Behind_The_Palm_Tree
New Member
- Joined
- Oct 19, 2022
- Messages
- 2
- Office Version
- 365
- 2010
- Platform
- Windows
- MacOS
I am trying to improve some of the processes we have at work to minimize emails and eliminate redundant tasks. I am generally pretty good with the formulas for Excel, but I have not used VBA/Macros at all. What I'm wondering is if it is possible to do the following below. I want to learn how to do this, and I'll be posting as I go to ensure I'm doing it correctly, however, before I get started, I just want to make sure I'm not shooting for the moon with what I'm hoping to do. Essentially, I want the macro to run automatically and I need two macros to run simultaneously.
I have two worksheets labelled:
1. Active Corrections
2. Pending Corrections
Here is the Active Corrections Sheet:
What I'd like to be able to do is create the following:
An automatically running Macro that does three things:
1. Any rows with an X in Column I and a date in Column H will delete within 5 days of the date in Column H.
2. When Columns A-G are filled, Pending automatically populates in Column I.
3. Any rows with Pending in Column I will be copied to Sheet2, Pending Corrections.
The idea is, our administrator will copy and paste information in columns A-G on a weekly basis to this workbook, which will be viewable by all staff. When the email is sent out by our admin to correct any documentation in patient records, staff will come to the spreadsheet and update it once they have completed their corrections. When they put an X in the box and the date of correction, this will remove it from sheet 2, so that the administrator will only see the records that still need corrected (this eliminates being emailed multiple times for something one has already corrected). The X and date of correction will also trigger an auto delete after a week so that the spreadsheet does not continue to grow, but is paired down each week prior to adding more corrections.
Hopefully that gives a good idea of what I'm trying to do.
I have two worksheets labelled:
1. Active Corrections
2. Pending Corrections
Here is the Active Corrections Sheet:
What I'd like to be able to do is create the following:
An automatically running Macro that does three things:
1. Any rows with an X in Column I and a date in Column H will delete within 5 days of the date in Column H.
2. When Columns A-G are filled, Pending automatically populates in Column I.
3. Any rows with Pending in Column I will be copied to Sheet2, Pending Corrections.
The idea is, our administrator will copy and paste information in columns A-G on a weekly basis to this workbook, which will be viewable by all staff. When the email is sent out by our admin to correct any documentation in patient records, staff will come to the spreadsheet and update it once they have completed their corrections. When they put an X in the box and the date of correction, this will remove it from sheet 2, so that the administrator will only see the records that still need corrected (this eliminates being emailed multiple times for something one has already corrected). The X and date of correction will also trigger an auto delete after a week so that the spreadsheet does not continue to grow, but is paired down each week prior to adding more corrections.
Hopefully that gives a good idea of what I'm trying to do.