Hello,
I am fairly new to working with macros but my boss wants me to organize a system for him...
The goal is, have one sheet with a table that has categories, example: Name, Date, Location, Time, Type. When a new row is added with name, date, location, time I want excel to create a new sheet with a template that will be pre made by me, that contains the name, date, location data imported from the master data sheet. The tricky part is, there for will be 3 different templates. It would work great if the category on the data sheet, "Type" will have 3 options and if they choose 1 then the data will be copied to my first template, if they choose 2 it will be copied to my second template and so on.
Then I have to have the option on each template to "Download as PDF" BUT it must prompt the user which location they want to save to because this sheet will be accessed from multiple computers that all have to save it as a PDF.
Lastly it would be great if the data could connect with the outlook. Whoever input the data in the excel sheet could click a button that generates an email with the information from the row and prompts them to accept an event at the time from the row.
If someone could help me or offer advice I would very much appreciate it! Thanks
UPDATE: I have attached the VERY ROUGH draft of the excel sheet. The data sheet columns that are highlighted is the data that I need to be put in to a copy of the "Pressure Test Template".
I apologize for the disorganized form it still has a lot more formatting to be done. Thank you thank you!
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