Excel workflow automation - fixing
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Description
Experience Level: Intermediate
Industry: Business
Description of excel work: 1) In the settings sheet, at present, the app shows inquiries for the selected year, 2016 or 2017.
We wish to make it on a monthly basis.
so, when the app is opened there should be an option to choose from date and to date, but default should be latest 4 months data, and should work as year changes by automatically. however, the app should be flexible to allow the user to select the no. of months, upon his or her requirement.
Pls. note that we use this app on Office-365 excel.
1a) Since we will be restricting data by date range in settings sheet as above,
I think there will be a need to seach inquiries by number.
So, provide a control to search by invoice number.
A shortcut where a popup appears with a drop-down of availalbe inquiries and displays data upon submission, which if edited should update in the database.
I am hoping it is not too time consuming,
2) In Suppliers sheet, the option of "Update Manually" doesnt work, for adding or deleting.
4) when entering more than one product for a single inquiry, the inq no. becomes ME170000, when it should take the next inq. no.
5) when sending email, can we change the input area to wyswyg format, i.e. rich text
When sending email, if we add an attachment & if the attached file is open on PC,
the email doesn't go & excel hangs. We have to close the sheet & restart again + send the email manually.
(It shows as sent, but its not)
Cannot attach more than one document now - is it possible to attac more than one file?
5a) A provision to add a business related phrase by default to the email rich text box when sending emails.
At times we have some common business related phrases, i.e. Payment on receiving shipment, LC 60 days, etc. etc.
6) Auto send reminders for an inquiry where the supplier column shows "x" mark.
Extra notes:
Description of excel work: 1) In the settings sheet, at present, the app shows inquiries for the selected year, 2016 or 2017.
We wish to make it on a monthly basis.
so, when the app is opened there should be an option to choose from date and to date, but default should be latest 4 months data, and should work as year changes by automatically. however, the app should be flexible to allow the user to select the no. of months, upon his or her requirement.
Pls. note that we use this app on Office-365 excel.
1a) Since we will be restricting data by date range in settings sheet as above,
I think there will be a need to seach inquiries by number.
So, provide a control to search by invoice number.
A shortcut where a popup appears with a drop-down of availalbe inquiries and displays data upon submission, which if edited should update in the database.
I am hoping it is not too time consuming,
2) In Suppliers sheet, the option of "Update Manually" doesnt work, for adding or deleting.
4) when entering more than one product for a single inquiry, the inq no. becomes ME170000, when it should take the next inq. no.
5) when sending email, can we change the input area to wyswyg format, i.e. rich text
When sending email, if we add an attachment & if the attached file is open on PC,
the email doesn't go & excel hangs. We have to close the sheet & restart again + send the email manually.
(It shows as sent, but its not)
Cannot attach more than one document now - is it possible to attac more than one file?
5a) A provision to add a business related phrase by default to the email rich text box when sending emails.
At times we have some common business related phrases, i.e. Payment on receiving shipment, LC 60 days, etc. etc.
6) Auto send reminders for an inquiry where the supplier column shows "x" mark.
Extra notes:
Raj R.
100% (2)Projects Completed
1
Freelancers worked with
1
Projects awarded
50%
Last project
11 Dec 2017
United Arab Emirates
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I would also need to see a sample of what's required, in order to provide a proposal.
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Raj,
Can you please post a sample of the existing file onto the site (with "dummy" data if the contents are sensitive) so we can see what needs changing?
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