Hello,
I would like to set up my workbook to automatically send an outlook email asking for an ETA once an order is two days past due. I will attach a sample document just incase that's helpful. Not sure if this is possible but any guidance is much appreciated!!
Thank you,
-K
I have some "standard" code that sends an email to a specified address. What is needed is code that calls it. I can't write that without seeing how you have the data organized. So please attach a sample workbook.
One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.
A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.
Oops! Sorry about that! Completely forgot to attach the file. Thank you!!
I'm very glad to see that you are using tables! This code should do the trick. You will need to fill in the table on the Emails sheet.
Also comment OUT the MsgBox in the code (or remove it completely) and uncomment IN the mail_workbook line. I set it up this way to test it.
I have a couple more suggestions.
Put a conditional format on the due date to show within 2 days over due, over two days overdue.
Also the way it is set up now, you will send a notice to everyone with who is overdue every time you click the button. I could set the program up to write the date that the notice was sent on to a helper column in ProjectTracker. So if you run the program every day, the person would get an email every 3 days or whatever you decide.
This is fantastic- thank you!! :D
I'm sorry to say I am wholly unfamiliar with code and most things excel. So I wasn't able to find where the MsgBox or mail-workbook line are. Is there any way you could show me?
Also, I love the suggestion!! Would you happen to know a formula that would work well for this? Or how else to go about that exactly?
And yes, I would love that!! I would like it if they only received an email once a week. Also, the email will only ever go to one shared email. I entered my own just to test it but I believe I'm doing something wrong since there was no email received when I tested it. I'll attach an updated copy so that you can see. And is there a way to make it disregard trying to send an email when "Select Advisor" isin the cell?
Also, is there a way for me to transfer everything from the Emails tab to the setup tab without it messing up the code?
Sorry for all the questions but thank you so much for all your help!!
-K
This version is "live" meaning that it should send the mail. I added a helper column that tracks when the last notice was sent. On the eMail sheet, in Cell G1, enter in the number of days you want between notices. The code has been modified to skip overdue orders if a notice has already been sent within this time period.
I also added conditional formatting to the order tracker. If the Due Date is less than today but within two days and it has not been received, it is shaded orange. So for today (8/31) it flags 8/29 and 8/30. If it is over two days, it is shaded red, so 8/28 and earlier.
I really could not test all of this, so keep an eye on if for a week and let me know if something isn't working.
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