Summary of Outlook rule(s) needs:
1. Move incoming email to a specific Outlook folder based on subject contents
2. Save the email attachment in a similarly named folder on the desktop
3. Check off in a spreadsheet on the desktop the report was received for that particular month for that particular person which is identified by a 3 digit code in the subject line.
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Details and background:
Every month about 30 different users submit to me via email a PDF attachment report and in the subject line there is an 3 digit ID code (220, 221, 223, etc.) and the Month; Jan, Feb, March etc.
Example subject line: 220 July

First would like the incoming email routed to the respective folder named 220, 221 etc. The folders are subsets of the Inbox.

Next would like the attachments saved in a folder on the desktop named ACE and subfolder named 220.

Finally would like a spreadsheet named ACESHEET that is in folder ACE, opened to record that 220 submitted their July report. Ideally the word “Complete” would be populated in the 220 row under column July. Then save and close the file. The construction of ACESHEET is simple; Row 1 is the header row. The first cell A1 is ID header column and the months are listed across in cells B1 to M1. The data is in tab named 2018.
It would be great if this worked whether the user abbreviated the month or not; IE Aug or August and also if used upper or lower case.
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Warning – I’m not a programmer but have successfully used some provided code in the past. The simpler the better is best for me. I think others could benefit by seeing this solution. Thanks for any assistance. JJ