Upon Submit email different view

Posted on 2009-02-12
Medium Priority
Last Modified: 2013-11-25
I want upon submit an email to be sent to the email address in the email field (easy enough) the problem is I want the email to contain a different view.   I have an input screen that based on selections fills out one of 35 views, I want when the end user hits submit the correct view to be emailed to the client not the information view.  When i place a submit button with a switch view it does not then email the view other then the input screen.
Question by:Andrew Bass
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LVL 28

Accepted Solution

clayfox earned 2000 total points
ID: 23624324
What happens is when the second person opens the form there is no logic but to open to the default view.
Here is the trick.

You need to modify your form so that it opens to the correct view.
Add a field in the form to track the view, currentview.
Add a rule action to the email button which set currentview to the viewname.
Then put an open rule which checks currentview and changes the view on open to the view selected.

This is what you want, the second user opens the form to the view which first user sent them

Author Comment

by:Andrew Bass
ID: 23625220
Hey Clay, so here is the issue with that.  The secondary view is a non editable print view which i relistically want to have it print as an image file and send to the client, I do not want the client to have a view of infopath at all.  
LVL 28

Assisted Solution

clayfox earned 2000 total points
ID: 23625283
Are you using 2007?

Then you can email a view rather than attach the form.

Also a trick is that on the button you can add the actions to switch view, then submit to email, then close the form.  You can then make this transparent to the user.

If you want to print to email or something there are some third party apps or coding could fit this scenario.

Author Comment

by:Andrew Bass
ID: 23625425
The problem is I am making it in 2007 but it has to be compatable with 2003 which makes the biggest issue, I found a line of coding I can use but I need InfoPath SP and InfoPath Toolkit to do it, my worry is this will cause existing forms ive made to be in jeopardy or it will require the end users to have these add ins.

Author Closing Comment

by:Andrew Bass
ID: 31546154
Didnt help but answered the question none the less, thanks Clay

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