Automatically Email Rows Based on Cell Contents and Conditions, Possibly Via Mail Merge

dmcgetti

Board Regular
Joined
Feb 16, 2015
Messages
66
Good Afternoon!

I have a spreadsheet where I track return requests and this is how I envision the process working:

A new row is enter into the sheet, column "W" is automatically populated via a formula with either "YES", "NO", or "Need Manager Approval". If the column contains "YES" an email is generated that contains info from the row formatted one way, if it contains a "NO", a different email is created that has info from the row, like a mail merge. If it contains "Need Manager Approval" nothing happens until it is manually changed to "YES" or "NO". I would also like to be able to change an already "processed" "NO" to a "YES" and generate the "YES" email, if for some reason management changes their mind.

I guess what I want to do is to monitor column "W" and once the row contains "YES" send the email and stop monitoring.

I hope this makes sense, it has been a long day and my head is throbbing....



ABCDEFGHIJKLMNOPQRSTUVWX
InvoiceNumberPartNumberQuantityReasonForReturnSalesmanEmailCustomerNameCustomerNumberZoneShipToShipToAddressShipToCityShipToStateShipToZipBinPartNumber2PartDescriptionEmployeeNumberInvoiceDateSalePriceCostPOOKMRANumber
D40609HM0ANEW RETURNTEST@EMAIL.COM VANGUARD CAR RENTAL USA INCZ32040002NDRUN NCR PHILA7001 ESSINGTON AVEPHILADELPHIAPA3330CD4060-9HM0APAD KIT-DISC BR17VMH21173Need Manager Approval
NEW RETURNTEST@EMAIL.COMPARKWAY A B OF NUTLEYZ66290001330CAPPLIQUEYES100001
NEW RETURNTEST@EMAIL.COM** RELIABLE AUTO BODYZ8260603321D3ABRACKETNO
T6653AACORETEST@EMAIL.COMBOB HOPE AUTOMOTIVEZ8885844C114C C115C C114DT6653AATRANS2012 ECONOLINEYES100002

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Excel Facts

Excel Can Read to You
Customize Quick Access Toolbar. From All Commands, add Speak Cells or Speak Cells on Enter to QAT. Select cells. Press Speak Cells.

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