I need to do several things with this spreadsheet, and I'm not nearly familiar enough with the coding part to figure it out. Help will be much appreciated... especially with the email portion.

1.) I made a calendar macro (smiley face at top of spreadsheet) to fill in the "date" cells, but I would like it to pop up automatically when someone clicks in one of those boxes.

2.) I need the "number of days past due" to automatically calculate as a running talley when set to "past due" status

3.) The "tip" note doesn't pop up for every date blank like the "employee" one does, just the first cell at the top of column does.



4.) For the email portion, I would like Excel to send an email to the selected employees reminding them when the "status" flips to "past due"... and then at a regular interval afterwards, say once a week. Also wondering if there is a way to copy a supervisor on every past due reminder that is sent.

Thank you all in advance!

Attached Files

CorrectiveActionsSample.xlsm (30.3 KB, 7 views)

Hi, cassie.

1) I'm no help to you here.

2) That doesn't sound very hard. Let's talk details.

3) Not sure what you mean, here; will need details.

4) This will definitely require you to write a VBA program. If you've done a little VBA, the statements for creating an email probably won't seem very complicated to you. If you never have, now seems like the right time to start learning. Either way, though, it's a conversation that should go on in the Excel-programming forum rather than here.

This as an aside: It may be a good idea for you to split these four questions up into four posts. The reason is simply that I tend to look down the list for questions that haven't been answered yet, assuming that the ones with replies are more likely to have been solved already. If others do the same thing (and surely some do), then my posting this reply will to some extent keep you from getting help with #1 and maybe #3. If you post the questions separately (with the one on email in the programming forum) you may get a better class of help :-).