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Linking outlook template VBA with excel

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    Linking outlook template VBA with excel

    Hello Everyone

    I am working on a project now. I need to build a custom template outform which I need to send for people to fill fill in and return the form

    However, my requirement is to populate some fields e.g ABM Name from an excel column, which is a dropdown list

    Also the Channel is related to the ABM name. In that if I select ABM Name, it automatically populate the Channel.

    In the excel sheet, the example is like:



    ABN Name Channel

    John Marketing

    Joe Sales

    Same with Product Code and Product Description which reside in another excel file

    Now:

    1. How do I connect the excel file to run in outlook VBA

    2. How do i code the VBA e.g to feed the ABN Name is excel to ABN in the comboxbox box

    3. It will be appreciative if someone can help me with a sample code which I can test
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  2. #2
    Forum Expert dflak's Avatar
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    Re: Linking outlook template VBA with excel

    You want to send the people the form, have them fill it out, and then mail it back to you?

    It is possible to run a macro from an attached workbook, but the user has to enable content and then enable macros.

    Also we'll need a sample workbook. The form should be designed to have a Completed button which might have to do some error testing to make sure all information that is needed is filled in. Then if that tests OK, mail the spreadsheet back (it would have to be saved in a temp directory, but the code can do that. The form will need a hidden field with the email address to send to.

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    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.

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