Users must save as new spreadsheet

[springtimetigger]

My company an estimate worksheet that is protected with certain validations.
What they want is for the users to have to save the estimate that they that
filled out under a different name in their own folder. Is there a way to do
this?

 

[Pete_UK]

Perhaps you could write-protect the file so that they cannot save the
file with the same name. If you are working on a network then your IT
guys should be able to give the workers read access to the master file
but not write-access to the folder, so they would have to save it
elsewhere.

Hope this helps.

Pete

 

[Duke Carey]

One way is to save the file on the network, then provide everybody with a
small workbook that has a one-line macro in it

Workbooks.add(full network path & name)

Excel will create a new workbook that is a COPY of the master.

 

[Serendipity]

You can save them as a template. Excell will automatically save them in the
templates filter of your computer. You can change that to the folder of your
choice. When a user opens the template, it will automatically add a 1 to the
worksheet name and force you to save as.

I use this frequently on a large variety of templates / forms that are built
in excell and it has worked very well for me and the other users. To make
changes to the template, a user must obviously choose to do so

Serendipity