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Old 08-18-2021, 10:37 AM
damaniam damaniam is offline Auto Create or Fill Email Based on the Subject Windows 10 Auto Create or Fill Email Based on the Subject Office 2019
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Default Auto Create or Fill Email Based on the Subject

First, thanks to everyone on this forum. You guys have been a load of help.

My subject may be lacking accurate nomenclature, but my explanation should clear things up. I need to be able to repeatedly send emails (with an attachment). The emails use the same text in the body except for 3-4 fields. The information for those fields is contained in the subject of the email, in a standardly named format. Is it possible to have this message generate and fill in the fields from the subject line?

In other words, I'd like for the message of "Please find attached your invoice #### relating to *Company Name* PO #####", to have the invoice #, Company Name, and PO# pulled and filled from the subject of the email.

Is this possible and if so how? If I overlooked a similar thread please point me in the right direction as my search yielded little assistance.

Thanks in advance,
Jordan
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Old 08-18-2021, 09:27 PM
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gmayor gmayor is offline Auto Create or Fill Email Based on the Subject Windows 10 Auto Create or Fill Email Based on the Subject Office 2019
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You probably could do that, but I would have thought mail merge would have been more appropriate.

If you can manage with a subject of "Please find attached your invoice ####", with the #### filled from a field in your data source and the 3-4 fields in the message body and the path of the attachment also listed in your data source thenhttps://www.gmayor.com/email_merge_addin.html should be able to manage that.
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Old 08-20-2021, 10:44 AM
damaniam damaniam is offline Auto Create or Fill Email Based on the Subject Windows 10 Auto Create or Fill Email Based on the Subject Office 2019
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I'm not sure that I understand your solution or how your add-in would help. I know it's probably a user error on my side. That said, maybe if I explain what I am doing more it may give you more information to assist.

I have a folder containing PDF files of various names, but consistent naming conventions. I need to open a new email and drag and drop the pdf file. The body of the email is static except for the parts that refer to the invoice number, PO number, and Company Name. All of which are in the name of the attached PDF file. To answer your question, I don't mind an alteration to the subject as you suggested.

Again, thanks for your assistance.
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Old 08-20-2021, 09:10 PM
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gmayor gmayor is offline Auto Create or Fill Email Based on the Subject Windows 10 Auto Create or Fill Email Based on the Subject Office 2019
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To use mail merge you would create an Excel worksheet that lists the recipient details, the Invoice Numbers, the PO Numbers, Company Names and Full Paths of the PDF files, all on one row for each invoice number.



The chances of extracting the data from the PDF files to the worksheet (or to the email as your original suggestion) are slim, and impossible without access to a sample.

Configure your email body as a Word document and insert the fields as required. Then, using the add-in, merge the data with the document to the body of an email and select the fields for the attachment.
The use of the process is documented on my web site and there is plenty of context sensitive help.
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