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Automatic Outlook mail due date reminder based on Excel file

Q: Automatic Outlook mail due date reminder based on Excel file

Hi Everyone!

This is my first post here. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a payment is 10 days away from the current date. The script should preferably run automatically every time the PC is running. without the excel file necessarily open.

In the attached excel file, An email should go of to -email address (Col. Q), with subject "Vendor Payment (Col. C) is due on Due date(Col. M)", and body "Dear Name(Col. P), please update the payment status".

Also, the script should put a check mark on Reminder sent column (Col. Q) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scored the forum for similar problems, and although I found a number of threads, I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,

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A: Automatic Outlook mail due date reminder based on Excel file

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RELEVANCY SCORE 179.2

Hi Everyone!

This is my first post here. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a project is 7 days away from the current date. The script should preferably run automatically every time the PC is running. without the excel file necessarily open.

In the attached excel file, An email should go of to -email address (Col. D), with subject "Project (Col. B) is due on Due date(Col. C)", and body "Dear Name(Col. A), please update your project status".

Also, the script should put a check mark on Reminder sent column (Col. E) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scoured the forum for similar problems, and although I found a number of of threads,I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,

Thanks
 

A:Automatic Outlook mail due date reminder based on Excel file

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RELEVANCY SCORE 179.2

Hello all,

I'm receiving mail alert based on date only, it is not considering the month into the account.. Kindly suggest..

Attached the excel file with macro...
 

A:Automatic Outlook mail due date reminder based on Excel file

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RELEVANCY SCORE 155.6

Hi,

i have used the following to get automatic alerts setup when a due date is near:
https://forums.techguy.org/threads/...ue-date-reminder-based-on-excel-file.1129238/

but instead of this looking at the due date column, i would like it to look at a conditonal formatted column, which shows status as either "due" and "expired" depending on due date. i would like it send out to all those with "due tag and not "expired"

I have name in column A, details in column B, emails address in column C, status in column i, and reminder in column k
Somethng else i would like to do later on, if at all possible,is to get a particluar email from outlook be transfered to excel and and then emailed to specific people based on a status column. So if an email is recieved to say a project is extended or cancelled,, it contents is copied to excel and emailed back out to certain people.
Thank you for your support.
 

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RELEVANCY SCORE 132.8

HI, Its my first post here. I need to send reminder mails from outlook based on excel reminder dates.
For this i should not open excel neither i know VBA scritping for this.
Please provide help on this.
As i attached my file i need list of assets need to be calibrated ahead of 45 days of calibration due date.
 

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RELEVANCY SCORE 130.4

Hi All,

My name is Diego.

Can anyone send me code to automatically send me an email when the date listed in "column J" is the same date as today. Also, it needs to email only once and even if I am not running excel or at my computer. I want to use Microsoft Outlook and use the ClickYes program as well if this helps that was talked about by Zack Barresse in

http://forums.techguy.org/business-applications/710581-solved-automatic-email-alerts-using-2.html
Essentially I have to be reminded of a reapplication for specific state licensures on healthcare courses I provide. I don't want to forget which courses I have to reapply for so I need to have a program that will look at a date which I have in column J and then email me to remind me of this.

BTW - I am using Outlook 2007 and Excel 2007 on Vista.

Thanks. I appreciate your help! Also, extra points and praise for the person who solves this problem!
 

A:Automatic Email Reminder from Excel based on Date in Cell

Please do not post duplicate threads.
One thread per issue.
Continue replies for this issue in this thread: http://forums.techguy.org/business-applications/856705-automatic-email-excel-based-date.html
Thank you.

Closing thread.
 

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RELEVANCY SCORE 122.4

Hello Forum member,

I am working on an excel file with hundreds of records and tens of columns. There is a column"L" which gives the date when the license key given in column "B" of a particular software is going to expire. I need to check the column and send email to Person X [email protected] 3 months in advance so that he can take poper action to get the license renewed. It is too much of a manual work every week.

I am looking for a macro that can send an email to person X stating that license key value given in coumn B is due to expiration in 3 months from today(based on value given in column L)

I have seem a similar thread in the forum giveb below but i need changes to it. Unfortunately, the thread is closed and i can not contact the person who gave the solution. I am not able to modify the code shared to match my requirement.
Automatic Outlook mail due date reminder based on Excel file

http://forums.techguy.org/business-applications/1129238-automatic-outlook-mail-due-date.html
Can anyone please modify the code given in the above thread to match my requirement. Please!!Thank you!
 

A:Automatic Outlook mail based on a column value in excel file

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RELEVANCY SCORE 108

Dear All,

I am creating a tracker file for Purchase Orders in which end date in column 'J' is very important.
Column 'J' has following conditional formatting
1. If cell date is in between todays date + 14 days --- YELLOW
2. cell date <= today's date ------------------------- RED
3. cell valus > today + 14 days ---------------------- GREEN

So now when the cell turn Yellow I want the excel should send the mail to the concerned person whose mail id will be mentioned in same row of column 'G'

One more requirement there should be two mails. Reminder 1 & Reminder 2.

I use officer 2010 & mail is outlook 2010 & OS is windows 7.
This file will be on share point. This file may not be opened everyday.

Please reply with the procedure as I am not a programming/ IT person... I may not understand all terms.. please try to simplify the response.
Thanks in advance for all the help.
 

A:Auto mail from Excel to Outlook based on date in cell

Hi there, welcome to the board!

You'd want a location to mark when an email was sent. I'm assuming you want a worksheet change event for this, which will basically always run when a cell on this specific worksheet is changed. There are other events you could use to fire it off, like the calculate event. You could, if you wanted to, assign this functionality to a button, but then it wouldn't be automatic.

The below code does what you ask. It goes in the worksheet module of the worksheet your data is on. To get to it, right click the sheet tab name and select 'View Code', then paste this there.

EDIT: The locations to mark when an email was sent (btw) were columns K and L, as you'll see them set as constants at the top of the code. You can change those letters to any column you want to house it in. It just puts the current system date in those cells, and that will be checked when the values in column J are checked. If nothing is there it assumes an email hasn't been generated yet and will do so. But if it has a value - any value, it will ignore that row.

Also, I assumed a 'yellow' highlighted value was your first reminder, and a 'red' highlighted value was your second reminder. It uses this as text in the subject and body of the email.
Code:
Option Explicit

Private Sub Worksheet_Change(ByVal Target As Range)

Const ReminderOne As String = "K" 'column letter
Const ReminderTwo As S... Read more

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RELEVANCY SCORE 102.4

Dear Team,

I have gone though the below thread, which helps somewhat on my requirement but not completely. Please need you kind help on VBA code. Sorry if i have missed any other thread which would have met my requirement.

https://forums.techguy.org/threads/...ue-date-reminder-based-on-excel-file.1129238/

Here is my requirement...
I have a data in excel (attached file) basically its a re-assigment project which needs 3 tasks.

Column A to E are filled manually which need not be automatic.
Column F has a formula for 29 days date for Column B and accordingly Column H for column F.
Column G & H are the status of task action.
every day we are manually opening the WB and checking for daily pending assignments in column H & F for today's date.

Can you please help me with a VBA code which should send a email notification/reminder not to individual email addresses instead it should send an email to me, If the Column F & H has today's date i.e. current date with the table of data in body of email and update the status as Done in excel sheet once the email has triggered.

Hope you will help me on this. Many Thanks in advance

Example of email
 

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RELEVANCY SCORE 99.6

While using XP, I used Pegasus mail as my e-mail client. Pegasus's mail filtering options included the ability to set a duration on a mail folder such that any message in that folder, older than the specified duration, was automatically moved to the deleted mail folder.

Is there any way to achieve the same thing using Windows Mail under Vista?

Thanks

Tony

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RELEVANCY SCORE 98.4

Hi All,

My name is Diego.

Can anyone send me code to automatically send me an email when the date listed in "column J" is the same date as today. Also, it needs to email only once and even if I am not running excel or at my computer. I want to use Microsoft Outlook and use the ClickYes program as well if this helps that was talked about by Zack Barresse in

http://forums.techguy.org/business-a...s-using-2.html
Essentially I have to be reminded of a reapplication for specific state licensures on healthcare courses I provide. I don't want to forget which courses I have to reapply for so I need to have a program that will look at a date which I have in column J and then email me to remind me of this.

BTW - I am using Outlook 2007 and Excel 2007 on Vista.

Thanks. I appreciate your help! Also, extra points and praise for the person who solves this problem!
 

A:Automatic Email from Excel based on Date in Cell

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RELEVANCY SCORE 98.4

I have a personnel tracker that tracks required documents that need to be renewed every year. There are 4 of these and each has a seperate column for each date. They are J,L,T and U.

I would like excel to scan each of these columns every time the document is opened for any of those dates that are 60-65 days from expiring, I use Now()-300 to check this.

But if the cell is blank I want it ignored, which right now it does not. If it finds 1 or even 80 that are in that range I want 1 email generated to a list of management personnel.

Currently it generates how ever many are blank or expiring. I use outlook.

My data starts on row 3 and goes down to 331, the required and maximum number of people allowed on the contract.

If I can get just one email with a generic message I would be happy. But if I could I would like the info that is actually doing the triggering to be copied and pasted in the email to include the info in A, C and D.

Here is my current code, I would change .display to .send once I have it working. please help.

Private Sub Workbook_Open()
Dim Cell As Range
Dim DateRng As Range
Dim Msg As String
Dim olApp As Object
Dim olEmail As Object
Dim RngEnd As Range
Dim Wks As Worksheet

Set Wks = Worksheets("Work Site Info")

Set DateRng = Wks.Range("J3")
Set RngEnd = Wks.Range("J331")
Set DateRng = IIf(RngEnd.Row < DateRng.Row, DateRng, Wks.Range(DateRng, RngEnd))

'Change this to what you want.
Msg = "This is message is the bo... Read more

A:Solved: Automatic email from excel based on date

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RELEVANCY SCORE 98.4

Hi Everyone!! This is my first post here. I need your help in developing a method of sending automated emails on Gmail when the due date of Insurance payment is 7 days before the current date and an email when the due date has expired.

So as per the attached excel file an email should go to (Col H) when due date (Col F) is 7 days before current date, with the message "Payment of Rs. (Col E) is due for Policy Number (Col D), (Policy name (Col C)) for (Owner name (Col B))"

I have searched through various forums for similar problems but could not really find a solution, as I am not proficient with VBA to tweak the code as per my needs.

Any help would be really appreciated!

Thanks
 

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RELEVANCY SCORE 98

Hello.
I have been asked to send warning e-mails to a short list of adresses from an Excel file where reminder dates correspond to the actual date, and I have no clue how to do this with Macroís. Iív tryed to understand how some examples of macros dealing with Excel and e-mails with no success as I still have a lot to learnÖ

Here is my problem : I have a spreadshhet containing company names (col.A) and contract renewal dates (col.D). there are about 80 companies listed. When the actual date corresponds to the reminder date an e-mail containing the company name, a fixed blabla and the reminder date should be send to 3 known e-mail adresses.
Could this be done with an Excel Macro
Iím using Windows 7 32bits, Office 2010 with Outlook as mailing system.

Many thanks in advance.
Robert
 

A:Solved: Reminder date in Excel sends an e-mail

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RELEVANCY SCORE 96.8

Hi,

I am in dire need of a solution wherein I want outlook to shoot an automatic email based on date from calendar or excel. Basically I have some users assigned some privileges which are assigned for a specific period. I need the mail to go out to them may be a day or two prior to the target date.

I came across this thread:
http://forums.techguy.org/business-applications/1129238-automatic-outlook-mail-due-date.html

I copied the code the in outlook VBA editor (i already have one script there and since being new to this i do not know if two scripts would be ok to have in there.... ...ScreenShot attached). However just to try when i ran the rule it gave me an error (screenshot attached).

I can't reply to the same thread since that is closed.

can you please help in this regards...

-regards,
gsg
 

A:Solved: automatic mail delivery based on date/time

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RELEVANCY SCORE 95.6

Hello,

I have currently tasked myself with what i thought was an very easy and simple job of being able to set up a way of having an automated email system which uses excel data.

My data contains basic information about calibration dates, i need an email (reminder) sent to a specific email address 6 months prior to the calibration date using the dates in the excel spreadsheet as a reference for the 6 months to trigger an email.

By *automated* i mean the program doesn't necessarily have to be open and doesn't require anyone to hit a command button to send off the email, it should be done without any manual interference if it is even possible to do this.

I hope you can get back to me on this issue.

Many thanks,
Ryan
 

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RELEVANCY SCORE 95.2

hi !
I have a spread sheet of 100 of employees , i like every time the expiry date come for there id a notification email come to me , i attach the example excel sheet please help me with that, i am just learning VBA not very good in it i am using windows 8
 

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RELEVANCY SCORE 92.8

Dear Friends,

I'm in a serious need of updating the respective teams with reminders on due dates of statutory compliance requirements. I've developed an excel workbook having three sheets namely Permissions, Returns and Records. All the three sheets are having due dates. (Workbook is attached for your solution please)

I need your expert solution in sending an e- mail message as a reminder to the person concerned before 15 days of due date with an optional text of my choice.

Its not possible for me to open neither the excel sheet nor the ms outlook application on a time basis coz my profile mostly deals with Industrial Relations aspects. Hence I've to be in the field 12/7 during the shift period and on call 24/7.

Awaiting early reverts.

Regards,

SNU.
 

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RELEVANCY SCORE 88.4

Hi, I am really new to excel so I am hoping to get some help here. I have searched through the forum and tried several codes, but I was not able to run it successfully.

Basically in my excel file, i have a long list of documents with their respective expiry dates. I want excel to send me an email when it is 6 months before the expiry date.

I have uploaded a sample file on what my worksheet will look like.
I am using Microsoft Excel 2010.

Thanks!
 

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RELEVANCY SCORE 88

Hi ! This refers to the subject of "Automatic email from excel based on date", and relevant thread http://forums.techguy.org/business-applications/927675-solved-automatic-email-excel-based.html

This was fantastic. Only one issue remaining.
This is generating multiple emails and even the items not due are generating blank mails.
I would like to generate only one mail with different items different expiration dates.
After that group the identical addressees and compose one message with all the relevant data.
Awaiting kind help.
 

A:Need Help reg "Automatic email from excel based on date "

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RELEVANCY SCORE 88

Good day,

I was looking for someone to help me in this:

Please see the attached excel file, which automates Groupwise mails for due date reminder. However, it generates individual mails for each due items, whereas, I want one single mail with all due dates. How do I achieve it?
 

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RELEVANCY SCORE 83.2

hi there,

I have a list of memberships that need to be renewed at different dates (eg. every two or three years depending on type of membership)

Is there anyway i can make it to automatically send an email to remind me or another person the day it's due to renew?

The list is on excel with expiration date in one of the columns
thanks
 

A:Set email reminder based on excel

Hi, take a look at some of the posts, there are quiet a few that do just that, they may need a little editting for your purpose but...
Here's a simple module that does just that, all you need to do is wriet a amcro that fills in the blanks

Code:

Function MailData(mSubject As String, mMessage As String, Sendto As String, Optional CCto As String)
Dim eSubject As String, Sendto As String, CCto As String, EBody As String
Dim app As Object, Itm As Variant
Set app = CreateObject("Outlook.Application")
Set Itm = app.CreateItem(0)

With Itm
.Subject = mSubject
.To = Sendto
If Not IsMissing(CCto) Then .CC = CCto
.Body = mMessage
' .Attachments.Add (NewFileName1) ' Must be complete path
.Display ' This property is used when you want
' .send
End With
Set app = Nothing
Set Itm = Nothing
End Function


P.S. You forgot to mention the Excel versio you're using
 

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RELEVANCY SCORE 82.4

I have a list of jobs (jobs schedule) to do... and they are required to be done in a by certain different dates regularly.

I have a specific jobs date for each task held in a colu. Is there anyway i can make it to automatically send an email to remind me or another person a day before it's due??

Another question - I have a basic dashboard when a job is overdue I want the cell to flash RED

thanks
 

A:Set email reminder based on conditions on Excel

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RELEVANCY SCORE 80

Hi all,

I know there has been a lot on this subject (so apologies) but as my knowledge in this area is limited and as I can't find anything that matches my exact needs I am struggling.

Basically, as part of my job I manage records in the office but I sometimes forget when things needs renewing etc.

What I would like is a for an e-mail to be sent through and to my outlook when a date has been reached.

Please see the attached: CSCS.xlsx

If CSCS tests had to be done every year for example, Paul Smith would be due another on 01/01/2014. I would like to set up a code so that when it got 2 weeks before that time, I got an e-mail saying 'CSCS Test due' and 'Smith' (i.e.. cell C1 and Column A for reliant person, in this case A3).

Is this something that is do-able and easy to set up?

Thanks, charli
 

A:Solved: Excel Send E-mail (via Outlook) When Date Reached

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RELEVANCY SCORE 79.6

Hello Everyone!

This is my first post here. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a project is nearing 3 hours, 2 hours & 1 hour away from the current date & time. The script should preferably run automatically every time the PC is running when the excel file is open.

In the attached excel file, An email should go of to -email address (Col. F), with subject "number (Col. B) is due on Due date and time (Col. E)", and body "Dear Name(Col. F), please finish your project asap".

Also, the script should put a check mark on Reminder sent column (Col. G) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scoured the forum for similar problems, and although I found a number of of threads,I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,
 

A:Automatic Reminder email from Excel

Hi, I suggest you do some searching, there are quiet a few posts with the same questions and the necessary solutions.
I worked on one or two but cannot remember the names, so just do a quick search and you'll find the answres with the necessary code.
Always to glad to help on if you're still stuck
 

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RELEVANCY SCORE 79.6

Hi,
I'm kinda new to VBA and excel programming and am looking for a way of sending an automated reminder 60 days before the expiry of training already completed. column G contains the email recipients, Column E has a title Asbestos Awareness and the cells in column E the expiry dates for employees.
I would appreciate if anyone has sample code I could try.


Thanks sooooooooooo much for any help or advice.
Regards
Vinny
 

A:Automatic Email reminder in excel

Hi Vinny,
welcome to the forum, you're the second one this week with the same question, and just like the other poster I do not think you took the time to search for similar posts.
I suggest you do hat, there are several posts with the similar questions and also with the answres and code provided.
 

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RELEVANCY SCORE 79.6

If I am doing an automatic email reminder when something is past due:

do I always have to open the Excel document for the macro to run and the reminder to sent out?

Thanks,
 

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RELEVANCY SCORE 79.2

Hi All.

Hi i have a excel file which has Serial No , Task and date of completion as 3 ccolumns.
I keep on missing the tasks. I heared from somwwhere that we can create automatic reminder in outlook based date picked from excel. I want the same. Example on 1, april, 2010 - if i have to go to my lawer, the in outlook on 1st-Apr-2010 a reminder comes , visit to lawer Mr. XXXXXX.

If any one can help that would be of great help.

Regards,
sam
 

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RELEVANCY SCORE 78.8

how to set auto reminder when a due date is reached mentioned in excel EVEN WHEN EXCEL IS SAVED AND CLOSED?
 

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RELEVANCY SCORE 78.4

I had made one excel to send automatic due date reminder mails via Groupwise (made with the help of your forums only).
The problem I am facing is as below:
[Also note, problem is not whether Groupwise or Outlook, problem is its generating multiple emails for each due item]

This is generating multiple emails and even the items not due are generating blank mails.
I would like to generate only one mail with different items different expiration dates.
After that group the identical addressees and compose one message with all the relevant data.

Right now its sending 3 mails as:

Mail 1: Please take notice of the following expiration date(s):
-Equipment A Job aaaaa expiration date : 19-Aug-12 -394 days.
-Equipment A Job aaaaa OVERDUE : 19-Aug-12 -394 days.
Sent at 17-Sep-13 11:11:04 AM

Mail 3: Please take notice of the following expiration date(s):
-Equipment C Job cccccc expiration date : 19-May-13 -121 days.
-Equipment C Job cccccc OVERDUE : 19-May-13 -121 days.
Sent at 17-Sep-13 11:11:04 AM

And the ones not due, going blank, i.e: the mail body (Mail 2) text reads:
"Please take notice of the following expiration date(s):
Sent at 17-Sep-13 11:11:04 AM"

What I wanted was a single mail with following in the mail body (Example):

" Please take notice of the following expiration date(s):
-Equipment A Job aaaaa expiration date : 19-Aug-12 -394 days.
-Equipment A Job aaaaa OVERDUE : 19-Aug-12 -394 days.
-Equipment C Job cccccc expiration date : 19-May-13 -121 days.... Read more

A:Request Help: Further study on Auto-mail for due date reminder

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RELEVANCY SCORE 78

Hello Everyone!

This is my first post here. I am using Excel 2013 OS win 7. I need your help in developing a mechanism to send an automated outlook mail, when the due date of a project is nearing 3 hours, 2 hours & 1 hour away from the current date & time. The script should preferably run automatically every time the PC is running when the excel file is open.

In the attached excel file, An email should go of to -email address (Col. F), with subject "number (Col. B) is due on Due date and time (Col. E)", and body "Dear Name(Col. F), please finish your project asap".

Also, the script should put a check mark on Reminder sent column (Col. G) after the mail is sent, the script should also check if the value of the cell is blank before sending email.

I have scoured the forum for similar problems, and although I found a number of of threads,I am not proficient enough in VBA to modify them to my needs.

I'd really appreciate any help,
 

A:Automatic Reminder email from Excel 2013 in Windows 7 pc

closing duplicated post
continue here
http://forums.techguy.org/business-applications/1141421-automatic-reminder-email-excel.html
 

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RELEVANCY SCORE 77.2

Hi folks,
I need a little help how to have reminder date from Excel xls into Outlook calendar.
It might be simple but our office IT guys couldn&#8217;t figure out so I need some help... I created a sample xls file with proper columns &#8211; attached. I am not a programmer so I am trying to figure out how to have automatic reminders 3 days before the &#8220;Start Date&#8221; which will be different for each item and there will be thousands of items on this list.

I appreciate your help.
Thanks

PS I forgot to attach my xls and do not see a way to edit and attached so I may have to attach it in a reply...
or you can download from here http://www.allreversephonelookup.com/excel/info.xls

 

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RELEVANCY SCORE 75.2

I am trying to create a code that will highlight an entire row the day before the date entered into a cell on that row.
 

A:Excel/Highlight Row Based on Date

use conditional format
add a formula

=cell with the date = today()+1
that will be true if the date

just to make sure we understand

today() is 7th August
the date in the cell is 8th august
so you want it highlighted

so cell = 8th
today + 1 = 8th
it highlights

now to highlight the row
use a $ on the cell that has the date and apply to the whole row

so if the date is in column C and say row 5

then
$C5 = today()+1

in the conditional format formula and apply to
$A$5:$Z$5
or whatever column you need

a sample spreadsheet would be useful , you can attach here
 

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RELEVANCY SCORE 74.8

Hi, Its my first post here. I need to send reminder mails from outlook based on excel
I searching for the VBA which according to my needs and I find in this Forum, but I have difficulty understanding. VBA that I adjust not functioning.

I attach the following

I need your expert solution

Any help appreciated and thank you.
 

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RELEVANCY SCORE 74.4

Alright this one might be a bit of a challenge. I am releasing a complex spreadsheet with my product pricing on it. Is there a way to make the program have a "shelf life" of 6 months or so? I would like to set it up to make it inaccessible to anyone without the password after a certain time period. So basically I would like to create a macro that will disable the entire spreadsheet (without the password) after a specific date so I can release new versions (with the new pricing) without the old versions (old prices) getting thrown into the mix. Anyone have any ideas?? Thanks.
 

A:Excel Macro - Date Based Protection

Hello CWDENVER, this should be possible to achieve, you can have a date held in a cell in a hidden Protected sheet in the workbook. When the System date = the date in the Cell the Target Worksheet is hidden and can only be made un-hidden by entering a password.
To be effective the Menus would need to Removed from the Workbook as well.
The VBA Editor would need to be password protected as well.
 

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RELEVANCY SCORE 73.6

I've read the previous post with the same issue, but I'm unable to understand how to use the other codes posted within my product. I would like to send an email based on a date. I will attach my document so it is easier for me to explain the requirement. Columns L37-L45 have due dates - I would like the email to be sent 60 days prior. I have posted some mock emails in R37-R45 and the email message in the EMAIL workbook tab. Any assistance would be greatly appreciated.

Thank you so much!
 

A:Auto send an email based on date in Excel

Welcome to the board.
I've had to save it as 2003 version but the code works under 2007

See attached my copy of your sheet with the code in ThisWorksheet module.

This just a simple way of doing it and you will have to edit it for your needs but maybe it can put you on the right track.
 

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RELEVANCY SCORE 73.6

I'm looking for a simple way to have an email sent automatically 60 days within a date on an Excel spreadsheet
 

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RELEVANCY SCORE 73.6

Hi all,

I would like to conditionally format the attached spreadsheet so that each alternating week is shaded on whole set of rows.

Also with our roster the week runs Thurs to Wed.

I've looked quite a bit into conditional formatting now. But this one has me stumped.

Thanks for any advice.
 

A:Excel: Format rows based on date and a few other specifics

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RELEVANCY SCORE 72.8

Hello experts

I have an excel document with many sheets starting with sheet2

*** column_headers "enquiry#" in B6 and query_expiry_date in E6 (of every sheet)

What I am looking to do is, using sheet1 (which is unused at the moment)
dynamically return 3 pieces of information (in 3 columns, A,B,C for example)
based on expiry dates.

ie: if the expiry_date<today() then return sheet#, enquiry# and the date that expired.
this is for each enquiry and each sheet and if I can sort them in order of expiry date, that will be owsome.
Can that be done using lookup? or maybe better in VBA? a push in right direction or example
of code snippet is well appreciated.
Thank you
 

A:Solved: excel(VBA) returns data based on expiry date

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RELEVANCY SCORE 72

Hello,

I've received help here before concerning a spreadsheet that sends reminders via Outlook when a certain condition is met. Everything works well with the email generation and I'm familiar with the language, but I'm having trouble creating emails when there are multiple parties involved. I've attached a worksheet with a template that resembles my working sheet for reference.

Currently, I hit the Update command button and it displays an email with all of the projects with items outstanding. The only problem is the email will only contain the contact info for the last line that triggers the email. I'm hoping to create an email for each project with the unique email addresses instead of all of the projects compiled with every contact.

Will I need separate For/Next loops say for each project range in the workbook?

Thanks
 

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Our employees can sell such things as vacation time, for example, 1 day of vacation pay but their request must be submitted by a certain time if they are to be paid. We can tell them what day they will be paid based on the date they submit their request. This can be confusing for a supervisor to explain and I wanted to automate it on an Excel sheet.
Example:
1. Employees receive their regular check every Friday as well as a check for any time sold.
2. As long as they get it into us within 7 days prior to Friday they will receive their check the next Friday.
3. If itís greater than 7 days then it would be the Friday after next before they received the sold time check.
4. For example If an employee requested on May, 12th 13th, 14th, 15th, 16th, or 17th to sell vacation time that check would be received by the next Friday i.e. May 25th. However, if they turned it in on May 18th. 19th. 20th, 21st, 22nd., 23nd, or 24th. they would receive it on June 1st.
5. This pattern continues throughout the year. Note that weekends are included.
6. I think the attached will better explain what I am trying to do.
 

A:Formula in Excel for a Date to Remain Constant Based on a Range of Dates

I think there is something wrong in the way you explain it but, could be my interpretation though
I adden a column using the Days360() function which shows the nr of days between the request date and the 'friday' date, maybe you can use that resulty to compute the new value.
 

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Hi, I have a file in which i have to set the reminder as per selection of End Date. I have to fix 3 reminders (before 2 months, before 1 months & before 15 days). If in between saturday & sunday is coming the reminder will move the next working day. I have attached a sheet for you reference. i want to get a reminder mail without open the existing file or open any file in excel. Waiting for reply.
 

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RELEVANCY SCORE 70.8

Hi everyone

I hope all are fine and reading my message in the best of their health.. I am stuck with a job to do on various dates where i have to email those candidates whome progress reports are due, which due dates are mentioned in the sheet.

Can some body please help me to come up with a excel automatic mail solution that an email should be generated via outlook without opening the file or even if needed opening the file. The email should contain

Dear Student

Your progress report / proposal defense is due on (due date),

regards,
this email should be generated and sent before one month and one copy on the date on which it is due.. the cc list also needed to be grabbed from somewhere, where cc of this email should go.

I shall be very thankful if somebody can look the attached file and help
 

A:Solved: Excel Automatic Email on due date

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RELEVANCY SCORE 70.8

Hello,

This is my first post here. I have been searching all over the internet trying to find an answer to my excel problem. I am pretty new to excel and my goal is to have excel automatically send an email out to me when the due date of a training is approaching. I have already set it up using conditional formatting to fill the due date box yellow if a due date is less than 30 days away but I would like excel to email me a reminder so I don't have to remember to check the spreadsheet every month.

I have it set up with a training summary sheet that shows the # of trainings due within 30 days so what I really need is a macro to send if the cell is greater than 0.

I have done a lot of searching but am new to excel programming and can not figure out how to adapt the codes I have seen to satisfy my needs. Or where to enter them

I attached the workbook I am trying to do this for. Im looking to apply the macro to the 'Training Summary' sheet.

Any help would be greatly appreciated.

Thanks,
Brandon
 

A:Automatic Email From Excel When Due Date Is Approaching

Hi,

In order to do this we need more information.
Will the workbook be opened every day?
If so you can set the code to check the date and E-Mail you.
If the workbook will not be opened every day then you can use the "Task" manager
and have it open the workbook to check the date.
You can also set a code than when the workbook is opened it will check the
Date and if you need to review it will activate the sheet and then Highlight the Date.
 

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RELEVANCY SCORE 70.8

Hey all
I am having a problem trying to send automated messages from the below excel file using the date column
all i need is the sheet to send an email alert a day before the dates mentioned in all the sheets in the workbook

Thanks in advance
 

A:Automatic Email using the date on the excel sheet

Hi,

See if this site helps.

http://www.rondebruin.nl/win/section1.htm
 

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RELEVANCY SCORE 70.4

Hi

This is a tuffy........

I want a macro so that when i type a message into a cell it will put it into outlook as a reminder, or even a simple macro button that opens outlook in the scheduler.

Any ideas?

Thanks
 

A:Excel macro links to Outlook Reminder

Try this link.
 

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