Create
This action will create a new Excel Workbook and save it to the path identified in the Location field of the appointment.Watch this video to see this macro in action.
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| Field | Description |
|---|---|
| 1. Category (REQUIRED) | A Category titled “Excel” is required for this macro to function properly. The color for this category has no impact on the behavior of this macro but will determine how the appointment display’s on your Outlook Calendar. |
| 2. Subject (REQUIRED) | In the Appointment Subject Field enter “Create:” any text after “:” will be considered the name of the Excel Workbook created. (Ex. Subject = Create: Excel Workbook Name) |
| 3. Location (REQUIRED) | In the Location Field enter in the path to where the created Excel Workbook will be saved. (Ex. Location = C:\….\Leverage & Lean\Workbooks) |
| 4. Appointment Body (Not Applicable) | Whatever is populated in the Appointment Body will have NO impact on the newly created Excel Workbook. (This Field is Not Applicable) |
| 5. Reminder (REQUIRED) | The Reminder Field controls when the action will fire based on the Appointment Start Date & Time. |
| 6. Recurrence (Recommended) | If the action you are creating needs to fire again at a future date & time then you can setup the Appointment to be reoccurring. (This Field is Recommended) |
| [Date] (Additional Parameter) | In the Subject and Location Field. You can use [Date] followed by , and Date Formatting such as mm/dd/yyyy or “mmm” for Mar and “mmmm” for March to get name of current month. A full list of Date Formatting options can be found here! By Default Date Format will equal mm.dd.yyyy (Ex. Subject = Create: Excel Workbook [Date,mm.dd.yyyy]) If using this parameter in the Subject or Location Field you must enter . instead of / because this is being used to save a file. |
Code
Follow this link to access all the code for the Leverage & Lean Calendar Reminder Macros!
Macro Instructions
Watch this video to get started using this macro.
First time using VBA?
The Developer Tab is an additional section of the ribbon when activated allows you access to Visual Basic in Applications like Access, Excel, Outlook, PowerPoint, Word.
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Once the Developer Tab is available you will have the capability to update your security to allow Macros to run in the current application.
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A sub of code is a collection of objects and variables. For the code to successfully run a library of references needs to be set.
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