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 the macro I did, Let me know if you need more details or explanation.
Thanks for your help,
26 freelancers are bidding on average $114 for this job
Hi, I'll be happy to help you with this project. I will start as soon as you have awarded me the project Please feel free to message me if you need to discuss any questions
Hi. There is no such option to attach a file to Outlook message without saving it first. This however, can be mimicked by automatically deleting the file after message was sent. Regards, Svet.
Excel and VBA expert for over a decade. Master in Information Systems. I have delivered similar projects in the past. Please check my portfolio for: [url removed, login to view] Estate (video demonstration) [url removed, login to view] (video demonstrat Mere