Hi I really need expert help in this project. I already made a part of my project working. I have an excel file with client data and tracking of missed service. We send report per client, so I put a field with a drop down list with all our client name plus a field for date. We enter all our data in a table with header. When we want to pull out a report we enter the client name and desired date for the report and it create a PDF. Until there everything is perfect. We want Excel to give us the choice to save the file or to open Outlook with a temporary generated report PDF (without saving).
On another hand 2 of our client request us to used their specific report template (Excel Template file) and sent it in an excel file following their template ... So I want to put a condition in the PDF Macro , that if client A is specified it will copy content from some specific column, open the template file, copy info in desired row than show us a pop up to save excel file or send it by email with outlook. Same thing for client B.
Ex : Client A is selected, Macro will filter result than copy text from Range A13,C13,E13,F13 to Client template File one Line under Range (A13 --> D6 , C13 --> E6, E13 --> B6 ... )
I can give you part of my code, Let me know if you need more details or explanation.
Thanks for your help,