|The only way to make it truly automatic would be to use VBA to place the date in the cell. |
For example, assuming the cell where the date will be stored is empty in your template, the code could check that cell and place a date in the cell if it is empty when the file is opened. If the cell already contains a date, then the code would do nothing.
However, that would mean that the Excel application on each machine would need to be set up to allow macros to run which may (or may not) be an issue.
A way to make it semi-automatic would be to pick a cell where you know that the user must enter/change a value as part of the quoting process. You could apply Data Validation on that cell such that no value could be entered/changed unless a date had already been entered in your date cell.
- Select a cell to apply the Data Validation to - not the date cell, but some other cell that you know the users must edit.
- Choose Data...Validation...Allow...Custom
- Formula (assumes A1 is your date cell):
- Uncheck the Ignore blank box
- Click the Error Alert tab
- Enter a message to the user, e.g. "Please enter a date in A1 before proceeding."
The cell where the Data Validation is applied will not accept any data entry until A1 contains a value that is recognized by Excel as a date.
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