+ Reply to Thread
Results 1 to 6 of 6

Automatically Send Email

  1. #1
    Registered User
    Join Date
    08-29-2018
    Location
    Indiana, US
    MS-Off Ver
    2016
    Posts
    21

    Automatically Send Email

    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

  2. #2
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    2013 / 2016 / 365
    Posts
    7,067

    Re: Automatically Send Email

    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.

  3. #3
    Registered User
    Join Date
    08-29-2018
    Location
    Indiana, US
    MS-Off Ver
    2016
    Posts
    21

    Re: Automatically Send Email

    Oops! Sorry about that! Completely forgot to attach the file. Thank you!!
    Attached Files Attached Files

  4. #4
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    2013 / 2016 / 365
    Posts
    7,067

    Re: Automatically Send Email

    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.
    Attached Files Attached Files

  5. #5
    Registered User
    Join Date
    08-29-2018
    Location
    Indiana, US
    MS-Off Ver
    2016
    Posts
    21

    Re: Automatically Send Email

    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
    Attached Files Attached Files

  6. #6
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    2013 / 2016 / 365
    Posts
    7,067

    Re: Automatically Send Email

    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.
    Attached Files Attached Files

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Need excel to send an email automatically.
    By Whiteness in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 08-18-2016, 02:09 PM
  2. Automatically match Email ID & send email
    By yashagarwal in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 06-22-2016, 04:36 AM
  3. [SOLVED] Macro to automatically send email
    By silversurfa23 in forum Excel Programming / VBA / Macros
    Replies: 3
    Last Post: 05-27-2014, 02:56 PM
  4. Send email automatically before due date
    By Kara_xy in forum Excel Programming / VBA / Macros
    Replies: 4
    Last Post: 11-05-2013, 06:11 AM
  5. Email will not automatically send
    By cgduck21 in forum Excel Programming / VBA / Macros
    Replies: 10
    Last Post: 07-11-2013, 03:22 PM
  6. Replies: 6
    Last Post: 12-10-2011, 03:14 PM
  7. [SOLVED] Send email automatically in excel
    By ctu1121@gmail.com in forum Excel General
    Replies: 0
    Last Post: 03-23-2005, 01:06 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1