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Email alert if date exceed due date and status cell = open

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    Email alert if date exceed due date and status cell = open

    Hi, is there a way that I can have an email sent to remind me of an over due event in excel 365?

    So A3 is due date, P3 is status, email address to be picked from two drop down lists in T3 and U3.
    Send to both email addresses if a valid address is listed. If T3 or U3 = "-" then ignore.

    I would want to be able to add multiple reminders, that is to say reminder 1 sent according to date in Q3, reminder 2 sent for date in R3 and reminder 3 sent for date in S3.

    First email Header would be "Reminder 1", A3, B3, "Task Due"
    Second email Header would be "Reminder 2", A3, B3, "Task Due"
    Third email Header would be "Final Reminder", A3, B3, "Task Now Over Due"

    I have attached the basic sheet for additional clarity.

    Many thanks
    Attached Files Attached Files

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    Re: Email alert if date exceed due date and status cell = open

    I don't know if a way to generate emails using formulas or functions.
    You may want to ask an administrator or moderator to move this thread to the VBA forum.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Email alert if date exceed due date and status cell = open

    Thread moved to the VBA section.
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    Re: Email alert if date exceed due date and status cell = open

    What do mean by "email Header"?
    You can say "THANK YOU" for help received by clicking the Star symbol at the bottom left of the helper's post.
    Practice makes perfect. I'm very far from perfect so I'm still practising.

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    Re: Email alert if date exceed due date and status cell = open

    Apologies for late reply.

    Sorry, by header I actually meant Email Subject.
    Last edited by AliGW; 12-10-2024 at 07:38 AM. Reason: Please don't quote unnecessarily - use the Quick Reply button instead. Please review the forum guidelines.

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    Re: Email alert if date exceed due date and status cell = open

    How do you want to trigger the alert email to be created? Do you want to run a macro manually to check the dates? Do you want to do this automatically when you select an email in column U, open your file or activate the "Master" sheet? Please clarify.

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    Re: Email alert if date exceed due date and status cell = open

    Quote Originally Posted by Mumps1 View Post
    How do you want to trigger the alert email to be created? Do you want to run a macro manually to check the dates? Do you want to do this automatically when you select an email in column U, open your file or activate the "Master" sheet? Please clarify.
    I would be opening the worksheet at the start of everyday, so I assume the worksheet would need to be open for the date to be checked. I would love it to send the email without the need to open the sheet, but if the macro can be run automatically everytime the sheet is opened (by any user as master sheet will be on server with 5 people having access to it) to check if overdue and send that would be great. If there was a way for the sheet to open every hour automatically just to allow the macro and emails to be sent that would be ideal, however I assume that would not be possible.

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    Forum Expert Mumps1's Avatar
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    Re: Email alert if date exceed due date and status cell = open

    Place this macro in the code module for ThisWorkbook. Do the following: Hold down the ALT key and press the F11 key. This will open the Visual Basic Editor. In the left hand pane, double click on "ThisWorkbook". Copy/paste the macro into the empty window that opens up. Close the window to return to your sheet. Save the workbook as a macro-enabled file. The macro will run each time the workbook is opened. The appropriate emails will be created and displayed for you to review. Then you will have to manually send each one. If you want the emails to be sent automatically without reviewing, change "Display" in the code (in red) to "Send" (no quotes).
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    Re: Email alert if date exceed due date and status cell = open

    Many thanks for this. However, its not working for me. Nothing happens when I open the workbook. If I manually run the macro, Outlook does open and does put the two email addresses in correctly. However nothing else is filled in.

    Edit:- I changed the date of Rem 3 Date to todays date and ran the macro again and it does now put "Reminder 3,12345, part, Task Due" in the subject.
    Its not running upon opening the sheet though.

    Edit2. Please forgive my stupidity. I didnt paste this to my workbook. Now updated and working. Many thanks.
    Last edited by maax555; 12-11-2024 at 06:47 AM. Reason: Solved

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    Re: Email alert if date exceed due date and status cell = open

    You are very welcome.

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