+ Reply to Thread
Results 1 to 8 of 8

Generate alert(s)/emails based on dates entered

  1. #1
    Registered User
    Join Date
    06-02-2017
    Location
    Mumbai, India
    MS-Off Ver
    Office 365
    Posts
    3

    Generate alert(s)/emails based on dates entered

    Hello,

    I'm using a spreadsheet to track 5 different dates within a transaction (each transaction is a column and the 5 dates are 5 rows in that column) and would like to generate alerts (pop up/email/sms) when a particular date is reached.

    Can you please help?

    I'm using Office 365.

    Thanks,
    Nimesh
    Attached Files Attached Files
    Last edited by nimeshsshah; 06-02-2017 at 02:50 AM. Reason: Attaching file

  2. #2
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    365
    Posts
    7,910

    Re: Generate alert(s)/emails based on dates entered

    You want to notify yourself when one of these tasks becomes due. Here is one way to do it: create a task with the windows task manager that is triggered when you log in. The task will launch an excel spreadsheet. The spreadsheet will check the dates. If noting is due, the spreadsheet will close. Otherwise i will open to the sheet with the dates and highlight due and overdue tasks using conditional formatting.

    Does this sound like what you want. This task will only run when you log in. It will not be active during the day.
    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
    06-02-2017
    Location
    Mumbai, India
    MS-Off Ver
    Office 365
    Posts
    3

    Re: Generate alert(s)/emails based on dates entered

    Thanks dflak for your time.

    I'd prefer an email getting generated based on the due dates in the excel sheet. This way there is a clear trace of reminder having been sent to the concerned person.
    Quite like the idea of spreadsheet launching automatically and checking - so yes, this part would be great. But an auto email is what I'm looking for.

    Thanks once again.

  4. #4
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    365
    Posts
    7,910

    Re: Generate alert(s)/emails based on dates entered

    You are missing a critical piece of information: who gets the alerts. I am assuming each task should have an email address associated with it.

  5. #5
    Registered User
    Join Date
    06-02-2017
    Location
    Mumbai, India
    MS-Off Ver
    Office 365
    Posts
    3

    Re: Generate alert(s)/emails based on dates entered

    Yes. Each task will have a pre-defined email id (or more) associated with it.

    Thanks

  6. #6
    Registered User
    Join Date
    07-18-2017
    Location
    Look behind you. MUAHAHAHAHA ;)
    MS-Off Ver
    OFFICE 2010
    Posts
    1

    Re: Generate alert(s)/emails based on dates entered

    Oh wow, this would be VERYYYYY nice for me to have.

    Is it possible to know how this can be configured? Basically checking the dates when loging in, if a date is due then send an email to both me and the relevant person i would like to remind him of these dates.

    Thanks.

  7. #7
    Forum Moderator AliGW's Avatar
    Join Date
    08-10-2013
    Location
    Retired in Ipswich, Suffolk, but grew up in Sawley, Derbyshire (England)
    MS-Off Ver
    MS 365 Subscription Insider Beta Channel v. 2404 (Windows 11 22H2 64-bit)
    Posts
    79,422

    Re: Generate alert(s)/emails based on dates entered

    Welcome to the forum!

    Unfortunately your post does not comply with Rule 2 of our Forum RULES. Do not post a question in the thread of another member -- start your own thread.

    If you feel an existing thread is particularly relevant to your need, provide a link to the other thread in your new thread.

    Old threads are often only monitored by the original participants. New threads not only open you up to all possible participants again, they typically get faster response, too.
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
    Don't forget to say "thank you" in your thread to anyone who has offered you help.
    You can reward them by clicking on * Add Reputation below their user name on the left, if you wish.

    Forum Rules (updated August 2023): please read them here.

  8. #8
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    365
    Posts
    7,910

    Re: Generate alert(s)/emails based on dates entered

    Your sample file was rather sparse, so you'll have to take what I came up with and adapt it.

    The program checks the dates when it is opened and sends a mail message for any date that is due today or past due and hasn't already been sent.
    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. [SOLVED] Generate list of dates between dates based on criteria - Onsite/Offshore holidays
    By sreeks in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 08-21-2017, 12:37 AM
  2. [SOLVED] Formula to generate week of year (Monday through Sunday) based on a date entered
    By seanpod in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 05-19-2017, 12:44 PM
  3. Looking to alert/email certain people on certain dates based on excel data
    By Wooodd in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 01-29-2015, 08:52 AM
  4. Send Emails once expiry date is reached, and generate report based on emails sent
    By demonicscorpion in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 12-18-2014, 05:36 AM
  5. Replies: 0
    Last Post: 11-14-2014, 08:56 AM
  6. [SOLVED] Auto filling dates based on previously entered dates and averaging numbers if dates equal
    By grambograham in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 10-11-2012, 03:21 PM
  7. [SOLVED] Can excel send reminder emails on dates entered in a wookbook?
    By Doubting_her_boss in forum Excel General
    Replies: 2
    Last Post: 10-27-2005, 05:05 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