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creating an infopath form

Posted on 2009-05-18
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Last Modified: 2012-05-07
Hi

I am trying to create a request form through InfoPath. I have embedded the form into an XMLformview web part in SharePoint.

Once the form is submitted I need the form contents to be emailed to an administrator who will be able to click an accept or decline button, which is then emailed back to the requestor.

any help would be greatly appreciated.
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Question by:RCoTeam
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LVL 25

Expert Comment

by:Robbie_Leggett
ID: 24414216
Add an email submit method to the form from Tools>Submit Options
Then create an email view to be emailed using the views menu.
 
Then add another button which only becomes available once the form has been submitted the first time. This will be labelled "Accept".
 
Once clicked, have an SPD workflow email the requestor with an acceptance email.
 
:-)
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Author Comment

by:RCoTeam
ID: 24419535
Thank you very much. That helps alot.

How do i populate the information from the default/original view in the view that is emailed?
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LVL 25

Expert Comment

by:Robbie_Leggett
ID: 24419590
If you use the same fields from the data source window on the right, they will contain the same values no matter which view they are placed in.
 
:-)
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Author Comment

by:RCoTeam
ID: 24419663
Cool, have done.

How do i set the submit options to send the second view?
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LVL 25

Expert Comment

by:Robbie_Leggett
ID: 24419678
You need to create a submit option in Tools>Submit Options. In there, choose to submit using rules. The first rule is to change views. This will switch to the email view. You then need to add a second action which should be Submit using a data connection. You will then be asked to add a data connection. Create one to submit data, and on the next page you can select "As an email message".
 
:-)
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Author Comment

by:RCoTeam
ID: 24419853
Ive got it to email the seperate view, only the buttons i had added dont appear.
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Robbie_Leggett earned 2000 total points
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