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Sending an email with outlook through excel

Discussion in 'Business Applications' started by RJONES280, Apr 29, 2015.

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  1. RJONES280

    RJONES280 Thread Starter

    Apr 29, 2015
    I have a worksheet that I'm working on for work. It shows a list of trucks with different insurances and expiration dates. I'm far from savvy using excel and I need help creating a code that will alert myself and one other person if a trucks insurance is about to expire.
  2. Zack Barresse

    Zack Barresse

    Jul 25, 2004
    Hi there, welcome to the board!

    So, this is a loaded question. ;) Let's first get all the information out on the table, then we'll be able to give you directions on how to best solve this.

    See if I understand this correctly. You have a spreadsheet. This spreadsheet is located on your desktop computer. In this workbook you have a worksheet which contains data. The data is a list of trucks in some range (not yet specified), difference insurance information (not specified) and their expiration dates (in a range not yet specified). So from this we don't know the workbook name, worksheet name, data range where this data lies, nor a sample of the data housed in this mysterious range. In not trying to go overboard, can you please give us some specifics about this missing information? :)

    Once we know the above information we'll know where we're starting from. This is only half the equation. The other half is what you actually want done. Also, this second part is easier if you fully define the first part. In other words, to properly describe an end point (e.g. solution) it's best to have a well documented/defined starting point (e.g. problem).

    Let's say, for arguments sake (since we're not very well defined at the moment), that what you're looking for in a solution is to notify you + 1 other in the event of these expiration dates coming close to the current system date. Some questions I would ask is:
    • When should this list of expiration dates be checked?
    • Should this list be checked even if the file isn't open?
    • Should these notifications be in the way of emails?
    • What if previous notices have been sent out, should there be a limit?

    These are some of the questions which should be answered, but more importantly they should give you an idea of what we're after.

    My assumptions up to this point are as such:
    • Using Excel 2010
    • Using Outlook 2010
    • No need to logon to Outlook (opens without needing a password)
    • Send emails based on a button press (or other manual action)
    • If email previously created then do not create another one
    • Track when emails were sent

    If you want anything different from this it must be specified in detail.

    Let us know if you have any questions.
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