excel offers:http://www.cpearson.com/excel/datet...As for your question, simply subtract the number of Days required from the cell with the Goal Date.With 11/01/2016 in A1, use this to return 9/20/2016:=A1-42(42 is 6*7, or 6 weeks.)I'll leave the other two formulas to you. ;-)Click Here Before Posting Data or VBA Code ---> How To Post Data or Code.

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Hi,

i have used the following to get automatic alerts setup when a due date is near:
https://forums.techguy.org/threads/...ue-date-reminder-based-on-excel-file.1129238/

but instead of this looking at the due date column, i would like it to look at a conditonal formatted column, which shows status as either "due" and "expired" depending on due date. i would like it send out to all those with "due tag and not "expired"

I have name in column A, details in column B, emails address in column C, status in column i, and reminder in column k
Somethng else i would like to do later on, if at all possible,is to get a particluar email from outlook be transfered to excel and and then emailed to specific people based on a status column. So if an email is recieved to say a project is extended or cancelled,, it contents is copied to excel and emailed back out to certain people.
Thank you for your support.
 

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Hello Forum member,

I am working on an excel file with hundreds of records and tens of columns. There is a column"L" which gives the date when the license key given in column "B" of a particular software is going to expire. I need to check the column and send email to Person X [email protected] 3 months in advance so that he can take poper action to get the license renewed. It is too much of a manual work every week.

I am looking for a macro that can send an email to person X stating that license key value given in coumn B is due to expiration in 3 months from today(based on value given in column L)

I have seem a similar thread in the forum giveb below but i need changes to it. Unfortunately, the thread is closed and i can not contact the person who gave the solution. I am not able to modify the code shared to match my requirement.
Automatic Outlook mail due date reminder based on Excel file

http://forums.techguy.org/business-applications/1129238-automatic-outlook-mail-due-date.html
Can anyone please modify the code given in the above thread to match my requirement. Please!!Thank you!
 

Answer:Automatic Outlook mail based on a column value in excel file

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HI, Its my first post here. I need to send reminder mails from outlook based on excel reminder dates.
For this i should not open excel neither i know VBA scritping for this.
Please provide help on this.
As i attached my file i need list of assets need to be calibrated ahead of 45 days of calibration due date.
 

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Hello all,

I'm receiving mail alert based on date only, it is not considering the month into the account.. Kindly suggest..

Attached the excel file with macro...
 

Answer:Automatic Outlook mail due date reminder based on Excel file

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Hi Everyone!

This is my first post here. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a payment is 10 days away from the current date. The script should preferably run automatically every time the PC is running. without the excel file necessarily open.

In the attached excel file, An email should go of to -email address (Col. Q), with subject "Vendor Payment (Col. C) is due on Due date(Col. M)", and body "Dear Name(Col. P), please update the payment status".

Also, the script should put a check mark on Reminder sent column (Col. Q) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scored the forum for similar problems, and although I found a number of threads, I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,
 

Answer:Automatic Outlook mail due date reminder based on Excel file

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Hi Everyone!

This is my first post here. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a project is 7 days away from the current date. The script should preferably run automatically every time the PC is running. without the excel file necessarily open.

In the attached excel file, An email should go of to -email address (Col. D), with subject "Project (Col. B) is due on Due date(Col. C)", and body "Dear Name(Col. A), please update your project status".

Also, the script should put a check mark on Reminder sent column (Col. E) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scoured the forum for similar problems, and although I found a number of of threads,I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,

Thanks
 

Answer:Automatic Outlook mail due date reminder based on Excel file

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Hello experts

I have an excel document with many sheets starting with sheet2

*** column_headers "enquiry#" in B6 and query_expiry_date in E6 (of every sheet)

What I am looking to do is, using sheet1 (which is unused at the moment)
dynamically return 3 pieces of information (in 3 columns, A,B,C for example)
based on expiry dates.

ie: if the expiry_date<today() then return sheet#, enquiry# and the date that expired.
this is for each enquiry and each sheet and if I can sort them in order of expiry date, that will be owsome.
Can that be done using lookup? or maybe better in VBA? a push in right direction or example
of code snippet is well appreciated.
Thank you
 

Answer:Solved: excel(VBA) returns data based on expiry date

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I'm in HR and I have a spreadsheet that incorporates staff information commencing, with each month in a new sheet. Unfortunately, department managers are forgetting to do staff reviews at 3mth, 5mth or the 6mth probation. I've entered formula to calculate these dates from the staff commencement date.
Now I need to find out if I can have some sort of Macro or VBA coding to email me a reminder to contact the managers a week prior to the the review/probation dates.

Please help! I have no idea with coding/programming etc.
 

Answer:Excel 2016 to send Outlook email reminders on various dates

Try the attached, one thing to note that you had the probation dates in the wrong place

6mth, 3mth and 5mth

so I changed it to 3\5\6

when you open the workbook the macro will run and generate an email IF any dates is below or equal to 7 and above or equal to zero. Meaning that there is a week until the review is required. This code will fail if the review date is in the past, this can be changed to tell you that a review date has been exceeded.
 

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Hi I would like to get VBA/macro codes to send an automated email to the email IDS mentioned in the file when the invoice due date is less than 2 days of current date. please help me
 

Answer:Excel 2016 to send Outlook email reminders on various dates

Here's a similar thread on the forum. If you can follow the code, then you can adapt it to suit your needs.
 

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Hello All,

This is my first time here, and I would be real grateful if someone could solve my problem.
I have a problem related to the following forum, but it goes a step further:
https://forums.techguy.org/threads/solved-automatic-mail-delivery-based-on-date-time.1138132/

Since I am new to programming, and have never done VBA, can you please guide or provide the Excel VBA code for my requirement. I could not find a relevant forum to add comment to, since all the related ones I visited are closed, so I had to create a new one.
Actually, it is for planning purposes at my end. I need to send emails based on holidays in different offices in different regions to a specific email addresses, so, people in all the offices can plan better.

I have attached a file named "Sync", having three different sheets, one having India Holidays and the other two having our US & UK office holidays.
For each of the holiday, in each of the three regions, I want to send an email 7 days prior (to the upcoming holiday) to an email address, say, [email protected]. This will help me plan the week and consider which regions will be working, and accordingly assign work.

Help will be greatly appreciated.

Many Thanks & Warm Regards
Tejeshwar
 

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Hello there,

I am pretty new to excel overall and facing a problem currently by setting up an automated process sending emails via Excel to Outlook.

*What*: I need to send out multiple cell values (which are calculated by formulas) on a weekly basis to 25 people.

Is there any (easy) automated process I could use? I've read online about using macros, but I am quite unfamiliar with that process.

I appreciate your help with this!

Thank you and best,

Regina
 

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Good day,

I was looking for someone to help me in this:

Please see the attached excel file, which automates Groupwise mails for due date reminder. However, it generates individual mails for each due items, whereas, I want one single mail with all due dates. How do I achieve it?
 

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Hi ! This refers to the subject of "Automatic email from excel based on date", and relevant thread http://forums.techguy.org/business-applications/927675-solved-automatic-email-excel-based.html

This was fantastic. Only one issue remaining.
This is generating multiple emails and even the items not due are generating blank mails.
I would like to generate only one mail with different items different expiration dates.
After that group the identical addressees and compose one message with all the relevant data.
Awaiting kind help.
 

Answer:Need Help reg "Automatic email from excel based on date "

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Mr. Database created the macro in this spreadsheet and it works great. I need to know how to update the macro when I need to add rows or columns.
 

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I have 2 excel files. I need them linked because in file 1 I have different activites that are on our books for a specific date. I want those activities, based on today's date, to automatically come over to file 2 so that when I open file 2 everday, the proper activites come over to that file. Any suggestions? thoughts?
 

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I know variations of what I want to do exist but I have not had success in implementation. I am using Excel 2007 and MS Outlook.

After opening the file, I would like the macro to look at all the dates in the sheet and send an email (.Display is preferred) each time a date gets within 1 year, 6 months (180 days) and 90 days of the current date.

The headers in the columns are:
A-First Name
B-Last Name
C-email address

D, E, F, G, H, I, J-Certification 1, 2 ,3 etc. (All contain various expiration dates)

K-1 Year email sent. I've gathered from reading that another column indicating if an email was sent is a good idea and may be needed to trigger the other events.
L-180 Day Email Sent
M-90 Day email sent
 

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Hi,
If I have a column A with dollars in it, and column B with dates,
how could I write a formula to give me the total of column A
only when the date in B falls between 8/1/02 and 8/15/02?

I can get it to work if I say "<8/16/02" or ">7/31/02", but I can't get the range syntax....

Thank you!
kimmer
 

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I would appreciate help with an excel formula. I am not a techie so I would appreciate if responses are as transparent as possible. Column J lists participant start dates and Column K lists participant end dates. There are a myriad of start and end dates and many participants so the sort function does not suffice. I am hoping that it is possible to write a formula in which I can check total participants onsite on any given Monday (or week) of the year. Any help would be great. Thanks very much.
 

Answer:excel: participant numbers based on start and end dates

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HI

I am looking at a partial automation requirement on Excel and Outlook 2016.

I have an database of my team in excel.

their date of birth is on b2, (EG : 23rd March 1973)
their email id is on h2

today being : 23rd March 2016, i would like an automated mail to go to their id and the rest of the organisation with a Happy Birthday Message and a random Birthday Pic.

The better if the Birthday message can be different for different colleagues.

any help from any of you will be credited on the sheet with your name.
 

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Hello,I am trying to create a column on my excel tracker that will give me the last date due before something is late. For example, I have Report A which is due to me 30 days before my suspense date, but Report B is due to me 60 days prior. Is there a way to make a formula that if Column A has the suspense date and Column B has the report type, Column C will calculate the date due based off the above conditions? Thanks in advance for any help.

Answer:excel formula that will compute dates based off of deadlines

=IF(B1="Report A",A1-30,A1-60)Click Here Before Posting Data or VBA Code ---> How To Post Data or Code.

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I manage a small database of paid memberships for a non profit. We are keeping up with membership dues and renewal dates in an excel spreadsheet. I would like to automatically generate an email through outlook 30 days before the renewal date, again 14 days before the renewal data (if they haven't renewed), again 5 days before renewal date (if they haven't renewed), and again 5 days after it has expired. Furthermore, I would like to customize the message of the emails if possible, including my signature that is saved in outlook.

In my limited knowledge of VBA/Macros, I would assume that I will need a column that is checked if a membership has been renewed, so that the macro will know whether to generate an email. Also, I am assuming that this would be easier if I had multiple macros instead of just one.

I am attaching a excel sheet that has the columns we will be using with dummy data.

Thank you.
 

Answer:Automate Renewal Emails To Members Based Off Excel Dates

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Our employees can sell such things as vacation time, for example, 1 day of vacation pay but their request must be submitted by a certain time if they are to be paid. We can tell them what day they will be paid based on the date they submit their request. This can be confusing for a supervisor to explain and I wanted to automate it on an Excel sheet.
Example:
1. Employees receive their regular check every Friday as well as a check for any time sold.
2. As long as they get it into us within 7 days prior to Friday they will receive their check the next Friday.
3. If it’s greater than 7 days then it would be the Friday after next before they received the sold time check.
4. For example If an employee requested on May, 12th 13th, 14th, 15th, 16th, or 17th to sell vacation time that check would be received by the next Friday i.e. May 25th. However, if they turned it in on May 18th. 19th. 20th, 21st, 22nd., 23nd, or 24th. they would receive it on June 1st.
5. This pattern continues throughout the year. Note that weekends are included.
6. I think the attached will better explain what I am trying to do.
 

Answer:Formula in Excel for a Date to Remain Constant Based on a Range of Dates

I think there is something wrong in the way you explain it but, could be my interpretation though
I adden a column using the Days360() function which shows the nr of days between the request date and the 'friday' date, maybe you can use that resulty to compute the new value.
 

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Hello,
I'm new here and need some help. I am very green in VBA and need some help with the code to create a macro that will send email reminders to my team members automatically when a date passes. I've looked through the forums and have found similar solutions, but have yet to make any of them work with my spreadsheet. I have attached my spreadsheet here and will tell you a little about what I need it to do. I will input my Project name, number, and task description into the columns A-C for the associated projects submittals we receive. Then, I will select the team from drop down boxes in columns D, F, H, and J. These populate from sheet1. Once the team is selected, the corresponding emails will be placed into columns E, G, I, and K (hidden columns currently). I will then input a date that the task was received in column L, and columns M and N will autofill for a mid due date(5 days after receipt) and a due date(10 days after receipt). (colors currently change when each date passes using Conditional Formatting)
So, what I need is for a short email to be created when a date is put into column L which pulls the data from the rest of the sheet. I would also like it to send a reminder when the mid due date passes (column M) and a final reminder on the due date(column N). (So when the date color changes I would like an email to be sent) I want the email addresses to be pulled from columns E, G, I, and K, I want the subject to be "(Col.A) (Col.B) Task Request",... Read more

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Relevance 78.72%

I'm trying to enter a range within a cell: 10-14. When I press Enter, Excel automatically changes the content of the cell to read Oct. 14. The higher ranges, 15-19, 20-24, etc. are fine because Excel doesn't interpret the first 2 digits as a month. How can I stop Excel from automatically entering the date in place of the typed range?
Thank you for your help.
 

Answer:Excel XP: Stop automatic insertion of dates

cbsy said:

I'm trying to enter a range within a cell: 10-14. When I press Enter, Excel automatically changes the content of the cell to read Oct. 14. The higher ranges, 15-19, 20-24, etc. are fine because Excel doesn't interpret the first 2 digits as a month. How can I stop Excel from automatically entering the date in place of the typed range?
Thank you for your help.Click to expand...

Either precede the data by an apostrophe or format as text befrore entering data. None of which is rather appealing.
 

2 more replies
Relevance 77.08%

Hello, I have been having trouble parsing out the code for an automatic notification system that will send out an email when a certification is about to expire. I keep getting error messages on one or two lines of code. I have attached the code that I have so far and a dummy spreadsheet of what I am trying to accomplish. The goal is to explore the automatic email notification option for the LEOSA Expiration date (column D), the Concealed Carry Permit Expiration (column G). For column ?D? and ?G ?, when an expiration is within 90 days the box turns yellow and sends a notification email. When the expiration is within 30 days it turns RED and an email notification is distributed. At each of these milestones (90 and 30 Day) the request is to determine if an ?auto send? type process can be utilized.

Tech Support Guy System Info Utility version 1.0.0.4
OS Version: Microsoft Windows 7 Enterprise, Service Pack 1, 64 bit
Processor: Intel(R) Core(TM) i5-2500 CPU @ 3.30GHz, Intel64 Family 6 Model 42 Stepping 7
Processor Count: 4
RAM: 3984 Mb
Graphics Card: Intel(R) HD Graphics, 1800 Mb
Hard Drives: C: 465 GB (400 GB Free);
Motherboard: Hewlett-Packard, 1495
Antivirus: Symantec Endpoint Protection, Enabled and Updated
 

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Please help if you can, I know very little about excel and I have a very complicated spreadsheet to build.

If I can pull this off, it will help me fight the coming layoffs.
Problem

I need excel to send automatic email when the spread sheet is opened to the supervisor every time a check in date hits and to keep emailing them everyday until they mark the cell next to the date as completed. I need to learn VB for this and I am running out of time!

Same thing for the shift manager complex manager and HR.
Am working on the small stuff but am struggling with the emails.

I really need some help and fast, I can repay the favor with translations, building basic spreadsheet or let me know what I can do to pay you back for helping. I really help please. I will give you my cell number in PM if needed.
If possible, I need to have this done by 3pm Monday 01/08/2016.

Spreadsheet update
 

Answer:send automatic email on multible dates until checked off completed.

6 more replies
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i cheers for looking in.
The thing is i want to set the expiry date for images in my cache folder cookies have got expiry dates but images don't any one know of a way of doing this??
thx
 

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Relevance 74.21%

Hi Everyone,

Firstly I am new to this site so please be gentle with me.

I have some basic Access knowledge as I have build some basic databases over 15 years ago for local shops for stock control etc.

I have been asked if I can create a database for a small volunteers company where they need to store basic membership information (membership no, name, address, membership type, expiry date)

This I have done already but then I get asked if I can create a report that will show them anyone who's membership is expiring in the next 30 days so that they can contact them to advise.

So here's my issue:-

1) The expiry field in the form is a date field and they choose the date via the calendar.
How can add a button onto the main form to run a report on the Expiry Date field?
I have tried to create a query with <Date()+30 (against the Expiry Date field in the main form) but it gives me a blank table in return

2) Is there anyway I can use the information from the report to auto complete the address in a pre-arranged letter?
(So if the report showed 3 people who's membership is due to expire it will create 3 copies of the letter, one for each person)

Many thanks in advance people.
 

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Hi Everyone!! This is my first post here. I need your help in developing a method of sending automated emails on Gmail when the due date of Insurance payment is 7 days before the current date and an email when the due date has expired.

So as per the attached excel file an email should go to (Col H) when due date (Col F) is 7 days before current date, with the message "Payment of Rs. (Col E) is due for Policy Number (Col D), (Policy name (Col C)) for (Owner name (Col B))"

I have searched through various forums for similar problems but could not really find a solution, as I am not proficient with VBA to tweak the code as per my needs.

Any help would be really appreciated!

Thanks
 

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Relevance 72.57%

I want to have an email sent with the topic of the training and the name of the person. this is according to the date but since it has a lot of trainings and dates it works with columns instead of rows.

It has two due dates one for a yearly email reminder and one for every 3 years.
 

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Greetings all,
I am a novice at best on using excel, but through some searching and experimentation I have managed to get to a roadblock I cannot pass. I am working on setting up a workbook that emails at specific dates for reminders to people in my department. I believed I had it working however I have run into two issues.
One is a run type error 13 that highlights toDate = Replace(Cells(i, 3), ".", "/") when I run the debug.

The second is that no matter what I try to do I continue to receive error messages. Can I ask that one of the very talented excel knowledgeable people here look to find where I am making my errors?
Thank you much in advance with any assistance you can provide which will stop me from pulling out my hair.
 

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Relevance 71.75%

Hi, I have zero experience with VBA but need to get the attached spreadsheet set up so that an email notification is automatically sent whenever an expiry date is within 30days.
In Sheet 2 (Required Compliance) I have entered the my name as the person to address the emails to, and my email address.

If possible I need to set this rule up for every sheet within the workbook, and for it to also update the Mail Status column to display whether or not notification has been sent.
Can anyone help me to set this up? Thanks in advance
 

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Relevance 71.75%

Hello, I have an excel document we use to track the "end" dates of an internet service we offer. What I am trying to do is automate the expiration date of the sheets in excel. When the expiration date for the service of a client is coming up, I would like to receive an email 3 days in advance letting me know it is about to expire. Any help would be great. thank you.

Answer:how do I create Excel Email alert for expiring dates

You are going to need a Macro to send yourself an E-Mail.Look here:http://www.rondebruin.nl/win/sectio...also, if you search the OFFICE forum with the keywords MACRO and EMAILyou should get several hits.MIKEhttp://www.skeptic.com/

8 more replies
Relevance 71.34%

Hiyo.
To begin with, I just want to check if this is viable, and if so, which solution is best/easiest...

Office 2010.

Current situation:
An Outlook rule moves certain messages to an Outlook folder.
A macro button is used to run code that prints the attachments of all messages in that folder.
Think it then deletes the messages.

Required situation:
Instead of printing all attatchments, the macro needs to look at a specific column of data in an Excel file.
If a value in the Excel column matches (or part matches) the filename of the attachment, the attachment is printed.
All attachments with filenames that do not match the Excel list are left alone.

Alternatively, switch it round, so the macro is in the Excel file, and it checks the values in the column against the attachment filenames of messages in that Outlook directory, and prints those that match.

Alternatively, write something in Outlook code, perhaps using a form control, whereby the user can enter (paste in) the batch of values, and it then prints attachments accordingly, rather than trying to forge a link between Excel and Outlook.

Alternatively... use some 3rd party tool that accepts the batch of values and interacts with Outlook to print the attachments, bypassing the need to write and manage code.

Or something else?

Cheers.
 

Answer:Outlook/Excel - Print selected attachments based on Excel list

Alternatively... modify the existing Outlook macro to save all attachments to a dir on the PC instead of print, and then write an Excel macro to check the files in the dir instead of the Outlook folder.
 

1 more replies
Relevance 70.93%

Good evening to you all.Having recently changed from outlook express to outlook, I now have a problem. Having imported all my personal folders over to outlook it appears that some email messages within my various folders have all the same date, although if I open the messages the original date recieved is still as wasi.e. 12 months old.This makes it very differcult to locate certain messages.Any advise would help.

Answer:OUTLOOK Email dates

Sorry to tell you this but it is a bug in the Export/Import routine. It has been there for years, and I am not aware of a fix. Very inconvenient. ;-(

2 more replies
Relevance 70.93%

How do I have dates from an excel spreadsheet posted or flagged onto my outlook calendar?

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Case name__________ Type of report__________ date received ______date due (85 days from receipt)
Hogan, Hulk___________CAN____________________ 5/7/12___________7/31/12
Jolie, Angelina ________Prevention_______________ 5/15/12 _________8/8/12
Stark, Tony__________ CAN ____________________6/19/12__________9/12/12
My excel doc already calculates the due date. What I desire is for the case name to populate to my outlook calendar to the date that it is due. Is this possible, and if so, when posting a solution, treat me as if I were 3 years old, I am not computer saavy, but am a social worker looking to cut corners anywhere I can.

I want to be able to enter the info on excel, open my calendar and immediately find Hulk Hogan's name in 7/31/12
 

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Relevance 70.11%

I need to set up an Excel spreadsheet that includes dates that will automatically link to an Outlook calendar. Is there any way to do this?
 

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Relevance 70.11%

Hello.

I am currently optimizing the workflow for the ventilation company i work for. (I am a young student worker). And one of my ideas is to synchronize dates of service that has been done to the customers ventilation systems (those dates are listed in Excel with all the other service data) with the offices Outlook Calendar.
Our clients sign up for yearly service for their ventilation service, however the service engineers are so busy that even though we have a service date (1 year from last service obviously) they might do the job 1 month later than expected. Therefor the dates in the calendar will not be up to date with the last service done.
The service engineers do a service report in Excel after finishing a job. Here they enter the date for when the work has been done. I want this cell where the date has been entered to synchronize with a Outlook Calendar appointment of this particular vent. service. Remember that there are many service reports in different Excel documents.
Is this possible? And how? If not, what if i made a new Excel document which automaticly updates the dates of all the other documents, and then made this document synchronize either automaticly or manually?
I have of course searched the web, and i found this thread which is very close to what i want: http://forums.techguy.org/business-applications/541487-merge-excel-dates-into-outlook.html

The problem is; in that thread they talk about some code like everyone would know. Sadly I have no id... Read more

Answer:Synchronize Excel dates with Outlook Calendar

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Relevance 70.11%

I have an Excel spreadsheet with dates of tasks to accomplish that I would like to merge into Outlook. Column A has the due date and column B has the task that needs to be completed.

Thanks for any help.
 

Answer:Merge Excel dates into Outlook Calendar

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Relevance 70.11%

Hello There,

I have followed this thread to create a script in order to sent the dates from a excel sheet to Outlook.

Since on the excel file that I am saving the data will have many changes, I don't want each time all the instances to be copied to outlook. Because this ends up with many repeats of the same tasks.
For example I want the script to check if the data with this Subject is on my calendar and then to compare the date in order to change it or not.

And as secondary I want to join 2 cells as the subject.

This is the code that I use:
Code:
Sub ExportTasksToOutlook()
Dim olApp As Outlook.Application
Dim blnCreated As Boolean
Dim arrTasks() As Variant, i As Long
arrTasks = Range("A2", Cells(Rows.Count, "B").End(xlUp)).Value
On Error Resume Next
Set olApp = GetObject(, "Outlook.Application")
If olApp Is Nothing Then
Set olApp = CreateObject("Outlook.Application")
blnCreated = True
Err.Clear
Else
blnCreated = False
End If
On Error GoTo 0
For i = LBound(arrTasks) To UBound(arrTasks)
With olApp.CreateItem(olTaskItem)
.DueDate = arrTasks(i, 1)
.Subject = arrTasks(i, 2)
.Body = "Created By Michalis Papadopoulos Excel Tool"
.ReminderSet = True
.ReminderTime = arrTasks(i, 1) - 3
.Save
' .Close
End With
Next i
If blnCreated = True Then
... Read more

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Relevance 70.11%

Hi, this is my first post here and I will preface this by saying I am not familiar with VBA/VBScript language at all (only that it exists and perplexes me), which is why I'm requesting your help!
I have an Excel spreadsheet that I'd like to have send me an Outlook email reminder 6 months after the specified start date, without having to open the Excel file so the macro can run. The reminder email can be simple, just a short message like "Referral Alert: Check Spreadsheet"

I've attached a test file with the columns needed highlighted in yellow.

If this is too tall of an order, I understand!
 

Answer:Send Outlook reminder on specified dates from Excel

As far as I know, this is impossible in the given scenario. Macros only run once a file is loaded; therefore, not having the file loaded means any code won't execute.
 

2 more replies
Relevance 69.29%

hi there,

I have a list of memberships that need to be renewed at different dates (eg. every two or three years depending on type of membership)

Is there anyway i can make it to automatically send an email to remind me or another person the day it's due to renew?

The list is on excel with expiration date in one of the columns
thanks
 

Answer:Set email reminder based on excel

Hi, take a look at some of the posts, there are quiet a few that do just that, they may need a little editting for your purpose but...
Here's a simple module that does just that, all you need to do is wriet a amcro that fills in the blanks

Code:

Function MailData(mSubject As String, mMessage As String, Sendto As String, Optional CCto As String)
Dim eSubject As String, Sendto As String, CCto As String, EBody As String
Dim app As Object, Itm As Variant
Set app = CreateObject("Outlook.Application")
Set Itm = app.CreateItem(0)

With Itm
.Subject = mSubject
.To = Sendto
If Not IsMissing(CCto) Then .CC = CCto
.Body = mMessage
' .Attachments.Add (NewFileName1) ' Must be complete path
.Display ' This property is used when you want
' .send
End With
Set app = Nothing
Set Itm = Nothing
End Function


P.S. You forgot to mention the Excel versio you're using
 

1 more replies
Relevance 69.29%

I have created "IF" formula in excel 2010, based on a date it will create a send due in column "E", =IF(D5=$A$2,HYPERLINK(mailto:"&$K$1&"?subject="&A5&-B5&"&body="&$C$3,"sendworks great but, I have to go thru 86 rows in column "E" and hit "Send Due" then hit send again on the email, can we automate this some how, like a macro that engadges when I open my outlook every morning

Answer:send email from excel based on

This should be in the Office forum here: http://www.computing.net/forum/offi...

2 more replies
Relevance 69.29%

Hello,
I am learner, who wants to automatize his repetition through combination of Excel and Outlook. I've read some posts on this forum and I see, that it is possible. However, I am totally lame in both Excel and Outlook and script writing. Yup, I am total tech noob.

I want it to look like this (behold, paint-edited picture):

I learn something, then I write down what I learned in excel spreadsheet ('WHAT?' in the spreadsheet) and give it a CODE, which would be shown in Outlook calendar. I write down the in which I learned and my outlook calendar syncs with every one of six repetitions.

I found some VBA (?) codes on this message board, but I have no idea how to implement them to my excel (and even less idea how to change the code). I would really appreciate if you would give me some hints or link (except for google.com ) where this process is described.

Here is link to my excel spreadsheet, if you want.

Thanks in advance.
Essay

http://speedy.sh/QtzQ5/Repetitions.xlsx
 

Answer:Syncing Outlook calendar with multiple dates in Excel

Trying again...
Can anyone help me to incorporate script like this, to sync my excel spreadsheet with my outlook calendar?
Code:
Sub ExportAppointmentsToOutlook()

Dim olApp As Outlook.Application
Dim olApt As AppointmentItem
Dim blnCreated As Boolean

'Read the table with appointments:
Dim arrAppt() As Variant, i As Long
arrAppt = Range("A2", Cells(Rows.Count, "E").End(xlUp)).Value
On Error Resume Next
Set olApp = GetObject(, "Outlook.Application")
If olApp Is Nothing Then
Set olApp = CreateObject("Outlook.Application")
blnCreated = True
Err.Clear
Else
blnCreated = False
End If
On Error GoTo 0

'Create the outlook item for the table entries:
'Rows:
' Row 1 = date
' Row 2 = starttime
' Row 3 = endtime
' Row 4 = Description
' Row 5 = Location

For i = LBound(arrAppt) To UBound(arrAppt)
Set olApt = olApp.CreateItem(olAppointmentItem)

With olApt
.Start = arrAppt(i, 1) + arrAppt(i, 2)
.End = arrAppt(i, 1) + arrAppt(i, 3)
.Subject = arrAppt(i, 4)
.Location = arrAppt(i, 5)
.Body = "Created by excel tool"
.BusyStatus = olBusy
.ReminderMinutesBeforeStart = 5
.ReminderSet = True
.Save
End With
Next i


Set olApt = Nothing
Set olApp = Nothing

End Sub
In my case there is less variables, as date = column F, nam... Read more

1 more replies
Relevance 69.29%

Hi,

I am trying to create a Command_click macro that collects the input info for sickness / holiday / appointments in the excel cells then...
Grabs the info from the cells
Checks outlook if the entry already exists
If it doesnt add the entry
EXAMPLE of excel data

dateto | datefrom | starttime | endtime | description | location
25/01/2011 | 26/01/2011 | 08:00 | 15:30 | Dave Smith | holiday
26/01/2011 | 27/01/2011 | 08:00 | 15:30 | Dave Smith | holiday
29/01/2011 | 30/01/2011 | 08:00 | 15:30 | John Smith | holiday
EXAMPLE of macro in excel
Code:

Sub CommandButton2_Click()

Dim olApp As Outlook.Application
Dim olApt As AppointmentItem
Dim blnCreated As Boolean

'Read the table with appointments:
Dim arrAppt() As Variant, i As Long
arrAppt = Range("A2", Cells(Rows.Count, "F").End(xlUp)).Value
On Error Resume Next
Set olApp = GetObject(, "Outlook.Application")
If olApp Is Nothing Then
Set olApp = CreateObject("Outlook.Application")
blnCreated = True
Err.Clear
Else
blnCreated = False
End If
On Error GoTo 0

'Create the outlook item for the table entries:
'Rows:
' Row 1 = date
' Row 2 = starttime
' Row 3 = endtime
' Row 4 = Description
' Row 5 = Location

For i = LBound(arrAppt) To UBound(arrAppt)
Set olApt = olApp.CreateItem(olAppointmentItem)

With olApt
.Start = arrAppt(i, 1) + arrAppt(i, 3)
.End = arrAppt(i, ... Read more

Answer:Adding dates from Excel to Outlook and checking there are no duplicates

6 more replies
Relevance 69.29%

Hi everyone,

I am beginner in excel and have used it only for creating tables etc. but never used it details like using macros. I need your help in merging due dates frome excel 2003 to outlook. details are as under;

I have a worksheet with some internal office circulars / procedures record i.e. type of circular, date of issue, circular no., issuing department, issuing person and review date. I am responsible to inform the issuing department that a review date of the circular is just reaching preferrably 15 days before. This is a large database and this is one of my assignments. so I can't do it by checking excel sheet everyday. I want to auto update my outlook calendar from review date column less 15 days. Or can excel sen a message to outlook regarding this particularly without opening that excel sheet?
 

Answer:merging of due dates from excel 2003 to outlook calendar

You can't do anything unless Excel is running. The macro has to run from some app that is running.
 

3 more replies
Relevance 69.29%

Hi Folks,
I found the following thread:
http://forums.techguy.org/business-applications/541487-merge-excel-dates-into-outlook.html

At best I am capable of copy pasting code - and I guess I'm slightly failing at that even.
I simply wish to be able to update an excel with dates of future tasks, in a particular column, and have these automatically appear as tasks on a particular date in calendar. Ideally column a (name of task) and column F (date in format 1.1.1.) would both be incorporated into the task, which would be allocated to date X in calendar.
I am using Outlook version 14.0.4734.1000

I have associated with Outlook 14.0 object library already. This is what i have so far (the first line is incorrect, presumably amongst others):
Code:

Sub ExportAppointmentsToOutlook(14.0)
Dim olApp As Outlook.Application
Dim olApt As AppointmentItem
Dim blnCreated As Boolean

'Read the table with appointments:
Dim arrAppt() As Variant, i As Long
arrAppt = Range("A2", Cells(Rows.Count, "F").End(xlUp)).Value
On Error Resume Next
Set olApp = GetObject(, "Outlook.Application")
If olApp Is Nothing Then
Set olApp = CreateObject("Outlook.Application")
blnCreated = True
Err.Clear
Else
blnCreated = False
End If
On Error GoTo 0
'Create the outlook item for the table entries:
'Rows:
' Row 1 = date
' Row 2 = starttime
' Row 3 = endtime
' Row 4 = Description
' Row 5 = ... Read more

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Relevance 68.88%

Hi,

I just realized many of my mails are an hour off from the correct time of receiving, after I imported my mails to Outlook 2003 from Outlook Express.

Can anyone explain why, and is there a way to fix this ?

Thank you for your time.


Best Regards
Vifa

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Relevance 68.47%

Hi Guys,Currently am working on a Excel VBA to alert me through Outlook email based on the following conditions,I've the deadline dates for each tasks listed in Column 'G'. Now i want the VBA to check this deadline date and if the deadline date is 7 days from today, then it should copy the particular Row data and email the data to my email address.This should be performed everyday automatically, without opening the excel sheet.Am very new to VBA. So,Your help is much appreciated.Cheers,PK

Answer:Excel VBA To Email Row Data Based on Date

re: "This should be performed everyday automatically, without opening the excel sheet."I don't think that Excel or VBA for Excel is not going to be able to do this with opening the file - or at least some file.You can't have a macro running inside a closed file, constantly monitoring itself. Something has to trigger the code and/or update the formula that checks the dates, such as the file being opened or perhaps another open file pulling data from the closed file, etc.I guess you could schedule a windows task to open the file once a day or something similar, but there is going to have to be some "action" that initiates the running of the code.

14 more replies
Relevance 68.47%

I have a list of jobs (jobs schedule) to do... and they are required to be done in a by certain different dates regularly.

I have a specific jobs date for each task held in a colu. Is there anyway i can make it to automatically send an email to remind me or another person a day before it's due??

Another question - I have a basic dashboard when a job is overdue I want the cell to flash RED

thanks
 

Answer:Set email reminder based on conditions on Excel

10 more replies
Relevance 68.47%

Hi,

New here. I dug up a thread that Zack Barresse solved many years ago. I am looking to do the exact same thing. The link to the thread is below. My file is infinitely more complicated than what that user was asking for so I need a bit more help tuning the VBA. Link: http://forums.techguy.org/business-applications/710581-automatic-email-alerts-using-excel.html

Some specifics:

- I am using Outlook not Express
- Excel 2007
- All the functionality is complete for monitoring several live streams of securities data with several trade indicators.
- It is consolidated onto one sheet for manual monitoring (Picture below). Basically takes copious amounts of data and reduces it to just IF and AND functionality for the triggers for easy use from all the other sheets.
- The workbook will be open and running/refreshing on its own 24/7 as it is now.

I am a busy guy, I just need the VBA to automatically email me remotely when any of the 7 currency pairs causes a trigger when I am on the go. I can log trades from an app on my phone.

One other hurdle would be that if say (Using percentages to keep it simple) that a trigger would be if something reached as high as 80% to send the notification email. But where the system refreshes every 60 seconds it shouldn't send another notification each time it remains at or above 80%. Just the once. It may remain there for hours and that is a lot of emails.


Thoughts? and many many thanks in advance.
 

Answer:Excel - Auto Email based on cell value

10 more replies
Relevance 68.47%

Hello,
I'm without any success hardly trying to modify (as begginer I'm still unable to create) some macro's I found in this forum in order to send data from Excel sheet into a specific public (or not if it's too heavy) calendar in Office 2010.
Import would take place with a push of a button and duplicates should not be allowed...

Even a simple line like: Dim olApp As Outlook.Application gives an error ...Maybe I'm getting tired...

And how should I modify those lines in order to select a specific Calendar (using Folder(Calendar name) in place of GetDefaultFolder in the lines mentioned here under?
Set olNS = OL.GetNamespace("MAPI")
Set olFolder = olNS.GetDefaultFolder(olFolderCalendar)

If someone would be kind enought to give me a help, here are some details about my Excel sheet:
Column A "Company", Column D "Date soon", Column G "Date Late"
Column A is fully completed, but columns D and G have some lines without any date...
 

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Relevance 68.06%

Hy guys

2nd time i am posting stuff for help, and as i was helped before i will again look forward the response.

I have a file of excel, in which i am sending emails to different candidates of admission, with scan letter placed in the same folder by name.

I want to edit this code, which could select attachment based on Column A list adjacent to the email address

I am attaching the file also pasting the code

Sub Test1()
'For Tips see: http://www.rondebruin.nl/win/winmail/Outlook/tips.htm
'Working in Office 2000-2013
Dim OutApp As Object
Dim OutMail As Object
Dim strbody As String
Dim SigString As String
Dim Signature As String
Dim cell As Range

Application.ScreenUpdating = False
Set OutApp = CreateObject("Outlook.Application")

On Error GoTo cleanup
For Each cell In Columns("B").Cells.SpecialCells(xlCellTypeConstants)
If cell.Value Like "?*@?*.?*" And _
LCase(Cells(cell.Row, "C").Value) = "yes" Then

Set OutMail = OutApp.CreateItem(0)

strbody = "We at Graduate School of Engineering Sciences and Information Technology are extremely pleased to know that you have selected Hamdard University as preferred choice for your graduate/post-graduate Studies. " & vbNewLine & vbNewLine & _
"Hamdard University is a pioneer Higher Education Institute (HEI) of Karachi producing Masters and PhDs in the fields of Engineering, Computer Sciences, Information Technology, Energy and Environment since 19... Read more

Answer:Attachment based on cell value in a excel email macro

anybody ???
 

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Hello everyone,

I'm hoping that I can get help with my issue at hand. I have a problem that from the looks of it has been asked a few times. However my understanding of excel and visual basic is to very limited to solve my problem without any help.

Here is what I'm faced with:

I made a workbook for keeping track of maintenance and DOT requirements for the trucks in our yard. Each sheet is set up with service date or inspection date visual reminders based off of conditional formation. I get a visual warning (X) amount of days before and a past due warning 1 day after, all depending on my requirements.

After searching the forms I found a thread that looks to be the closest that I can find to my needs. http://forums.techguy.org/business-applications/636786-set-email-reminder-base-excel.html

Since I have multiple dates and need for an email reminder the coding gets confusing to me. I have a very basic understanding of coding principals but have never used visual basic.

What I would like to happen based off of my understanding of the other thread:
Using task scheduler run a VB file that would then open the Excel file everyday at (X) time and check my date parameters and send an email with a warning that a due date is coming up or if past due then an email saying it is past due. The close file.

I'm sure more information will be need to give me any type of help. I have attached the workbook for reference and so my explanation will make more sense.

I'm ... Read more

Answer:Excel: Automated email based on Conditional Formatting

Hi there, I noticed that your post has gone unanswered, you posted on March 25th an looks like nobody has taken a chance on it.
You mention you're using office 2013 but your file is Office 2003 or earlier; I assume this is a file you've been using for quite some time.
What you're asking is in a certain way not that complicated but needs to be thought about very carefully. Usign the scheduler to open the Excel file, check it and then close it is not that muvh of an issue but you do have to realize that if you're using Excel for something else and all at once the scheduler triggers it you could run into some problems and might loose the data you're working on.
In the 'Abq Truck & DOT Reguirements' sheet you've got 4 columns with dates, which one is the one you trigger the mail on, all four? What email address?
Conditional formatting is nice for visual triggers but will not trigger a macro so that all together will be some vba code which needs thinking and writing.
The samples on other posts can of course be used and like you say some coding / vba knowledge is required to adapt it to your needs.
Think about it and update with some extra information, maybe some simple code can be written and used
 

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Hi guys,

Really need your assistance ..
Attached is example for my problem.

I only know how to set the parameter for the 'status' (using condiitonal formatting), but i dont know how to create the code in VBA to create emails on certain condition .. I'm not used to VBA, and still learn about it (my head was spinning lately).

So, I wish someone here could help me ..

Regards.
 

Answer:Solved: auto email based on certain condition in excel

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I've read the previous post with the same issue, but I'm unable to understand how to use the other codes posted within my product. I would like to send an email based on a date. I will attach my document so it is easier for me to explain the requirement. Columns L37-L45 have due dates - I would like the email to be sent 60 days prior. I have posted some mock emails in R37-R45 and the email message in the EMAIL workbook tab. Any assistance would be greatly appreciated.

Thank you so much!
 

Answer:Auto send an email based on date in Excel

Welcome to the board.
I've had to save it as 2003 version but the code works under 2007

See attached my copy of your sheet with the code in ThisWorksheet module.

This just a simple way of doing it and you will have to edit it for your needs but maybe it can put you on the right track.
 

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Hi everybody,

I work in accounting (yeah I know loads of fun )... I have a spreadsheet that I have created to log the cash drops of several cashiers (about 140 currently) that compares it to the readings on our different point of sales systems.

this file has 31 tabs (one for each day of the month) and each cashier has the same row for his/hers information thruout the month. Each day we log how much people are dropping in cash/travelers checks, etc and compare it to what the system is telling us that they should have dropped.

Our policy is that any variance in above $10 (over or short) needs to be investigated by the manager/supervisor of the area in question and the general cashier and income audit manager should also be notified.

What I would like for excel do (not sure if it is possible) is after the general cashier logs the drops and excel tells me if each cashier has a variance above the threashold or not; to send an e-mail with the row containing the cashier's information for that day to supervisor/manager and the accounting folks involved automatically.

I am pretty novice when it comes to VBA and as much as I have been looking online and specially in this forum I haven't been able to come up with a solution to this.

Thank you in advance to anyone that can point me in the right direction.
 

Answer:EXCEL - Email rows to various addresses based on certain criteria

Well I guess nobody has any ideas
 

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Hi,

I have multiple Excelsheets where in I use it for day today activites & tracking.
I have attached one of the simple one so that I can know the codes for sending mails & I can do it my self for the rest of the workbooks.

There is a sheet(dash board) where in all the details get updated.
When there are any changes to the value in column F, a mail should automatically sent to me giving the detials of the row. The file will be always live in the server.

I am very poor in coding & I need someone to help me in doing this.

Thanks in advance.
Rgds
Ganesh Hassan
 

Answer:Solved: Automatically send email from Excel based on the conditions

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I am working with the attached spreadsheet in Excel 2010 and am trying to figure out how to code certain parameters that will make Excel send myself, my client or other individual an email (with text in body) if certain dates have not been entered into particular cells, or if a cell has exceeded a certain number of days in a particular cell. I have attached a sample spreadsheet and have listed at the bottom 8 points in which I need an email sent, what the trigger is and what the action (email sent to) is.

I just know enough to be very dangerous with Excel but have found that there is a way to code in Excel to send emails which would greatly help my business but I just don't know that much about codes at all.

Can anyone please help me??

Thanks!!
 

Answer:Excel Coding to Send Email based on Cell Entry

Hi, welcome to the forum.

I suggest you do a find in the forum, there are many posts that gao about this and there are many answers, I'm sure there is one that will help yu and of course one of us can help you if you're still stuck
 

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Hi there,

I'm new to this forum and relatively new to Excel; when I say new to Excel I mean in that I know how to do the basics like creating tables and doing some formulas to calculate totals, averages etc.

What I need to be able to do is a variation on something I've seen many examples of in that I'd like to create an automatic email that will be sent based on the choice made from a pre-defined list available via a drop-down menu.

So, it would look something like.

Column 2 contains a drop-down on each cell where the user selects the name of a course. Once that course name is selected the author of the course is populated in column 3 in the cell next to the name of the course and next to that, in column 4 is a cell that contains the e-mail address of the author.

I'd like for the author that is populated to receive an automatic email to notify them that their course has been chosen on that spreadsheet.

I have created the functionality that populates the name and email address of the author based on the drop-down list using Lookup but what I don't know how to do is trigger the email. And I need to know how to do this for multiple authors and not generate repeat emails everytime the workbook is saved - so only a new addition would trigger the email.

Can anyone help please?

Thanks.

J.
 

Answer:Automatic email in Excel.

I'm at a loss for helping but here is a group dedicated to Excel. If there's a way to make Excel tie your shoes ... they can work the formula out!
http://www.excelforum.com/
 

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Hi Guys,

I realise that there are lots of different threads on this subject but I'm afraid none of them make sense to me as I am very much a newbie to coding in excel. I have created a spreadsheet that tracks the amount of holiday entitlement that staff have left and would like an automatic email to be sent out when this number reaches a certain level.

I have attached the file below.

I would like the email too be sent out when the number is Column G reaches 10 and again when the figure reaches 5. Ideally, I would want the same email to be sent to two or three different people at the same time, and would want the content of the email to contain a specific text, including how much holiday entitlement the employee has remaining.

If anyone could please provide me with help on this it would be massively appreciated as I am really struggling.

Kind Regards,

Gareth
 

Answer:Automatic Email in Excel

Here is the file, I always forget to attach them!
 

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I am new to this so be easy with me. I am trying to have Excel (2003) send an email out 60 day prior and on the date set in the "E" column (see file attached). I would like the email to go to the email address set in column "K" and say your CSA contract with "insert company name from column "A"" is about to expire in 60 days. Then basically the same for the email that is sent on the date of expiration but to say that it is expired.
 

Answer:Automatic email from Excel

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Hello,

I have an 2007 excel workbook that automatically pulls data from the web at certain internals and converts it into a calculation, which predicts whether various sporting events will be Over or Under a certain total. I am hoping that someone could help me to setup an automatic email at intervals of 1 minute for the five minutes before a game starts.(game start time is in the worksheet Column B). I have been reading through other posts, which basically tell me that this is possible, but I have no knowledge of how to adjust the code in order to get it to work with my file.

I would use ClickYes and Outlook. If I could get an automatic email that pasted the values and formats for the ‘Calc’ Workbook (Cells B2 – L51) and sent it to me every time a game was within 5 minutes of starting that would be awesome. If it is easier, I could just have the file sent to me every 1 minute whenever I have it open rather than just before the game starts.

I also could have the event triggered based on whether Column K has a value of “UNDER” or “OVER”

I could adjust the file in any way that is helpful, please just let me know.

This is where I found the information about the possibility of doing this:

http://forums.techguy.org/business-applications/710581-solved-automatic-email-alerts-using-2.html

Thank you so much in advance for your help
Colin
 

Answer:Automatic Email from Excel

Hi, welcome to the forum.
Looks like a nice challenge.
I'll see what I can come up with (after checking out Zack's code)
 

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Hi All,
I am new to this sort of stuff; this is the first forum I have joined.
What I want to do is set up a worksheet in excel 2007 e.g.:
Course A
Course B
Course C
Name A
29/12/12
30/12/12
31/12/12
Name B
Name C
And 7 days before the date in a cell is due, the course name and the person’s name and the actual date will be sent to me via email automatically. Possibly, without excel even running.

I do not know if this is possible but any help would be much appreciated.
Thanks
 

Answer:Automatic Email from Excel

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which web based email can be configured to outlook express, besides hotmail? other than one's isp account.
 

Answer:other web based email for outlook ?

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Good Afternoon - this is a follow-up to an earlier post that has been closed.

http://forums.techguy.org/business-applications/1090938-emailing-multiple-recipients-excel-based.html

I would like to do something similar.

My Excel sheet has a list of Email addresses in Column A (with duplicate email addresses).
I have several other columns with data that that I would like to have appear in the body of the email in Outlook.

I need to collate each row with the same email address so ONLY 1 email is sent to each recipient.

Is this something easy to do?
I have little to no VBA coding skills

Attached is an Excel mockup of what I am attempting to accomplish.

The 1st tab called "Sample Data" is basically the raw data I want to leverage.
(which I also tried to display below)
Email Address .....Invoice Number .....Date..... .....Dollars
​ [email protected] .............1 ...............7/3/2013 ......$10,000
​ [email protected] ..............2 ...............7/9/2013...... $50,000

[email protected] ..........3 ...............7/9/2013 ......$40,000

[email protected] ............4 ...............7/10/2013 .....$1,000

[email protected] ............5 ...............7/11/2013 .....$3,000
​The 2nd tab called "Body of Email" is an example around how I would like to see the data appear in the email.
Even though [email protected] appears 3 times in the above example, I ONLY want him to receive 1 email that contains 3... Read more

Answer:Emailing multiple recipients from Excel Based off Cell Value Collate to one email

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I need a code that will allow the workbook to be emailed when Column A is populated by certian numbers. The numbers in column A corespond to particular email addreses. This is the code I've been working but it isn't functional.

Sub Email_Out()
If Worksheets("Sheet1").Range("A5:A200") = "190030001" Then
ActiveWorkbook.SendMail Recipients:=("[email protected]")
ElseIf Worksheets("Sheet1").Range("A5:A200") = "190450025" Then
ActiveWorkbook.SendMail Recipients:=("[email protected]")
End If
End Sub

All help is greatly appreciated!
Mikey
 

Answer:Solved: VBA email excel workbook based on cell values using; If Then ElseIf Please he

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Hi This is a follow up to

http://forums.techguy.org/business-...emailing-multiple-recipients-excel-based.html

I would like to be able to do the same

My excel sheet keeps a list of Email addresses on column B (with duplicate email addresses), and their particulars from column C (Item price, purchase date, etc) onwards.

I need the vba to email multiple recipients (those with the "notification" column E field marked as yes) with their purchasing details in it. I need to collate each row with the same email address & marked Yes so that only one email is sent.

eg: email will have in the body

Your order are ready to collect:

row 2 information
row 5 information
row 9 information
It should also prevent multiple emails to the same email address. I would like not to have to change the Notification column to acheve this.

Thank you for your help.
 

Answer:Emailing multiple recipients from Excel Based off Cell Value Collate to one email

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If I am doing an automatic email reminder when something is past due:

do I always have to open the Excel document for the macro to run and the reminder to sent out?

Thanks,
 

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Hi everyone!

I would like to ask you help in developing an excel macro that is able to:

Sending automated emails if certain conditions are met. (due date approaching, passed)

I have seen a few post in the topic but i was not able to implement the code both because of my limited VBA experience and also because of the differences in my table.

There should be a total of 4 emails to be send depending on the current day (1 mail before due and 3 mails after due ) Moreover, the very last mail should be sent to a different address than the previous three.

It would be also important to being able to automatically 'reset' the system if a new action date is activated so next time when any of the conditions are applied the mails can go out again.

I was struggling to solve the issue of sending duplicate messages, as the macro would run every single day so
i like to avoid sending the same mail for more than once.

The tip of the ice-bird would be to send the mails with (gmail) smtp in order to keep one "from" mail address all the time. (multiple people would use the file). Nevertheless, we would be more than happy to use it with outlook as well if the smtp would make the code unreasonably more complex...

I uploaded my rudimentary file in which I started this, however I am afraid that it is not the proper way, therefore I uploaded an other file as well, in which it is more clear what the tool would be all about.

Thank you very much in advance if you could hel... Read more

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Hi,
I'm kinda new to VBA and excel programming and am looking for a way of sending an automated reminder 60 days before the expiry of training already completed. column G contains the email recipients, Column E has a title Asbestos Awareness and the cells in column E the expiry dates for employees.
I would appreciate if anyone has sample code I could try.


Thanks sooooooooooo much for any help or advice.
Regards
Vinny
 

Answer:Automatic Email reminder in excel

Hi Vinny,
welcome to the forum, you're the second one this week with the same question, and just like the other poster I do not think you took the time to search for similar posts.
I suggest you do hat, there are several posts with the similar questions and also with the answres and code provided.
 

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Hi all,

First post so please be patient! I've got quite a simple worksheet that tracks when the MOT, Road Tax and Services are due on our fleet of vans. I have windows task scheduler emailing this report out each week to all of staff. The problem i'm having is that as the data rarely changes these emails are ignored. I found the below post asking for something similar, with more conditions regarding buying stock.

I have mine set up with some basic conditional formatting changing the cell to yellow if the cell >=today()-30 and red if the cell >=today()-7. Now this is set up for MOT, Road Tax and Service. So ideally what i would want/need is for an automated email to say "Registration - MOT due in 30days" or "Registration - MOT due in 7days" and a similar process for the road tax or service intervals.

Now from reading the post below i'm aware that changing the cell colour doesn't suffice as a trigger so i have some cells that now string together the above sentences in hope this simplifies things. So now if Cell F,G or H change i would like an email alert to tell me what the text is in those cells. However once we have MOT'd, Taxed or Serviced the vehicle and change cells C, D or E this will change the text in F,G or H to blank. If this happens i don't want an email sending as it would be blank.

I'm running Windows 7 and Excel 2007. I have attached my current work sheet.

Any help would be hugely appreciated.

Th... Read more

Answer:Automatic Email Alerts - Excel

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I am using MS Excel 2007. I need to send email to the departments linked to the worksheet automatically on the date mentioned as a reminder how can I do it. For E.g
I have Activity on B4 and the date of reminder on C4. I need to send a reminder mail to the concern person who would be performing the activity.How can I do so.
Note: I am not using MS Outlook.
 

Answer:Automatic Email Alerts using Excel

Anurodh, welcome to the Forum.
Have a look at the Business Applications Forum and use the search function to look for Excel email, there are quite a few Threads on there on that topic.
 

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Hi,

I am trying to help a co-worker automate her email notification to employees who have not followed correct procedures on their expense reports. She has an Excel spreadsheet with the name and email address for each employee, along with 10 columns to represent the type of violation. I have attached a sample of the spreadsheet, where an 'X' indicates the nature of the problem. She would like to be able to run a macro to automatically send an email to each person with an 'X' in any of the columns. In the text of the email, it would indicate the month (from column C) and the type of problem based on the column header.

For example, based on the attached sample file, John Smith would receive an email as follows:

Hello,

Your September expense report was submitted with the following errors:

Blank GL Codes
Missing or Incomplete Description
Please correct the errors and resubmit this expense report.

Thank you,
Susan Larson

I'm an accountant who has done some automation using macros in Excel and Access, but I'm not sure which application would be best for this situation. If it would be easier, I can set this up in Access, but I would prefer Excel since my co-worker has more experience with spreadsheets than databases.

I found several other threads explaining how to send an automatic email from Excel, but I haven't found one for sending an individualized email to a list of recipients. If this question has been answered, please feel free to ... Read more

Answer:Automatic Email from Excel List

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Hi Everyone,
my name is steve and this is my first post. I have been asked to compile a system to recall calibrated items within the company i work for, I must stress tht my expierience with excel is very limited.
Attached is the system so far (It is the work of many butchered examples off the net, and several people who know a little at work).
I am trying to achieve a solution that when an item comes within three months of its expiry date the date column turns yellow, when 30 days or uner it turns red (Possibly gets transfere to another sheet)and then emails a short mail incluing cells B,C,D an L of that row to the "Area Owner" . I'm using office 2007, anyone think this is possible? or better still help me with this problem.
I would appreciate it so very much!

By the way, the password is ; Kalibratedbyme (capital K)
Regards,
Steve
 

Answer:Solved: Excel automatic email

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Hello Everyone!

This is my first post here. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a project is nearing 3 hours, 2 hours & 1 hour away from the current date & time. The script should preferably run automatically every time the PC is running when the excel file is open.

In the attached excel file, An email should go of to -email address (Col. F), with subject "number (Col. B) is due on Due date and time (Col. E)", and body "Dear Name(Col. F), please finish your project asap".

Also, the script should put a check mark on Reminder sent column (Col. G) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scoured the forum for similar problems, and although I found a number of of threads,I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,
 

Answer:Automatic Reminder email from Excel

Hi, I suggest you do some searching, there are quiet a few posts with the same questions and the necessary solutions.
I worked on one or two but cannot remember the names, so just do a quick search and you'll find the answres with the necessary code.
Always to glad to help on if you're still stuck
 

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Hi All,

Let me take the pleasure to introduce myself as Vasu, beginner in this forum.

I know that there are many on going threads related to my this new thread. But, actually I had gone through some of the posts (like Rollin, OBP, and Diego) as per my need and I did saw OBP used to share some links which already covers this my new thread, but since I am totally beginner to MS Excel, so I could not understand many of the things. So, with left chance I thought initiating the new thread, so that I can aware of step-by-step to "automatically send an email from excel on date basis". Hope you all fine with this.

So, here is what I need, I have a sheet (which contains columns Request No, Owner, Run Date, Due Date to Close Request). Usually sometimes we miss to close the requests as per the due dates.

So, could you please share detailed information on how can my excel automatically send an email whenever the "Run Date" crosses??

As per my understanding after reading the existing posts, I thought of giving you some sample data from my side. In my attached workbook, there are two sheets ("Request Tracker" and "Email"). "Request Tracker" sheet contains the base data on which "Email" sheet contains what I need in my email when excel send an email.

I would be more than happy to give you any additional information if required.

I use MS Outlook and MS Excel on Windows.

Thanks for your assistance and help to get my problem ... Read more

Answer:How to send an automatic email from excel?

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