Create a rule that deletes attachments before forwarding - vba

I have been tasked to create an automated report system where an report from Google Data Studios are uploaded to specific projects (On a site called Basecamp). The reports always include both a report within the body of the e-mail and an attached PDF file. The are sent to a Gmail account (data studios refuse to schedule towards a non-Google account). The filters within Gmail doesnt really work well with the Basecamp system so I use filters to re-route them towards a Outlook account. There I use rules to send each e-mail towards the correct client within Basecamp.
Here comes the problem, Basecamp shows both the body of the e-mail AND the attached PDF version which makes us show duplicates.
Is there a way to create a macro that first deletes all attachments (or body of an e-mail) and THEN forward the e-mail.
It cant be done manually it have to be a rule that does it automaticaly. Keep in mind that I am not a coder and have never done anything like this so please keep it simple for my dumb brain!
Thank you in advance!
Marcus
PS: I found a code that seems to be what I am after.
Public WithEvents ReceivedItems As Outlook.Items
Private Sub Application_Startup()
Set ReceivedItems = Outlook.Application.Session.GetDefaultFolder(olFolderInbox).Items
End Sub
Private Sub ReceivedItems_ItemAdd(ByVal Item As Object)
Dim xForwardMail As Outlook.MailItem
Dim xEmail As MailItem
On Error Resume Next
If Item.Class <> olMail Then Exit Sub
Set xEmail = Item
If InStrRev(UCase(xEmail.Subject), UCase("kto feature")) = 0 Then Exit Sub 'change subject text to your need
If xEmail.Attachments.Count = 0 Then Exit Sub
Set xForwardMail = xEmail.Forward
With xForwardMail
.HTMLBody = ""
With .Recipients
.Add "skyyang#addin88.com" 'change address to your own
.ResolveAll
End With
.Send
End With
End Sub
I am trying to get that code to work, and changes the subject to a specific word and then route it to a final e-mail account that then filters out to correct clients. However the code doesnt seem to work, it DOES forward the e-mail but the attachment is still there. The code was found at https://www.extendoffice.com/documents/outlook/5359-outlook-forward-attachment-only.html#a1

It seems you need to modify the code slightly:
Public WithEvents ReceivedItems As Outlook.Items
Private Sub Application_Startup()
Set ReceivedItems = Outlook.Application.Session.GetDefaultFolder(olFolderInbox).Items
End Sub
Private Sub ReceivedItems_ItemAdd(ByVal Item As Object)
Dim xForwardMail As Outlook.MailItem
Dim xEmail As MailItem
Dim myattachments as Outlook.Attachments
On Error Resume Next
If Item.Class <> olMail Then Exit Sub
Set xEmail = Item
If InStrRev(UCase(xEmail.Subject), UCase("kto feature")) = 0 Then Exit Sub 'change subject text to your need
If xEmail.Attachments.Count = 0 Then Exit Sub
Set xForwardMail = xEmail.Forward
Set myattachments = xForwardMail.Attachments
While myattachments.Count > 0
myattachments.Remove 1
Wend
With xForwardMail
.HTMLBody = ""
With .Recipients
.Add "skyyang#addin88.com" 'change address to your own
.ResolveAll
End With
.Send
End With
End Sub
The Remove method of the Attachments class removes an object from the collection.

Related

How to Trap an Outlook 2013 Task Completed without Custom Form Scripts

We have Outlook 2013 which now comes with Custom Form Script disabled and we can't re-enable it (company policy). Normal VBA works fine.
I need to send an email when a task is marked as complete. How can I get notified when the task is marked complete so I can send the email? I can use any of the standard Application Events, but none seem to help me. Thanks.
You can use Items.ItemChange event on the Tasks folder (whcih can be retrieved using Application.Session.GetDefaultFolder(olFolderTasks)).
Having used the guidance that Dmitry Streblechenko gave, this is the code that works. Posting for completeness.
Public WithEvents myOlItems As Outlook.Items
Public Sub Initialize_handler()
Set myOlItems = Application.Session.GetDefaultFolder(olFolderTasks).Items
End Sub
Private Sub myOlItems_ItemChange(ByVal Item As Object)
' https://learn.microsoft.com/en-us/office/vba/api/outlook.taskitem
If Item.Class = olTask Then
If Item.Complete Then
'Creates a new email item and modifies its properties
Dim objMail As Outlook.mailItem
Set objMail = Application.CreateItem(olMailItem)
With objMail
.BodyFormat = olFormatHTML
.To = ""
.CC = ""
.HTMLBody = "Stuff"
.Display
End With
End If
End If
End Sub
Hope that helps others wanting to do the same.

How to forward using run a script?

I receive mails, from two senders, with two subjects, to a specific address.
I set up a rule:
from:   example#example.com or example2#example2.com
sent to:  me#me.com
and with: Company return doc or Daily document Country in the subject
except if the subject contains "FW:"
to run a script:
Sub myRuleMacro(Item As Outlook.MailItem)
Dim selEmail As Outlook.MailItem
  Set selEmail = ActiveExplorer.Selection.Item(1).Forward
selEmail.Recipients.Add "address#address.pl"
  selEmail.Send
Set selEmail = Nothing
End Sub
The script works for the selected email but to select it I need to click it manually, or if any other email is already clicked/marked it forwards this marked email, not the one from the rule.
How to choose the mail from the rule to trigger the macro?
Basically I need the solution which will forward the email. I cannot use the forwarding rule due to company safety policies.
You all most got it, it should be
Example
Option Explicit
Public Sub myRuleMacro(Item As Outlook.MailItem)
Dim selEmail As Outlook.MailItem
If TypeOf Item Is Outlook.MailItem Then
Set selEmail = Item.Forward
selEmail.Subject = Item.Subject
selEmail.HTMLBody = Item.HTMLBody
selEmail.Recipients.Add "address#address.pl"
selEmail.Save
selEmail.Send
End If
End Sub
No need for Selection.Item and make sure to save it before sending it
The email that the rule is triggered on is already being passed to the sub Item as Outlook.MailItem -- Sub myRuleMacro(**Item As Outlook.MailItem**)
You're not using this provided item and selecting a DIFFERENT item when you use Set selEmail = ActiveExplorer.Selection.Item(1).Forward
You should be able to simply use Item.Forward
Try
Sub myRuleMacro(Item As Outlook.MailItem)
Dim newForward as MailItem
Set newForward = Item.Forward
newForward.Recipients.Add "address#address.pl"
newForward.Send
End Sub
EDITED: To include updates by #Tony Dallimore in comments.

VBA for Outlook - Change Subject Line using Right

I am trying to change incoming emails subject line to only the last 11 characters of the subject line. When I use Item.Subject = Right(Item.Subject,11) it does not work.
Can someone assist?
Full code.
Sub ChangeSubjectForward(Item As Outlook.MailItem)
Item.Subject = Right(Item.Subject, 11)
Item.Save
End Sub
You could create a macro rule then run the below code:
Sub save_to_dir_test1(mymail As MailItem)
Dim strID As String
Dim objMail As Outlook.MailItem
strID = mymail.EntryID
Set objMail = Application.Session.GetItemFromID(strID)
objMail.Subject = Right(m.Subject, 11)
objMail.Save
Set objMail = Nothing
End Sub
For more information, please refer to this link:
Run a Script Rule: Change Subject then Forward Message
Getting the incoming email in outlook via VBA
I found another SO thread that says you can't modify the subject of a message without opening it first. We can use ActiveInspector to get a handle on the Item after we display it. Then we can change it, save it, and close it. I added a check to see if the subject is actually longer than 11 characters before we attempt to truncate it.
Try this:
Public Sub ChangeSubjectForward(ByRef Item As Outlook.MailItem)
Debug.Print Now ' This shows you when the code runs
If Len(Item.Subject) > 11 Then
Debug.Print "Subject is too long. Trimming..." ' This shows that we tried to truncate.
Item.Display 'Force the pop-up
Dim thisInspector As Inspector
Set thisInspector = Application.ActiveInspector
Set Item = thisInspector.CurrentItem ' Get the handle from the Inspector
Item.Subject = Right$(Item.Subject, 11)
Item.Save
Item.Close
End If
End Sub

Outlook Email created in VBA using a template converts to plain text when saved

Below is the code that I am running in ThisOutlookSession. The code is meant to check all incoming emails and if the email is from a certain email address and contains a specific string in the subject then a new email is created from a template and the triggering email is attached and the email is then sent out to a different email address. This portion all works fine.
Also to note I am using windows 10 and office 2016.
The problem that I am having is the email is converted to plain text unless it is displayed first. The template that I have created is saved as a HTML formatted message. I have tried adding lines such as
NewMsg.BodyFormat = olFormatHTML
NewMsg.save
But this doesn't seem to work as the email that is sent was still in the plain text format. If I add the following to that the message it basically works.
NewMsg.BodyFormat = olFormatRichText
NewMsg.save
NewMsg.BodyFormat = olFormatHTML
NewMsg.save
However the above block of code removes a lot of the formatting that was saved in my template such as different fonts/ font sizes.
Am I missing something about working with templates in VBA?
Also The problem that I am having with displaying the message first is two things. The obvious one is the flash that this causes because the message is briefly displayed. The second is my default signature is also added to the displayed message but I wanted to use a custom signature that I built into my template.
Here is my full code with sensitive information removed.
Private WithEvents Items As Outlook.Items
Private Sub Application_Startup()
Dim olApp As Outlook.Application
Dim objNS As Outlook.NameSpace
Set olApp = Outlook.Application
Set objNS = olApp.GetNamespace("MAPI")
' default local Inbox
Set Items = objNS.GetDefaultFolder(olFolderInbox).Items
End Sub
Private Sub Items_ItemAdd(ByVal item As Object)
On Error GoTo ErrorHandler
Dim Msg As Outlook.MailItem
Dim NewMsg As Outlook.MailItem
If TypeName(item) = "MailItem" Then
Set Msg = item
If Msg.SenderEmailAddress <> "example#example.com" Then GoTo Skip
If InStr(1, Msg.Subject, "Specific String") > 0 Then 'checks if subject contains the proper string
Set NewMsg = Application.CreateItemFromTemplate("Template Path")
Msg.Subject = Replace(Msg.Subject, "Old Subject", "New subject")
Msg.Save
NewMsg.HTMLBody = NewMsg.HTMLBody
NewMsg.Attachments.Add Msg
NewMsg.Recipients.Add("Example#Example.com")
NewMsg.Subject = Msg.Subject
NewMsg.Save
NewMsg.Send
End If
End If
Skip:
ProgramExit:
Exit Sub
ErrorHandler:
MsgBox Err.Number & " - " & Err.Description
End Sub
Reset the HTMLBody property - that will force HTML format:
Msg.HTMLBody = Msg.HTMLBody

Sequential process Outlook rules

I use a outlook rule to process incoming mail via a VBA macro.
in the vba various actions are triggerd to process attachments of the incoming mail.
The problem is, there somethimes is a stack of e-mails that need to be processed.
I cant seem to find a way how to trigger the one by one.
I want to wait a few seconds before processing the next mail, if there is a stack.
Putting a sleep method in the macro doesnt seem to have effect. the rule doesnt seem to wait for the previous message to be done.
My method i something like:
Is there a way to accomplish this behaviour?
Private Sub ProcessMail(ByVal Item As Object)
Dim objNS As Outlook.NameSpace
Set objNS = GetNamespace("MAPI")
If TypeOf Item Is Outlook.MailItem Then
Dim Msg As Outlook.MailItem
DoProcessingMethod
End If
End If
End Sub
Putting a wait or sleep in the method doesnt cause it to be processed one by one.
GD Arnold,
You could indeed use the ItemAdd option as per #Brett's answer.
I use a similar process to automatically upload received data (as attachment in an email) and upload this to a MySQL database. The action is triggered by the ItemAdd method and mails are checked one-by-one.
Simplified instructions:
Add a Class to your VBA code named "EventClassModule"
In your class, type
Public WithEvents dItems As Outlook.Items
In your ThisOutlookSession make a sub that registers the event_handler:
Sub Register_Event_Handler()
Set myClass.dItems = Outlook.Items
End Sub
In your ThisOutlookSession make a sub that handles the ItemAdd event as below:
Private Sub dItems_ItemAdd(ByVal newItem As Object)
On Error GoTo ErrorHandler
Dim msg As Outlook.MailItem
If newItem.Class = olMail Then
Set msg = newItem
'Do something with the msg item, check rules, check subject, check whatever
'This will process messages when the arrive in your mailbox one by one.
End If
ProgramExit:
Exit Sub
ErrorHandler:
MsgBox Err.Number & " - " & Err.Description
Resume ProgramExit
End Sub
These steps should provide you with a sub that is triggered when a new mail arrives.
You could then call a function/sub like below.
The below sub runs all rules based on an optional ruleSet variable, it checks the rule.Name against the ruleSet and if the ruleSet string exists in the rule.Name then it executes some code. This way you can have multiple rules and only execute some of them based on which 'ruleSet' they are part of. You can define that by altering their name.
It's a refinement of the 'Run Rules' option in Outlook.
Some of this code came frome here: Setting VBA to read personal inbox
Sub runRules(Optional ruleSet As String)
Dim olStore As Outlook.Store
Dim myRules As Outlook.Rules
Dim tmpInbox As Outlook.Folder
Dim tmpSent As Outlook.Folder
Dim rl As Outlook.Rule
'On Error Resume Next
'toTmpBox (ruleSet)
' get default store (where rules live)
Set olStore = Application.Session.DefaultStore
With olStore
Set tmpInbox = .GetDefaultFolder(olFolderInbox) '.Folders("tmpInbox")
Set tmpSent = .GetDefaultFolder(olFolderSentMail) '.Folders("tmpSentBox")
End With
' get rules
Set myRules = olStore.GetRules
' iterate through all the rules
For Each rl In myRules
Debug.Print rl.Conditions.Body.Enabled & " " & rl.Conditions.Body.Text
If InStr(LCase(rl.Name), ruleSet) > 0 And (rl.Enabled) Then
rl.Execute ShowProgress:=True, Folder:=tmpInbox
If ruleSet = "autorun" Then
rl.Execute ShowProgress:=True, Folder:=olStore.GetDefaultFolder(olFolderSentMail)
End If
ruleList = ruleList & vbCrLf & rl.Name
End If
Next
' tell the user what you did
ruleList = "These rules were executed " & _
vbCrLf & ruleList
MsgBox ruleList, vbInformation, "Macro: RunMyRules"
CleanUp:
Set olStore = Nothing
Set tmpInbox = Nothing
Set tmpSent = Nothing
Set rl = Nothing
Set myRules = Nothing
End Sub
I have come across a similar problem. In my case my tool would run at regular time interval and each time I had to capture new emails only. Now new emails could be one or multiple. the solution I found was as given below.
Each time the tool would run. it will capture the new emails and just mark a simple ',' or '|' anything of your choice at the end of the subject in such a way that no one will notice. Now next time when the tool runs it checks if the emails received for the entire day or two (based on your requirements) has those markers or not.
This solution works if the email communication is one way. If we use these email for chain emails then their is another solution.
Here you will have to save the time max time of emails captured in the last run. Now each time you run you just have to run it for the entire day and put an if statement that is should be greater then time last captured.
Now to store the max time you might need to create a folder and an email. The email can help you to store the each time the run happens
item.subject = maxtime
item.save