I want to automatically send emails from Excel spreadsheet based on cell content.

Praveen Kumar Selvaraj 0

Hi All,

I am working with a report to track task. It has all the details from who sent it till whether is completed or not. Multiple users are involved in this who actually send request. I would be the one updating the status as whether is still open or is collected. After status update, i will have to email them on the completion status by referring it from the mail chain which is quite annoying as i would need to work with at least 40-50 emails in a 2-3 days time. If there is anyway to trigger a mail to actual recipient based on the status cell value when i update that as "Collected", it really helps.

Regards,

Praveen S

1 answer

Joan Hua-MSFT 770 Reputation points Microsoft Vendor

2024-07-16T02:17:50.5866667+00:00

Hi @Praveen Kumar Selvaraj

Welcome to our forum!

Do you mean that you want to send emails directly from Excel? If so, please follow the steps as the picture shown below:

More information: Email a document from Microsoft Office - Microsoft Support

In addition, you may refer to the article so that after you update, you do not need to send an email, and others can easily check the form updates from the link.

Hope it helps!

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Joan Hua-MSFT 770 Reputation points Microsoft Vendor

2024-07-19T01:28:58.1633333+00:00

Just checking in to see if above information was helpful. If it is useful, would you mind marking the helpful post as an answer? Which would benefit others who also has similar issues in forum. Warm thanks.

Praveen Kumar Selvaraj 0 Reputation points

2024-07-22T14:10:29.0033333+00:00

Hi Joan, Thanks for your time responding to my query here. Unfortunately , this is not what i am expecting. My request is that, when i change the value of "Status" to "Collected " in excel sheet, then i need a mail to get triggered to the recipient as per "Designer" column with a default mail content as "Survey is collected".

Joan Hua-MSFT 770 Reputation points Microsoft Vendor

2024-07-23T02:42:59.41+00:00

Hi @Praveen Kumar Selvaraj

Thanks for your response.

Please kindly understand that the Outlook tag here we mainly focus on general issues about Outlook desktop client.

My request is that, when i change the value of "Status" to "Collected " in excel sheet, then i need a mail to get triggered to the recipient as per "Designer" column with a default mail content as "Survey is collected".

Based on my research, to achieve this, you would need to use VBA (Visual Basic for Applications) to monitor changes in the "Status" column and then send an email when a specific change is detected. Here's a general outline of the steps you would follow:

Open the Excel workbook and press ALT + F11 to access the VBA editor.

Insert a new module and define a subroutine that will be triggered when a change occurs in the worksheet.

In the subroutine, check if the change occurred in the "Status" column and if the new value is "Collected."

If the conditions are met, retrieve the email address from the "Designer" column.

Use the retrieved email address to send an email with the default content "Survey is collected."

Please note that sending emails through Excel VBA typically requires setting up an email client like Outlook on your system. Unfortunately, I cannot write the exact VBA code for you, due to the complexity of VBA and email automation, it is recommended to have a good understanding of VBA or consult with someone who does to ensure the macro works correctly and securely.

Remember to test this in a safe environment before using it in a production setting, as sending automated emails can have unintended consequences if not set up correctly.
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I want to automatically send emails from Excel spreadsheet based on cell content.

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