Word Send Action | Calendar Reminder Macros | VBA Macro #6
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Brent Schneider
Send |
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See it in Action |
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***Video coming soon!***
Create Action Parameters |
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| Field | Description |
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| 1. Category (REQUIRED) | A Category titled “Word” 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 Word Document) | 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 an file is that you want attached to the email. Add multiple email attachments using ; to separate the paths. (Ex. Location = Path: C:\….\Leverage & Lean\Workbook\Excel Workbook.xlsx;C:\….\Leverage & Lean\Documents\Word Document.docx) ***This is only 1 of 2 ways to add attachments for the Send Action (See Below) Use the text “To:” and follow it with the email of recipient that you want to send the email to. Add multiple email recipients using ; to separate the email addresses. (Ex. To: [email protected]; [email protected]) |
| 4. Appointment Body (Recommended) | Whatever is entered in the Appointment Body will serve as the Email Body in the newly created email. (This Field is Recommended) |
| 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. |
| 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 Word Document 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 |
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In regards to Word Create Outlook Email with Selected Text | VBA Macro #29
This is so perfect!
Thank you so much!
At my job, we recently switched over to Office 365. Previously we had an email template that we could fill out (using field codes [select all+F9]) but that is no longer available in Office 365, as only Word has the Field Code capability now.
I was trying to find some sort of solution using Word, and yours was the best thing I could find on the web!
Very straightforward!
Very appreciated!
YOU are the awesome one!
Allen
In regards to Excel Find and Replace across Multiple Word Documents | VBA Macro #30 and custom work.
The use case for CheckTheBible.com was to convert all the variations of Bible verse codes (B C:V - Book Chapter:Verse) in any text to a standardized code. For example, "John 17:21" should be "Joh 17:21." Once the variations are converted, then the next step is to convert them to a markdown language so they can be used in Obsidian.
I found Brent through his YouTube channel: Leverage & Lean (https://www.youtube.com/LeverageLean). Out of all the macro videos, the "Excel Find and Replace across Multiple Word Documents" video seemed like it could help automate a seemingly manual process.
I contacted Brent to see what could be done with my use case. From our first discussion, Brent has always been very understanding and patient with my situation and listened to my suggestions for improving the macro’s speed and efficiency.
Once he understood the end goal, Brent took my improvements to heart and ran with them. Now with this improved macro, I can take on any set of variables, modify a few words, and convert them to the final result. This custom macro searches Word Documents for Bible verse codes, uses a standardized list of 30+ thousand B C:V codes to convert to the markdown language automatically with 100% accuracy.
I have had a great experience working with Brent. Not only does he clarify expectations so it was set up for success, but most importantly, he has always come up with creative and comprehensive suggestions even outside the scope of macro building. Brent was really consulting me to do more than what I had thought possible.
Edward