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#1
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Automated Saving of File
I am trying to prompt users with a message (when they click/use SAVE) to fill
in a cell with their LoginName. This LoginName will be used as the filename to save the file automatically in a SPECIFIC FOLDER. This is what I'd like to achieve: 1. I have a Spreadsheet with 12 worksheets, January to December 2. The user enters his/her LoginName (JOHNDOE) in cell A1 in worksheet January 3. When user click/use SAVE; they will be asked to fill the cell A1 in worksheet January if they have left this cell empty by mistake 4. When user click/use SAVE; they will get a prompt message asking them to confirm whether their LoginName (johndoe) in cell A1 is correct 5. If they choose YES; the file will be saved in folder C:\timesheet\ as johndoe.xls 6. The user will receive another prompt to let them know that the file was saved as C:\timesheet\johndoe.xls 7. If they choose NO; sub ends and the user repeats the process with correct LoginName 8. When user click/use SAVE AS (instead of using SAVE); they will be given LoginName (johndoe) in the FILE NAME section of the SAVE AS prompt screen. I have been working on this over a month and have tried everything I know. I have also asked for help but owing to my limited knowledge - I'm back! Please help and advice. Please be as detailed as you deem necessary - I'm a novice. Many thanks in advance. |
#2
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Automated Saving of File
With your master timesheet file open, press ALT+F11. This opens the Visual
Basic Editor (VBE). You should see an Explorer-like tree on the left side. Find the name of the master timesheet file. If there are no icons for each sheet and ThisWorkbook below it, then double-click the workbook icon. Double-click the ThisWorkbook icon. The left side upper rectangle will probably show General; if so, click the drop-down arrow to select Workbook. It will probably change the right side upper rectangle to Open, and put Private Sub Workbook_Open() End Sub in the VBE window. Use the drop-down arrow on the right rectangle to select BeforeSave. A new macro header should appear as Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean) End Sub Copy the following code and paste it in the space between "Private Sub" and "End Sub". 'Create string variable for file name Dim strFName As String 'Set file path in string strFName = "C:\timesheet\" ' Check if A1 is empty If Worksheets("January").Range("A1") < "" Then 'If not, then verify name If MsgBox("Is your name in Cell A1 of January?", vbYesNo) = vbYes Then 'If name is correct, add to file name string strFName = strFName & Range("A1") & ".xls" ' Save file Me.SaveAs strFName Else 'If name is not correct, prompt to change it MsgBox "Please type your name in Cell A1 of January." 'Cancel save Cancel = True End If Else 'Prompt for name MsgBox "Please type your name into Cell A1 of January." ' Cancel save Cancel = True End If HTH Ed "SU" wrote in message ... I am trying to prompt users with a message (when they click/use SAVE) to fill in a cell with their LoginName. This LoginName will be used as the filename to save the file automatically in a SPECIFIC FOLDER. This is what I'd like to achieve: 1. I have a Spreadsheet with 12 worksheets, January to December 2. The user enters his/her LoginName (JOHNDOE) in cell A1 in worksheet January 3. When user click/use SAVE; they will be asked to fill the cell A1 in worksheet January if they have left this cell empty by mistake 4. When user click/use SAVE; they will get a prompt message asking them to confirm whether their LoginName (johndoe) in cell A1 is correct 5. If they choose YES; the file will be saved in folder C:\timesheet\ as johndoe.xls 6. The user will receive another prompt to let them know that the file was saved as C:\timesheet\johndoe.xls 7. If they choose NO; sub ends and the user repeats the process with correct LoginName 8. When user click/use SAVE AS (instead of using SAVE); they will be given LoginName (johndoe) in the FILE NAME section of the SAVE AS prompt screen. I have been working on this over a month and have tried everything I know. I have also asked for help but owing to my limited knowledge - I'm back! Please help and advice. Please be as detailed as you deem necessary - I'm a novice. Many thanks in advance. |
#3
Posted to microsoft.public.excel.programming
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Automated Saving of File
Ed
Many thanks for your detailed answer. I get these problems: 1. When Saving; I get the message "Is your name in Cell A1 of January?" - twice. After pressng "YES" the first time 2. If I press "NO" second time; the file still gets saved 3. When I receive the prompt, to say that "File already exists, do you wanna replace it" and I choose "NO" - I get "Runtime error 1004" method saveas failed and if I choose debug option this part of the code "Me.SaveAs strFName" id highlighted in yellow. Would appreciate your help again. many thanks. "Ed" wrote: With your master timesheet file open, press ALT+F11. This opens the Visual Basic Editor (VBE). You should see an Explorer-like tree on the left side. Find the name of the master timesheet file. If there are no icons for each sheet and ThisWorkbook below it, then double-click the workbook icon. Double-click the ThisWorkbook icon. The left side upper rectangle will probably show General; if so, click the drop-down arrow to select Workbook. It will probably change the right side upper rectangle to Open, and put Private Sub Workbook_Open() End Sub in the VBE window. Use the drop-down arrow on the right rectangle to select BeforeSave. A new macro header should appear as Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean) End Sub Copy the following code and paste it in the space between "Private Sub" and "End Sub". 'Create string variable for file name Dim strFName As String 'Set file path in string strFName = "C:\timesheet\" ' Check if A1 is empty If Worksheets("January").Range("A1") < "" Then 'If not, then verify name If MsgBox("Is your name in Cell A1 of January?", vbYesNo) = vbYes Then 'If name is correct, add to file name string strFName = strFName & Range("A1") & ".xls" ' Save file Me.SaveAs strFName Else 'If name is not correct, prompt to change it MsgBox "Please type your name in Cell A1 of January." 'Cancel save Cancel = True End If Else 'Prompt for name MsgBox "Please type your name into Cell A1 of January." ' Cancel save Cancel = True End If HTH Ed "SU" wrote in message ... I am trying to prompt users with a message (when they click/use SAVE) to fill in a cell with their LoginName. This LoginName will be used as the filename to save the file automatically in a SPECIFIC FOLDER. This is what I'd like to achieve: 1. I have a Spreadsheet with 12 worksheets, January to December 2. The user enters his/her LoginName (JOHNDOE) in cell A1 in worksheet January 3. When user click/use SAVE; they will be asked to fill the cell A1 in worksheet January if they have left this cell empty by mistake 4. When user click/use SAVE; they will get a prompt message asking them to confirm whether their LoginName (johndoe) in cell A1 is correct 5. If they choose YES; the file will be saved in folder C:\timesheet\ as johndoe.xls 6. The user will receive another prompt to let them know that the file was saved as C:\timesheet\johndoe.xls 7. If they choose NO; sub ends and the user repeats the process with correct LoginName 8. When user click/use SAVE AS (instead of using SAVE); they will be given LoginName (johndoe) in the FILE NAME section of the SAVE AS prompt screen. I have been working on this over a month and have tried everything I know. I have also asked for help but owing to my limited knowledge - I'm back! Please help and advice. Please be as detailed as you deem necessary - I'm a novice. Many thanks in advance. |
#4
Posted to microsoft.public.excel.programming
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Automated Saving of File
Sorry about that!! 8{
I forgot that the SaveAs method in VBA would re-trigger the BeforeSave event in the workbook. In the macro, find ' Save file Me.SaveAs strFName and replace it with ' Save file Application.DisplayAlerts = False Application.EnableEvents = False Me.SaveAs strFName Application.EnableEvents = True Application.DisplayAlerts = True Another problem is going to be trying to save this template with a blank space in A1! So put this after the End Sub of the first macro. Sub SaveTemplate() Dim strName As String strName = InputBox("Name that file!") strName = Me.Path & "\" & strName Application.EnableEvents = False Me.SaveAs strName Application.EnableEvents = True End Sub Application.EnableEvents allows you to decide whether Excel responds to the Workbook events listed in the VBE window upper right rectangle. If you must turn it off (= False), it must be turned back on (= True), or very strange things may happen! (You can ask me how I know this, but I'd be too embarassed to tell you!) Hope this gets you going. Ed "SU" wrote in message ... Ed Many thanks for your detailed answer. I get these problems: 1. When Saving; I get the message "Is your name in Cell A1 of January?" - twice. After pressng "YES" the first time 2. If I press "NO" second time; the file still gets saved 3. When I receive the prompt, to say that "File already exists, do you wanna replace it" and I choose "NO" - I get "Runtime error 1004" method saveas failed and if I choose debug option this part of the code "Me.SaveAs strFName" id highlighted in yellow. Would appreciate your help again. many thanks. "Ed" wrote: With your master timesheet file open, press ALT+F11. This opens the Visual Basic Editor (VBE). You should see an Explorer-like tree on the left side. Find the name of the master timesheet file. If there are no icons for each sheet and ThisWorkbook below it, then double-click the workbook icon. Double-click the ThisWorkbook icon. The left side upper rectangle will probably show General; if so, click the drop-down arrow to select Workbook. It will probably change the right side upper rectangle to Open, and put Private Sub Workbook_Open() End Sub in the VBE window. Use the drop-down arrow on the right rectangle to select BeforeSave. A new macro header should appear as Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean) End Sub Copy the following code and paste it in the space between "Private Sub" and "End Sub". 'Create string variable for file name Dim strFName As String 'Set file path in string strFName = "C:\timesheet\" ' Check if A1 is empty If Worksheets("January").Range("A1") < "" Then 'If not, then verify name If MsgBox("Is your name in Cell A1 of January?", vbYesNo) = vbYes Then 'If name is correct, add to file name string strFName = strFName & Range("A1") & ".xls" ' Save file Me.SaveAs strFName Else 'If name is not correct, prompt to change it MsgBox "Please type your name in Cell A1 of January." 'Cancel save Cancel = True End If Else 'Prompt for name MsgBox "Please type your name into Cell A1 of January." ' Cancel save Cancel = True End If HTH Ed "SU" wrote in message ... I am trying to prompt users with a message (when they click/use SAVE) to fill in a cell with their LoginName. This LoginName will be used as the filename to save the file automatically in a SPECIFIC FOLDER. This is what I'd like to achieve: 1. I have a Spreadsheet with 12 worksheets, January to December 2. The user enters his/her LoginName (JOHNDOE) in cell A1 in worksheet January 3. When user click/use SAVE; they will be asked to fill the cell A1 in worksheet January if they have left this cell empty by mistake 4. When user click/use SAVE; they will get a prompt message asking them to confirm whether their LoginName (johndoe) in cell A1 is correct 5. If they choose YES; the file will be saved in folder C:\timesheet\ as johndoe.xls 6. The user will receive another prompt to let them know that the file was saved as C:\timesheet\johndoe.xls 7. If they choose NO; sub ends and the user repeats the process with correct LoginName 8. When user click/use SAVE AS (instead of using SAVE); they will be given LoginName (johndoe) in the FILE NAME section of the SAVE AS prompt screen. I have been working on this over a month and have tried everything I know. I have also asked for help but owing to my limited knowledge - I'm back! Please help and advice. Please be as detailed as you deem necessary - I'm a novice. Many thanks in advance. |
#5
Posted to microsoft.public.excel.programming
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Automated Saving of File
Okay - after conferring with the experts (Tom Ogilvy, MVP), here's a new
complete macro the also supresses the SaveAs dialog box. Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean) Dim wb As Workbook Set wb = ActiveWorkbook 'Cancel Save event Cancel = True 'Create string variable for file name Dim strFName As String 'Set file path in string 'strFName = "C:\timesheet\" strFName = wb.Path & "\" ' Check if A1 is empty If wb.Worksheets("January").Range("A1") < "" Then 'If not, then verify name If MsgBox("Is your name in Cell A1 of January?", vbYesNo) = vbYes Then 'If name is correct, add to file name string strFName = strFName & Range("A1") & ".xls" ' Save file Application.DisplayAlerts = False Application.EnableEvents = False wb.SaveAs strFName Application.EnableEvents = True Application.DisplayAlerts = True Else 'If name is not correct, prompt to change it MsgBox "Please type your name in Cell A1 of January." End If Else 'Prompt for name MsgBox "Please type your name into Cell A1 of January." End If End Sub "Ed" wrote in message ... Sorry about that!! 8{ I forgot that the SaveAs method in VBA would re-trigger the BeforeSave event in the workbook. In the macro, find ' Save file Me.SaveAs strFName and replace it with ' Save file Application.DisplayAlerts = False Application.EnableEvents = False Me.SaveAs strFName Application.EnableEvents = True Application.DisplayAlerts = True Another problem is going to be trying to save this template with a blank space in A1! So put this after the End Sub of the first macro. Sub SaveTemplate() Dim strName As String strName = InputBox("Name that file!") strName = Me.Path & "\" & strName Application.EnableEvents = False Me.SaveAs strName Application.EnableEvents = True End Sub Application.EnableEvents allows you to decide whether Excel responds to the Workbook events listed in the VBE window upper right rectangle. If you must turn it off (= False), it must be turned back on (= True), or very strange things may happen! (You can ask me how I know this, but I'd be too embarassed to tell you!) Hope this gets you going. Ed "SU" wrote in message ... Ed Many thanks for your detailed answer. I get these problems: 1. When Saving; I get the message "Is your name in Cell A1 of January?" - twice. After pressng "YES" the first time 2. If I press "NO" second time; the file still gets saved 3. When I receive the prompt, to say that "File already exists, do you wanna replace it" and I choose "NO" - I get "Runtime error 1004" method saveas failed and if I choose debug option this part of the code "Me.SaveAs strFName" id highlighted in yellow. Would appreciate your help again. many thanks. "Ed" wrote: With your master timesheet file open, press ALT+F11. This opens the Visual Basic Editor (VBE). You should see an Explorer-like tree on the left side. Find the name of the master timesheet file. If there are no icons for each sheet and ThisWorkbook below it, then double-click the workbook icon. Double-click the ThisWorkbook icon. The left side upper rectangle will probably show General; if so, click the drop-down arrow to select Workbook. It will probably change the right side upper rectangle to Open, and put Private Sub Workbook_Open() End Sub in the VBE window. Use the drop-down arrow on the right rectangle to select BeforeSave. A new macro header should appear as Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean) End Sub Copy the following code and paste it in the space between "Private Sub" and "End Sub". 'Create string variable for file name Dim strFName As String 'Set file path in string strFName = "C:\timesheet\" ' Check if A1 is empty If Worksheets("January").Range("A1") < "" Then 'If not, then verify name If MsgBox("Is your name in Cell A1 of January?", vbYesNo) = vbYes Then 'If name is correct, add to file name string strFName = strFName & Range("A1") & ".xls" ' Save file Me.SaveAs strFName Else 'If name is not correct, prompt to change it MsgBox "Please type your name in Cell A1 of January." 'Cancel save Cancel = True End If Else 'Prompt for name MsgBox "Please type your name into Cell A1 of January." ' Cancel save Cancel = True End If HTH Ed "SU" wrote in message ... I am trying to prompt users with a message (when they click/use SAVE) to fill in a cell with their LoginName. This LoginName will be used as the filename to save the file automatically in a SPECIFIC FOLDER. This is what I'd like to achieve: 1. I have a Spreadsheet with 12 worksheets, January to December 2. The user enters his/her LoginName (JOHNDOE) in cell A1 in worksheet January 3. When user click/use SAVE; they will be asked to fill the cell A1 in worksheet January if they have left this cell empty by mistake 4. When user click/use SAVE; they will get a prompt message asking them to confirm whether their LoginName (johndoe) in cell A1 is correct 5. If they choose YES; the file will be saved in folder C:\timesheet\ as johndoe.xls 6. The user will receive another prompt to let them know that the file was saved as C:\timesheet\johndoe.xls 7. If they choose NO; sub ends and the user repeats the process with correct LoginName 8. When user click/use SAVE AS (instead of using SAVE); they will be given LoginName (johndoe) in the FILE NAME section of the SAVE AS prompt screen. I have been working on this over a month and have tried everything I know. I have also asked for help but owing to my limited knowledge - I'm back! Please help and advice. Please be as detailed as you deem necessary - I'm a novice. Many thanks in advance. |
#6
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Automated Saving of File
Ed
That's excellent, works perfect. Many many thanks for the solution. Very much obliged. "Ed" wrote: Okay - after conferring with the experts (Tom Ogilvy, MVP), here's a new complete macro the also supresses the SaveAs dialog box. Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean) Dim wb As Workbook Set wb = ActiveWorkbook 'Cancel Save event Cancel = True 'Create string variable for file name Dim strFName As String 'Set file path in string 'strFName = "C:\timesheet\" strFName = wb.Path & "\" ' Check if A1 is empty If wb.Worksheets("January").Range("A1") < "" Then 'If not, then verify name If MsgBox("Is your name in Cell A1 of January?", vbYesNo) = vbYes Then 'If name is correct, add to file name string strFName = strFName & Range("A1") & ".xls" ' Save file Application.DisplayAlerts = False Application.EnableEvents = False wb.SaveAs strFName Application.EnableEvents = True Application.DisplayAlerts = True Else 'If name is not correct, prompt to change it MsgBox "Please type your name in Cell A1 of January." End If Else 'Prompt for name MsgBox "Please type your name into Cell A1 of January." End If End Sub "Ed" wrote in message ... Sorry about that!! 8{ I forgot that the SaveAs method in VBA would re-trigger the BeforeSave event in the workbook. In the macro, find ' Save file Me.SaveAs strFName and replace it with ' Save file Application.DisplayAlerts = False Application.EnableEvents = False Me.SaveAs strFName Application.EnableEvents = True Application.DisplayAlerts = True Another problem is going to be trying to save this template with a blank space in A1! So put this after the End Sub of the first macro. Sub SaveTemplate() Dim strName As String strName = InputBox("Name that file!") strName = Me.Path & "\" & strName Application.EnableEvents = False Me.SaveAs strName Application.EnableEvents = True End Sub Application.EnableEvents allows you to decide whether Excel responds to the Workbook events listed in the VBE window upper right rectangle. If you must turn it off (= False), it must be turned back on (= True), or very strange things may happen! (You can ask me how I know this, but I'd be too embarassed to tell you!) Hope this gets you going. Ed "SU" wrote in message ... Ed Many thanks for your detailed answer. I get these problems: 1. When Saving; I get the message "Is your name in Cell A1 of January?" - twice. After pressng "YES" the first time 2. If I press "NO" second time; the file still gets saved 3. When I receive the prompt, to say that "File already exists, do you wanna replace it" and I choose "NO" - I get "Runtime error 1004" method saveas failed and if I choose debug option this part of the code "Me.SaveAs strFName" id highlighted in yellow. Would appreciate your help again. many thanks. "Ed" wrote: With your master timesheet file open, press ALT+F11. This opens the Visual Basic Editor (VBE). You should see an Explorer-like tree on the left side. Find the name of the master timesheet file. If there are no icons for each sheet and ThisWorkbook below it, then double-click the workbook icon. Double-click the ThisWorkbook icon. The left side upper rectangle will probably show General; if so, click the drop-down arrow to select Workbook. It will probably change the right side upper rectangle to Open, and put Private Sub Workbook_Open() End Sub in the VBE window. Use the drop-down arrow on the right rectangle to select BeforeSave. A new macro header should appear as Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean) End Sub Copy the following code and paste it in the space between "Private Sub" and "End Sub". 'Create string variable for file name Dim strFName As String 'Set file path in string strFName = "C:\timesheet\" ' Check if A1 is empty If Worksheets("January").Range("A1") < "" Then 'If not, then verify name If MsgBox("Is your name in Cell A1 of January?", vbYesNo) = vbYes Then 'If name is correct, add to file name string strFName = strFName & Range("A1") & ".xls" ' Save file Me.SaveAs strFName Else 'If name is not correct, prompt to change it MsgBox "Please type your name in Cell A1 of January." 'Cancel save Cancel = True End If Else 'Prompt for name MsgBox "Please type your name into Cell A1 of January." ' Cancel save Cancel = True End If HTH Ed "SU" wrote in message ... I am trying to prompt users with a message (when they click/use SAVE) to fill in a cell with their LoginName. This LoginName will be used as the filename to save the file automatically in a SPECIFIC FOLDER. This is what I'd like to achieve: 1. I have a Spreadsheet with 12 worksheets, January to December 2. The user enters his/her LoginName (JOHNDOE) in cell A1 in worksheet January 3. When user click/use SAVE; they will be asked to fill the cell A1 in worksheet January if they have left this cell empty by mistake 4. When user click/use SAVE; they will get a prompt message asking them to confirm whether their LoginName (johndoe) in cell A1 is correct 5. If they choose YES; the file will be saved in folder C:\timesheet\ as johndoe.xls 6. The user will receive another prompt to let them know that the file was saved as C:\timesheet\johndoe.xls 7. If they choose NO; sub ends and the user repeats the process with correct LoginName 8. When user click/use SAVE AS (instead of using SAVE); they will be given LoginName (johndoe) in the FILE NAME section of the SAVE AS prompt screen. I have been working on this over a month and have tried everything I know. I have also asked for help but owing to my limited knowledge - I'm back! Please help and advice. Please be as detailed as you deem necessary - I'm a novice. Many thanks in advance. |
#7
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Automated Saving of File
trying to save a file think what I read is more than I need?
useing Answer = MsgBox(" Have you made a backup of this data?", vbYesNo) If Answer = vbNo Then FileSaveName = Application.GetSaveAsFilename( _ fileFilter:="Text Files (*.txt),*.txt") If FileSaveName < False Then MsgBox "Save as" & FileSaveName End If Range("e3")(DataEntry).Select End If Answer = MsgBox(" Confirm backup of this data. Click Yes", vbYesNo) If Answer = vbYes Then Missing something as it does not save when named in save as box? want user to give Active worlsheet a name then save befor other action clearing data. Any help appreciated Thanks "Ed" wrote: With your master timesheet file open, press ALT+F11. This opens the Visual Basic Editor (VBE). You should see an Explorer-like tree on the left side. Find the name of the master timesheet file. If there are no icons for each sheet and ThisWorkbook below it, then double-click the workbook icon. Double-click the ThisWorkbook icon. The left side upper rectangle will probably show General; if so, click the drop-down arrow to select Workbook. It will probably change the right side upper rectangle to Open, and put Private Sub Workbook_Open() End Sub in the VBE window. Use the drop-down arrow on the right rectangle to select BeforeSave. A new macro header should appear as Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean) End Sub Copy the following code and paste it in the space between "Private Sub" and "End Sub". 'Create string variable for file name Dim strFName As String 'Set file path in string strFName = "C:\timesheet\" ' Check if A1 is empty If Worksheets("January").Range("A1") < "" Then 'If not, then verify name If MsgBox("Is your name in Cell A1 of January?", vbYesNo) = vbYes Then 'If name is correct, add to file name string strFName = strFName & Range("A1") & ".xls" ' Save file Me.SaveAs strFName Else 'If name is not correct, prompt to change it MsgBox "Please type your name in Cell A1 of January." 'Cancel save Cancel = True End If Else 'Prompt for name MsgBox "Please type your name into Cell A1 of January." ' Cancel save Cancel = True End If HTH Ed "SU" wrote in message ... I am trying to prompt users with a message (when they click/use SAVE) to fill in a cell with their LoginName. This LoginName will be used as the filename to save the file automatically in a SPECIFIC FOLDER. This is what I'd like to achieve: 1. I have a Spreadsheet with 12 worksheets, January to December 2. The user enters his/her LoginName (JOHNDOE) in cell A1 in worksheet January 3. When user click/use SAVE; they will be asked to fill the cell A1 in worksheet January if they have left this cell empty by mistake 4. When user click/use SAVE; they will get a prompt message asking them to confirm whether their LoginName (johndoe) in cell A1 is correct 5. If they choose YES; the file will be saved in folder C:\timesheet\ as johndoe.xls 6. The user will receive another prompt to let them know that the file was saved as C:\timesheet\johndoe.xls 7. If they choose NO; sub ends and the user repeats the process with correct LoginName 8. When user click/use SAVE AS (instead of using SAVE); they will be given LoginName (johndoe) in the FILE NAME section of the SAVE AS prompt screen. I have been working on this over a month and have tried everything I know. I have also asked for help but owing to my limited knowledge - I'm back! Please help and advice. Please be as detailed as you deem necessary - I'm a novice. Many thanks in advance. |
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