OneNote Send Action Calendar Reminder Macros | VBA Macro #53

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Send

This action will send an email with the contents of a OneNote page as the email body. In the appointment Subject field enter “Send:” any text after “:” will be considered the title of the OneNote page. This email will send to the recipients identified in the Location field of the appointment.

See it in Action

Watch this video to see this macro in action.

***Video coming soon!***

Create Action Parameters

***Find where to populate these fields in this image below:
Field Description
1. Category (REQUIRED) A Category titled “OneNote” 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 “Send:” any text after “:” will be considered the name Subject of the email being created. (Ex. Subject = Send: Email this OneNote Page)
3. Location (REQUIRED) The Location Field is a shared field for the Calendar Reminder Macro Send Action.

Use the text “Path:” and follow it with the entire path to where a OneNote page is that you want inserted into the email body. (Ex. Location = Path: C:\….\Leverage & Lean\OneNote\OneNote Page.one)

***If the OneNote page has attachments these will be found and attached to the email automatically. There is an additional way to add attachments for the Send Action (See Below)

Use the text “To:” and follow it with the email of the recipient that you want to send the email to. Add multiple email recipients using ; to separate the email addresses. (Ex. To: brentschneider@leveragelean.com; AnotherEmailAddress@gmail.com)
4. Appointment Body (Not Applicable) Whatever is populated in the Appointment Body will have NO impact on the OneNote Send action. (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 (Optional) 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 Optional)
Add Attachments (Additional Way) There is another way to add attachments when using the Send Action. Navigate to the Insert Tab and use the Attach File button or Drag and Drop files directly onto the Outlook Appointment. If you add attachments this way you are taking the current state of the file at that point in time.
This is different then using the Location Field where instead the file(s) are being attached when the action is triggered. This attachment method may make more sense when you want to attach a file that is constantly being updated.
Show As (Additional Field) Not identified in the photo above is another field that you can use to impact the Send Action. The Show As field will allow you to control if the created email will display for review or send automatically. If you see the Free option within the Show As field the email will send immediately upon being created.
[Date] (Additional Parameter) In the Subject, Location, and Appointment Body 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 = Send: Send this OneNote page on [Date,mm.dd.yyyy])

If using this parameter in the Location Field you must enter . instead of / because this is being used to attach a file.

Free Code

Follow this link to access all the code for the Leverage & Lean Calendar Reminder Macros!

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