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

Posted on 2011-03-08
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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...
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Question by:JoelyMcD
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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.
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