Solved

Is there a way to create a form in Outlook that will generate a template email?

Posted on 2011-03-08
1
209 Views
Last Modified: 2012-05-11
We are migrating from GroupWise to Outlook. Our contact center has been using a GroupWise Add In that presents the agent with a form. They fill in various criteria and click "Submit" and Groupwise creates a memo with the personalized information taken from the form fields. This is critical to their day to day operations, and we will need to duplicate this in Outlook. I'm aware that InfoPath may be part of the solution but need more details...
0
Comment
Question by:JoelyMcD
1 Comment
 
LVL 8

Accepted Solution

by:
nsyyoung earned 500 total points
ID: 35071457
You can create an InfoPath form with your desired fields, then add a submit data connection that sends an email message.

1. create data connection > submit data > as an email message > To, CC, BCC, Subject Fx [select from form fields] > send the active view of the form (no attachment) OR send the form as an attachment> name the connection

2. Button > Rules > Add Action > Submit using a data connection > select the data connection you created

Hope this helps.
N.
0

Featured Post

Complete VMware vSphere® ESX(i) & Hyper-V Backup

Capture your entire system, including the host, with patented disk imaging integrated with VMware VADP / Microsoft VSS and RCT. RTOs is as low as 15 seconds with Acronis Active Restore™. You can enjoy unlimited P2V/V2V migrations from any source (even from a different hypervisor)

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

User Beware!  This is a rather permanent solution to removing your email from an exchange server.  The only way to truly go back is to have your exchange administrator restore your mailbox from backups.  This is usually the option of last resort.  A…
Article by: Leon
Software Metering within our group of companies has always been an afterthought until auditing of software and licensing became a pain point. Orchestrator and SCCM metering gave us the answer and it was an exciting process.
Viewers will learn how to maximize accessibility options in an Excel workbook for users with accessibility issues.
The view will learn how to download and install SIMTOOLS and FORMLIST into Excel, how to use SIMTOOLS to generate a Monte Carlo simulation of 30 sales calls, and how to calculate the conditional probability based on the results of the Monte Carlo …

831 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question