Domenic has a worksheet that shows due dates for projects in column E. He knows he can use conditional formatting to show when the due date is reached (when it is the same as today's date), but what he really needs is an e-mail to be sent when the due date is reached. He wonders if there is a way to do this in Excel.
Actually, there is a way to do this, provided you don't mind using a macro. In addition, you'll need to send the e-mail via Outlook, which VBA will communicate with just fine. (Unfortunately, VBA cannot be easily used to connect with other mail clients.)
Here, for example, is a macro that will run whenever your workbook opens. It automatically checks each row in a worksheet, specifically keying on two things: the due date in column E and a "flag value" in column F. (This flag value is set by the macro. If column F contains the letter "S," then the macro assumes an e-mail has previously been sent.)
Private Sub Workbook_Open()
Dim OutApp As Object
Dim OutMail As Object
Dim lLastRow As Long
Dim lRow As Long
Dim sSendTo As String
Dim sSendCC As String
Dim sSendBCC As String
Dim sSubject As String
Dim sTemp As String
Set OutApp = CreateObject("Outlook.Application")
OutApp.Session.Logon
' Change the following as needed
sSendTo = "allen@xyz.com"
sSendCC = ""
sSendBCC = ""
sSubject = "Due date reached"
lLastRow = Cells(Rows.Count, 3).End(xlUp).Row
For lRow = 2 To lLastRow
If Cells(lRow, 6) <> "S" Then
If Cells(lRow, 5) <= Date Then
Set OutMail = OutApp.CreateItem(0)
On Error Resume Next
With OutMail
.To = sSendTo
If sSendCC > "" Then .CC = sSendCC
If sSendBCC > "" Then .BCC = sSendBCC
.Subject = sSubject
sTemp = "Hello!" & vbCrLf & vbCrLf
sTemp = sTemp & "The due date has been reached "
sTemp = sTemp & "for this project:" & vbCrLf & vbCrLf
' Assumes project name is in column B
sTemp = sTemp & " " & Cells(lRow,2)
sTemp = sTemp & "Please take the appropriate"
sTemp = sTemp & "action." & vbCrLf & vbCrLf
sTemp = sTemp & "Thank you!" & vbCrLf
.Body = sTemp
' Change the following to .Send if you want to
' send the message without reviewing first
.Display
End With
Set OutMail = Nothing
Cells(lRow, 6) = "S"
Cells(lRow, 7) = "E-mail sent on: " & Now()
End If
End If
Next lRow
Set OutApp = Nothing
End Sub
When the macro runs (again, when the workbook is first opened), it checks each row in the worksheet to see if there is an "S" in column F. If not, then it checks to see if the date in column E is equal to today's date. If it is, then the code puts together an e-mail message (which you can modify, as desired) to be sent. The e-mail is displayed, and you can click on the Send button after making any desired changes. At that point, the worksheet is updated by placing the "S" indicator in column F and the date the e-mail was sent into column G.
Note that the macro assumes that the name of the project is in column B. This information is used to put together the message that will be e-mailed.
Note:
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2021-11-11 08:28:56
Chance
Ok, I figured out how to get it to look at multiple rows. Now, is there a way to have put all the past due in one email instead of a separate email for each late item?
2021-11-11 08:01:52
Chance
This seems to only work for the top row of the list. If the first row is not past due, it does not flag any other rows as past due, or, if the first row is past due, it does not flag additional rows as past due. Very new to VBA so I'm sure I'm missing something.
2021-10-15 07:02:34
Christian Cook
Hey J.Wooley thank for the reply, I have been trying to add a loop but it still only defaults to the first column, will keep trying.
2021-10-14 14:48:54
J. Woolley
@Christian Cook
First, there are a few things Allen forgot to mention (for example, see Steve's comment 2016-03-31):
1. The macro must be located in the workbook's ThisWorkbook document module.
2. The macro assumes either there is only a single worksheet in the workbook or the applicable worksheet is always the ActiveSheet when the workbook is opened.
3. The macro assumes column C has the most rows, so
lLastRow = Cells(Rows.Count, 3).End(xlUp).Row
4. The "column" part of Cells(row, column) can be either numeric or text, so
Cells(Rows.Count, 3) is the same as Cells(Rows.Count, "C").
Now, as described in the Tip, the macro makes some assumptions:
1. Project name is in column B: Cells(lRow, 2)
2. The due date is in column E: Cells(lRow, 5)
3. A "flag value" (S) is in column F: Cells(lRow, 6)
4. The date the e-mail was sent is in column G: Cells(lRow, 7)
If you have due dates in two columns N and R, you can simply code two For...Next loops:
First for Cells(lRow, "N") instead of Cells(lRow, 5)
Again for Cells(lRow, "R") instead of Cells(lRow, 5)
But for each loop you must decide where to put the "flag value" instead of Cells(lRow, 6) and the date the e-mail was sent instead of Cells(lRow, 7).
The following statement should only be after the second For...Next loop:
Set OutApp = Nothing
Unrelated to this but for your interest,
see https://sites.google.com/view/MyExcelToolbox/
2021-10-13 10:08:50
Christian Cook
Hi is there any way to get it to check multiple columns? I have expiry dates in 2 different columns N & R but cannot adjust the code to make this work, thanks in advance
2021-01-12 15:46:10
Kane
Hi.
Wondering if you could help. The macro seems exactly what I am looking for.
However I do have a few questions about it that I am not currently able to test out for myself.
1) If the macro returns multiple rows with the current date on, how would this be set out?
In the code it just states:
sTemp = sTemp & " " & Cells(lRow,2)
Would this result in one long line of cells that appear in the email body? If so is there anyway that I could get each individual row onto its own line?
2) Is there anyway that I could incorporate this into a table with the headers? (I do realised that I could input a line above to define the headers but I feel formatting may be an issue due to the different lengths of names etc.
Sorry for the questions however I am new to VBA and coding in general.
Please find attached a picture of a test spreadsheet I am work with. Also please be aware that I know I would need to personalise the columns to B-D for the information sent, and A for the date.
(see Figure 1 below)
Cheers,
Kane
Figure 1. Caption of Spreadsheet
2020-08-20 09:56:00
J. Woolley
@Syed
You might try posting your question to wellsr VBA Q&A at https://ask.wellsr.com/vba
2020-08-19 09:34:40
Syed
Hi Alan,
I would like to seek your help on writing a code for one of my work sheet I have 100 certificates with specific expiry dates , would like to generate a reminder email 60 days prior to reach the expiry date. is it possible as all these belongs to different owners with different dates ranging 2020 -2023.
Thanks
Syed
2019-11-14 16:38:20
Bob E
I think that if you have a column of email addresses, once you get to the row you want, you should be able to reference the contents of that cell to the .To parameter.
2019-11-14 02:55:01
Keith
Hi
Each project may be the responsibility of an individual person.
So would it be possible to send to an email address from a particular cell reference?
Any help with this would be greatly appreciated.
2019-11-13 03:35:31
@Bob E
Yes you can attach files use:
.Attachments.Add ("D:\tmp\picture.jpg") within the With/Endwith construct
substitute your own filepath/name in the parameters field.
2019-11-12 18:06:35
Bob E
Is it possible to attach files (spreadsheets) to the email? I would have the file name as a field in my spreadsheet, either with directories or with the directories hard-coded into the macro, but I would need to know the syntax (like .to or .cc) for an attachment. Thank you.
2019-11-07 13:34:21
Mike
Does it matter which worksheet is open for this to work, or should the relevant worksheet be selected first?
2019-11-07 09:49:03
Barry
Never mind - I found I had copied the macro into "Sheet 1" instead of "This Workbook".
2019-11-07 09:18:06
Barry
I really, really like this and I need it - I have a recertification file that I have added this macro to but I cannot get it to run unless I go into the VB & select the "Run" icon. What am I missing? Is this due to a security setting maybe?
2018-05-16 13:22:35
nancy belcher
can an e-mail be sent if the workbook is NOT opened for alerts about approaching dates
2018-03-02 16:50:28
John
@JAB
' Change the following to .Send if you want to
' send the message without reviewing first
.Display
2018-03-01 13:28:33
JAB
How can this script be modified to cause the email to be sent automatically?
2018-02-05 20:09:45
tomuko
why can't I change that s "flag Value" to 100%????
2018-02-04 23:26:07
tomuko
Hi, what if I want to send email reminder every ten days before due date will be reached, if reach, and every next ten days for three times? and stop if they already send the project
I also wondering if I can send the email to a lot of people according to which group the project is held, so if a project is from group a, I will send the notification to everyone in group a.
please help me, thank you.
2017-11-25 06:20:35
Josh
Hi,
This article helps a lots, what if I would like to attach one image in the same email ?
2017-07-27 07:05:54
Gettin Bedder
This macro works for me except it does not put the projects name into the email
2017-03-17 03:32:25
S.Sebastian
Amazing stuff worked well for me with some tweaks into this Code. Good work Alan :-)
2016-03-31 07:38:51
Steve
I could not get this to work until I c hanged the following;
lLastRow = Cells(Rows.Count, 3).End(xlUp).Row
to;
lLastRow = Cells(Rows.Count, 2).End(xlUp).Row
I have never been able to get this to run when the worksheet is opened. I can only get it to run when I manually run it.
2016-03-29 00:20:52
Dear Sir - all is well in this tip of sending mails via excel but no SCREENSHOT EXAMPLES given whichw e can relate and get exactly what to do.
2016-03-27 07:25:42
Barry
It's also quite easy to interface to a Gmail account using the CDO library.
2016-03-26 10:26:52
Bengt Eriksson
Dear Allan,
In response to your tip about sending e-mail through Excel, and particularly about your line "VBA cannot be easily used to connect with other mail clients.", I would just like to comment that it connects very well also to Lotus Notes, in more or less the same way as it connects to Outlook. On extra bonus with Lotus Notes is that you can choose - programatically - into which folder the mail that you are sending should go. If the folder does not exist, it is created.
Thanks for all your valuable tips.
Bengt
2016-03-26 05:30:51
This is beautiful, but I would like to be able to send an sms on the due date, via thesim card in my modem. Thanks if you can point me to it.
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