Automatically Prompt To Save Template When Opened

Jun 4, 2008

Is it possible to open a template, prompt the user to enter data and have the template save itself as the user defined data?

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Determine If A Template (.xlt) Has Been Opened

Mar 3, 2007

i'm trying to find out how i can determine if a template (.xlt) has been opened.. the name of the file generated is dynamic, and increments by 1 for each open count. this limits me from using an isWorkBookOpen() function, since i do not know the name, and my project does not allow me to save the file file before hand..

my thought was to set the .name value to the workbook object holding the template.. and then check to see if a workbook with that name is open.. but alas.. .name is readonly

how can i check to see if the template file is already open?

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Automatic Link Update WITHOUT Prompt When File Opened Not Working (XL2003)

Jul 6, 2006

Despite setting the "Edit/Links/Startup Prompt/Don't display the alert and update links" option numerous times, my workbook still prompts me to update links every time I open it. The option seems to be set okay (it is preset whenever I go into the "Edit/Links/Startup Prompt" dialog), but it doesn't seem to affect the workbook's startup behaviour. The workbook contains a ComboBox control that is initialized with customer names from another workbook, which is included in the References for this main workbook.

I am using Excel 2003 (from Office Pro 2003) under Windows XP (SP1). I believe this used to work without the prompt when I was working on this app last fall (I'm not sure, as my memory of specific behaviours back that far is fuzzy). However, it has been persistently prompting ever since I started working on this app again this spring/summer. Was there perhaps a bad fix to Office 2003 (that I automatically applied) that broke this feature?

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Prompt Where To Save

Jan 10, 2007

Currently I have information that includes numerous distributors information on one sheet. The code below separates each distributors information into a new tab and a new workbook, names the workbook and saves it in the specified file path.

I am trying to figure out a way to use an InputBox to popup and ask the user where all the new workbooks will be saved at. Thus, avoiding the need to change the code each time you want the new workbooks saved in a different folder .....

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Prompt For Save When No Changes Made

Dec 10, 2004

I have an excel spreadsheet that when opened and closed prompts to save changes, even when no changes have been made.

The spreadsheet is a copy of another spreadsheet which has then been modified. The original spreadsheet doesn't have this quirk.

There are no 'links' in the spreadsheets. Which was my first thought.

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Stop Save Prompt

Feb 11, 2005

I have a spreadsheet that has hyperlinks in it and is mostly protected to prevent changes. Is there a way to prevent the "save changes" dialog box from appearing when this file is closed as I have to make this file available to others and don't want them to get this message or make save any changes.

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VBA To Save As In Specific Path With Prompt

Oct 6, 2011

I'd like a macro that will:

Save my workbook
Then
Open the SaveAs box with the path already pointing to a specific directory and with the Name and file format already entered (.xls)

This is basically to save time navigating through our folder structure (which is a real mess). I don't want to automatically saveas the file as the target folder will change each month and the last part of the file name will chance (month). So I'd like a bit of flexibility rather than total automation.

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Close Application Without Save Prompt

Nov 14, 2006

Is there a code I can use, through a private command button, that will exit the Excel program (not just the current workbook) without asking to save?

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VBA - Go To Website And Download File From Save Prompt

May 24, 2013

How to save a file onto the computer using VBA. The code template below that I found on another forum seems promising, except when I go to the desktop to access it, the .csv file has what looks like the page's source code instead of the actual file I want. This may be because when I go to the url, it doesn't automatically download the file; rather, I am asked to save the file to a certain location (since I don't know the path name of the uploaded file on the site).

Is there any way to alter this code to accommodate this, or will I have to use a different code entirely?

VB:
Sub Test()
Dim FileNum As Long
Dim FileData() As Byte
Dim MyFile As String
Dim WHTTP As Object

[Code] .....

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Macro To Prompt For Save Location And Filename

Feb 22, 2014

In a workbook, I use a macro to extract a sheet and save it as xls.

What code should I use to prompt the user to define the location and name of the new file to be saved?

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CountIf - Automatically Update Once Opened

Oct 18, 2008

I have made a league table which pulls data from another table - in this example. The actual one i am using pulls data from a different workbook. Any way...In one of my columns i am using the countif formula to count how may times an advisor's name appears. Eg - =COUNTIF(A:A,"Sally A").

Is there another formula i can use to carry out this function. The reason i am asking this is there are multiple links in my league table to the other workbook. Once i open my league table all the data is updated - as the other workbook data is changed. However, for this to work i need to open up the other workbook where the data is , otherwise i will get the VALUE# error. I do not want to open the other workbook just to pull the data over, i need this league to automatically update once opened.

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How To Automatically Run VBA Code When Workbook Is Opened

Aug 10, 2010

How do I automatically run VBA code when a workbook is opened?

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Automatically Close Workbook If Another Opened

Oct 29, 2006

I have a workbook that automatically saves itself when it is closed without prompting the user. Now I need to make the workbook automatically close if another workbook is opened.

if my_workbook.xls is opened and you open another workbook, I need my_workbook.xls to close instantly.

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How To Call Save As Prompt If Directory Doesn't Exist

Apr 1, 2014

I am using this code to generate a text to a directory, but I would like to know how to call a save as prompt if the directory doesn't exist?

[Code] ..........

If the folder macro does not exist, then it will prompt a message saying that the folder macro cannot be found, and the save as prompt will appear.

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Save As Macro With Location Prompt But Fixed File Name ?

Dec 29, 2008

For a sheet that many non-expert users will use on different systems I need a macro that let's them save, print and send the results of their work. So I made a macro that makes a copy of only 1 sheet of the workbook and saves it with a given name to a given location. The problem is that I want a location prompt to ask the user where they want the file saved, while giving/suggesting them a fixed filename. A lot of different users will make and use their sheets so I need a certain naming policy to manage all the files. (date, location, etc)

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Clone Active Worksheet And Prompt User For Where To Save CSV

May 29, 2013

I've recorded this code and am looking to include it in a button. I would like for when a user clicks the button assinged macro that the active sheet is cloned and saved as a CSV file. The user should be prompted before saving on where (file location) they'd like to save the file.

Sub CloneWorksheet()
'
' CloneWorksheet Macro
'
'
Sheets("SDW&Customer Workshop scheduled").Select
Sheets("SDW&Customer Workshop scheduled").Copy
ActiveWorkbook.SaveAs Filename:= _
"C:Documents and Settings1167916My DocumentsTestBook1.csv", FileFormat:= _
xlCSV, CreateBackup:=False
End Sub

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Before Save Code Within Template

Feb 14, 2014

I am trying to create a beforesave code within my template. The template has certain fields that are blank and when the end user enters data, I want them to be able to click on save or the blue disk and it saves it to a new location, based on their user and some of the cells within the form. I do not want the template to be saved with the data they input. The data they input is saved only when they click the blue disk and it saves to another location, with their username and certain cells in the form. Then the end user can continue using that same template for the next entry and so on. I have a beforeclose that asks them if they really want to close or not. The only time they would close, or hit the big red X is when they are done with all their entries for the day. Here is my code for beforesave:

[Code] ......

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Prompt Users To Enter Information In Specific Range Of Cells Before Save

Mar 11, 2014

Is there a way to prompt users to enter information in a specific range of cells before they save?

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Using VBA To Select Data / Copy Into Template And Save As

Jan 20, 2012

picking things up. At the moment I am trying to create a macro using VBA to do the following in this exact order:

1. Delete Column A and B (once only)
2. Automatically pick up credit card number (In column A)
3. Copy all instances of this credit card number (and all data on same row)
4. Open a template I have set up
5. Paste the copied data onto a specific sheet on this template
6. Save as file name "xxxx - branch name - XXXX - DDMMMYY"
7. Repeat (loop?) this for all credit card numbers on the sheet.

There are approximately 90 credit cards, and I need a new workbook for each one to work on separately.

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Create New Word Document From Template And Save As

Jan 21, 2014

I have been working on the following VBA code, which should copy specific charts from excel into specific places in a word-template.

I Am quite new with VBA, so I googled the code, changed a few things, and it works exactly as it should - except from one thing. When the Word-document is loaded from the template, I would like the document to be "saved as..."
Instead of just opening the template. I have tried

Code:
.ActiveDocument.SaveAs Filename:=fname & ".doc"

The code is as follows:

Option Explicit
Sub EksporterTilWord()

Dim appWrd As Object
Dim objDoc As Object
Dim FilePath As String
Dim FileName As String

[Code] ...........

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Userform To Fill In Blanks On Template Document And Save To PDF?

Apr 4, 2014

I have a word document that is a rental agreement. Im trying to make an easy to use user form where a person can input the information and it populates in the correct areas and saves as a pdf. How I could put the word document into excel and have a userform populate designated areas.

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Saving File (template) Automatically

Jan 7, 2010

how do i go about saving an Excel sheet (template) automatically, using data stored in the A1 cell of Sheet1 as the file name. i want to use an Excel template to capture data, and then store the data in a central location. to do this i am thinking of getting the template to automatically save to a set location e.g. C/: files. is there a simple way to do this.

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VBA To Automatically Fill In Template Then Email

Jul 25, 2013

I have a list of people on sheet 1, column A. The corresponding information for each person is listed across 5 columns in sheet B (cols A:E). **The row numbers are consistent throughout the sheets (ie. Joe is listed in Row 5 on sheet 1, and his name and info is listed in Row 5 cols A:E on sheet 2).

Name
June Sales
Sales Quota
YTD Sales
Total June Payout

Joe
$5000
$3000
$20,000
$4,000

Susan
$4500
$3500
$21,000
$4,000

What I want to do is to customize this weekly report for each person: Joe gets only HIS information emailed to him in a "template" that would be standard for each person (see below) -- the template would be the words in blue with the corresponding info, and this would be put directly into the BODY of the email

Name
June Sales
Sales Quota
YTD Sales
Total June Payout

Joe
$5000
$3000
$20,000
$4,000

This would be repeated for all people on the list (100+). I think I can figure out some email code, but it is getting the information into the SAME template for each person repeatedly (not sure how to write a loop for this including the template)

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Automatically Generate Template Sheet Based On Previous Data

Apr 17, 2014

I currently have a large spreadsheet that multiple people fill out. Each person fills out all the information in a row. At the end of the row, I would like a button that says "Generate Form" so that when clicked, a new sheet automatically opens with a template form that I created and is already filled out with the information that was just inputted into the spreadsheet. Also, there are four different template forms that could generate. For example, there are forms A, B, C and D. If the user inputs "B" into the first column of the row, then when he goes to click "Generate Form", a new sheet is created with all the information filled out in Form B.

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Automatically Open File In Specific File Path When Another Sheet Is Opened

Mar 20, 2014

I want to open a specific sheet and refresh only said sheet when i open another sheet for example x.xls

So opening x.xls will automatically open y.xls

I've tried this in the workbook code area but it doesn't do anything.

[Code] .....

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Copy And Rename Sheet (template) From Cell Value Entered In Template?

Feb 21, 2013

how to create a copy of my employee attendance template. Is there a way to create a copy of the template by entering an employee name in the "name" cell of the template and it automatically renames the sheet that employee name and also saves or recopies the template for use with the next employee?

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Updating Excel Files...Old Template To New Template?

Jan 5, 2009

I Have a number(30+) of excel files based off of one template. I have since updated the template, thus making the the old ones obsolete. Is there a way to update the older files to use the new template without having to copy and paste the addition's row by row column by column?

None of the additions to the template will change the placement of existing data, nor will it change the data itself. It will however add Values to cells that were previously empty.

Hints, Tricks, or Ideas?

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Prompt User For Directory And Filename; Then Save File In Directory With File Name

Jun 10, 2009

I am trying to prompt the user for the directory to be saved in and file name to be saved as; then save the workbook in the input directory with the inputted file name.

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Save Worksheet Automatically

Dec 30, 2008

Is it possible to have the worksheet save itself automatically every 5 minutes or so?
I don't want the user to have to click on a macro or do anything. Basically they will not even know that it is saving.

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Automatically Save At Certain Time

Jan 3, 2007

I would like to save a spreadsheet at a certain time every day.

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