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Old 02-03-2016, 03:58 PM
zarkadasa zarkadasa is offline Creating an outlook template Windows 7 32bit Creating an outlook template Office 2007
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Default Creating an outlook template

I'm not sure where to start with this. We're trying to come up with an outlook template to do the following:



We have files/matters that are no longer being worked on. We receive a report indicating the date activity on the matter has stopped. This information needs to be sent to the "manager" of that particular matter for a final decision to close the matter(s).

So the manager/sent to person will change. And the listing of matters to be closed will change depending on the report we receive. The report will list the file number, the matter name, the manager of the account, and the date of last activity. We'd like a template that will pull in the information from the report, with a radio button next to each row (of file number, matter name, etc.) We'd like the recipient to be able to click the radio button of the matters to be closed and then return the email to the original sender.

Any ideas?
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Old 02-03-2016, 09:44 PM
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gmayor gmayor is offline Creating an outlook template Windows 10 Creating an outlook template Office 2016
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Radio buttons are intended to select only one item. For multiple items you need check boxes. Personally I wouldn't use a template, but create a macro that reads the required information into a VBA userform multi-select list box, from which you could select relevant items. You could have a two column combo box for the managers' names and e-mail addresses and text boxes for the date and file number.

It is then relatively simple to create a message containing the required information based on the selected items from the userform.

Although aimed at extracting message information to Excel, the principles of extracting message data are described at http://www.gmayor.com/extract_data_from_email.htm
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Old 02-18-2016, 04:10 PM
zarkadasa zarkadasa is offline Creating an outlook template Windows 7 32bit Creating an outlook template Office 2007
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You're correct, I don't need a radio button, but check boxes. But what I'm trying to do is import the information from an excel document into an outlook form with the checkbox option for the managers to check off the files that can be closed.
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