Convert excel tabs to PDF and send in separate emails - vba

I am trying to convert excel tabs to PDF and send each tab as a single attachment on different emails in outlook with different email recipients.
For example, Tab A would correspond to a "Vendor Emails" Tab with a To, Cc, and Bcc for each tab. Same would go for Tab B but a different set of recipients.
My Code:
Option Explicit
Sub create_and_email_pdf()
Dim EmailSubject As String, EmailSignature As String
Dim CurrentMonth As String, DestFolder As String, PDFFile As String
Dim Email_To As String, Email_CC As String, Email_BCC As String
Dim OpenPDFAfterCreating As Boolean, AlwaysOverwritePDF As Boolean, DisplayEmail As Boolean
Dim OverwritePDF As VbMsgBoxResult
Dim OutlookApp As Object, OutlookMail As Object
CurrentMonth = ""
EmailSubject = "Invoice Attached for "
OpenPDFAfterCreating = True
AlwaysOverwritePDF = False
DisplayEmail = True
Email_To = ThisWorkbook.Sheets("Vendor Emails").Range("B2").Value
Email_CC = ""
Email_BCC = ""
'Prompt for file destination
With Application.FileDialog(msoFileDialogFolderPicker)
If .Show = True Then
DestFolder = .SelectedItems(1)
Else
MsgBox "You must specify a folder to save the PDF into." & vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Must Specify Destination Folder"
Exit Sub
End If
End With
'Current month/year
CurrentMonth = Mid(ThisWorkbook.Sheets("Vendor Emails").Range("E1").Value, InStr(1, ThisWorkbook.Sheets("Vendor Emails").Range("E1").Value, " ") + 1)
'Create new PDF file name including path and file extension
PDFFile = DestFolder & Application.PathSeparator & ActiveSheet.Name _
& "-" & CurrentMonth & ".pdf"
'If the PDF already exists
If Len(Dir(PDFFile)) > 0 Then
If AlwaysOverwritePDF = False Then
OverwritePDF = MsgBox(PDFFile & " already exists." & vbCrLf & vbCrLf & "Do you want to overwrite it?", vbYesNo + vbQuestion, "File Exists")
On Error Resume Next
'If you want to overwrite the file then delete the current one
If OverwritePDF = vbYes Then
Kill PDFFile
Else
MsgBox "OK then, if you don't overwrite the existing PDF, I can't continue." _
& vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Exiting Macro"
Exit Sub
End If
Else
On Error Resume Next
Kill PDFFile
End If
If Err.Number <> 0 Then
MsgBox "Unable to delete existing file. Please make sure the file is not open or write protected." _
& vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Unable to Delete File"
Exit Sub
End If
End If
'Create the PDF
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:=PDFFile, Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas _
:=False, OpenAfterPublish:=OpenPDFAfterCreating
'Create an Outlook object and new mail message
Set OutlookApp = CreateObject("Outlook.Application")
Set OutlookMail = OutlookApp.CreateItem(0)
'Display email and specify To, Subject, etc
With OutlookMail
.Display
.To = Email_To
.CC = Email_CC
.BCC = Email_BCC
.Subject = EmailSubject & CurrentMonth
.Attachments.Add PDFFile
If DisplayEmail = False Then
.Send
End If
End With
End Sub
I keep having an issue with this line, I keep getting a run-time 1004 and that the file may be open/error while saving:
'Create the PDF
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:=PDFFile, Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas _
:=False, OpenAfterPublish:=OpenPDFAfterCreating
If I don't use the reference ThisWookbook.Sheets(), I dont get an issue, but it only sends out the tab that I'm currently active on, not sure how to specify which tabs to convert.
For more context these tabs I'm converting would be part of a bigger worksheet with additional backup tabs that would not get sent as they are for internal purposes.
Thanks.

Related

email excel active sheet as a pdf with other attachments

I using a macro VBA script in excel that allows me to email the active range to a recipient as a pdf.
here's the code
Sub AttachActiveSheetPDF()
Dim IsCreated As Boolean
Dim i As Long
Dim PdfFile As String, Title As String
Dim OutlApp As Object
' Not sure for what the Title is
Title = Range("A1")
' Define PDF filename
PdfFile = ActiveWorkbook.FullName
i = InStrRev(PdfFile, ".")
If i > 1 Then PdfFile = Left(PdfFile, i - 1)
PdfFile = PdfFile & "_" & ActiveSheet.Name & ".pdf"
' Export activesheet as PDF
With ActiveSheet
.ExportAsFixedFormat Type:=xlTypePDF, Filename:=PdfFile, Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas:=False, OpenAfterPublish:=False
End With
' Use already open Outlook if possible
On Error Resume Next
Set OutlApp = GetObject(, "Outlook.Application")
If Err Then
Set OutlApp = CreateObject("Outlook.Application")
IsCreated = True
End If
OutlApp.Visible = True
On Error GoTo 0
' Prepare e-mail with PDF attachment
With OutlApp.CreateItem(0)
' Prepare e-mail
.Subject = Title
.To = "email#email.com" ' <-- Put email of the recipient here
.CC = "" ' <-- Put email of 'copy to' recipient here
.Body = "ùìåí øá," & vbLf & vbLf _
& "øö''á ãå''ç òìåéåú îùìçú (îùåòø) ìàéùåø éåúí." & vbLf & vbLf _
& "ááøëä," & vbLf _
& Application.UserName & vbLf & vbLf
.Attachments.Add PdfFile
' Try to send
On Error Resume Next
.Send
Application.Visible = True
If Err Then
MsgBox "E-mail was not sent", vbExclamation
Else
MsgBox "E-mail successfully sent", vbInformation
End If
On Error GoTo 0
End With
' Delete PDF file
Kill PdfFile
' Quit Outlook if it was created by this code
If IsCreated Then OutlApp.Quit
' Release the memory of object variable
Set OutlApp = Nothing
End Sub
now I need this code to do the same and convert the active range to PDf but I also need to allow me to select and add other file as attachments to the email as well, my VBA and excel macro skills are not that great and I have no idea how to do that. could you please help me and rewrite the the code to do want I need.
Thanks,
Dan.
You should change this section:
On Error Resume Next
.Send
Application.Visible = True
If Err Then
MsgBox "E-mail was not sent", vbExclamation
Else
MsgBox "E-mail successfully sent", vbInformation
End If
To:
.Save
.Close olPromptForSave
Application.Visible = True
This will save the email in your drafts folder so you can add more attachments

Print to PDF not working

My code is suppose to check cell j2 for an email address and if found, convert that specific tab to pdf and save it in a file path that the user chooses. It works fine on the original workbook I made the macro in. When I copy the code and try running it, it prints to pdf different sheets that don't even have anything in j2 with the incorrect tab name. I keep getting an Run time error 5 Invalid procedure call or argument when i run the code on the print pdf line.
Sub SaveSheetsAsPDF()
Dim DestFolder As String
Dim PDFFile As String
Dim wb As Worksheet
Dim AlwaysOverwritePDF As Boolean
'Speed up macro
Application.ScreenUpdating = False
Application.EnableEvents = False
Application.Calculation = xlCalculationManual
'Prompt for file destination
With Application.FileDialog(msoFileDialogFolderPicker)
If .Show = True Then
DestFolder = .SelectedItems(1)
Else
MsgBox "You must specify a folder to save the PDF into." & vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Must Specify Destination Folder"
Exit Sub
End If
End With
'Create new PDF file name including path and file extension
For Each wb In ThisWorkbook.Worksheets
'Test j2 for a mail address
If wb.Range("J2").Value Like "?*#?*.?*" Then
PDFFile = DestFolder & Application.PathSeparator & wb.Name & "-" & Format(Date, "mmyy") & ".pdf"
'If the PDF already exists
If Len(Dir(PDFFile)) > 0 Then
If AlwaysOverwritePDF = False Then
OverwritePDF = MsgBox(PDFFile & " already exists." & vbCrLf & vbCrLf & "Do you want to overwrite it?", vbYesNo + vbQuestion, "File Exists")
On Error Resume Next
'If you want to overwrite the file then delete the current one
If OverwritePDF = vbYes Then
Kill PDFFile
Else
MsgBox "OK then, if you don't overwrite the existing PDF, I can't continue." _
& vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Exiting Macro"
Exit Sub
End If
Else
On Error Resume Next
Kill PDFFile
End If
If Err.Number <> 0 Then
MsgBox "Unable to delete existing file. Please make sure the file is not open or write protected." _
& vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Unable to Delete File"
Exit Sub
End If
End If
End If
'Prints PDF
wb.ExportAsFixedFormat Type:=xlTypePDF, FileName:=PDFFile, Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas:=False, OpenAfterPublish:=False
Next wb
MsgBox "All Files Have Been Converted!"
ResetSettings:
'Resets optimization settings
Application.EnableEvents = True
Application.Calculation = xlCalculationAutomatic
Application.ScreenUpdating = True
End Sub
Edit: Also not all worksheets on the workbook will need to converted. So only the sheets that need to be converted will have the email address in J2.

How can I Include additional code to then send email via Vba through Gmail?

I have seen similar questions but mine is quite specific let me explain.
I have this code that runs from a button if clicked it prints the active sheet as a pdf to the same pathway as my workbook, this works as it should as the active sheet information changes via a list to present each customer info for each financial period.
Each month i then need to attach each of these pdf files to emails and send to customers which is a long winded process, if i input the email to appear in a cell eg ("E1") automatically when the customer is selected can i then adapt my code to open an email and send the pdf to that email address?
Sub PDFActiveSheet()
Dim ws As Worksheet
Dim strPath As String
Dim myFile As Variant
Dim strFile As String
On Error GoTo errHandler
Set ws = ActiveSheet
'enter name and select folder for file
' start in current workbook folder
strFile = Replace(Replace(Range("B1"), "", ""), "", "") _
& " Period " _
& Format(Now(), Cells.Range("J1")) _
& ".pdf"
strFile = ThisWorkbook.Path & "\" & strFile
myFile = Application.GetSaveAsFilename _
(InitialFileName:=strFile, _
FileFilter:="PDF Files (*.pdf), *.pdf", _
Title:="Select Folder and FileName to save")
If myFile <> "False" Then
ws.ExportAsFixedFormat _
Type:=xlTypePDF, _
Filename:=myFile, _
Quality:=xlQualityStandard, _
IncludeDocProperties:=True, _
IgnorePrintAreas:=False, _
OpenAfterPublish:=False
End If
exitHandler:
Exit Sub
errHandler:
MsgBox "Could not create PDF file"
Resume exitHandler
End Sub
You can automate email sending through Outlook, but it seems like accessing Gmail and sending mail through the web would be a whole different ballpark. Gmail does have an API, which you can get documentation for here: https://developers.google.com/gmail/api/.
My suggestion is to setup Outlook with your Gmail account and then send through that, which is more likely way easier.
From Ron DeBruins website I found this and tested successfully. I did have to enable "All less secure apps" in my gmail settings. Here's the code in case his site ever goes down.
Sub CDO_Mail_Small_Text_2()
Dim iMsg As Object
Dim iConf As Object
Dim strbody As String
Dim Flds As Variant
Set iMsg = CreateObject("CDO.Message")
Set iConf = CreateObject("CDO.Configuration")
iConf.Load -1 ' CDO Source Defaults
Set Flds = iConf.Fields
With Flds
.Item("http://schemas.microsoft.com/cdo/configuration/smtpusessl") = True
.Item("http://schemas.microsoft.com/cdo/configuration/smtpauthenticate") = 1
.Item("http://schemas.microsoft.com/cdo/configuration/sendusername") = "Your gmail address"
.Item("http://schemas.microsoft.com/cdo/configuration/sendpassword") = "gmail pw"
.Item("http://schemas.microsoft.com/cdo/configuration/smtpserver") = "smtp.gmail.com"
.Item("http://schemas.microsoft.com/cdo/configuration/sendusing") = 2
.Item("http://schemas.microsoft.com/cdo/configuration/smtpserverport") = 25
.Update
End With
strbody = "Hi there" & vbNewLine & vbNewLine & _
"This is line 1" & vbNewLine & _
"This is line 2" & vbNewLine & _
"This is line 3" & vbNewLine & _
"This is line 4"
With iMsg
Set .Configuration = iConf
.To = ""
.CC = ""
.BCC = ""
' Note: The reply address is not working if you use this Gmail example
' It will use your Gmail address automatic. But you can add this line
' to change the reply address .ReplyTo = "Reply#something.nl"
.From = """FROM??"" <Reply#something.nl>"
.Subject = "Important message"
.TextBody = strbody
.Send
End With
End Sub

Emailing an Excel sheet as a PDF directly

My aim is to be able to click a button and for my Excel sheet to PDF a range of my spreadsheet and to email this to an email address which is in one of the cells in the sheet. For starters, I have the code which can turn a range of cells into a PDF file and allows me to save it:
Option Explicit
Sub savePDF()
Dim wSheet As Worksheet
Dim vFile As Variant
Dim sFile As String
Set wSheet = ActiveSheet
sFile = Replace(Replace(Range("D11"), " ", ""), ".", "_") _
& "_" _
& Range("H11") _
& ".pdf"
sFile = ThisWorkbook.Path & "\" & sFile
With Excel.Application.FileDialog(msoFileDialogSaveAs)
Dim i As Integer
For i = 1 To .Filters.Count
If InStr(.Filters(i).Extensions, "pdf") <> 0 Then Exit For
Next i
.FilterIndex = i
.InitialFileName = sFile
.Show
If .SelectedItems.Count > 0 Then vFile = .SelectedItems.Item(.SelectedItems.Count)
End With
If vFile <> "False" Then
wSheet.Range("A1:BF47").ExportAsFixedFormat _
Type:=xlTypePDF, _
Filename:=vFile, _
Quality:=xlQualityStandard, _
IncludeDocProperties:=True, _
IgnorePrintAreas:=False, _
OpenAfterPublish:=False
End If
End Sub
Can anybody manipulate this code (attached to a button) so it will email an email address, which is in a particular cell, when the button is clicked and as an added bonus, have the subject of the email work from a cell in the spreadsheet too?
I have a solution which is below. After I set my print area by going into page payout and then set print area, I successfully managed to email the excel sheet as a PDF file:
Sub savePDFandEmail()
Dim strPath As String, strFName As String
Dim OutApp As Object, OutMail As Object
strPath = Environ$("temp") & "\" trailing "\"
strFName = ActiveWorkbook.Name
strFName = Left(strFName, InStrRev(strFName, ".") - 1) & "_" & ActiveSheet.Name & ".pdf"
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:= _
strPath & strFName, Quality:=xlQualityStandard, _
IncludeDocProperties:=True, IgnorePrintAreas:=False, OpenAfterPublish:=False
Set OutApp = CreateObject("Outlook.Application")
Set OutMail = OutApp.CreateItem(0)
On Error Resume Next
With OutMail
.to = Range("CB4")
.CC = Range("CB6")
.BCC = ""
.Subject = Range("CB8")
.Body = Range("BW11") & vbCr
.Attachments.Add strPath & strFName
'.Display 'Uncomment Display and comment .send to bring up an email window before sending
.Send 'Keep this the same if you want to send the email address out on click of the button
End With
Kill strPath & strFName
On Error GoTo 0
Set OutMail = Nothing
Set OutApp = Nothing
End Sub
I also needed to put a little emailing tool into my sheet too which looks like this:
Clicking the button will now send the email with the PDF file attached.

VBA: save to PDF and send it with a specific title to pre-selected email addresses

I have the following code that saves to the current folder and opens the file:
Dim myFile As Variant
Dim strFile As String
On Error GoTo errHandler
Set ws = Worksheets("mysheet")
'enter name and select folder for file
' start in current workbook folder
strFile = Replace(Replace(ws.Name, " ", ""), ".", "_") _
& "_" _
& Format(Now(), "yyyymmdd\_hhmm") _
& ".pdf"
strFile = ThisWorkbook.Path & "\" & strFile
ws.ExportAsFixedFormat Type:=xlTypePDF, Filename:= _
strFile, _
Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas _
:=False, From:=1, To:=3, OpenAfterPublish:=True
exitHandler:
Exit Sub
errHandler:
MsgBox "Could not create PDF file"
Resume exitHandler
End Sub
However, I do not want to open the file and want to send an email with the file as an attachment to some email addresses with a specified title on Outlook.
How can I do this?
If you don't want to open the file, then when you save it you should turn this to false:
OpenAfterPublish:=False '<-- in your code is now True
To send it as an attachment, you only need to attach the string you created:
Set OutApp = CreateObject("Outlook.Application")
Set OutMail = OutApp.CreateItem(0)
With OutMail
.to = "test#gmail.com"
.Subject = "Testfile"
.Body = "Hi"
.Attachments.Add strFile
.Send 'Or use .Display to see the mail and send it manually
End With
Find more about usage of Outlook with Excel VBA here.