Go Premium for a chance to win a PS4. Enter to Win

x
?
Solved

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

Posted on 2011-03-08
1
Medium Priority
?
227 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 2000 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

Free Backup Tool for VMware and Hyper-V

Restore full virtual machine or individual guest files from 19 common file systems directly from the backup file. Schedule VM backups with PowerShell scripts. Set desired time, lean back and let the script to notify you via email upon completion.  

Question has a verified solution.

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

Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
Ever visit a website where you spotted a really cool looking Font, yet couldn't figure out which font family it belonged to, or how to get a copy of it for your own use? This article explains the process of doing exactly that, as well as showing how…
Viewers will learn the different options available in the Backstage view in Excel 2013.
The viewer will learn how to simulate a series of coin tosses with the rand() function and learn how to make these “tosses” depend on a predetermined probability. Flipping Coins in Excel: Enter =RAND() into cell A2: Recalculate the random variable…

782 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