Save activeworkbook then move it to another file directory based on criteria in a specific cell.

cstuder

New Member
Joined
May 15, 2023
Messages
20
Office Version
  1. 2021
Platform
  1. Windows
I have two folders - In progress and completed. My original file is saved in the "in progress" file folder. Once the "in progress" file is done, I enter a Date Complete in cell J14. Then I save, close and then open file explorer to move the file to a "completed" folder.

Would someone be able to create a macro to automate this process? If a date is entered on the spreadsheet in J14 (criteria), the macro would save, close the file, then move it to the "completed" folder? I need the macro to skip all other files (located in the In Progress folder) if the Date Complete cell is blank. Thanks in advance.
 

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Using Function Arguments with nested formulas
If writing INDEX in Func. Arguments, type MATCH(. Use the mouse to click inside MATCH in the formula bar. Dialog switches to MATCH.
This macro should do everything you asked for. It assumes the "In progress" and "Completed" folders are at the same level.

VBA Code:
Public Sub Save_Completed_Workbook()

    With ActiveWorkbook
        If IsDate(.ActiveSheet.Range("J14").Value) Then
            'Save a copy of the active workbook in the Completed folder
            .SaveCopyAs .Path & "\..\Completed\" & .Name
            .Saved = True
            'Delete the original workbook (in the In Progress folder)
            .ChangeFileAccess xlReadOnly
            Kill .FullName
            'Close Excel
            Application.Quit
            .Close False
        End If
    End With
        
End Sub
 
Upvote 0
Solution
This macro should do everything you asked for. It assumes the "In progress" and "Completed" folders are at the same level.

VBA Code:
Public Sub Save_Completed_Workbook()

    With ActiveWorkbook
        If IsDate(.ActiveSheet.Range("J14").Value) Then
            'Save a copy of the active workbook in the Completed folder
            .SaveCopyAs .Path & "\..\Completed\" & .Name
            .Saved = True
            'Delete the original workbook (in the In Progress folder)
            .ChangeFileAccess xlReadOnly
            Kill .FullName
            'Close Excel
            Application.Quit
            .Close False
        End If
    End With
      
End Sub
Worked perfect! Thank you so much!
 
Upvote 0

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