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Save workbook in a folder X if the cell A1 has a particular text, else save in folder Y

  1. #1
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    Save workbook in a folder X if the cell A1 has a particular text, else save in folder Y

    Hello everyone.

    I am trying to develop a project where I need to segregate the excel sheets as I receive it from my customers.
    For instance, I want them to be automatically saved in the respective folders of the below mentioned categories:
    1. Mechanical
    2. Electrical
    3. Software
    4. Robotics

    Could someone please help me out with the VBA code?
    I am new to the VBA world and finding it difficult to get the thing solved (closing deadline).

    Appreciate your support.

    Thank you,

    Best regards
    Iravan

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    Re: Save workbook in a folder X if the cell A1 has a particular text, else save in folder

    Your problem is not so clear. can you answer the following
    • where do the excel sheets arrive, one folder in a drive? Or as email attachments
    • What identifies the category they save in ?
    • what email do you use?


    the following links may help
    https://superuser.com/questions/5043...-specific-rule
    https://superuser.com/questions/8840...ook-attachment

    however these solutions are run from within outlook not excel

    For excel you would have to run a workbook, that moves files meeting a certain criteria into the desired folders. However excel would need to be open and you would have to trigger the code or get it to run at time intervals through the day

    Dav
    Last edited by davsth; 08-09-2017 at 04:08 AM.

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    Re: Save workbook in a folder X if the cell A1 has a particular text, else save in folder

    Hello Dav.

    Please find the information below.[*]where do the excel sheets arrive, one folder in a drive? Or as email attachments
    The excel sheets would arrive as email attachments from the customers.
    [*]What identifies the category they save in ?
    The customers mention what department they are addressing the form.
    For instance, if it is a problem with hydraulics, I would like the sheet to be saved in hydraulics department folder.
    [*]what email do you use?
    I use MS Outlook.

    Hope that gives a better picture of the issue.
    I am basically trying to automatically segregate the received excel sheets into the required directory.

    Thanks for your help.

    Best regards
    Iravan

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    Re: Save workbook in a folder X if the cell A1 has a particular text, else save in folder

    I would suggest trying to apply the second link, otherwise you download everything manually and then have to run some code in excel, which seems more longwinded

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