Improve company productivity with a Business Account.Sign Up

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
?
232 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 Tool: Subnet Calculator

The subnet calculator helps you design networks by taking an IP address and network mask and returning information such as network, broadcast address, and host range.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

As with any other System Center product, the installation for the Authoring Tool can be quite a pain sometimes. This article serves to help you avoid making these mistakes and hopefully save you a ton of time on troubleshooting :)  Step 1: Make sur…
We were having a lot of "Heartbeat Alerts" in our SCOM environment, now "Heartbeat" in a SCOM environment for those of you who might not be familiar with SCOM is a packet of data sent from the agent to the management server on a regular basis, basic…
Viewers will learn how to maximize accessibility options in an Excel workbook for users with accessibility issues.
Viewers will learn the different options available in the Backstage view in Excel 2013.

606 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