Generate email based on selection.

[riteshpatel]

Hi

I am currently working in a finance industry and often have to send email to clients asking for their bank account and credit card statements etc etc. I want to create a form in a spreadsheet with options of documents.
e.g. Left hand side of the form. Label 1 and Label 2 and right hand side of the form documents checkbox list like, bank account statements, tenancy agreement, employment contract etc etc.

and then based on the selection I would like to generate an email with a subject line "Documents required for Label 1" or "documents required for lable 2" with a text body

Hi

Please provide the following documents.

"list of documents here with bullet points" (based on the selection of form)

Your help will be highly appreciated. Thank you.

 

[Micron]

I can probably help if you use a userform but don't know enough about sheets as forms. I'm mainly an Access guy. You would have to find vba for sending email and modify it to suit your situation as a start as well as build the userform. That means uploading a file somewhere because you can't attach files here.

I would suggest using a listbox on the userform and set its multi select property to true. User selects 1 or more items and button code loops over the selections so that they can become part of the email body. List items could come from a contiguous sheet range so that when a new doc requirement arises, you just add/insert in that sheet column. Otherwise, you can use hard coded values, or a value list for the listbox which is likely not much better than having to add controls (checkboxes). Either way, you'd have to modify code as well, so IMO, a column range is the way to go.

If you want bullet points in the email, you'll have to find code that uses .Htmlbody, otherwise just use leading spaces and dash, e.g.

Please provide
    - account
    - agreement
    - contract