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Opening a workbook from a cell condition

  1. #1
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    Exclamation Opening a workbook from a cell condition

    This problem is not for the faint hearted.........only read on if you are extremely good with Excel or are brave or both......

    here goes

    i have a workbook which consists of about 5 or 5 sheets each containing a list of 40 employees and a list of tasks ranging form about 10 upto 150. the purpose of this worksheet is to record and monitor the competency and training via a matrix and a record for each member of staff.

    the problem we have is updating and keeping this workbook upto date

    previously we had the matrix in Excel and the records in Word, i am in process of changing this so any changes to the record is updated on the matrix automatically.....

    this is done in three stages

    1) training planned
    2) training completed - but needs practise
    3) competent

    each time a stage is completed the cell changes colour

    the problem we have is that we would like to set a timescale for each stage, for example 6 months for stage 1 & 2 and 2 years for stage 3

    for each time a stage exceeds this time scale we would like an email set to the relevant manager as a reminder

    the workbook is NOT open all the time

    i hope i have included all the necessary information

    please dont hesitate to contact me for any required information

    i am not able to supply the actual worksheet but maybe able to supply a sample one if needed

    i look forward to hearing any solutions on the following

    many thanks

  2. #2
    Forum Expert Simon Lloyd's Avatar
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    Hi, check out the attached, the code checks the cells in the range for a date and background colour, if these match the criteria then an e-mail is generated sending the employees name and date they were lst trained.

    Of course you can modify these, i haven't set a worksheet so it will run on whichever sheet is active.
    Not all forums are the same - seek and you shall find

  3. #3
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    Thanks

    Hi simon

    thanks for that, not had a chance to check it out properly yet but it appears to be good to go

    i assume this will work when the workbook is opened?

    if not when and does it work?

    thanks again

  4. #4
    Forum Expert Simon Lloyd's Avatar
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    I doesnt strt with the workbook opening you need to trigger it via a command button or such like, perhaps worksheet activate, you could put this in the thisworkbook module
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    when the workbook is opened the code will initiate, however as i said i have not set a worksheet so it will work with the activesheet!

    Regards,
    SImon

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    Hi simon

    thanks for that, it was just as thought

    but i can set a windows task to open the workbook on a monthly basis and then trigger the macro from 'open'

    sure this will be ok, what do you think?

    thanks again

  6. #6
    Forum Expert Simon Lloyd's Avatar
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    Yes of course you could but remember i did say i havent set a worksheet for it to work on so unless its the only sheet in your book you need to specify it. you could do with having another column with the managers e-mail address for that employee there, that way in the send mail where you need an e-mail address you can just use the offset range for the "Who to".

  7. #7
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    Thumbs up Thanks

    yes i remebered that you havent specified a worksheet

    i will have a play around and let you know if i need anymore assistance

    thanks again

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