Forum Discussion

JTOMLIN93's avatar
JTOMLIN93
Copper Contributor
Feb 02, 2023
Solved

Macro for saving sheet as pdf using cell value as name and then emailing the pdf via outlook

Hi,

 

Im really struggling to get a macro for the below, any help is really appreciated!

 

I want to save the sheet as a pdf but using the value in 'F4' as the name.  I then want to send that pdf as a email via outlook.

I also have a macro running that means every time the sheet is opened the invoice number changes, the invoice number is in 'F4'

 

Anyone have any suggestions?

  • JTOMLIN93 

    Try this. See the comments in the code. If you want to send the message without intervention, it works best if Outlook is already running, otherwise the message might remain in the Outbox.

    Sub Saveaspdfandsend()
        Dim w As Worksheet ' Active sheet
        Dim p As String    ' Path
        Dim f As String    ' Filename
        Dim o As Object    ' Outlook application
        Dim m As Object    ' Outlook mailItem
    
        Set w = ActiveSheet
        p = ActiveWorkbook.Path
        If Right(p, 1) <> "\" Then
            p = p & "\"
        End If
        f = w.Range("F4").Value & ".pdf"
        w.ExportAsFixedFormat Type:=xlTypePDF, Filename:=p & f
        Set o = CreateObject(Class:="Outlook.Application")
        Set m = o.CreateItem(0)
        With m
            .To = "someone"
            .Subject = "Sending " & f
            .Body = "Please find the file " & f & " attsched."
            .Attachments.Add p & f
            ' Use only one of the two instructions below
            ' To inspect the message and send it manually
            .Display
            ' To send the message immediately
            .Send
        End With
        ' Optional: delete the pdf file
        Kill p & f
    End Sub

     

     

4 Replies

  • JTOMLIN93 

    Try this. See the comments in the code. If you want to send the message without intervention, it works best if Outlook is already running, otherwise the message might remain in the Outbox.

    Sub Saveaspdfandsend()
        Dim w As Worksheet ' Active sheet
        Dim p As String    ' Path
        Dim f As String    ' Filename
        Dim o As Object    ' Outlook application
        Dim m As Object    ' Outlook mailItem
    
        Set w = ActiveSheet
        p = ActiveWorkbook.Path
        If Right(p, 1) <> "\" Then
            p = p & "\"
        End If
        f = w.Range("F4").Value & ".pdf"
        w.ExportAsFixedFormat Type:=xlTypePDF, Filename:=p & f
        Set o = CreateObject(Class:="Outlook.Application")
        Set m = o.CreateItem(0)
        With m
            .To = "someone"
            .Subject = "Sending " & f
            .Body = "Please find the file " & f & " attsched."
            .Attachments.Add p & f
            ' Use only one of the two instructions below
            ' To inspect the message and send it manually
            .Display
            ' To send the message immediately
            .Send
        End With
        ' Optional: delete the pdf file
        Kill p & f
    End Sub

     

     

    • JTOMLIN93's avatar
      JTOMLIN93
      Copper Contributor
      That worked perfectly!!!
      Could we also have it save in a file on my computer?
      • HansVogelaar's avatar
        HansVogelaar
        MVP

        JTOMLIN93 

        Yes. The macro currently uses

         

        p = ActiveWorkbook.Path

         

        to specify the same folder that the workbook is stored in. You can replace that with the path of a folder on your hard disk.

         

        p = "C:\..."

Resources