Automatically saving outlook attachments based on title - vba

I am looking to set up a one drive folder that will hold reports for our companies various clients. Our reporting software only sends to email rather than saving to file so I've googled and found this piece of code to automatically download all attachments to a folder
Public Sub saveAttachtoDisk(itm As Outlook.MailItem)
Dim objAtt As Outlook.Attachment
Dim saveFolder As String
Dim dateFormat
dateFormat = Format(Now, "yyyy-mm-dd H-mm")
saveFolder = "C:\Report Attachments\"
For Each objAtt In itm.Attachments
objAtt.SaveAsFile saveFolder & "\" & dateFormat & objAtt.DisplayName
Set objAtt = Nothing
Next
End Sub
The issue is that I want to split the reports by company. for example, I want reports for Company A to go to
C:\Report Attachments\Company A
and reports for company B to go to
C:\Report Attachments\Company B
and so on. Each report should have the companies name in the title of attachment so I'm looking for a tweak to the code to change the save location based on the attachment title. Is this possible?

Set up a rule to move the emails to specific folders when they arrive (probably rule based on the email address domain).
In the ThisOutlookSession module in Outlook enter this code in the declarations section:
Dim WithEvents CompanyA As Items
Dim WithEvents CompanyB As Items
Const COMPA_PATH As String = "C:\Report Attachments\Company A\"
Const COMPB_PATH As String = "C:\Report Attachments\Company B\"
Private Sub Application_Startup()
Dim ns As Outlook.NameSpace
Set ns = Application.GetNamespace("MAPI")
Set CompanyA = ns.Folders.item("Mailbox - tomdemaine") _
.Folders.item("Inbox") _
.Folders.item("CompanyA").Items
Set CompanyB = ns.Folders.item("Mailbox - tomdemaine") _
.Folders.item("Inbox") _
.Folders.item("CompanyA").Items
End Sub
Sub CompanyA_ItemAdd(ByVal item As Object)
Dim oAtt As Attachment
If item.Attachments.Count > 0 Then
For Each oAtt In item.Attachments
item.UnRead = False
'Note DisplayName may contain illegal characters.
oAtt.SaveAsFile COMPA_PATH & oAtt.DisplayName
DoEvents
Next oAtt
End If
Set oAtt = Nothing
End Sub
Sub CompanyB_ItemAdd(ByVal item As Object)
Dim oAtt As Attachment
If item.Attachments.Count > 0 Then
For Each oAtt In item.Attachments
item.UnRead = False
'Note DisplayName may contain illegal characters.
oAtt.SaveAsFile COMPB_PATH & oAtt.DisplayName
DoEvents
Next oAtt
End If
Set oAtt = Nothing
End Sub
The code will start watching your CompanyA & CompanyB folders when you start Outlook. Any time something gets moved there that contains attachments it will save them to your file location and mark the email as read.
I haven't tested the code - and the Outlook folders and file locations will need updating to suit your needs.

Related

Save all Outlook mailitems to disk with VBA

I have some experience with VBA in Excel, but taking my first steps in Outlook. I need to save all e-mail messages in a designated Outlook folder (Inbox\input) to disk (D:\myArchive\Email\) as .msg files and move mail item to archive folder in Outlook (Inbox\archive).
I have set up a mail rule in Outlook that moves mail to archive folder and runs a script below which actually does what I need. The problem is that I get mail rule error pop-ups occasionally and I struggle to track down the reason. Hence looking to turn away from Outlook mail rule and cycle through all folder contents "on-demand".
How could I convert it to cycle through Outlook folder as well as displace the mail item? Currently running Outlook 2019. Thanks!
edit: sorry, late clarification - target folder is in another mailbox (Office 365 shared mailbox). How to target a different account?
Public Sub saveEmailtoDisk(itm As Outlook.MailItem)
Dim saveFolder, msgName1, msgName2 As String
saveFolder = "D:\myArchive\Email\"
msgName1 = Replace(itm.Subject, ":", "")
msgName2 = Replace(msgName1, "/", "_")
itm.SaveAs saveFolder & msgName2 & ".msg", olMSG
End Sub
The following code assumes that both the input and archive folders are located within the default inbox.
Public Sub saveAndArchiveInputEmails()
Dim saveFolder As String
saveFolder = "D:\myArchive\Email\"
Dim sourceFolder As Folder
Dim destFolder As Folder
With Application.GetNamespace("MAPI").GetDefaultFolder(olFolderInbox)
Set sourceFolder = .Folders("input")
Set destFolder = .Folders("archive")
End With
Dim itm As Object
Dim i As Long
With sourceFolder
For i = .Items.Count To 1 Step -1
Set itm = .Items(i)
If TypeName(itm) = "MailItem" Then
saveEmailtoDisk saveFolder, itm
itm.Move destFolder
End If
Next i
End With
End Sub
Public Sub saveEmailtoDisk(ByRef saveFolder As String, ByVal itm As Object)
Dim msgName1, msgName2 As String
msgName1 = Replace(itm.Subject, ":", "")
msgName2 = Replace(msgName1, "/", "_")
itm.SaveAs saveFolder & msgName2 & ".msg", olMSG
End Sub
EDIT
For a shared mailbox, try the following instead...
With Application.GetNamespace("MAPI")
Dim sharedEmail As Recipient
Set sharedEmail = .CreateRecipient("someone#abc.com")
Dim sourceFolder As Folder
Set sourceFolder = .GetSharedDefaultFolder(sharedEmail, olFolderInbox).Folders("input")
Dim destFolder As Folder
Set destFolder = .GetSharedDefaultFolder(sharedEmail, olFolderInbox).Folders("archive")
End With
For your default inbox...
Dim myInbox As Folder
Set myInbox = Application.GetNamespace("MAPI").GetDefaultFolder(olFolderInbox)

Save email attachment based on email subject

Ever day at 12 am there is an automatic email with an excel attachment from a vendor service with a specific subject. I am using rules and code to attempt to save the attachment and insert the information into a database I have created upon being received in the inbox.
I have tried code that I have found online however I don't know if doesn't work because of some network/ security setting my company has or if its he code it self.
Rule:
CODE:
Public Sub CribMaster2Database(itm As Outlook.MailItem)
Dim objAtt As Outlook.Attachment
Dim saveFolder As String
saveFolder = "c:\temp\"
If olItem.Subject = "Test" Then
For Each objAtt In itm.Attachments
objAtt.SaveAsFile saveFolder & "\" & objAtt.DisplayName
Set objAtt = Nothing
Next
End If
End Sub
Add code to the ThisOutlookSession to watch your folder for arrivals.
CribMaster_ItemAdd fires whenever something arrives in your watched folder.
At the very top of the module:
Dim WithEvents CribMaster As Items
Const SAVE_PATH As String = "c:\temp\"
Private Sub Application_Startup()
Dim ns As Outlook.NameSpace
Set ns = GetNamespace("MAPI")
'Change `holi4683` to the name of your account
'(should be visible just above your inbox).
Set CribMaster = ns.Folders.Item("holi4683") _
.Folders.Item("Inbox").Items
End Sub
Sub CribMaster_ItemAdd(ByVal Item As Object)
Dim olAtt As Attachment
Dim i As Integer
With Item
For i = 1 To .Attachments.Count
Set olAtt = .Attachments(i)
olAtt.SaveAsFile SAVE_PATH & olAtt.DisplayName
.UnRead = False
DoEvents
Next i
End With
Set olAtt = Nothing
End Sub
I'd usually use a rule to move the emails to a subfolder and watch that folder - means I don't have to worry about meeting invites, etc.
To do this you'd change your watched folder like this:
Set CribMaster = ns.Folders.Item("holi4683") _
.Folders.Item("Inbox") _
.Folders.Item("SubFolder").Items
Restart Outlook for the code to work, or manually run the Application_Startup() procedure.

Outlook Rule Save email to text

I'm having trouble with automatically exporting the body of an email into a text file using a script.
I've managed a script that will save the text into a file on a macro but that won't work on a rule which is what I need.
My current code is as follows:
Sub SaveAsTXT()
Dim myItem As Outlook.Inspector
Dim objItem As Object
Dim myFolder As Folder
Set myItem = Application.ActiveInspector
If Not TypeName(myItem) = "Nothing" Then
Set myNamespace = Application.GetNamespace("MAPI")
Set myFolder = myNamespace.GetDefaultFolder(olFolderInbox)
Set objItem = myItem.CurrentItem
strname = objItem.Subject
strdate = Format(objItem.ReceivedTime, " yyyy mm dd")
objItem.SaveAs "c:\users\philip\documents\" & strname & strdate & ".txt", olTXT
End If
End Sub
Apologies if it looks a bit messy, I've edited it countless times trying to get it to work.
That's the code that will correctly run when I'm in the open email and run it as a macro but it won't work correctly when run as a rule
I have tried amending to Sub SaveAsTXT(Item as Outlook.Mailitem) but this also doesn't seem to work
So basically the question is how to I ensure the code will select the email (which will always be entitled "Rotas" without quotes) when it is run as a rule?
Info: Using office 2010 and I'm not a very good coder to start with.
Actually I managed to sort it out myself.
I didn't consider that the item as Outlook.Mailitem element was actually the thing that was selected by the rule. So I applied item as the object rather than objItem
Find the successful (and cleaned up) code below:
Sub SaveAsTXT(myMail As Outlook.MailItem)
Dim objItem As Object
Dim myFolder As Folder
If Not TypeName(myitem) = "Nothing" Then
If myMail.Subject = "Rotas" Then
strname = myMail.Subject
strdate = Format(myMail.ReceivedTime, " yyyy mm dd")
myMail.SaveAs "c:\users\philip\documents\" & strname & ".txt", olTXT
End If
End If
End Sub

Save outlook attachments and rename/append files with identifier from subject line

Im really new to VBA and need some help. I'm trying to write a VBA script (along with a Outlook rule) to automatically download attachments from daily emails and append the file names with the date that appears in the subject.
This is what the subject line looks like - "Email Alert for Department for 10/20/2014". I just need to isolate the rightmost 10 spaces that indicates the run date of the files.
So I found code online that works to automatically download the attachments and append by current date which does work. See below.
Public Sub saveAttachtoDisk(itm As Outlook.MailItem)
Dim objAtt As Outlook.Attachment
Dim saveFolder As String
Dim dateFormat
dateFormat = Format(Now, "yyyymmdd ")
saveFolder = "Z:\Daily Emails"
For Each objAtt In itm.Attachments
objAtt.SaveAsFile saveFolder & "\" & dateFormat & objAtt.DisplayName
Set objAtt = Nothing
Next
End Sub
I also found online that something like this should point to the date (formatted like XX/XX/XXXX and always at the end of the subject line.
Subject = Right(itm.Subject, 10) but im having trouble incorporating it into the code above.
Can anyone help me? It would mean a lot
Thanks!
-Christina
Using Rules to run a macro is good.
I used the same set up before. The problem is if you are to work on the newly received mail, the sub wouldn't trap it. If you need to save the attachment of an incoming email with Email Alert for Department for mm/dd/yyyy as subject, try using an event instead. By default, Outlook doesn't provide Items Event so you'll have to create it.
In your ThisOutlookSession (not in a module) try something like:
Option Explicit
Private WithEvents olIBoxItem As Outlook.Items
Private Sub Application_Startup()
Dim olApp As Outlook.Application
Dim objNS As Outlook.NameSpace
Dim olFolder As Outlook.MAPIFolder
Set olApp = Outlook.Application
Set objNS = olApp.GetNamespace("MAPI")
Set olFolder = objNS.GetDefaultFolder(olFolderInbox)
'~~> change olFolder depending on what folder you're receiving the email
'~~> I assumed it is Outlook's default folder Inbox
Set olIBoxItem = olFolder.Items
End Sub
Private Sub olIBoxItem_ItemAdd(ByVal Item As Object)
Const strSub As String = "Email Alert for Department for "
If TypeOf Item Is Outlook.MailItem Then
Dim nMail As Outlook.MailItem
Set nMail = Item
If InStr(nMail.Subject, strSub) <> 0 Then
Const savefolder As String = "Z:\Details Mail\"
'~~> Extract your date
Dim dateSub As String: dateSub = Right(nMail.Subject, 10)
'~~> Make sure there is an attachment
If nMail.Attachments.Count > 0 Then
Dim olAtt As Outlook.Attachment
Set olAtt = nMail.Attachments.Item(1) '~~> if you only have 1
Dim attFName As String, addFExt As String
'~~> Get the filename and extension separately
attFName = Split(olAtt.Filename, ".")(0)
attFExt = Split(olAtt.Filename, ".")(1)
'~~> Reconstruct the filename
attFName = savefolder & attFName & " " & dateSub & attFExt
'~~> Save the attachment
olAtt.SaveAsFile attFName
End If
End If
End If
End Sub
So above routine automatically checks any received mail in the Inbox Folder. If the subject contains the specified string. If yes, it automatically saves the attachment.
If however you have more than one attachment, you'll have to look through it and then save each one. It may look confusing at first but you'll get the hang of it for sure. HTH.

Outlook - Save file from email with .xls attachment and from specific sender then move email to sub folder

I want to trigger a macro when a new email from a specific email address with an .xls attachment is received in an inbox.
I have tried to set a rule in outlook but it doesn't filter on the sender nor if it has an attachment.
What I would like to do is the following:
When a new email comes into the inbox check if it is from a certain email address ag:Myaddress.me.co.uk. If the email is not from the correct address do nothing.
If the subject line has certain words eg: " Price Checks". It the subject doesn't match do nothing.
If the email is from the correct address Check the new email has a .xls attachment. If it doesn't have the .xls attachment do nothing.
Save the attachment in a folder eg:"C:\MyFolder"
Mark the Email as Read and move to a sub folder eg: "PriceCheckFolder"
I have been using this code to check the inbox but it looks through all emails in the folder and I only want it to look at the first instance that fits the criteria.
Many Thanks Melinda
‘in thisworkbook
Private WithEvents Items As Outlook.Items
Private Sub Application_Startup()
Dim olApp As Outlook.Application
Dim objNS As Outlook.NameSpace
Dim SubFolder As MAPIFolder
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
If TypeName(item) = "MailItem" Then
Set Msg = item
Call SaveAttachmentsToFolder
End If
ProgramExit:
Exit Sub
ErrorHandler:
MsgBox Err.Number & " - " & Err.Description
Resume ProgramExit
End Sub
Sub SaveAttachmentsToFolder()
'Error handling
On Error GoTo SaveAttachmentsToFolder_err
‘in module1
' Declare variables
Dim ns As NameSpace
Dim Inbox As MAPIFolder
Dim SubFolder As MAPIFolder
Dim item As Object
Dim Atmt As Attachment
Dim FileName As String
Dim i As Integer
Dim varResponse As VbMsgBoxResult
Dim StringLength As Long
Dim Filename1 As String
Dim FilenameA As String
Dim FilenameB As String
'Set the variable values to be used in the code
Set ns = GetNamespace("MAPI")
Set Inbox = ns.GetDefaultFolder(olFolderInbox)
Set SubFolder = Inbox.Folders("Test")
i = 0
' Check subfolder for messages and exit of none found
If SubFolder.Items.Count = 0 Then
' "Nothing Found"
Exit Sub
End If
' Check each message for attachments
For Each item In SubFolder.Items
For Each Atmt In item.Attachments
' Check filename of each attachment and save if it has "xls" extension
If Right(Atmt.FileName, 3) = "xls" Then
StringLength = Len(Atmt.FileName)
FileName = "\\feltfps0003\gengrpshare0011\Value Team\Melinda_BK\OutlookVBA\TestOutput\" & Left(Atmt.FileName, (StringLength - 13)) & Format(item.CreationTime, "ddmmmyyyy") & ".xls"
Atmt.SaveAsFile FileName
i = i + 1
End If
Next Atmt
Next item
' Clear memory
SaveAttachmentsToFolder_exit:
Set Atmt = Nothing
Set item = Nothing
Set ns = Nothing
Exit Sub
' Handle Errors
SaveAttachmentsToFolder_err:
MsgBox "An unexpected error has occurred." _
& vbCrLf & "Please note and report the following information." _
& vbCrLf & "Macro Name: GetAttachments" _
& vbCrLf & "Error Number: " & Err.Number _
& vbCrLf & "Error Description: " & Err.Description _
, vbCritical, "Error!"sub
Resume SaveAttachmentsToFolder_exit
End Sub
I have tried to set a rule in outlook but it doesn't filter on the sender nor if it has an attachment.
Create a rule calling the following script.
It will run on all incoming mail but only execute your code for whatever email address you look for
Sub checkEmailSenderAndDoStuff(myItem As MailItem)
'set this up as a script to run on all incoming mail
Dim myTargetEmailAddress As String
myTargetEmailAddress = "whatever#wherever.com"
'this will check if the sender email is whatever sender
'you want to check from
If myItem.SenderEmailAddress = myTargetEmailAddress Then
'do whatever you wanted to do with attachments, moving, etc
End If
End Sub